The Future of Money and Mindset with Charlotte Kemp

03/15/25 • 31 min

In this episode of PROpulsion LIVE, we sit down with Charlotte Kemp, a futures thinking coach, to explore two key trends that are shaping the future of financial planning:
Binary vs Fluid Thinking – Do we see financial decisions as fixed or adaptable?
Scarcity vs Abundance – Do we operate from a place of limitation or opportunity?
These trends influence client behaviour, investment strategies, and how financial professionals position themselves for long-term success. Understanding them is key to helping clients make better decisions and ensuring your own practice stays ahead of industry shifts.
🔗 Download Charlotte’s book for free: https://www.futuresalchemist.com/prop...
Connect with Charlotte on LinkedIn:
https://www.linkedin.com/in/charlottekemp/

Join the conversation! Share your thoughts in the comments:
How do you see financial planning—through a scarcity or abundance lens?
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The Art of Letting Go: Removing What’s Holding Your Practice Back

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Cutting the fluff in your financial advisory practice frees up time, energy, and resources for the work that truly matters. In this episode of PROpulsion LIVE, we explore why less can be more by removing extra steps, overhead, and distractions from your day-to-day.
We’ll look at everything from juggling too many product providers and bloated tech stacks to having clients who aren’t a good fit. You’ll also hear tips on trimming back on repetitive tasks, unnecessary meetings, and overlapping roles. Walk away with practical ideas on how to refine your services so you can spend more time where it adds real value.
This episode connects with our “Explore” theme, encouraging you to let go of what’s no longer working so you can discover fresh opportunities.
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📰 Current Affairs with Lelané Bezuidenhout, Nici Macdonald, and the FPI
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The Trusted Adviser in a Low-Trust Society

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In this episode of PROpulsion LIVE, we unpack what it takes to be a trusted financial adviser in today’s polarised, politically uncertain, and low-trust world.
With public confidence in institutions at historic lows, financial planners face a new challenge: building and maintaining trust in an environment where scepticism is the default. We explore practical, real-world strategies to strengthen client confidence, communicate clearly, and create meaningful, long-term relationships.
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