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
176 episodes
What Financial Advisors Can Learn from Influencers
What 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...
How Advisers Should Respond to AI Advice and Finfluencers
Clients 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 ...
Situational Leadership: Leading Different People in Different Ways with Igno van Niekerk
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 ca...
Using Tech and AI to Unleash Your Potential
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, se...
Fee-Based Advice: The Hard Questions with Johann Maree
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 ...
Why Financial Advisers Must Think Like Business Owners with Johann Maree
What 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 ...
How to Productise Financial Advice
Many 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.Segmen...
Why 70% of Heirs Change Adviser and What To Do About It with Mark Hedderman, CFP®
The 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 t...
How Ascor Became FPI Professional Practice of the Year with Wouter Fourie
Winning 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...
SEASON FINALE 🎉 Your Path Forward as an IFA with Zeyn Ally
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 re...
Exploring the Future of Finance Through a Young Lens with Karabo Huma
How 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...
Ryan Redman’s Story of Strength and Purpose
When 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 purpo...
Financial Planner Of The Year Finalists 2025
Meet 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 ...
Exploring Growth and Purpose with Gretchen Betts
What 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 Magent...
How to Create Real Client Value (and Grow a Practice That Feeds Itself)
Are 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 beca...
Gain control, Confidence, and Freedom in Your Financial Planning Practice
Are 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 ho...
Exploring the Power of Financial Coaching with Samantha Lee Sparkes
Are 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...
The Missing Link in Retirement Planning? with Emile van der Spuy & Wouter de Witt
This 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...
Relentless Relevance with Richard Mulholland
What 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 Ir...
Exploring the Fine Print of Living Annuities with Lize de la Harpe
Living 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 A...
Passing the Baton: Exploring Succession Paths for Advisers with Jaco van Tonder
Succession 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...
What Makes Advisors Succeed (and Why Many Don’t) with Ettienne Wilsnagh
This 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...
What Good Looks Like: Using AI Well in Financial Advice
AI 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, o...
What I Learned from 7 Game-Changing Moments
What 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...
The Unseen Dangers of AI in Advice Businesses
AI 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 fi...
