SEASON FINALE 🎉 Your Path Forward as an IFA with Zeyn Ally
Автор: PROpulsion
Загружено: 2025-11-25
Просмотров: 37
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It’s the Season 6 Finale of PROpulsion LIVE, and we’re ending the year with a conversation that many advisers will relate to.
In this episode we look at the changing adviser landscape and the decisions solo advisers are weighing up as regulation, admin, and client expectations grow. Zeyn shares what he is seeing across the profession, how COFI may shape the future, and why support structures are becoming part of the discussion for more practices.
We explore the solo path, the network path, and the questions every adviser should work through before deciding which direction to take. Zeyn also talks about the long-term benefits that the right support model can bring to clients, the adviser, and the practice.
A meaningful finish to a season built around our theme: Explore.
🎯 In this Season Finale:
• The changing environment for IFAs
• What COFI may mean for solo practices
• How to weigh up the solo route vs joining a network
• Questions advisers should explore before making a move
• What strong support can unlock for clients and the adviser
🔔 Subscribe to PROpulsion LIVE for weekly conversations that help you explore new ideas, tools, and ways to grow your financial planning business.
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