PROpulsion LIVE

Francois du Toit

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. The Adviser Under Pressure: Emotion, Behaviour and Trust with Chris Fischer

    2d ago

    The Adviser Under Pressure: Emotion, Behaviour and Trust with Chris Fischer

    Send us Fan Mail 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 behaviour, and the way we show up in business, leadership, client meetings, and life. For financial advisers and business owners, technical skill matters. But the way you respond under pressure can shape trust, communication, team culture, client confidence, and the quality of your decisions. We explore why self-awareness matters, whether emotions can be separated from business, the difference between blame and responsibility, and why people react the way they do when pressure rises. We also look at how advisers can use these insights in client meetings, especially when clients are anxious, defensive, overwhelmed, or unsure. This conversation is part of our 2026 theme: From Knowing to Doing. Many of us know that communication, trust, and relationships matter. The next step is learning how to notice our patterns and respond with more care, clarity, and responsibility. In this episode, we discuss: - Why self-awareness matters in business and life - What emotional responsibility looks like in practice - Why people react under pressure - How blame keeps people stuck - How advisers can notice their own behaviour patterns - How client emotions affect financial decisions - How to become more present in difficult conversations Connect with Chris on Linkedin Visit the TAG website Subscribe to PROpulsion LIVE for weekly conversations that help financial planners, advisers, and business owners build better practices and better lives.

    42 min
  2. REBL Dads: What Successful Fathers Struggle to Say with Derek Notman and H. Adam Holt

    May 30

    REBL Dads: What Successful Fathers Struggle to Say with Derek Notman and H. Adam Holt

    Send us Fan Mail 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, 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 was privileged to spend time with them on Necker Island as part of the REBL Dads journey. So this conversation feels more like friends sitting together and speaking openly about what many fathers carry in silence. We talk about where REBL Dads started, why Derek and Adam felt the need to build a brotherhood for fathers, how Sir Richard Branson became part of the story, and the challenge he gave them: how are you going to help more dads? That challenge led to the new book, REBL Dad: Responsible Entrepreneur Balanced Leader Dad, built from interviews with 103 fathers from around the world. The book includes more than 300 action items to help fathers move from knowing what matters to doing something about it. In this conversation, we explore: Where the REBL Dads idea started The first Necker Island gathering Sir Richard Branson’s challenge The loneliness many successful fathers carry Lessons from 103 fathers The principles behind the book Moving from knowing to doing Where to get the book REBL Dad is available on Kindle, with the physical book available from June. Learn more and order the book: https://rebldads.com https://www.amazon.com/dp/B0GZWW4FNB Connect with Derek Notman and H. Adam Holt on LinkedIn. Subscribe to PROpulsion LIVE for more conversations on financial planning, business, leadership, technology, client experience, and personal growth.

    53 min
  3. AI Cyber Risk: What Financial Advisors Must Know Now with Nevashan Pillay

    May 23

    AI Cyber Risk: What Financial Advisors Must Know Now with Nevashan Pillay

    Send us Fan Mail 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. In this episode of PROpulsion LIVE, I speak with Nevashan Pillay about AI, cybersecurity, client trust, and the future of financial advice. Nevashan has more than 20 years of experience in financial services, insurance, digital change, operations, technology transformation, regulatory change, AI agent workflows, and cyber insurance product development. In this conversation, we focus on what financial advisors need to understand now as AI changes both the opportunity and the risk. We discuss why cybersecurity is no longer only an IT topic. It is now a business issue, a client trust issue, and a professional relevance issue. Clients are already using AI tools. Criminals are using AI to make scams more convincing. Advice firms are starting to use AI in their daily work, often without clear rules around privacy, confidentiality, and governance. This episode will help financial advisors think about how to use AI in a safer, more responsible way while protecting clients from new forms of digital risk. We discuss: How AI is changing cyber risk Why scams and impersonation are becoming harder to spot What advice firms should know before using AI tools Why client data and confidentiality need greater care How advisors can educate clients about AI-driven scams Simple cyber habits every advice firm should build Why the human advisor becomes more important, not less This conversation is part of our 2026 theme: From Knowing to Doing. The goal is not only to understand AI and cybersecurity. The goal is to take practical steps that protect clients, protect the practice, and strengthen the value of human advice. #FinancialAdvice #Cybersecurity #AI #FinancialPlanning #ClientTrust #AIinFinance #FinancialAdvisors #PROpulsionLIVE

