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The Trusted Adviser in a Low-Trust Society
Season 6 Episode 7
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In this episode of PROpulsion LIVE, we unpack what it takes to be a trusted financial adviser in today’s polarised, politically uncer…
1 year ago
The Future of Money and Mindset with Charlotte Kemp
Season 6 Episode 6
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In this episode of PROpulsion LIVE, we sit down with Charlotte Kemp, a futures thinking coach, to explore two key trends that are sha…
1 year, 1 month ago
The Art of Letting Go: Removing What’s Holding Your Practice Back
Season 6 Episode 5
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Cutting the fluff in your financial advisory practice frees up time, energy, and resources for the work that truly matters. In this e…
1 year, 1 month ago
Building a Client Base vs Building a Client Community
Season 6 Episode 4
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This week on PROpulsion LIVE, we’re diving into a game-changing shift: moving beyond a client list and creating a true client communi…
1 year, 1 month ago
The Skills Financial Advisers Need for an AI-Integrated Future
Season 6 Episode 3
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AI is changing the way financial advisers work. Some see it as a challenge, others as an opportunity. The question is—how do you make…
1 year, 1 month ago
Building a Value Proposition That Grows with Your Financial Advisory Practice
Season 6 Episode 2
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In this episode of PROpulsion Live, we look at how financial advisers can build and improve their value proposition throughout their …
1 year, 2 months ago
The Year to Explore: Mindset, Growth & Innovation
Season 6 Episode 1
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Welcome to Season 6 of PROpulsion LIVE!
This year’s theme is "Explore", and in this episode, we unpack what that means for financial p…
1 year, 2 months ago
2024's Top Lessons for Financial Planners
Season 5 Episode 39
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In this season finale of PROpulsion LIVE, we look back at 2024 and share the top lessons for financial planners. From simplifying pro…
1 year, 4 months ago
Move Beyond Financial Advice
Season 5 Episode 38
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In this episode of PROpulsion LIVE, we explore the journey from financial advice to comprehensive financial planning. We unpack the d…
1 year, 4 months ago
Business Financial Planning with Errol Meyer
Season 5 Episode 37
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In this episode of PROpulsion LIVE, we’re joined by Errol Meyer, a financial expert with over 30 years of industry experience and aut…
1 year, 5 months ago