Are Small Independent Financial Advisors at a Crossroad?

PROpulsion LIVE

Send us a text

In this episode of PROpulsion LIVE, we explore the critical crossroads faced by small independent financial advisor (IFA) firms. Whether to maintain independence, merge with other IFAs, or even exit the profession—this decision is pivotal. We dive into the options available, from joining another FSP or becoming a tied agent to more innovative solutions like creating a virtual advisory firm.
We’ll also discuss how to build longevity into an IFA business through the use of technology, branding, and client retention strategies. Lastly, we explore the importance of proper succession planning, including grooming potential successors and ensuring a smooth client transition.
Join us for practical insights and strategies to help small IFAs make informed decisions about their future.
Leave us a comment with your thoughts and questions.
Subscribe for more insightful episodes: 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.
- - Day of CPD Tickets --
More info: https://www.propulsion.co.za/day-of-cpd
Agenda: https://www.propulsion.co.za/day-of-c...
Tickets: https://www.propulsion.co.za/day-of-c...
- - Take the Professional Practice 10.0 Scorecard --
See how your business scores:
🎯 https://www.propulsion.co.za/scoreyt
- - Join the Financial Advisor Playbook Waitlist: --
Join here: https://www.propulsion.co.za/book
Get the digital copy on Amazon:

Kapitler

1. Are Small Independent Financial Advisors at a Crossroad? (00:00:00)

2. Building a Successful Financial Practice (00:00:06)

3. Strategies for Building a Financial Practice (00:08:53)

4. Succession Planning in Financial Practice (00:19:41)