    44 min
  4. 6 Client Meeting Skills That Turn Advice Into Action

    May 16

    6 Client Meeting Skills That Turn Advice Into Action

    Send us Fan Mail 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 skills that can help financial planners turn good advice into better conversations and better action. This episode is practical: what can advisers do differently in their very next meeting? We will look at how to reframe your value, build trust early, position disclosure in a client-centred way, ask a better opening question, make fact-finding feel more natural, and connect the numbers back to the client’s goals. This episode forms part of the 2026 PROpulsion LIVE theme: From Knowing to Doing. In this episode, we cover: Why clients often focus on products and how to shift the conversation How to build trust in the first few minutes How to turn disclosure into a trust-building conversation A simple opening question that changes the whole meeting How to make fact finding feel less mechanical How to connect income and spending to the client’s goals This episode is for financial planners, financial advisers, practice owners, managers, and anyone who wants to improve client conversations. Question for the comments: What is one client meeting skill you want to practise more often? Subscribe to PROpulsion for more practical conversations on building better financial planning businesses. #FinancialPlanning #FinancialPlanner #ClientMeetings #FinancialAdvice #PROpulsionLIVE

    44 min
  5. What Financial Advisors Can Learn from Influencers

    May 9

    What Financial Advisors Can Learn from Influencers

    Send us Fan Mail 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 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 capturing attention without losing trust or depth. We will unpack seven lessons financial advisors can use in their own businesses: • How to explain complex ideas simply • Why consistency beats perfection • Why personality creates connection • How storytelling helps people remember your message • Why audience psychology matters • How community beats broadcasting • Why visibility now plays a bigger role in authority This episode is not about becoming an influencer. It is about becoming easier to understand, easier to remember, and easier to trust. Clients are busy. They are distracted. They are overwhelmed by information. They do not need advisors to sound more technical. They need advisors who can bring clarity, speak plainly, and show up in a way that feels human. As part of our 2026 theme, From Knowing to Doing, this episode will help you choose one simple action to improve your communication and visibility this week. People do not follow expertise. They follow people who make them feel understood. Subscribe to PROpulsion LIVE for weekly conversations on building better financial planning businesses. Share your thoughts in the comments: What is one thing financial advisors can learn from great creators?

    41 min
  6. Situational Leadership: Leading Different People in Different Ways with Igno van Niekerk

    Apr 18

    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 episode will help you think more carefully about how to lead people well. Igno draws on more than 25 years of leadership development experience, his work on Light on Leadership, and his research into leadership and storytelling. Together, Francois and Igno unpack how leaders can use situational leadership in practical ways, while also looking at ideas from transformational leadership, including the four I’s. In this episode, we explore: ✅ what situational leadership means in practice ✅ how to lead different people in different ways ✅ how to support growth without losing accountability ✅ how leadership changes across small firms and large organisations ✅ what better leadership looks like for advice, admin, and support teams This episode is for financial planners, advisers, firm owners, managers, team leaders, and anyone who wants to support people better at work. Subscribe to PROpulsion LIVE for more conversations on building better financial planning businesses and better teams. #SituationalLeadership #LeadershipDevelopment #FinancialPlanning #TeamLeadership #AdviceBusiness

    45 min
  7. Using Tech and AI to Unleash Your Potential

    Apr 11

    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 unpack how AI is changing customer behaviour, why human-centred design still matters, and where AI can help across the client journey. We also look at practical use cases such as meeting prep, meeting notes, follow-up emails, client education, marketing, business growth, onboarding, training, and more. We also talk openly about the risks. AI is useful, but it is not flawless. Bias, hallucinations, and poor judgement can all create problems if advisers are not careful. That is why ethics, review, and human responsibility still matter. If you are a financial planner, adviser, business owner, or leader in an advice firm, this episode will help you think more clearly about where to start and what to do next. In this episode: Why AI is already changing client expectations How to keep advice human while using better technology Simple ways to use AI before, during, and after meetings How AI can support education, marketing, and business growth Why it is often a process problem, not a tool problem What financial planners need to watch out for when using AI Subscribe for more episodes on building a better financial planning business. #FinancialPlanning #AIForAdvisers #AdviceBusiness #ClientExperience #FinancialAdvisers

    52 min

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!

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