PROpulsion LIVE

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...

Send us Fan Mail In this episode of PROpulsion LIVE, we explore the journey from financial advice to comprehensive financial planning. We unpack the distinctions between brokers, financial advisers, and financial planners, highlighting how financial planning provides a deeper, more holistic approach to serving clients. Discover why moving beyond advice to a full planning model benefits both profes...

Send us Fan Mail In this episode of PROpulsion LIVE, we’re joined by Errol Meyer, a financial expert with over 30 years of industry experience and author of Business Financial Planning. Errol dives deep into the importance of business succession planning, the role of life insurance, and strategies for ensuring a strong financial future for businesses. With insights from his latest book, Errol shar...

Send us Fan Mail In this episode, we host an insightful panel discussion with Guy Holwill, CEO and founder of Fairbairn Consult, and Zeyn Ally, a senior leader with decades of experience in financial services. Together, they explore the power of Client Experience (CX) as a transformative tool for financial advisory success. Guy shares his perspective on how CX has evolved to become the ‘new market...

Send us Fan Mail In this episode of PROpulsion LIVE, we explore how financial advisers and planners can expand their income with alternative revenue streams. As the industry evolves, traditional models like asset-based fees and commissions aren’t always enough. Many advisers are finding value in diversifying their offerings to include subscription-based services, stand-alone planning, digital prod...

Send us Fan Mail In this episode, we interview Mickey Gambale, a dynamic leader in financial services with experience across investments, insurance, and asset management. Mickey will share his insights on the crucial role of life insurance in holistic financial planning, offering practical advice for financial advisers on how to balance risk cover with investments. Mickey discusses how life insura...

Send us Fan Mail Georgina's Guiness World Record breaking swim -    Watch Here - 19 April 2024  Donate to Georgina's cause - https://www.givengain.com/campaign/wa... Attend PROpulsion Ascend - Info: https://www.propulsion.co.za/propulsi... Agenda:  https://www.propulsion.co.za/propulsi... Tickets: https://www.propulsion.co.za/propulsi... Take the Professional Practice 10.0 Scorecard -- S...

Send us Fan Mail In this episode of PROpulsion LIVE, we sit down with Rizanne Oosthuisen, founder and CEO of ProfileMe.app. Rizanne shares her entrepreneurial journey, from founding a start-up to leading the most innovative advice technology platform. We’ll explore how she built ProfileMe from the ground up, the lessons she learned as a woman in tech, and the strategies she used to create a strong...

Send us Fan Mail In this special episode of PROpulsion LIVE, we dive deep into the crucial topic of personal development for financial professionals and business owners. Whether you're a financial planner, adviser, firm owner, or part of the broader financial services industry, this episode is designed to help you map out your own personal development journey. We’ll discuss why personal devel...

Send us Fan Mail In this episode of PROpulsion LIVE, we dive into a key topic: how financial planners can prepare their businesses for success in 2025. With the rapid pace of change in the industry, it’s essential to focus on the right areas—both personally and professionally. We explore the critical skills financial planners need to develop, strategies for building a sustainable and differentiate...

Send us Fan Mail In this episode of PROpulsion LIVE, we sit down with Dr. Roddy Carter, an expert in neuroscience and human performance, to explore how understanding our brain can transform the way we make financial decisions. We’ll dive into how the brain affects our behaviour when it comes to investing and financial planning, and what steps we can take to gain control of our mental processes for...

Send us Fan Mail In this episode of PROpulsion LIVE, we sit down with David Kop, a Certified Financial Planner® and business consultant, to discuss the challenges financial planners face when running their own businesses. Many financial planners start out doing everything themselves, from operations to client engagement, which quickly leads to burnout. David shares insights from his years of exper...

Send us Fan Mail In this episode of PROpulsion LIVE, we explore the critical crossroads faced by small independent financial advisor (IFA) firms. Whether to maintain independence, merge with other IFAs, or even exit the profession—this decision is pivotal. We dive into the options available, from joining another FSP or becoming a tied agent to more innovative solutions like creating a virtual advi...

Send us Fan Mail In this episode, we interview Kim Potgieter, Director and Head of Life Planning at Chartered Wealth Solutions. Kim is a Professional Certified Coach, CERTIFIED FINANCIAL PLANNER®, and author, known for her passion for improving people’s relationships with money and guiding them through significant life transitions. Kim shares her insights on midlife transition, a challenging phase...

Send us Fan Mail In this episode, we interview Kirsty du Toit, Director of Financial Planning for Asset-Map South Africa. Kirsty is a Certified Financial Planner (CFP®) and an Integral Coach (ACC) who is passionate about transforming the way financial planners engage with their clients. Kirsty shares her innovative approach to shifting from traditional financial planning to advice engagement, focu...

Send us Fan Mail In this episode, we interview Johan Steyn, an advocate for Human-Centered Artificial Intelligence and a key figure in the development of South Africa’s national AI strategy. Johan brings extensive experience in AI regulation and innovation, having served on working groups with the National Advisory Council on Innovation (NACI) and the Council for Scientific and Industrial Research...

Send us Fan Mail In this special episode, we interview the three finalists for the 2024 FPI Financial Planner of the Year: Gareth Collier, René van de Spreng, and Rudolph Geldenhuys. Each finalist brings a unique perspective on financial planning, shaped by their diverse backgrounds and experiences. Gareth Collier discusses the importance of independence and professionalism in financial planning,...

Send us Fan Mail In this episode, we interview Warren Ingram, co-founder of Galileo Capital and author of four personal finance books. With over 25 years of experience in financial planning, Warren shares his insights on the importance of changing clients' money behaviours to achieve better financial outcomes. We discuss Warren's journey in the financial planning industry, the impact of...

Send us Fan Mail In this episode, we interview Lara Warburton, the FPI Financial Planner of the Year for 2023 and Managing Director of Integral Wealth Management. With 31 years of experience in financial services and 24 years as an independent financial planner, Lara shares her insights on the importance of independent financial advice, professionalism, and navigating an increasingly complex envir...

Send us Fan Mail In this episode, we tackle a mix of crucial issues and solutions for financial advisers. Learn how to elevate your virtual meeting setup to create a great experience, and understand why the title you choose—whether Financial Planner, Financial Adviser, Broker, or something unique—matters more than you think. Discover the key differences between marketing and prospecting, and how t...

Send us Fan Mail In this episode, we interview Gareth Hopkins, an experienced operations and client support professional in the information technology sector. Gareth shares his insights on delivering value propositions, maintaining business continuity, and client retention through the use of technology. We discuss Gareth's journey in the IT sector and its intersection with financial services...

Send us Fan Mail In this episode, we interview Dirk Groeneveld, a Financial Planner with nearly 34 years of experience, and a Lifestyle Financial Planner for the last 23 years. Dirk shares his passion for making a real difference in clients' lives and helping other planners to do the same. We begin by discussing Dirk's journey in the financial planning industry and how he transitioned to...