PROpulsion LIVE

Send us Fan Mail In this week’s solo episode, Francois du Toit discusses one of the most overlooked causes of burnout, friction, and stagnation: misalignment. From your personal values to your tech stack. When things aren’t pulling in the same direction, everything feels harder. But when you find alignment across your life, business, systems, and people… that’s when things start to flow. It is not...

Send us Fan Mail This Friday on PROpulsion LIVE, we’re joined by powerhouse entrepreneur and award-winning financial adviser Wouter Snyman, founder of the attooh! Group. With over 33 years of experience, 16 books to his name, and a track record of building the #1 Discovery Group adviser firm for more than a decade, Wouter shares what it takes to future-proof your financial planning practice in Sou...

Send us Fan Mail We’re not easing into the future of financial planning... we’re already in it. And yet, many advisers still find themselves facing the same big issues day after day. In this powerful episode, Francois du Toit unpacks the 7 major problems currently reshaping the advice profession, and what forward-thinking planners can do about them. From outdated engagement models and shifting cli...

Send us Fan Mail In this episode of PROpulsion LIVE, we sit down with SEO coach and digital strategist Carla dos Santos to unpack the changing search landscape. With AI Overviews, featured snippets, and Google answering questions without a single click — how can businesses stay visible? Carla shares 20+ years of experience in the digital world and breaks down what these changes mean for your brand...

Send us Fan Mail What happens when a financial planner goes full Iron Man, blending cutting-edge tech with powerful human connection? In this episode of PROpulsion LIVE, Francois sits down with Andy Hart, creator of Humans Under Management, to unpack what it really means to be a "bionic adviser." We explore the human skills that tech will never replace, the behavioural traps clients fall...

Send us Fan Mail In this episode of PROpulsion LIVE, we sit down with Sharon Moller, Financial Planning Coach at Old Mutual Wealth, to explore a critical question: in a world where AI can do almost everything… what’s left for human financial planners to do? Sharon believes the answer lies in coaching—not the problem, but the person. With 19 years of experience and deep coaching expertise, Sharon s...

Send us Fan Mail Want a Thriving Advice Business? These 7 Habits Will Get You There Legendary financial planning practices don’t happen by accident — they’re built by habit. In this week’s episode of PROpulsion LIVE, Francois unpacks seven powerful habits he’s seen consistently across standout advice businesses. Whether you’re a solo practitioner or running a team, these habits will help you lay s...

Send us Fan Mail Are you stuck in the cycle of learning, learning, learning without really moving forward? In this episode of PROpulsion LIVE, Francois opens up about his own journey of personal development, the moment he realised knowledge wasn’t enough, and how true growth only happens through doing. You'll discover: ✅ Why personal development can feel frustrating ✅ The 5 elements needed...

Send us Fan Mail 🎉 This is our 300th episode of PROpulsion LIVE and we’re celebrating it in true style! In this week’s milestone interview, Francois sits down with Kobus Barnard, CEO and co-founder of Allegiance Consulting—the minds behind Avalon, a next-gen financial planning platform used by over 7,000 advisers. Together, they explore the real purpose of CRM in financial planning, how tech can...

Send us Fan Mail In this episode of PROpulsion LIVE, we talk about one of the hardest — and most human — challenges in financial planning: earning the trust of a client who’s had a bad experience with a previous adviser. From scepticism and defensiveness to outright frustration, you’ll often sit across from people carrying baggage you didn’t pack. But how you respond can turn resentment into respe...

Send us Fan Mail In this episode of PROpulsion LIVE, we’re joined by the 2024 Financial Planner of the Year, Rudolph Geldenhuys. Together, we dive into the tension between the technical and human sides of financial planning—and why embracing both is essential for success in today’s environment. Rudolph shares insights on developing deep client relationships, playing to your strengths, and how your...

Send us Fan Mail In this episode of PROpulsion LIVE, we’re joined by expat tax expert Hugo van Zyl to unpack the latest changes affecting South Africans living abroad — and those planning to leave. From Exchange Control adjustments and the UK’s new residency tax model, to South Africa’s new Digital Nomad Visa and surprise updates on foreign pensions, there’s a lot to digest. Whether you work with...

