PROpulsion LIVE
PROpulsion LIVE is a weekly show for financial planning professionals, covering sales, marketing, technology, and business strategy. Hosted by Francois du Toit, it features solo episodes and interviews with industry experts. The show includes segments like current affairs, coach's corner, and main topic discussions. With over 200 episodes, it aims to help financial planners grow their practices.
Episodes
The Adviser Under Pressure: Emotion, Behaviour and Trust with Chris Fischer
Send us Fan MailWhat happens when an adviser is under pressure, tired, defensive, or emotionally charged?In this episode of PROpulsion LIVE, Francois du Toit speaks with counsellor Chris Fischer about self-awareness, emotional responsibility, human behaviour, and the way we show up in business, leadership, client meetings, and life.For financial advisers and business owners, technical skill matter
REBL Dads: What Successful Fathers Struggle to Say with Derek Notman and H. Adam Holt
Send us Fan MailWhat if the most important leadership role of your life is the one you were never trained for?In this episode of PROpulsion LIVE, I sit down with Derek Notman and H. Adam Holt from REBL Dads for a conversation about fatherhood, ambition, leadership, loneliness, and what it takes to show up better at home.This is not a formal interview. Derek, Adam, and I know each other well, and I
AI Cyber Risk: What Financial Advisors Must Know Now with Nevashan Pillay
Send us Fan MailAI is changing the risk landscape for financial advisors, their clients, and their businesses. Scams are becoming more believable, impersonation is becoming easier, and client trust can be damaged in ways many advice firms may not be ready for.In this episode of PROpulsion LIVE, I speak with Nevashan Pillay about AI, cybersecurity, client trust, and the future of financial advice.N
6 Client Meeting Skills That Turn Advice Into Action
Send us Fan MailMost financial planners know that client meetings matter. The harder part is running meetings that feel clear, useful, human, and focused on the client.In this episode of PROpulsion LIVE, Francois du Toit shares six client meeting skills that can help financial planners turn good advice into better conversations and better action.This episode is practical: what can advisers do diff
What Financial Advisors Can Learn from Influencers
Send us Fan MailWhat can financial advisors learn from influencers?Not the noise. Not the fake confidence. Not the chase for likes. The useful lesson is much simpler: the best creators know how to earn attention, explain ideas clearly, build trust, and make people feel understood.In this episode of PROpulsion LIVE, Francois du Toit looks at what advisors can learn from people who are good at captu
How Advisers Should Respond to AI Advice and Finfluencers
Send us Fan MailClients are getting financial advice from ChatGPT, TikTok, YouTube, and finfluencers before they ever speak to an adviser. So how should advisers respond?In this episode of PROpulsion LIVE, we unpack what this shift means for financial advisers and planners in South Africa.This is not a panic-driven conversation about AI or social media. It is a practical look at how advisers can r
Situational Leadership: Leading Different People in Different Ways with Igno van Niekerk
Send us Fan Mail In this episode of PROpulsion LIVE, Francois du Toit speaks with leadership development specialist Igno van Niekerk about situational leadership and what it looks like in real working life.This conversation looks at how leaders can adapt their approach to different people, roles, and situations. Whether you lead advisers, admin staff, support teams, or a wider business unit, this
Using Tech and AI to Unleash Your Potential
Send us Fan Mail How can financial planners use tech and AI in a practical way without losing the human side of advice?In this episode of PROpulsion LIVE, we look at how tech and AI can help financial planners and advice businesses work better, serve clients better, and grow with more intention. This is not about chasing every new tool. It is about using the right tools in the right places.We unpa
Fee-Based Advice: The Hard Questions with Johann Maree
Send us Fan Mail In this Part 2 conversation with Johann Maree, we take on the hard questions that came out of the last episode on fee-based advice.We talk plainly about how a book (or rather a business) is valued, how fees are collected, what to do when clients default, and how to think about clients who cannot afford advice right now. We also unpack LVC, whether the old formula still works, and
Why Financial Advisers Must Think Like Business Owners with Johann Maree
