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...
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...
Send us a text What does it take to lead a successful financial planning firm and create a new movement that empowers women with money? In this episode of PROpulsion LIVE, host Francois du Toit sits down with Gretchen Betts, Managing Director of Magenta Financial Planning and founder of SheFinance, for an honest look at growth, purpose, and the courage to explore what’s next. Gretchen shares her journey from adviser to business owner, including the story behind her management buyout of Mage...
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...
