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
Why 70% of Heirs Change Adviser and What To Do About It with Mark Hedderman, CFP®
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The Great Wealth Transfer is already underway. Trillions in assets will move from one generation to the next over the coming decades. Yet many financial advisers are still unprepared, both for their clients’ intergenerational planning and for their own succession.
In this episode of PROpulsion LIVE, Francois speaks to Mark Hedderman CFP®, President of the LIA and CEO of Hedderman Financial Solutions, about what advisers must start doing now.
They explore:
• Why so many heirs change adviser after inheriting
• How to engage the next generation before wealth transfers
• The difference between continuity planning and real succession planning
• What private equity and consolidation mean for smaller firms
• How to protect and grow the value of your advisory practice
• Practical steps to move from knowing to doing
This conversation is essential viewing for financial planners, financial advisers, and advisory firm owners who want to protect their client relationships, strengthen their firm value, and build a lasting legacy.
If you are serious about intergenerational planning and adviser succession, this episode will challenge and guide you.
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PDF from Sam's segment - Visibility is Value: https://www.propulsion.co.za/wp-conte...
