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. Exploring Growth and Purpose with Gretchen Betts

    10/26/2025

    Exploring Growth and Purpose with Gretchen Betts

    Send us a text 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 Magenta Financial Planning and founder of SheFinance, for an honest look at growth, purpose, and the courage to explore what’s next. Gretchen shares her journey from adviser to business owner, including the story behind her management buyout of Magenta — a bold move that changed everything. She also opens up about her mission to help women build clarity and confidence around their finances through SheFinance and her practical workbook. Whether you’re an adviser thinking about succession, culture, or new ventures, this conversation will leave you inspired to explore your own next chapter — with purpose and a touch of sparkle. 🔗 Links mentioned: Magenta Financial Planning: https://www.magentafp.com SheFinance: https://www.shefinance.co.uk SheFinance Workbook on Amazon: https://www.amazon.co.uk/dp/1068439114 👉 Don’t forget to like, comment, and subscribe to join the PROpulsion community of forward-thinking financial planners. AI+FLOW WAITLIST https://aiplusflow.scoreapp.com 📊 Take the Professional Practice 10.0 Scorecard 🎯 https://www.propulsion.co.za/scoreyt 📘 Get the Financial Advisor Playbook • Physical Book: https://www.takealot.com/the-financia... • Digital Copy on Amazon:

    40 min
  2. How to Create Real Client Value (and Grow a Practice That Feeds Itself)

    10/18/2025

    How to Create Real Client Value (and Grow a Practice That Feeds Itself)

    Send us a text 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 because of it. Discover a fresh way to think about your clients, your business, and your time. You’ll learn how to: ✅ Identify your most valuable clients and tailor your service around them ✅ Use data and digital tools to save time and serve better ✅ Create client experiences that build trust and long-term loyalty ✅ Communicate your value clearly through simple, honest marketing This isn’t about adding more work — it’s about doing the right work for the right clients. If you’re ready to build a business that feeds itself, this one’s for you. 🎯 *Watch now and explore how to create real client value that lasts.* #FinancialPlanning #ClientExperience #PracticeGrowth #AdviserBusiness #propulsionlive  DIGITAL LOCKDOWN https://inn8cpd.co.za/event/register/... 📊 Take the Professional Practice 10.0 Scorecard 🎯 https://www.propulsion.co.za/scoreyt 📘 Get the Financial Advisor Playbook • Physical Book: https://www.takealot.com/the-financia... • Digital Copy on Amazon: https://www.amazon.com/dp/B0D8BL2CGH 🌐 Learn more about PROpulsion and Becoming a member: 👉 https://www.propulsion.co.za/community –––––––––––––––––––––––––––––––––––––– #FinancialPlanning #BusinessGrowth #ClientRelationship #HolisticAdvice #PROpulsionLIVE

    34 min
  3. Exploring the Power of Financial Coaching with Samantha Lee Sparkes

    10/04/2025

    Exploring the Power of Financial Coaching with Samantha Lee Sparkes

    Send us a text 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 skills, and gain the confidence to take action. We discuss: -What financial coaching really is and how it differs from financial advice  -Why so many people feel stuck, even when they know the “right” steps  -Simple money skills that make the biggest difference in daily life  -The most common challenges Samantha sees in her clients -Why financial advisers and coaches working together gives clients the best outcomes 📌 Resource: Take Samantha’s free Money Dysfunctions Assessment for Entrepreneurs: https://qualtricsxm3htzgdg96.qualtrics.com/jfe/form/SV_3Vit66mbl5neZCK 👉 Don’t miss this chance to learn how financial coaching can add depth to advice, and how it prepares clients to get the most from their adviser. Subscribe for more conversations that help financial planners, advisers, and business owners explore new ways to grow. ASCEND SUMMIT TICKETS: https://www.propulsion.co.za/propulsion-summit-tickets/ DIGITAL LOCKDOWN https://inn8cpd.co.za/event/register/154/10034092-b592-4e0e-ab73-65d1c144b17d 📊 Take the Professional Practice 10.0 Scorecard 🎯 https://www.propulsion.co.za/scoreyt 📘 Get the Financial Advisor Playbook • Physical Book: https://www.takealot.com/the-financia... • Digital Copy on Amazon: https://www.amazon.com/dp/B0D8BL2CGH 🌐 Learn more about PROpulsion and Becoming a member: 👉 https://www.propulsion.co.za/community

    41 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!