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In this episode of PROpulsion LIVE, we explore the journey from financial advice to comprehensive financial planning. We unpack the distinctions between brokers, financial advisers, and financial planners, highlighting how financial planning provides a deeper, more holistic approach to serving clients.

Discover why moving beyond advice to a full planning model benefits both professionals and their clients. We’ll share actionable insights, practical steps, and real-world examples to help financial advisers transition to a more impactful way of working.

Whether you're looking to enhance client relationships, improve long-term outcomes, or future-proof your business, this episode is a must-watch.

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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.


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🎯 https://www.propulsion.co.za/scoreyt


Get the Financial Advisor Playbook Now: --

Physical Book: https://www.takealot.com/the-financia...

Get the digital copy on Amazon:

https://www.amazon.com/dp/B0D8BL2CGH


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

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In this episode of PROpulsion LIVE, we’re joined by Errol Meyer, a financial expert with over 30 years of industry experience and author of Business Financial Planning. Errol dives deep into the importance of business succession planning, the role of life insurance, and strategies for ensuring a strong financial future for businesses. With insights from his latest book, Errol shares practical guidance for advisers and business owners on creating robust plans that secure long-term stability and financial security.

Don’t miss this valuable conversation with Errol Meyer, designed to provide financial professionals with actionable insights to enhance their advisory skills and support business clients in securing their legacies.

Disclaimer: The views expressed by guests are their own and do not reflect the official stance of this platform.

Connect with Errol:

Errol on LinkedIn: / errol-gottfried-meyer-68840b146

Leave us a comment with your thoughts and questions.

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

Click the SUBSCRIBE button above

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.


Take the Professional Practice 10.0 Scorecard --

See how your business scores:

🎯 https://www.propulsion.co.za/scoreyt


Get the Financial Advisor Playbook Now: --

Physical Book: https://www.takealot.com/the-financia...

Get the digital copy on Amazon:

https://www.amazon.com/dp/B0D8BL2CGH


Learn more about PROpulsion: --

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

Send us a text

In this episode, we host an insightful panel discussion with Guy Holwill, CEO and founder of Fairbairn Consult, and Zeyn Ally, a senior leader with decades of experience in financial services. Together, they explore the power of Client Experience (CX) as a transformative tool for financial advisory success.

Guy shares his perspective on how CX has evolved to become the ‘new marketing’ for advisors, and Zeyn dives into Fairbairn’s unique approach to creating an advisor-centric experience. They reveal the foundational elements that build trust, loyalty, and satisfaction—transparency, respect, and feedback-driven improvement.

From refining advisor experiences to measuring performance with innovative programs like the Extra Mile Club, this conversation offers a wealth of insights for any financial advisor looking to strengthen their practice and deepen client relationships.

Connect with Our Guests:
Guy Holwill on LinkedIn: / guy-holwill-7714142
Zeyn Ally on LinkedIn: / zeyn-ally-a354759a

Leave us a comment with your thoughts and questions.

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

Click the SUBSCRIBE button above

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.


Take the Professional Practice 10.0 Scorecard --

See how your business scores:

🎯 https://www.propulsion.co.za/scoreyt


Get the Financial Advisor Playbook Now: --

Physical Book: https://www.takealot.com/the-financia...

Get the digital copy on Amazon:

https://www.amazon.com/dp/B0D8BL2CGH


Learn more about PROpulsion: --

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