Send us Fan MailWhat is the difference between practice management and business management, and why does it matter so much for financial advisers today?In this episode of PROpulsion Live, I speak with Johann Maree about why advice firms need to be run as proper businesses, not just busy adviser-led practices. With more than 35 years of experience across South Africa and Australia, Johann shares wh
How to Productise Financial Advice
Send us Fan MailMany financial planners segment their clients.Few actually change how they deliver advice.In this episode of PROpulsion LIVE, we explore the next step in building a modern advisory firm: productising your services.Segmentation helps you understand your clients.Productisation helps you run a scalable business.You will learn how to move from vague promises of “comprehensive advice” t
Why 70% of Heirs Change Adviser and What To Do About It with Mark Hedderman, CFP®
Send us Fan MailThe Great Wealth Transfer is already underway. Trillions in assets will move from one generation to the next over the coming decades. Yet many financial advisers are still unprepared, both for their clients’ intergenerational planning and for their own succession.In this episode of PROpulsion LIVE, Francois speaks to Mark Hedderman CFP®, President of the LIA and CEO of Hedderman Fi
How Ascor Became FPI Professional Practice of the Year with Wouter Fourie
Send us Fan MailWinning FPI’s Professional Practice of the Year is a big moment. But trophies don’t build businesses. Daily decisions do. In this first episode of Season 7, we sit down with Wouter Fourie from Ascor® Independent Wealth Managers to unpack what it actually takes to build an award-winning financial planning firm. This is not a celebration piece. It’s a practical conversation.We talk a
SEASON FINALE 🎉 Your Path Forward as an IFA with Zeyn Ally
Send us Fan MailIt’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 s
Exploring the Future of Finance Through a Young Lens with Karabo Huma
Send us Fan MailHow do young professionals see the future of financial planning?In this inspiring episode of PROpulsion LIVE, we meet Karabo Huma, a driven young woman from Soshanguve who’s redefining what’s possible through education, mindset, and purpose.Karabo shares how she found her place in the financial planning world, the lessons she’s learning at Rich Ideas Group, and why she’s passionate
Ryan Redman’s Story of Strength and Purpose
Send us Fan MailWhen financial planner *Ryan Redman* faced stage 3 cancer, everything he believed about life, money, and success was tested.In this deeply personal episode of **PROpulsion LIVE**, Ryan shares how the experience reshaped his purpose as a husband, father, and adviser — and why he now approaches financial planning with new empathy and clarity.💬 In this conversation:How adversity sharp
Financial Planner Of The Year Finalists 2025
Send us Fan MailMeet South Africa’s top financial planners of 2025!In this episode of PROpulsion LIVE, we sit down with the finalists for the 2025 Financial Planner of the Year Award - Brendan Dunn (Hewett Wealth), Theoniel McDonald (Wealth Associates / Carmel Wealth), and Nicola Langridge (Private Client Holdings).The award, presented by the Financial Planning Institute of Southern Africa (FPI),
Exploring Growth and Purpose with Gretchen Betts
Send us Fan MailWhat does it take to lead a successful financial planning firm and create a new movement that empowers women with money?In this episode of PROpulsion LIVE, host Francois du Toit sits down with Gretchen Betts, Managing Director of Magenta Financial Planning and founder of SheFinance, for an honest look at growth, purpose, and the courage to explore what’s next.Gretchen shares her jo
How to Create Real Client Value (and Grow a Practice That Feeds Itself)
Send us Fan MailAre you working harder than ever but not feeling the progress? In this episode of PROpulsion LIVE, Francois explores what *real client value* looks like in today’s financial planning world — and how to build a practice that grows naturally because of it.Discover a fresh way to think about your clients, your business, and your time. You’ll learn how to:✅ Identify your most valuable
Gain control, Confidence, and Freedom in Your Financial Planning Practice
Send us Fan MailAre you running your practice — or is it running you?In this episode of PROpulsion LIVE, Francois dives into how financial planners can gain control, confidence, and freedom by treating their practice like a proper business.Learn how to separate personal and business finances, pay yourself like a professional, and build structure that gives you both stability and time back.If you’r
Exploring the Power of Financial Coaching with Samantha Lee Sparkes
