Send us a text

Running a financial planning practice involves a lot more than client meetings and advice.
Behind every success story is a mountain of invisible work — compliance headaches, team issues, tech frustration, and never-ending admin.

In this week’s episode of PROpulsion LIVE, we pull back the curtain and talk honestly about what practice owners don’t often say out loud.
If you’ve ever felt like you’re carrying too much behind the scenes — you’re not alone.

If you run a business in this profession, this conversation is for you.

Leave a comment: What invisible task are YOU currently carrying?

Subscribe for weekly insights made for financial planners and practice owners

Share this with someone who needs to know they’re not alone.