PROpulsion LIVE

Francois du Toit
  • 0.0 (0)
  • BUSINESS
  • UPDATED WEEKLY

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!

  1. Fee-Based Advice: The Hard Questions with Johann Maree

    MAR 28

    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 what advisers need to rethink in light of regulation and AI. Most of all, we tackle the big question: how do you move from your current model to a fee-based business in real life? Johann shares a practical 90 to 120-day way to start making the shift. This is a direct conversation for financial planners, advisers, and firm owners who want honest answers, not safe ones. In this episode: How a book of business is really valued How fee collection works in practice What to do about bad debt and defaults How to serve clients who cannot pay now What LVC means and whether it still matters The 7 steps to moving to a fee-based model A 90 to 120-day plan to begin the transition If this episode helps you, please like, subscribe, and share it with another adviser or planner. #FinancialPlanning #FeeBasedAdvice #FinancialAdvisers #AdviceBusiness #PracticeManagement

    1 hr
  2. Why Financial Advisers Must Think Like Business Owners with Johann Maree

    MAR 21

    Why Financial Advisers Must Think Like Business Owners with Johann Maree

    Send us Fan Mail 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 as proper businesses, not just busy adviser-led practices. With more than 35 years of experience across South Africa and Australia, Johann shares what he has learned about business models, client segmentation, fee-for-service, client engagement, adviser behaviour, and the systems that help advice firms grow. This conversation is for financial advisers, planners, and firm owners who know they need to step back from daily pressure and start building a stronger business. We unpack what business management looks like in an advice firm, where many firms go wrong, and what leaders should be doing now to build something more stable, more valuable, and easier to run. In this episode, we cover: - the shift from practice management to business management - the signs your business depends too much on the owner - the biggest business gaps in advice firms - strategic planning for advice businesses - client segmentation in a practical way - fee-for-service and client value - client engagement as a business issue - the first steps to take in the next 90 days Johann brings deep experience in advice business leadership, behavioural finance, coaching, and adviser development. This is a practical conversation for anyone who wants to build a better financial planning business. If this episode helps you, please like, subscribe, and share it with another adviser or planner. #FinancialPlanning #FinancialAdvisers #PracticeManagement #BusinessManagement #AdviceBusiness

    48 min
  3. How to Productise Financial Advice

    MAR 7

    How to Productise Financial Advice

    Send us Fan Mail 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. 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” to clearly defined service packages with structured delivery, clear outcomes, and pricing that reflects the value of planning. We cover: • Why the traditional AUM model is under pressure • The difference between segmentation and productisation • How to build clear service tiers based on complexity • How to turn your advice into repeatable services • Why CRM workflows are essential to deliver consistent advice • Practical steps to start productising your firm this month This episode is part of our 2026 theme: From Knowing to Doing. Most advisers already know they should segment, specialise, and systemise their work. The challenge is implementation. If you want to build a firm that is scalable, profitable, and easier to explain to clients, this conversation will give you a clear starting point. 👍 If you enjoyed this episode: Like the video, subscribe to the channel, and share it with another adviser who is building their  practice. Link Galileo Webinar: 🔗 Register - https://bit.ly/3OZcr15  Become a member: www/propulsion.co.za/community

    42 min
  4. Why 70% of Heirs Change Adviser and What To Do About It with Mark Hedderman, CFP®

    FEB 28

    Why 70% of Heirs Change Adviser and What To Do About It with Mark Hedderman, CFP®

    Send us Fan Mail 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 their own succession. In this episode of PROpulsion LIVE, Francois speaks to Mark Hedderman CFP®, President of the LIA and CEO of Hedderman Financial Solutions, about what advisers must start doing now. They explore: • Why so many heirs change adviser after inheriting • How to engage the next generation before wealth transfers • The difference between continuity planning and real succession planning • What private equity and consolidation mean for smaller firms • How to protect and grow the value of your advisory practice • Practical steps to move from knowing to doing This conversation is essential viewing for financial planners, financial advisers, and advisory firm owners who want to protect their client relationships, strengthen their firm value, and build a lasting legacy. If you are serious about intergenerational planning and adviser succession, this episode will challenge and guide you. Subscribe for weekly conversations on building and running a successful financial planning business. PDF from Sam's segment - Visibility is Value: https://www.propulsion.co.za/wp-conte...