Send us Fan MailAre your clients struggling with fear, shame, or overwhelm when it comes to money?In this episode of PROpulsion LIVE, we sit down with Samantha Sparkes, a personal finance coach who helps women change their money stories, build practical skills, and gain the confidence to take action.We discuss:-What financial coaching really is and how it differs from financial advice -Why so many
The Missing Link in Retirement Planning? with Emile van der Spuy & Wouter de Witt
Send us Fan MailThis week on PROpulsion LIVE, Francois sits down with Wouter de Witt and Emile van der Spuy, Certified Financial Planners® and co-founders of Gravitas Tax.With over 25 years of combined experience in retirement and tax planning, they’ve seen one thing repeatedly: advisers who ignore tax are leaving value on the table. That’s why they built Gravitas Tax, a powerful tool that gives a
Relentless Relevance with Richard Mulholland
Send us Fan MailWhat does it take to stay relevant in a world that’s changing faster than ever?In this episode of PROpulsion LIVE, I’m joined by Richard Mulholland – speaker, author, and founder of Missing Link and Too Many Robots. From touring with Iron Maiden to coaching leaders across the globe, Rich has spent his career helping people and businesses stay relentlessly relevant.We explore:- Why
Exploring the Fine Print of Living Annuities with Lize de la Harpe
Send us Fan MailLiving annuities are one of the most popular retirement income products in South Africa – but they come with strict rules that are often misunderstood.In this episode of PROpulsion LIVE, we sit down with Lize de la Harpe, Senior Legal Advisor at Sanlam Corporate, to explore what you can and can’t do with a living annuity. From income drawdowns and commutation rules to divorce settl
Passing the Baton: Exploring Succession Paths for Advisers with Jaco van Tonder
Send us Fan MailSuccession planning has become one of the most important — and most difficult — conversations in the financial advice profession.In this episode of PROpulsion LIVE, we welcome Jaco van Tonder, Advisor Services Director at Ninety One, to explore the realities of succession planning for independent financial advisers (IFAs).Jaco has been in financial services since 1999 and now leads
What Makes Advisors Succeed (and Why Many Don’t) with Ettienne Wilsnagh
Send us Fan MailThis week on PROpulsion LIVE, Francois sits down with Ettienne Wilsnagh, a seasoned financial services professional with 31 years of experience — from advisor to franchise owner and business leader. Ettienne shares his journey from starting in the life industry straight out of school, to running one of Old Mutual’s most successful franchises, and now turning his attention to guidin
What Good Looks Like: Using AI Well in Financial Advice
Send us Fan MailAI is changing financial advice, but are you using it responsibly in your practice?In this episode of **PROpulsion LIVE**, Francois du Toit explores how advisers and planners can bring AI into their businesses without putting clients, or compliance, at risk.We’ll look at:✅ Why responsible AI matters for advice firms✅ The biggest risks: bias, data breaches, and explainability gaps✅
What I Learned from 7 Game-Changing Moments
Send us Fan MailWhat if just a few lessons could shift the entire trajectory of your business and personal growth?In this episode of PROpulsion LIVE, Francois du Toit shares the 7 most impactful, game-changing lessons he’s learned on his journey — from growing a business to navigating personal challenges and finding alignment along the way.These aren’t generic platitudes. They’re real-world, teste
The Unseen Dangers of AI in Advice Businesses
Send us Fan MailAI is changing everything. But what if the real risks are not in what it does, but in what we fail to notice?In this solo episode of PROpulsion LIVE, Francois looks at the long-term risks of AI adoption for financial planners, advice firms, and the people they serve. From privacy erosion to job displacement, and from over-reliance on tech to the collapse of trust, this conversation
You're not stuck, you are misaligned
Send us Fan MailIn this week’s solo episode, Francois du Toit discusses one of the most overlooked causes of burnout, friction, and stagnation: misalignment.From your personal values to your tech stack. When things aren’t pulling in the same direction, everything feels harder. But when you find alignment across your life, business, systems, and people… that’s when things start to flow.It is not ne
Future-Proof Your Practice: Lessons from a Serial Entrepreneur with Wouter Snyman
