Explore the unique journey of a financial advisor through the maturity curve. Understand how shifting focus from product-centric to client-centric approaches can boost financial planning practices. Discover how advisors evolve their value proposition to better serve clients.
A discussion about adapting to the new world of financial advice and wealth management
We discuss the future of the independent financial advisor.
We are back with season 3 of the PROpulsion Podcast!
We kick off with a topic very near and dear to the heart.
A multi-dimensional take on “free”, freedom, value, and everything that goes with it!
The inspirational story of how Kate Holmes built her financial planning practice that was truly aligned to what clients want
Everything you want to know about running a fee-based practice with Arno Burger. Arno Burger, CFP® started his practice as a young, 25-year old in a flatlet at the back of his house in 1992. His clear vision and strong work-ethic quickly got him to move to bigger offices. In 1994 he started charging fees, and…