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PROpulsion LIVE
Francois du Toit
167 episodes
1 month ago
Send us a text It’s the Season 6 Finale of PROpulsion LIVE, and we’re ending the year with a conversation that many advisers will relate to. In this episode we look at the changing adviser landscape and the decisions solo advisers are weighing up as regulation, admin, and client expectations grow. Zeyn shares what he is seeing across the profession, how COFI may shape the future, and why support structures are becoming part of the discussion for more practices. We explore the solo path, the...
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Business
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All content for PROpulsion LIVE is the property of Francois du Toit and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Send us a text It’s the Season 6 Finale of PROpulsion LIVE, and we’re ending the year with a conversation that many advisers will relate to. In this episode we look at the changing adviser landscape and the decisions solo advisers are weighing up as regulation, admin, and client expectations grow. Zeyn shares what he is seeing across the profession, how COFI may shape the future, and why support structures are becoming part of the discussion for more practices. We explore the solo path, the...
Show more...
Business
Education,
Technology
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7 Big Problems Facing Financial Planners Today
PROpulsion LIVE
36 minutes
5 months ago
7 Big Problems Facing Financial Planners Today
Send us a text We’re not easing into the future of financial planning... we’re already in it. And yet, many advisers still find themselves facing the same big issues day after day. In this powerful episode, Francois du Toit unpacks the 7 major problems currently reshaping the advice profession, and what forward-thinking planners can do about them. From outdated engagement models and shifting client expectations to new demands on skills, tech, and mindset, this is a call to adapt, evolve, and...
PROpulsion LIVE
Send us a text It’s the Season 6 Finale of PROpulsion LIVE, and we’re ending the year with a conversation that many advisers will relate to. In this episode we look at the changing adviser landscape and the decisions solo advisers are weighing up as regulation, admin, and client expectations grow. Zeyn shares what he is seeing across the profession, how COFI may shape the future, and why support structures are becoming part of the discussion for more practices. We explore the solo path, the...