Send us Fan Mail In this episode of PROpulsion LIVE, we explore how financial planners and advisers can build a powerful personal brand that supports their practice and connects authentically with clients. Dr Pieter de Villiers joins us to share his journey from veterinarian to lifestyle financial planner and content creator. He talks about what makes a personal brand work, how to start creating c...

Send us Fan Mail Running a financial planning practice involves a lot more than client meetings and advice. Behind every success story is a mountain of invisible work — compliance headaches, team issues, tech frustration, and never-ending admin. In this week’s episode of PROpulsion LIVE, we pull back the curtain and talk honestly about what practice owners don’t often say out loud. If you’ve ever...

Send us Fan Mail In this episode of PROpulsion LIVE, we explore a powerful yet often overlooked topic: how comparison shows up in the world of financial planning – and the impact it has on confidence, focus, and fulfilment. From industry awards to social media highlights, the pressure to measure success by someone else's yardstick is everywhere. But comparison can be both inspiring and destru...

Send us Fan Mail In this episode of PROpulsion LIVE, we speak to *Louis Schlebusch, Director of BRISCH Administration Services*, about the often-overlooked engine behind successful advisory practices — your back office. Louis shares how strong admin support can save time, reduce risk, and unlock the full potential of a financial planning business. We’ll explore how to intentionally approach your s...

Send us Fan Mail In this episode of PROpulsion LIVE, we’re joined by Anrico du Plessis, CEO of Multi-Media, to explore how technology can be used not as a gimmick—but as a tool for creating powerful audience-first experiences. Whether you’re planning a client event, hosting webinars, or delivering presentations, this conversation will shift the way you think about engagement. We’ll dive into desig...

Send us Fan Mail In this episode of PROpulsion LIVE, we unpack what it takes to be a trusted financial adviser in today’s polarised, politically uncertain, and low-trust world. With public confidence in institutions at historic lows, financial planners face a new challenge: building and maintaining trust in an environment where scepticism is the default. We explore practical, real-world strategies...

Send us Fan Mail In this episode of PROpulsion LIVE, we sit down with Charlotte Kemp, a futures thinking coach, to explore two key trends that are shaping the future of financial planning: Binary vs Fluid Thinking – Do we see financial decisions as fixed or adaptable? Scarcity vs Abundance – Do we operate from a place of limitation or opportunity? These trends influence client behaviour, investmen...

Send us Fan Mail Cutting the fluff in your financial advisory practice frees up time, energy, and resources for the work that truly matters. In this episode of PROpulsion LIVE, we explore why less can be more by removing extra steps, overhead, and distractions from your day-to-day. We’ll look at everything from juggling too many product providers and bloated tech stacks to having clients who aren’...

Send us Fan Mail This week on PROpulsion LIVE, we’re diving into a game-changing shift: moving beyond a client list and creating a true client community. Why does this matter? When clients connect with you—and each other—you build trust, loyalty, and natural referrals. A strong community isn’t just about engagement; it’s about business growth, deeper relationships, and long-term success. Our 2025...

Send us Fan Mail AI is changing the way financial advisers work. Some see it as a challenge, others as an opportunity. The question is—how do you make AI work for you instead of against you? In this episode of PROpulsion LIVE, we explore how financial advisers can embrace AI to grow their businesses, improve efficiency, and enhance client relationships. AI is no longer a future concept—it’s alread...

Send us Fan Mail In this episode of PROpulsion Live, we look at how financial advisers can build and improve their value proposition throughout their careers. Whether you're just starting out, looking to grow, or leading an established firm, understanding and explaining your unique value is essential. Join us as we discuss focused strategies for different career stages, common pitfalls to avo...

Send us Fan Mail Welcome to Season 6 of PROpulsion LIVE! This year’s theme is "Explore", and in this episode, we unpack what that means for financial planners in 2025.  Francois du Toit from PROpulsion discusses: 🔹 Mindset shifts – The key to growth. 🔹 Learning as an adventure – Moving beyond compliance. 🔹 Experimentation – Testing and adapting for success. 🔹 Collaboration – Learning...

Send us Fan Mail In this season finale of PROpulsion LIVE, we look back at 2024 and share the top lessons for financial planners. From simplifying processes to embracing new strategies, this episode captures the most impactful insights from the past year. We’ll cover the key takeaways that can help financial planners build better businesses, foster stronger client relationships, and achieve person...