Send us a text

In this season finale of PROpulsion LIVE, we look back at 2024 and share the top lessons for financial planners. From simplifying processes to embracing new strategies, this episode captures the most impactful insights from the past year.

We’ll cover the key takeaways that can help financial planners build better businesses, foster stronger client relationships, and achieve personal and professional growth. Whether you’re a financial planner, adviser, or firm owner, this episode is packed with actionable ideas to prepare you for 2025 and beyond.

Thank you for being part of Season 5. Stay tuned for what’s next!

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.


Take the Professional Practice 10.0 Scorecard --

See how your business scores:

🎯 https://www.propulsion.co.za/scoreyt


Get the Financial Advisor Playbook Now: --

Physical Book: https://www.takealot.com/the-financia...

Get the digital copy on Amazon:

https://www.amazon.com/dp/B0D8BL2CGH


Learn more about PROpulsion: --

👉 https://www.propulsion.co.za/community

Send us a text

In this episode of PROpulsion LIVE, we explore the journey from financial advice to comprehensive financial planning. We unpack the distinctions between brokers, financial advisers, and financial planners, highlighting how financial planning provides a deeper, more holistic approach to serving clients.

Discover why moving beyond advice to a full planning model benefits both professionals and their clients. We’ll share actionable insights, practical steps, and real-world examples to help financial advisers transition to a more impactful way of working.

Whether you're looking to enhance client relationships, improve long-term outcomes, or future-proof your business, this episode is a must-watch.

Subscribe to our channel for more episodes that provide practical strategies and tools for financial professionals.

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.


Take the Professional Practice 10.0 Scorecard --

See how your business scores:

🎯 https://www.propulsion.co.za/scoreyt


Get the Financial Advisor Playbook Now: --

Physical Book: https://www.takealot.com/the-financia...

Get the digital copy on Amazon:

https://www.amazon.com/dp/B0D8BL2CGH


Learn more about PROpulsion: --

👉 https://www.propulsion.co.za/community

Send us a text

In this episode of PROpulsion LIVE, we’re joined by Errol Meyer, a financial expert with over 30 years of industry experience and author of Business Financial Planning. Errol dives deep into the importance of business succession planning, the role of life insurance, and strategies for ensuring a strong financial future for businesses. With insights from his latest book, Errol shares practical guidance for advisers and business owners on creating robust plans that secure long-term stability and financial security.

Don’t miss this valuable conversation with Errol Meyer, designed to provide financial professionals with actionable insights to enhance their advisory skills and support business clients in securing their legacies.

Disclaimer: The views expressed by guests are their own and do not reflect the official stance of this platform.

Connect with Errol:

Errol on LinkedIn: / errol-gottfried-meyer-68840b146

Leave us a comment with your thoughts and questions.

-- Find our content valuable? Please subscribe to the YouTube channel --

Click the SUBSCRIBE button above

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.


Take the Professional Practice 10.0 Scorecard --

See how your business scores:

🎯 https://www.propulsion.co.za/scoreyt


Get the Financial Advisor Playbook Now: --

Physical Book: https://www.takealot.com/the-financia...

Get the digital copy on Amazon:

https://www.amazon.com/dp/B0D8BL2CGH


Learn more about PROpulsion: --

👉 https://www.propulsion.co.za/community