PROpulsion LIVE

Francois du Toit
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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. How Advisers Should Respond to AI Advice and Finfluencers

    4월 26일

    How Advisers Should Respond to AI Advice and Finfluencers

    Send us Fan Mail 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 advisers and planners in South Africa. This is not a panic-driven conversation about AI or social media. It is a practical look at how advisers can respond when clients arrive with opinions, ideas, and recommendations from outside sources. In this episode, we cover: why clients are turning to AI, TikTok, YouTube, and finfluencers what makes this risky for clients why human advisers still matter more than ever how advisers should respond when clients bring outside advice into the conversation what advisers need to do next to stay relevant, trusted, and useful The real issue is not that clients are getting information from everywhere. The real issue is whether advisers know how to respond with clarity, confidence, and good judgement. If you are a financial adviser, planner, practice owner, or team leader, this episode will help you think more clearly about trust, accountability, and the changing role of advice. Subscribe to PROpulsion LIVE for weekly conversations on building better advisers and better advice businesses. #FinancialAdviser #FinancialPlanner #AIAdvice #Finfluencers #ChatGPT #FinancialPlanning #SouthAfrica #WealthManagement

    30분
  2. Situational Leadership: Leading Different People in Different Ways with Igno van Niekerk

    4월 18일

    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

    45분
  3. Using Tech and AI to Unleash Your Potential

    4월 11일

    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

    52분
  4. Fee-Based Advice: The Hard Questions with Johann Maree

    3월 28일

    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

    1시간
  5. Why Financial Advisers Must Think Like Business Owners with Johann Maree

    3월 21일

    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

    48분
  6. How to Productise Financial Advice

    3월 7일

    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

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

    2월 28일

    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...

    46분
  8. How Ascor Became FPI Professional Practice of the Year with Wouter Fourie

    2월 21일

    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

    43분
모두 보기(175개)

소개

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!

정보

  • 제작진
    Francois du Toit
  • 방송 연도
    2019년 - 2026년
  • 에피소드
    175
  • 등급
    전체 연령 사용가
  • 저작권
    © 2026 PROpulsion LIVE
  • 웹사이트 보기
    PROpulsion LIVE

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