Send us Fan MailThis Friday on PROpulsion LIVE, we’re joined by powerhouse entrepreneur and award-winning financial adviser Wouter Snyman, founder of the attooh! Group.With over 33 years of experience, 16 books to his name, and a track record of building the #1 Discovery Group adviser firm for more than a decade, Wouter shares what it takes to future-proof your financial planning practice in South
7 Big Problems Facing Financial Planners Today
Send us Fan MailWe’re not easing into the future of financial planning... we’re already in it.And yet, many advisers still find themselves facing the same big issues day after day.In this powerful episode, Francois du Toit unpacks the 7 major problems currently reshaping the advice profession, and what forward-thinking planners can do about them. From outdated engagement models and shifting client
Is SEO Still Worth It in a World of Zero Clicks and AI Answers? with Carla dos Santos
Send us Fan MailIn this episode of PROpulsion LIVE, we sit down with SEO coach and digital strategist Carla dos Santos to unpack the changing search landscape. With AI Overviews, featured snippets, and Google answering questions without a single click — how can businesses stay visible?Carla shares 20+ years of experience in the digital world and breaks down what these changes mean for your brand,
The Bionic Adviser Is Here – Are You Ready? with Andy Hart
Send us Fan MailWhat happens when a financial planner goes full Iron Man, blending cutting-edge tech with powerful human connection? In this episode of PROpulsion LIVE, Francois sits down with Andy Hart, creator of Humans Under Management, to unpack what it really means to be a "bionic adviser."We explore the human skills that tech will never replace, the behavioural traps clients fall i
What AI Can’t Do: The Human Advantage in Financial Planning with Sharon Moller
Send us Fan MailIn this episode of PROpulsion LIVE, we sit down with Sharon Moller, Financial Planning Coach at Old Mutual Wealth, to explore a critical question: in a world where AI can do almost everything… what’s left for human financial planners to do?Sharon believes the answer lies in coaching—not the problem, but the person.With 19 years of experience and deep coaching expertise, Sharon shar
Want a Thriving Advice Business? These 7 Habits Will Get You There
Send us Fan MailWant a Thriving Advice Business? These 7 Habits Will Get You ThereLegendary financial planning practices don’t happen by accident — they’re built by habit.In this week’s episode of PROpulsion LIVE, Francois unpacks seven powerful habits he’s seen consistently across standout advice businesses. Whether you’re a solo practitioner or running a team, these habits will help you lay stro
Stuck, overwhelmed, drained - is personal development all its cracked up to be?
Send us Fan MailAre you stuck in the cycle of learning, learning, learning without really moving forward?In this episode of PROpulsion LIVE, Francois opens up about his own journey of personal development, the moment he realised knowledge wasn’t enough, and how true growth only happens through doing.You'll discover:✅ Why personal development can feel frustrating✅ The 5 elements needed to trul
🎉Our 300th episode: Have We Been Using CRM Wrong This Whole Time? with Kobus Barnard
Send us Fan Mail🎉 This is our 300th episode of PROpulsion LIVE and we’re celebrating it in true style!In this week’s milestone interview, Francois sits down with Kobus Barnard, CEO and co-founder of Allegiance Consulting—the minds behind Avalon, a next-gen financial planning platform used by over 7,000 advisers.Together, they explore the real purpose of CRM in financial planning, how tech can crea
Turning a Skeptic into a Client: Overcoming Financial Adviser Resentment
Send us Fan MailIn this episode of PROpulsion LIVE, we talk about one of the hardest — and most human — challenges in financial planning: earning the trust of a client who’s had a bad experience with a previous adviser.From scepticism and defensiveness to outright frustration, you’ll often sit across from people carrying baggage you didn’t pack. But how you respond can turn resentment into respect
The Human Side of Financial Planning with Rudolph Geldenhuys
Send us Fan MailIn this episode of PROpulsion LIVE, we’re joined by the 2024 Financial Planner of the Year, Rudolph Geldenhuys. Together, we dive into the tension between the technical and human sides of financial planning—and why embracing both is essential for success in today’s environment.Rudolph shares insights on developing deep client relationships, playing to your strengths, and how your p
What Expats Need to Know with Hugo van Zyl
