In this episode, we interview Lara Warburton, the FPI Financial Planner of the Year for 2023 and Managing Director of Integral Wealth Management. With 31 years of experience in financial services and 24 years as an independent financial planner, Lara shares her insights on the importance of independent financial advice, professionalism, and navigating an increasingly complex environment.

Lara discusses her journey in the financial planning industry, the value of networks like PROpulsion, and the role of mentorship in upskilling young advisers. She also shares practical client stories and emphasizes the importance of simple, effective solutions in financial planning.

Join us to gain valuable insights from Lara Warburton on how to stay current, provide capable advice, and support the next generation of financial planners.

Subscribe to our channel for more episodes that provide practical advice and strategies for financial advisors looking to elevate their practice.

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.

-- Connect with Lara: --

Lara on LinkedIn: https://www.linkedin.com/in/larawarbu...

-- Blue Chip Digital Round Table Discussions --

Offshore investing discussion: https://bluechipdigital.co.za/round-t...

DFM discussion: https://bluechipdigital.co.za/round-t...

-- Join the Financial Advisor Playbook Waitlist: --

Join here: https://www.propulsion.co.za/book

-- Learn more about PROpulsion:--

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

In this episode, we tackle a mix of crucial issues and solutions for financial advisers.

Learn how to elevate your virtual meeting setup to create a great experience, and understand why the title you choose—whether Financial Planner, Financial Adviser, Broker, or something unique—matters more than you think.

Discover the key differences between marketing and prospecting, and how to balance both for optimal growth. We also delve into the challenges faced by the next generation of financial planners and explore how we can support them.

Finally, we discuss the power of community and the different ways to collaborate: doing it yourself, getting someone else to do it, or working with others.

Join us for practical tips and strategies that can elevate your financial practice.

Subscribe to our channel for more episodes with valuable insights and advice for financial advisors.

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.


--- Join us at the Day of CPD ---

Info: https://www.propulsion.co.za/day-of-cpd

Agenda: https://www.propulsion.co.za/day-of-c...


--- Connect with me: ---

Francois on LinkedIn: https://www.linkedin.com/in/francoisd...
PROpulsion on LinkedIn: https://www.linkedin.com/company/prop...

--- Join the Financial Advisor Playbook Waitlist: ---

Join here: https://www.propulsion.co.za/book

--- Learn more about PROpulsion: ---
👉

In this episode, we interview Gareth Hopkins, an experienced operations and client support professional in the information technology sector. Gareth shares his insights on delivering value propositions, maintaining business continuity, and client retention through the use of technology.

We discuss Gareth's journey in the IT sector and its intersection with financial services - how his diverse experience across different roles has shaped his approach to business solutions.

We delve into the concept of value propositions and their importance for businesses. We share methods for identifying and developing value propositions within an organization.

We take a look at their cloud-based technology platform, designed to facilitate the delivery of an organization's value proposition.

Finally, we discuss how businesses can ensure continuity and client retention through technology, emphasizing the importance of centralizing stakeholders, relationships, and records.

Join us to gain valuable insights from Gareth Hopkins on how to leverage technology to deliver your value proposition and maintain business continuity and client retention.

Subscribe to our channel for more episodes that provide practical advice and strategies for financial advisors looking to elevate their practice.

Leave us a comment with your thoughts and questions.

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

Click the SUBSCRIBE button HERE:
http://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.


-- Connect with Gareth --

Gareth on LinkedIn: / gareth-hopkins-95703724
/ pfirestormtech


-- Join the Financial Advisor Playbook Waitlist --

Join here: https://www.propulsion.co.za/book


-- Learn more about PROpulsion --

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