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In this episode, we host an insightful panel discussion with Guy Holwill, CEO and founder of Fairbairn Consult, and Zeyn Ally, a senior leader with decades of experience in financial services. Together, they explore the power of Client Experience (CX) as a transformative tool for financial advisory success.

Guy shares his perspective on how CX has evolved to become the ‘new marketing’ for advisors, and Zeyn dives into Fairbairn’s unique approach to creating an advisor-centric experience. They reveal the foundational elements that build trust, loyalty, and satisfaction—transparency, respect, and feedback-driven improvement.

From refining advisor experiences to measuring performance with innovative programs like the Extra Mile Club, this conversation offers a wealth of insights for any financial advisor looking to strengthen their practice and deepen client relationships.

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Guy Holwill on LinkedIn: / guy-holwill-7714142
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In this episode of PROpulsion LIVE, we explore how financial advisers and planners can expand their income with alternative revenue streams. As the industry evolves, traditional models like asset-based fees and commissions aren’t always enough. Many advisers are finding value in diversifying their offerings to include subscription-based services, stand-alone planning, digital products, content creation, and consultancy.

Gain valuable insights on creating a resilient and future-ready business model that aligns with the changing financial landscape. Subscribe to our channel for more episodes on strategies to elevate your practice.

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Disclaimer: The views and opinions expressed by guests on our show do not reflect the official stance of our platform. We do not endorse or promote any guest, their views, or any products and services they might represent.

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Take the Professional Practice 10.0 Scorecard --

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In this episode, we interview Mickey Gambale, a dynamic leader in financial services with experience across investments, insurance, and asset management. Mickey will share his insights on the crucial role of life insurance in holistic financial planning, offering practical advice for financial advisers on how to balance risk cover with investments.

Mickey discusses how life insurance serves as the bedrock of financial planning, why it’s essential for protecting wealth, and how it can be a key tool for building generational wealth. He also delves into the shift toward living benefits, such as critical illness and income protection, and explains how these can enhance client relationships and long-term retention.

Join us to learn how life insurance can help protect and build wealth, offer long-term financial security, and position financial advisers as holistic planners.

Subscribe to our channel for more episodes that provide practical advice and strategies for financial advisers looking to elevate their practice.

Leave us a comment with your thoughts and questions.

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Disclaimer: The views and opinions expressed by guests on our show do not reflect the official stance of our platform. We do not endorse or promote any guest, their views, or any products and services they might represent.

Connect with Mickey:
https://www.linkedin.com/in/mickey-gambale-b578b53/

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