PROpulsion LIVE

7 Big Problems Facing Financial Planners Today


Listen Later

Send us a text

We’re not easing into the future of financial planning... we’re already in it.
And yet, many advisers still find themselves facing the same big issues day after day.

In this powerful episode, Francois du Toit unpacks the 7 major problems currently reshaping the advice profession, and what forward-thinking planners can do about them. From outdated engagement models and shifting client expectations to new demands on skills, tech, and mindset, this is a call to adapt, evolve, and lead.

Whether you’re just starting out or leading a seasoned firm, this episode offers practical insight and strategic thinking for those ready to thrive - not just survive - in the new era of advice.

πŸ‘‡ Watch now to explore:
β€’ The biggest pressures facing financial planners today
β€’ What’s changing in how clients want to be served
β€’ The skills, tools and mindset required for modern relevance
β€’ How to evolve your advice model without losing your purpose

🎯 If you’ve felt the tension between where the industry is and where it needs to go β€” this episode is for you.
––––––––––––––––––––––––––––––––––––––
BUY PROPULSION TECH TICKETS HERE:
https://www.propulsion.co.za/propulsion-tech-tickets/

AI TRAINING:
https://www.propulsion.co.za/propulsion-ai-training-for-financial-advisers-lets-build-custom-gpts/

TAXSPACE WEBINAR:
https://us02web.zoom.us/webinar/register/WN_3vkHSB2WR5qxGTFCk2Pbpw#/registration

πŸ“Š Take the Professional Practice 10.0 Scorecard
🎯 https://www.propulsion.co.za/scoreyt

πŸ“˜ Get the Financial Advisor Playbook
β€’ Physical Book: https://www.takealot.com/the-financial-advisor-playbook/PLID80091341
β€’ Digital Copy on Amazon: https://www.amazon.com/dp/B0D8BL2CGH

🌐 Learn more about PROpulsion
πŸ‘‰ https://www.propulsion.co.za/community

––––––––––––––––––––––––––––––––––––––

πŸ”” Subscribe and hit the bell to get notified when we go LIVE!

#FinancialPlanning #AdviceProfession #PROpulsionLIVE #FutureOfAdvice #PlannerGrowth #ClientExperience #Explore2025

...more
View all episodesView all episodes
Download on the App Store

PROpulsion LIVEBy Francois du Toit


More shows like PROpulsion LIVE

View all
Global News Podcast by BBC World Service

Global News Podcast

7,700 Listeners

The Art of Manliness by The Art of Manliness

The Art of Manliness

14,274 Listeners

The Joe Rogan Experience by Joe Rogan

The Joe Rogan Experience

227,771 Listeners

The Gareth Cliff Show by The Real Network

The Gareth Cliff Show

68 Listeners

The Money Show by Radio 702

The Money Show

34 Listeners

The Diary Of A CEO with Steven Bartlett by DOAC

The Diary Of A CEO with Steven Bartlett

8,223 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

240 Listeners

MoneywebNOW by Moneyweb Radio

MoneywebNOW

7 Listeners