Send us Fan MailIn this episode of PROpulsion LIVE, we’re joined by expat tax expert Hugo van Zyl to unpack the latest changes affecting South Africans living abroad — and those planning to leave.From Exchange Control adjustments and the UK’s new residency tax model, to South Africa’s new Digital Nomad Visa and surprise updates on foreign pensions, there’s a lot to digest.Whether you work with exp
Building a Personal Brand as a Financial Planner with Dr Pieter de Villiers
Send us Fan MailIn this episode of PROpulsion LIVE, we explore how financial planners and advisers can build a powerful personal brand that supports their practice and connects authentically with clients.Dr Pieter de Villiers joins us to share his journey from veterinarian to lifestyle financial planner and content creator. He talks about what makes a personal brand work, how to start creating con
The Invisible Workload of Running a Practice
Send us Fan MailRunning a financial planning practice involves a lot more than client meetings and advice.Behind every success story is a mountain of invisible work — compliance headaches, team issues, tech frustration, and never-ending admin.In this week’s episode of PROpulsion LIVE, we pull back the curtain and talk honestly about what practice owners don’t often say out loud.If you’ve ever felt
The Double-Edged Sword of Comparison in Financial Advice
Send us Fan MailIn this episode of PROpulsion LIVE, we explore a powerful yet often overlooked topic: how comparison shows up in the world of financial planning – and the impact it has on confidence, focus, and fulfilment.From industry awards to social media highlights, the pressure to measure success by someone else's yardstick is everywhere. But comparison can be both inspiring and destruct
The Hidden Engine Behind High-Performing Advisory Firms with Louis Schlebusch
Send us Fan MailIn this episode of PROpulsion LIVE, we speak to *Louis Schlebusch, Director of BRISCH Administration Services*, about the often-overlooked engine behind successful advisory practices — your back office.Louis shares how strong admin support can save time, reduce risk, and unlock the full potential of a financial planning business. We’ll explore how to intentionally approach your sys
Client Meetings and Events That Leave a Mark with Anrico Du Plessis
Send us Fan MailIn this episode of PROpulsion LIVE, we’re joined by Anrico du Plessis, CEO of Multi-Media, to explore how technology can be used not as a gimmick—but as a tool for creating powerful audience-first experiences.Whether you’re planning a client event, hosting webinars, or delivering presentations, this conversation will shift the way you think about engagement. We’ll dive into designi
The Trusted Adviser in a Low-Trust Society
Send us Fan MailIn 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 t
The Future of Money and Mindset with Charlotte Kemp
Send us Fan MailIn 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 st
The Art of Letting Go: Removing What’s Holding Your Practice Back
Send us Fan MailCutting 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
Building a Client Base vs Building a Client Community
Send us Fan MailThis week on PROpulsion LIVE, we’re diving into a game-changing shift: moving beyond a client list and creating a true client community.Why does this matter? When clients connect with you—and each other—you build trust, loyalty, and natural referrals. A strong community isn’t just about engagement; it’s about business growth, deeper relationships, and long-term success.Our 2025 the
The Skills Financial Advisers Need for an AI-Integrated Future
Send us Fan MailAI is changing the way financial advisers work. Some see it as a challenge, others as an opportunity. The question is—how do you make AI work for you instead of against you?In this episode of PROpulsion LIVE, we explore how financial advisers can embrace AI to grow their businesses, improve efficiency, and enhance client relationships.AI is no longer a future concept—it’s already s
Building a Value Proposition That Grows with Your Financial Advisory Practice
Send us Fan MailIn this episode of PROpulsion Live, we look at how financial advisers can build and improve their value proposition throughout their careers. Whether you're just starting out, looking to grow, or leading an established firm, understanding and explaining your unique value is essential.Join us as we discuss focused strategies for different career stages, common pitfalls to avoid
The Year to Explore: Mindset, Growth & Innovation
Send us Fan MailWelcome to Season 6 of PROpulsion LIVE!This year’s theme is "Explore", and in this episode, we unpack what that means for financial planners in 2025. Francois du Toit from PROpulsion discusses:🔹 Mindset shifts – The key to growth.🔹 Learning as an adventure – Moving beyond compliance.🔹 Experimentation – Testing and adapting for success.🔹 Collaboration – Learning from other
