PROpulsion LIVE

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 mat...

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, an...

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...

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 d...

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 ca...

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 ca...

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, thi...

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 u...

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, an...

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...

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 adv...

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...

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. W...

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...

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 passion...

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...

Send us Fan Mail Meet South Africa’s top financial planners of 2025! In this episode of PROpulsion LIVE, we sit down with the finalists for the 2025 Financial Planner of the Year Award - Brendan Dunn (Hewett Wealth), Theoniel McDonald (Wealth Associates / Carmel Wealth), and Nicola Langridge (Private Client Holdings). The award, presented by the Financial Planning Institute of Southern Africa (FPI...

Send us Fan Mail 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...

Send us Fan Mail 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 valua...

Send us Fan Mail Are you running your practice — or is it running you? In this episode of PROpulsion LIVE, Francois dives into how financial planners can gain control, confidence, and freedom by treating their practice like a proper business. Learn how to separate personal and business finances, pay yourself like a professional, and build structure that gives you both stability and time back. If y...

Send us Fan Mail 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...

Send us Fan Mail This week on PROpulsion LIVE, Francois sits down with Wouter de Witt and Emile van der Spuy, Certified Financial Planners® and co-founders of Gravitas Tax. With over 25 years of combined experience in retirement and tax planning, they’ve seen one thing repeatedly: advisers who ignore tax are leaving value on the table. That’s why they built Gravitas Tax, a powerful tool that gives...

Send us Fan Mail What does it take to stay relevant in a world that’s changing faster than ever? In this episode of PROpulsion LIVE, I’m joined by Richard Mulholland – speaker, author, and founder of Missing Link and Too Many Robots. From touring with Iron Maiden to coaching leaders across the globe, Rich has spent his career helping people and businesses stay relentlessly relevant. We explore: -...

Send us Fan Mail Living annuities are one of the most popular retirement income products in South Africa – but they come with strict rules that are often misunderstood. In this episode of PROpulsion LIVE, we sit down with Lize de la Harpe, Senior Legal Advisor at Sanlam Corporate, to explore what you can and can’t do with a living annuity. From income drawdowns and commutation rules to divorce set...

Send us Fan Mail Succession planning has become one of the most important — and most difficult — conversations in the financial advice profession. In this episode of PROpulsion LIVE, we welcome Jaco van Tonder, Advisor Services Director at Ninety One, to explore the realities of succession planning for independent financial advisers (IFAs). Jaco has been in financial services since 1999 and now le...