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 Financial Advisers Must Think Like Business Owners with Johann Maree
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What is the difference between practice management and business management, and why does it matter so much for financial advisers today?
In this episode of PROpulsion Live, I speak with Johann Maree about why advice firms need to be run as proper businesses, not just busy adviser-led practices. With more than 35 years of experience across South Africa and Australia, Johann shares what he has learned about business models, client segmentation, fee-for-service, client engagement, adviser behaviour, and the systems that help advice firms grow.
This conversation is for financial advisers, planners, and firm owners who know they need to step back from daily pressure and start building a stronger business. We unpack what business management looks like in an advice firm, where many firms go wrong, and what leaders should be doing now to build something more stable, more valuable, and easier to run.
In this episode, we cover:
- the shift from practice management to business management
- the signs your business depends too much on the owner
- the biggest business gaps in advice firms
- strategic planning for advice businesses
- client segmentation in a practical way
- fee-for-service and client value
- client engagement as a business issue
- the first steps to take in the next 90 days
Johann brings deep experience in advice business leadership, behavioural finance, coaching, and adviser development. This is a practical conversation for anyone who wants to build a better financial planning business.
If this episode helps you, please like, subscribe, and share it with another adviser or planner.
#FinancialPlanning #FinancialAdvisers #PracticeManagement #BusinessManagement #AdviceBusiness