2024's Top Lessons for Financial Planners
Send us Fan MailIn this season finale of PROpulsion LIVE, we look back at 2024 and share the top lessons for financial planners. From simplifying processes to embracing new strategies, this episode captures the most impactful insights from the past year.We’ll cover the key takeaways that can help financial planners build better businesses, foster stronger client relationships, and achieve personal
Move Beyond Financial Advice
Send us Fan MailIn 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 professi
Business Financial Planning with Errol Meyer
Send us Fan MailIn 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 share
Treating Advisers Fairly with Guy Holwill and Zeyn Ally
Send us Fan MailIn 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 marketin
Alternative Revenue Streams for Financial Advisers and Planners
Send us Fan MailIn this episode of PROpulsion LIVE, we explore how financial advisers and planners can expand their income with alternative revenue streams. As the industry evolves, traditional models like asset-based fees and commissions aren’t always enough. Many advisers are finding value in diversifying their offerings to include subscription-based services, stand-alone planning, digital produ
The Power of Life Insurance in Holistic Financial Planning with Mickey Gambale
Send us Fan MailIn this episode, we interview Mickey Gambale, a dynamic leader in financial services with experience across investments, insurance, and asset management. Mickey will share his insights on the crucial role of life insurance in holistic financial planning, offering practical advice for financial advisers on how to balance risk cover with investments.Mickey discusses how life insuranc
How Pushing Physical Limits Fuels Business Success with Georgina Smith
Send us Fan MailGeorgina's Guiness World Record breaking swim - Watch Here - 19 April 2024 Donate to Georgina's cause -https://www.givengain.com/campaign/wa...Attend PROpulsion Ascend -Info: https://www.propulsion.co.za/propulsi...Agenda: https://www.propulsion.co.za/propulsi...Tickets: https://www.propulsion.co.za/propulsi...Take the Professional Practice 10.0 Scorecard --See how you
Lessons for Financial Advisers from Rizanne Oosthuisen’s ProfileMe Journey
Send us Fan MailIn this episode of PROpulsion LIVE, we sit down with Rizanne Oosthuisen, founder and CEO of ProfileMe.app. Rizanne shares her entrepreneurial journey, from founding a start-up to leading the most innovative advice technology platform.We’ll explore how she built ProfileMe from the ground up, the lessons she learned as a woman in tech, and the strategies she used to create a strong t
Mapping Your Personal Development Journey
Send us Fan MailIn this special episode of PROpulsion LIVE, we dive deep into the crucial topic of personal development for financial professionals and business owners. Whether you're a financial planner, adviser, firm owner, or part of the broader financial services industry, this episode is designed to help you map out your own personal development journey.We’ll discuss why personal develop
Preparing Your Financial Planning Business for 2025
Send us Fan MailIn this episode of PROpulsion LIVE, we dive into a key topic: how financial planners can prepare their businesses for success in 2025. With the rapid pace of change in the industry, it’s essential to focus on the right areas—both personally and professionally.We explore the critical skills financial planners need to develop, strategies for building a sustainable and differentiated
Mastering the Biology of Success with Dr. Roddy Carter
Send us Fan MailIn this episode of PROpulsion LIVE, we sit down with Dr. Roddy Carter, an expert in neuroscience and human performance, to explore how understanding our brain can transform the way we make financial decisions.We’ll dive into how the brain affects our behaviour when it comes to investing and financial planning, and what steps we can take to gain control of our mental processes for b
Mastering the Business of Financial Planning with David Kop
Send us Fan MailIn this episode of PROpulsion LIVE, we sit down with David Kop, a Certified Financial Planner® and business consultant, to discuss the challenges financial planners face when running their own businesses. Many financial planners start out doing everything themselves, from operations to client engagement, which quickly leads to burnout.David shares insights from his years of experie
Are Small Independent Financial Advisors at a Crossroad?