    46 min
  5. How Ascor Became FPI Professional Practice of the Year with Wouter Fourie

    FEB 21

    How Ascor Became FPI Professional Practice of the Year with Wouter Fourie

    Send us Fan Mail 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 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 about the years behind the recognition. The standards they refuse to compromise on. The systems that keep the business consistent. The leadership lessons that shaped the team. And the uncomfortable decisions that had to be made along the way.   If you run a financial planning practice, manage a team, or are serious about raising your standards, this episode will challenge you.   Inside this conversation: What “client-centred” really looks like in practice How Ascor builds and maintains internal discipline The role of leadership in growing a strong advisory team What most firms say they value but don’t implement Where to start if you want to lift the level of your own business Season 7 is built around our theme for this year: From Knowing to Doing.   Wouter’s journey is a real example of what that looks like when it’s applied consistently over time.   If you’re ready to move beyond theory and build something solid, this one is worth your time.   Subscribe for weekly conversations on building better financial planning businesses. www.propulsion.co.za/community     #financialplanning #financialadviser #wealthmanagement #practicegrowth #FPI #FPIProfessionalPracticeOfTheYear2025

    43 min
  6. SEASON FINALE 🎉 Your Path Forward as an IFA with Zeyn Ally

    11/26/2025

    SEASON FINALE 🎉 Your Path Forward as an IFA with Zeyn Ally

    Send us Fan Mail 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 regulation, admin, and client expectations grow. Zeyn shares what he is seeing across the profession, how COFI may shape the future, and why support structures are becoming part of the discussion for more practices. We explore the solo path, the network path, and the questions every adviser should work through before deciding which direction to take. Zeyn also talks about the long-term benefits that the right support model can bring to clients, the adviser, and the practice. A meaningful finish to a season built around our theme: Explore. 🎯 In this Season Finale: • The changing environment for IFAs • What COFI may mean for solo practices • How to weigh up the solo route vs joining a network • Questions advisers should explore before making a move • What strong support can unlock for clients and the adviser 🔔 Subscribe to PROpulsion LIVE for weekly conversations that help you explore new ideas, tools, and ways to grow your financial planning business.

    37 min
  7. Exploring the Future of Finance Through a Young Lens with Karabo Huma

    11/17/2025

    Exploring the Future of Finance Through a Young Lens with Karabo Huma

    Send us Fan Mail 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. 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 about bringing financial literacy to her community. Her story reminds us that where you start doesn’t determine where you’ll go. 🎯 In this episode: Exploring the future of financial planning through a young lens Why mindset matters more than background Lessons from inside a financial advisory firm The power of education and financial literacy Karabo’s dream to inspire and teach her community 🔔 Subscribe to PROpulsion LIVE for weekly conversations that help you explore new ideas, tools, and ways to grow your financial planning business. #FinancialPlanning #PropulsionLIVE #YouthInFinance #FinancialLiteracy #Explore #Mindset #KaraboHuma

    38 min
  8. Ryan Redman’s Story of Strength and Purpose

    11/08/2025

    Ryan Redman’s Story of Strength and Purpose

    Send us Fan Mail 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 purpose as a husband, father, and adviser — and why he now approaches financial planning with new empathy and clarity. 💬 In this conversation: How adversity sharpened Ryan’s focus and purpose The human side of financial advice — vulnerability and trust Lessons from endurance sport for long-term performance Exploring technology without losing the human touch Redefining success: from income to impact 🎥 Watch to discover how challenge can become your greatest teacher and how exploring new mindsets can future-proof your practice. 👉 Subscribe to PROpulsion LIVE for more stories and insights from leaders shaping the future of financial planning. #RyanRedman #FinancialPlanning #Resilience #AdviserMindset #CancerSurvivor #TechnologyAndHumanity #Explore2025 #ConqueringMountains #PROpulsionLIVE

    37 min
See All (172)

About

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!

Information

  • Creator
    Francois du Toit
  • Years Active
    2019 - 2026
  • Episodes
    172
  • Rating
    Clean
  • Copyright
    © 2026 PROpulsion LIVE
  • Show Website
    PROpulsion LIVE

You Might Also Like