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
194 episodes
The Future of Financial Planning: What Advisers Need for 2030 with Lelane Bezuidenhout
Financial planning is changing, but what should financial planners be doing now to prepare for 2030?In this episode of PROpulsion LIVE, Francois du Toit speaks with Lelane Bezuidenhout, CEO of the Financial Planning Institute of Souther...
Building a Financial Planning Practice Around Better Decisions with Gareth Collier
What does it take to build a financial planning practice around better client decisions, not just better financial outcomes?In this episode of PROpulsion LIVE, I speak with Gareth Collier, CFP®, founder of Firecrest Group and one of the...
South Africa’s R50.4 Trillion Protection Gap: What Are We Missing? with Prince Sarpong
South Africa’s life and disability protection gap has reached R50.4 trillion, despite years of financial education, stronger regulation and a more professional advice industry.So what are we missing?In this episode of PROpulsion...
The Future of Financial Planning Starts With What We Do Today with Brendan Dunn
What will it take to build a stronger financial planning profession for the future?In this episode of PROpulsion LIVE, Francois du Toit speaks with Brendan Dunn, CFP® Professional and CA(SA), Executive Head Johannesburg at Hewett Wealth...
The Myth of the Self-Managing Team with Lizanne van Eeden
A self-managing team sounds ideal. People take initiative, solve problems and keep the business moving without everything landing back on the owner’s desk.But what happens when “self-managing” starts to mean that people are simply expec...
Choosing Technology Without Getting Caught Up in the Hype with Marius Botha
Financial advice businesses have more technology choices than ever before. New platforms, AI tools and software promises appear constantly, which makes it harder to know what is worth paying attention to and what is simply noise.So how ...
The Investment Conflicts Financial Advisers Do Not See with Michael Badenhorst
Investment industry conflicts are not always easy to see, but they can influence product selection, portfolio construction, fees, and client outcomes.In this episode of PROpulsion LIVE, Michael Badenhorst joins us to explore independenc...
How Financial Advisers Can Reduce Burnout and Operational Drag with Herman Veitch
Burnout is often treated as a personal failure to manage time, cope better, or become more resilient. But what if the real problem is the way the work itself is structured?In this episode of PROpulsion LIVE, Francois du Toit speaks with...
Why Age No Longer Predicts Financial Behaviour with Farzana Botha
Financial planners often use age and generation to understand how clients might think, behave, and make decisions. But what happens when those assumptions no longer hold true?In this episode of PROpulsion LIVE, Francois du Toit speaks w...
How Henri le Grange prepared his business for AI
Most financial advisers know AI matters. Far fewer know where to start.The biggest mistake is starting with technology before the practice has clear values, clear processes, and a clear view of what should remain human.In this e...
The Danger of Being Too Helpful in Your Advice Business with Lizanne van Eeden
Is your financial planning practice being held together by helpful people instead of healthy processes?In this episode of PROpulsion LIVE, I speak with Lizanne van Eeden, Founder of Karenu Consulting, about the danger of being too helpf...
Succession in Financial Advice: Clients, Staff and Letting Go
What happens to your clients, your team, and your business when it is time for you to step back?Succession planning in financial advice is often spoken about as a sale, a valuation, or the transfer of a client book. But the real challen...
What AI Is Teaching Us About Human Behaviour with Wanita Nicol
What is AI teaching us about human behaviour, trust and the way clients experience our advice businesses?In this episode of PROpulsion LIVE, Francois du Toit speaks to Wanita Nicol, a freelance writer, editor and storyteller who spends ...
Building Software Advisers Use with Johan Vosloo and Arnold Hattingh
Most advice businesses use more software than ever, yet many still struggle with messy data, poor adoption, manual work, disconnected systems and tools that do not get used properly.In this episode of PROpulsion LIVE, Francois du Toit s...
The Adviser Under Pressure: Emotion, Behaviour and Trust with Chris Fischer
What 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 beh...
REBL Dads: What Successful Fathers Struggle to Say with Derek Notman and H. Adam Holt
What 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...
AI Cyber Risk: What Financial Advisors Must Know Now with Nevashan Pillay
AI 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....
6 Client Meeting Skills That Turn Advice Into Action
Most 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 skill...
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 ...
