In this episode of PROpulsion LIVE, we sit down with David Kop, a Certified Financial Planner® and business consultant, to discuss the challenges financial planners face when running their own businesses. Many financial planners start out doing everything themselves, from operations to client engagement, which quickly leads to burnout.

David shares insights from his years of experience, breaking down the functional structure of a financial planning business into three key areas: operations, compliance, and client engagement. We’ll explore the roles within these areas, the importance of an Operations Manager, and how financial planners can get back to doing what they love—helping clients.

Join us to learn how to build a better, more sustainable financial planning business and take control of your practice.

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In this episode of PROpulsion LIVE, we explore the critical crossroads faced by small independent financial advisor (IFA) firms. Whether to maintain independence, merge with other IFAs, or even exit the profession—this decision is pivotal. We dive into the options available, from joining another FSP or becoming a tied agent to more innovative solutions like creating a virtual advisory firm.

We’ll also discuss how to build longevity into an IFA business through the use of technology, branding, and client retention strategies. Lastly, we explore the importance of proper succession planning, including grooming potential successors and ensuring a smooth client transition.

Join us for practical insights and strategies to help small IFAs make informed decisions about their future.

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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.

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In this episode, we interview Kim Potgieter, Director and Head of Life Planning at Chartered Wealth Solutions. Kim is a Professional Certified Coach, CERTIFIED FINANCIAL PLANNER®, and author, known for her passion for improving people’s relationships with money and guiding them through significant life transitions.

Kim shares her insights on midlife transition, a challenging phase that many clients face as they navigate career pressures, family responsibilities, and the search for meaning and purpose. She debunks common midlife myths and provides truths that can empower clients to embrace this transformative stage of life.

We also discuss the role of financial planners in supporting clients through midlife, with a focus on empathetic conversations, personalised approaches, and practical tools from Kim’s books, 'Midlife Money Makeover' and 'Retiremeant™.' Kim’s learnings from Chip Conley and the Modern Elder Academy further enrich this conversation, offering valuable strategies for financial planners.

Join us to learn how to enhance your value proposition by effectively guiding clients through the midlife transition.

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