PROpulsion LIVE
Welcome to PROpulsion Live, your ultimate destination for all things related to building and running a successful financial planning business. Our weekly show is the essential resource for financial planners, advisors, paraplanners, and anyone in the financial services profession. Join us every Friday on YouTube for the live show as we explore the ins and outs of sales, marketing, technology, relationships, business strategy, personal development, and so much more.With over 200 episodes and counting, our show features both insightful solo presentations and engaging interviews with industry experts from around the globe. Our dynamic format includes a 5-minute intro and welcome, a current affairs segment hosted by the FPI, a coach's corner led by Norma Simons, a random topic discussion, quick announcements, a 30-minute main topic or interview, and a closing segment to wrap things up.Subscribe to PROpulsion Live and become a part of our growing community of 1200+ dedicated professionals. Together, we're shaping the future of the financial planning profession. Don't miss out on the valuable insights, tips, and strategies that will propel your business or practice to new heights. Be part of the change and the journey towards a prosperous and impactful financial planning profession!If this is speaking your language or you listened to a few episodes and found value, then please subscribe or follow now and never miss an episode of PROpulsion Live, the show that empowers financial planners like you to thrive!
Episodes
142 episodes
Turning a Skeptic into a Client: Overcoming Financial Adviser Resentment
In 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...
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Season 6
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Episode 15
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29:53
The Human Side of Financial Planning with Rudolph Geldenhuys
In 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 f...
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Season 6
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Episode 14
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44:11
What Expats Need to Know with Hugo van Zyl
In 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 resid...
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Season 6
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Episode 13
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46:55
Building a Personal Brand as a Financial Planner with Dr Pieter de Villiers
In 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 jour...
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Season 6
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Episode 12
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34:17
The Invisible Workload of Running a Practice
Running 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 th...
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Season 6
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Episode 11
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33:57
The Double-Edged Sword of Comparison in Financial Advice
In 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...
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Season 6
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Episode 10
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36:58
The Hidden Engine Behind High-Performing Advisory Firms with Louis Schlebusch
In 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 supp...
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Season 6
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Episode 9
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41:21
Client Meetings and Events That Leave a Mark with Anrico Du Plessis
In 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 c...
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Season 6
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Episode 8
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36:38
The Trusted Adviser in a Low-Trust Society
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 f...
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Season 6
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Episode 7
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30:52
The Future of Money and Mindset with Charlotte Kemp
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...
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Season 6
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Episode 6
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31:59
The Art of Letting Go: Removing What’s Holding Your Practice Back
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 ...
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Season 6
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Episode 5
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26:35
Building a Client Base vs Building a Client Community
This 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 nat...
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Season 6
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Episode 4
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22:17
The Skills Financial Advisers Need for an AI-Integrated Future
AI 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 ad...
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Season 6
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Episode 3
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36:11
Building a Value Proposition That Grows with Your Financial Advisory Practice
In 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 e...
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Season 6
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Episode 2
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30:52
The Year to Explore: Mindset, Growth & Innovation
Welcome 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 – ...
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Season 6
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Episode 1
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24:40
2024's Top Lessons for Financial Planners
In 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.
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Season 5
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Episode 39
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30:48
Move Beyond Financial Advice
In 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 pr...
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Season 5
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Episode 38
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30:52
Business Financial Planning with Errol Meyer
In 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 r...
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Season 5
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Episode 37
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34:23
Treating Advisers Fairly with Guy Holwill and Zeyn Ally
In 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 Experien...
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Season 5
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Episode 36
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34:32
Alternative Revenue Streams for Financial Advisers and Planners
In 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....
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Season 5
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Episode 35
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26:02
The Power of Life Insurance in Holistic Financial Planning with Mickey Gambale
In 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...
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Season 5
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Episode 34
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31:38
How Pushing Physical Limits Fuels Business Success with Georgina Smith
Georgina's Guiness World Record breaking swim - Watch Here - 19 April 2024 Donate to Georgina's cause -<...
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Season 5
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Episode 33
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31:05
Lessons for Financial Advisers from Rizanne Oosthuisen’s ProfileMe Journey
In 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...
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Season 5
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Episode 32
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27:35
Mapping Your Personal Development Journey
In 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 s...
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Season 5
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Episode 31
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30:43
Preparing Your Financial Planning Business for 2025
In 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...
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Season 5
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Episode 30
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30:32
