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 From outdated engagement models and shifting client expectations to new demands on skills, tech, and mindset, this is a call to adapt, evolve, and lead.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.
👇 Watch now to explore:
• The biggest pressures facing financial planners today
• What’s changing in how clients want to be served
• The skills, tools and mindset required for modern relevance
• 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 — this episode is for you.
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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
📊 Take the Professional Practice 10.0 Scorecard
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📘 Get the Financial Advisor Playbook
• Physical Book: https://www.takealot.com/the-financial-advisor-playbook/PLID80091341
• Digital Copy on Amazon: https://www.amazon.com/dp/B0D8BL2CGH
🌐 Learn more about PROpulsion
👉 https://www.propulsion.co.za/community
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#FinancialPlanning #AdviceProfession #PROpulsionLIVE #FutureOfAdvice #PlannerGrowth #ClientExperience #Explore2025
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