Send us Fan MailIn this episode of PROpulsion LIVE, we explore the critical crossroads faced by small independent financial advisor (IFA) firms. Whether to maintain independence, merge with other IFAs, or even exit the profession—this decision is pivotal. We dive into the options available, from joining another FSP or becoming a tied agent to more innovative solutions like creating a virtual advis
Guiding Clients Through the Midlife Transition with Kim Potgieter
Send us Fan MailIn this episode, we interview Kim Potgieter, Director and Head of Life Planning at Chartered Wealth Solutions. Kim is a Professional Certified Coach, CERTIFIED FINANCIAL PLANNER®, and author, known for her passion for improving people’s relationships with money and guiding them through significant life transitions.Kim shares her insights on midlife transition, a challenging phase t
Enhancing Client Engagement with Kirsty du Toit
Send us Fan MailIn this episode, we interview Kirsty du Toit, Director of Financial Planning for Asset-Map South Africa. Kirsty is a Certified Financial Planner (CFP®) and an Integral Coach (ACC) who is passionate about transforming the way financial planners engage with their clients.Kirsty shares her innovative approach to shifting from traditional financial planning to advice engagement, focusi
AI Trends and Challenges for the Future with Johan Steyn
Send us Fan MailIn this episode, we interview Johan Steyn, an advocate for Human-Centered Artificial Intelligence and a key figure in the development of South Africa’s national AI strategy. Johan brings extensive experience in AI regulation and innovation, having served on working groups with the National Advisory Council on Innovation (NACI) and the Council for Scientific and Industrial Research
The 2024 FPI Financial Planner of the Year Finalists
Send us Fan MailIn this special episode, we interview the three finalists for the 2024 FPI Financial Planner of the Year: Gareth Collier, René van de Spreng, and Rudolph Geldenhuys. Each finalist brings a unique perspective on financial planning, shaped by their diverse backgrounds and experiences.Gareth Collier discusses the importance of independence and professionalism in financial planning, as
Helping Clients Make Small Changes for Big Results with Warren Ingram
Send us Fan MailIn 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 de
Simply Navigating Complexity with Lara Warburton
Send us Fan MailIn 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 enviro
This, that, and the other - A mix of issues and solutions for financial advisers
Send us Fan MailIn 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 b
Aligning Value Propositions and Technology Solutions with Gareth Hopkins
Send us Fan MailIn this episode, we interview Gareth Hopkins, an experienced operations and client support professional in the information technology sector. Gareth shares his insights on delivering value propositions, maintaining business continuity, and client retention through the use of technology.We discuss Gareth's journey in the IT sector and its intersection with financial services -
Making an Honest Living Through Lifestyle Financial Planning with Dirk Groeneveld
Send us Fan MailIn this episode, we interview Dirk Groeneveld, a Financial Planner with nearly 34 years of experience, and a Lifestyle Financial Planner for the last 23 years. Dirk shares his passion for making a real difference in clients' lives and helping other planners to do the same.We begin by discussing Dirk's journey in the financial planning industry and how he transitioned to L
Getting better at dealing with and adapting to change
Send us Fan MailIn this episode, we delve into the topic of change management within the financial planning profession. We explore why managing change effectively is often challenging and what can be done to improve outcomes both for individuals and organisations.The discussion begins with an overview of the constant changes affecting the financial planning sector, from regulatory updates to techn
The realities of building a professional services business in 2024
Send us Fan MailIn this episode, we talk about the intricacies of building a professional service business in 2024, focusing specifically on financial advisory firms. We explore the journey of a financial adviser through various stages of their career, understanding the financial adviser maturity curve and the business maturity curve. This dual perspective helps us grasp the growth trajectory from
Client Communication That Connects in the Digital Age with Tim Slatter
Send us Fan MailIn this episode, we sit down with Tim Slatter, the founder of Slatter Communications and a seasoned expert in digital communication strategies tailored for financial planners. Tim shares his insights on how financial professionals can enhance their online presence and client interactions through strategic branding and communication.We begin by discussing the significance of establi
Strategies for Sustainable and Renewed Growth for Financial Advisory Firms
Send us Fan MailIn this episode, we delve into the essential and relevant topic of business development for financial advisory firms. We start by distinguishing between business development and lead generation, clarifying how these concepts differ and the unique role each plays in the growth of a firm.We then explore the core purpose of business development, which is to ensure the long-term sustai
Global Trends in Financial Planning with FPI's CEO Lelané Bezuidenhout
Send us Fan MailIn this episode, we speak with Lelané Bezuidenhout, CEO of the Financial Planning Institute of Southern Africa (FPI), exploring several key topics in the field of financial planning.We begin by discussing the role of credentialing in the industry, comparing the Certified Financial Planner (CFP) designation with emerging trends such as micro credentialing and recognition of prior le
