Скачать или смотреть Securing your freedom: How to make the most of your IFA business - S4E08

Are you a small independent financial adviser (IFA) facing the challenge of increasing costs, time pressures, succession or retirement?

In today's ever-changing and competitive financial services landscape, it can be difficult to find the right solution for your business. With the increasing focus on consolidation in the financial advice industry, many small IFAs may feel pressured to join larger firms in order to remain competitive.

On the next episode of our podcast, PROpulsion LIVE, we explore the consolidation trend in the financial advice industry and discuss the options available to small IFA firms who are looking to secure their future. We will provide insight into the different strategies that can help IFA firms grow and develop their businesses. We will also discuss the potential benefits of these strategies and how to best manage your succession plan.

Finally, we will look at the unique situation of South Africa, where the regulatory framework is less intrusive compared to the UK, and how local IFAs can take advantage of this. Join us to learn how to make the most of your IFA business and secure your financial future and retain your freedom!

We also have our usual segments:

📃 Current Affairs brought to you by the FPI
🧘‍♀️ Coach's Corner with Norma Simons
🎯 Brand Works with Rizanne Oosthuisen and ProfileMe
🎤 Quick Announcements
📺 Featured Topic
☕ Lucky draw - win Colombo Coffee


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--- FA News Article on Consolidation in the IFA Market ---

Read the full article here: https://www.fanews.co.za/article/talk...


--- This episode is sponsored by Amity Investment Solutions ---

Amity Investment Solutions offers a range of outcomes-based investment solutions. When constructing and managing these solutions, we focus on four investment pillars: deliver a predetermined range of outcomes; manage the risk; enhance the consistency and ultimately preserve the capital.

Amity YouTube Channel:    / @amityinvestmentsolutions5777  

Amity Website: https://amity.co.za/

Centralised Investment Proposition Workbook: https://amity.co.za/download/9984/?tm...

Advisor Brochure: https://amity.co.za/download/6679/?tm...


--- Check out our official coffee partner ---

Colombo Coffee: https://colombo.coffee/


--- Taxspace Software ---

Taxspace is our own proprietary software helping financial planners, advisers, paraplanners, tax practitioners, etc. turn their client's tax into opportunity.

PROpulsion Pro members get 10% off for the first 12 months.

Website: https://www.taxspace.app


--- Learn more about PROpulsion Pro ---

https://www.propulsion.co.za/pro


--- Our favourite software and tools ---

We have been using all of the tools for over 3 years in most cases and they have made a significant difference to our business. We recommend with confidence.

Some links are affiliate links and we earn a small commission when you purchase using our links. It is a great way to help support the channel and it does not cost you anything extra.

Skillshare for great learning content: https://www.propulsion.co.za/skillshare

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Buzzsprout (Podcast Hosting): https://www.propulsion.co.za/buzzsprout

Canva: https://www.propulsion.co.za/canva


--- Connect with Us ---

Website: http://www.propulsion.co.za
PROpulsion Portal: https://hello.profileme.co.za/propulsion
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Twitter:   / propulsionlive  
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