This, that, and the other - A mix of issues and solutions for financial advisers

PROpulsion LIVE

In this episode, we tackle a mix of crucial issues and solutions for financial advisers.
Learn how to elevate your virtual meeting setup to create a great experience, and understand why the title you choose—whether Financial Planner, Financial Adviser, Broker, or something unique—matters more than you think.
Discover the key differences between marketing and prospecting, and how to balance both for optimal growth. We also delve into the challenges faced by the next generation of financial planners and explore how we can support them.
Finally, we discuss the power of community and the different ways to collaborate: doing it yourself, getting someone else to do it, or working with others.
Join us for practical tips and strategies that can elevate your financial practice.
Subscribe to our channel for more episodes with valuable insights and advice for financial advisors.
Leave us a comment with your thoughts and questions.
-- Find our content valuable? Please subscribe to the YouTube channel --
Click the SUBSCRIBE button HERE:
https://www.youtube.com/@PROpulsionLive
Disclaimer: The views and opinions expressed by guests on our show do not reflect the official stance of our platform. We do not endorse or promote any guest, their views, or any products and services they might represent.
--- Join us at the Day of CPD ---
Info: https://www.propulsion.co.za/day-of-cpd
Agenda: https://www.propulsion.co.za/day-of-c...
--- Connect with me: ---
Francois on LinkedIn: https://www.linkedin.com/in/francoisd...
PROpulsion on LinkedIn: https://www.linkedin.com/company/prop...
--- Join the Financial Advisor Playbook Waitlist: ---
Join here: https://www.propulsion.co.za/book
--- Learn more about PROpulsion: ---
👉

Bab

1. This, that, and the other - A mix of issues and solutions for financial advisers (00:00:00)

2. Optimizing Virtual Meeting Setups (00:00:06)

3. Financial Advisor Titles and Marketing (00:07:32)

4. Marketing vs. Prospecting and Business Success (00:13:29)