PROpulsion LIVE
Welcome to PROpulsion Live, your ultimate destination for all things related to building and running a successful financial planning business. Our weekly show is the essential resource for financial planners, advisors, paraplanners, and anyone in the financial services profession. Join us every Friday on YouTube for the live show as we explore the ins and outs of sales, marketing, technology, relationships, business strategy, personal development, and so much more.With over 200 episodes and counting, our show features both insightful solo presentations and engaging interviews with industry experts from around the globe. Our dynamic format includes a 5-minute intro and welcome, a current affairs segment hosted by the FPI, a coach's corner led by Norma Simons, a random topic discussion, quick announcements, a 30-minute main topic or interview, and a closing segment to wrap things up.Subscribe to PROpulsion Live and become a part of our growing community of 1200+ dedicated professionals. Together, we're shaping the future of the financial planning profession. Don't miss out on the valuable insights, tips, and strategies that will propel your business or practice to new heights. Be part of the change and the journey towards a prosperous and impactful financial planning profession!If this is speaking your language or you listened to a few episodes and found value, then please subscribe or follow now and never miss an episode of PROpulsion Live, the show that empowers financial planners like you to thrive!
PROpulsion LIVE
SEASON FINALE 🎉 Your Path Forward as an IFA with Zeyn Ally
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 network path, and the questions every adviser should work through before deciding which direction to take. Zeyn also talks about the long-term benefits that the right support model can bring to clients, the adviser, and the practice.
A meaningful finish to a season built around our theme: Explore.
🎯 In this Season Finale:
• The changing environment for IFAs
• What COFI may mean for solo practices
• How to weigh up the solo route vs joining a network
• Questions advisers should explore before making a move
• What strong support can unlock for clients and the adviser
🔔 Subscribe to PROpulsion LIVE for weekly conversations that help you explore new ideas, tools, and ways to grow your financial planning business.
