Simply Navigating Complexity with Lara Warburton

07/20/24 • 33 min

In this episode, we interview Lara Warburton, the FPI Financial Planner of the Year for 2023 and Managing Director of Integral Wealth Management. With 31 years of experience in financial services and 24 years as an independent financial planner, Lara shares her insights on the importance of independent financial advice, professionalism, and navigating an increasingly complex environment.
Lara discusses her journey in the financial planning industry, the value of networks like PROpulsion, and the role of mentorship in upskilling young advisers. She also shares practical client stories and emphasizes the importance of simple, effective solutions in financial planning.
Join us to gain valuable insights from Lara Warburton on how to stay current, provide capable advice, and support the next generation of financial planners.
Subscribe to our channel for more episodes that provide practical advice and strategies for financial advisors looking to elevate their practice.
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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.
-- Connect with Lara: --
Lara on LinkedIn: https://www.linkedin.com/in/larawarbu...
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Offshore investing discussion: https://bluechipdigital.co.za/round-t...
DFM discussion: https://bluechipdigital.co.za/round-t...
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Join here: https://www.propulsion.co.za/book
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Previous Episode

This, that, and the other - A mix of issues and solutions for financial advisers

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In this episode, we tackle a mix of crucial issues and solutions for financial advisers.
Learn how to elevate your virtual meeting setup to create a great experience, and understand why the title you choose—whether Financial Planner, Financial Adviser, Broker, or something unique—matters more than you think.
Discover the key differences between marketing and prospecting, and how to balance both for optimal growth. We also delve into the challenges faced by the next generation of financial planners and explore how we can support them.
Finally, we discuss the power of community and the different ways to collaborate: doing it yourself, getting someone else to do it, or working with others.
Join us for practical tips and strategies that can elevate your financial practice.
Subscribe to our channel for more episodes with valuable insights and advice for financial advisors.
Leave us a comment with your thoughts and questions.
-- Find our content valuable? Please subscribe to the YouTube channel --
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.
--- Join us at the Day of CPD ---
Info: https://www.propulsion.co.za/day-of-cpd
Agenda: https://www.propulsion.co.za/day-of-c...
--- Connect with me: ---
Francois on LinkedIn: https://www.linkedin.com/in/francoisd...
PROpulsion on LinkedIn: https://www.linkedin.com/company/prop...
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Next Episode

Helping Clients Make Small Changes for Big Results with Warren Ingram

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In this episode, we interview Warren Ingram, co-founder of Galileo Capital and author of four personal finance books. With over 25 years of experience in financial planning, Warren shares his insights on the importance of changing clients' money behaviours to achieve better financial outcomes.
We discuss Warren's journey in the financial planning industry, the impact of destructive financial behaviours, and practical strategies financial planners can use to help clients make positive changes. Warren also shares key takeaways from his book, "Small Changes for Big Results," and explains how small adjustments can lead to significant improvements in clients' financial health.
Join us to gain valuable insights from Warren Ingram on transforming money behaviours and enhancing your financial planning practice.
Subscribe to our channel for more episodes that provide practical advice and strategies for financial advisors looking to elevate their practice.
-- Find our content valuable? Please subscribe to the YouTube channel --
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.
Connect with Warren:
Warren on LinkedIn: https://www.linkedin.com/in/warren-in...
-- Blue Chip Digital Round Table Discussions --
Offshore investing discussion: https://bluechipdigital.co.za/round-t...
DFM discussion: https://bluechipdigital.co.za/round-t...
-- Join the Financial Advisor Playbook Waitlist: --
Join here: https://www.propulsion.co.za/book
Get the digital copy on Amazon:
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PROpulsion LIVE - Simply Navigating Complexity with Lara Warburton

Transcript

Speaker 100:00:06.467

This is Propulsion , the podcast where we dive deep into the nitty gritty of taking your business and your practice to the next level . Whether you are an entrepreneur , a franchisee or a financial planning pro , you are in the right place . We're talking the latest tech , best practices and expert insights , all while keeping it real and entertaining . So grab a coffee , sit back a