Send us a text 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 into (and how to help them out), and why some of the industry’s most beloved compliance concepts might just be…...
Jul 05, 2025•38 min•Season 6Ep. 20
Send us a text 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 shares how planners can use tools like budgeting, cash flow modelling, and goal setting as powerful coa...
Jun 28, 2025•37 min•Season 6Ep. 19
Send us a text 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 stronger foundations, lead with clarity, and grow with purpose. This is a mindset reset AND an operatio...
Jun 21, 2025•38 min•Season 6Ep. 18
Send us a text 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 to truly move forward (inspired by Stephen Bartlett) ✅ What mindset has to do with your business growth ✅ The...
Jun 17, 2025•27 min•Season 6Ep. 17
Send us a text 🎉 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 create deeper human connection, and why the future of advice may lie in the seamless fusion of AI, cli...
Jun 07, 2025•42 min•Season 6Ep. 16
Send us a text 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 respect — and build a powerful new relationship. Join us as we explore why clients become resentful, how to...
May 31, 2025•30 min•Season 6Ep. 15
Send us a text 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 personal wellbeing directly impacts the outcomes you deliver for clients. From values-based advice to...
May 24, 2025•44 min•Season 6Ep. 14
Send us a text 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 expats or are one yourself, you’ll walk away with practical insights on how to adapt to a changing lan...
May 17, 2025•47 min•Season 6Ep. 13
Send us a text 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 content (even if you’re camera-shy), and how to use social platforms like YouTube, TikTok, and Instagra...
May 10, 2025•34 min•Season 6Ep. 12
Send us a text 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 felt like you’re carrying too much behind the scenes — you’re not alone. If you run a business in this...
May 03, 2025•34 min•Season 6Ep. 11
Send us a text 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 destructive. The key lies in how we navigate it. If you’ve ever looked at another adviser’s journey and wondered,...
Apr 26, 2025•37 min•Season 6Ep. 10
Send us a text 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 systems, people, and processes — and why outsourced admin might be the smartest move for growth-minded ...
Apr 12, 2025•41 min•Season 6Ep. 9
Send us a text 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 designing emotional journeys, crafting meaningful messages, and using the right tech to enhance—not overwhe...
Apr 05, 2025•37 min•Season 6Ep. 8
Send us a text 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 to strengthen client confidence, communicate clearly, and create meaningful, long-term relationships....
Mar 29, 2025•31 min•Season 6Ep. 7
Send us a text 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, investment strategies, and how financial professionals position themselves for long-term success. Understanding...
Mar 15, 2025•32 min•Season 6Ep. 6
Send us a text 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’t a good fit. You’ll also hear tips on trimming back on repetitive tasks, unnecessary meetings, and ov...
Mar 08, 2025•27 min•Season 6Ep. 5
Send us a text 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 theme, “Explore,” is about discovering new opportunities and fresh approaches—and this episode will he...
Mar 01, 2025•22 min•Season 6Ep. 4
Send us a text 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 already shaping the financial services industry. Many advisers feel excited yet uncertain about how to integ...
Feb 22, 2025•36 min•Season 6Ep. 3
Send us a text 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 avoid, and ways to measure the effectiveness of your value proposition. We'll also talk about the importance o...
Feb 15, 2025•31 min•Season 6Ep. 2
Send us a text 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 from others. 🔹 Technology & AI – The next frontier. 🔹 Letting go & doing the uncomfortable – Real grow...
Feb 08, 2025•25 min•Season 6Ep. 1
Send us a text 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 personal and professional growth. Whether you’re a financial planner, adviser, or firm owner, this episode i...
Nov 30, 2024•31 min•Season 5Ep. 39
Send us a text 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 professionals and their clients. We’ll share actionable insights, practical steps, and real-world examples t...
Nov 24, 2024•31 min•Season 5Ep. 38
Send us a text 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 shares practical guidance for advisers and business owners on creating robust plans that secure long-term ...
Nov 16, 2024•34 min•Season 5Ep. 37
Send us a text 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 marketing’ for advisors, and Zeyn dives into Fairbairn’s unique approach to creating an advisor-centric expe...
Nov 09, 2024•35 min•Season 5Ep. 36
Send us a text 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 products, content creation, and consultancy. Gain valuable insights on creating a resilient and future-rea...
Nov 02, 2024•26 min•Season 5Ep. 35
Send us a text 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 insurance serves as the bedrock of financial planning, why it’s essential for protecting wealth, and how it ...
Oct 26, 2024•32 min•Season 5Ep. 34
Send us a text 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 -- See how your business scores: 🎯 https://www.propulsion.co.za/scoreyt Get the Financial Advisor Playbook Now: -- Physi...
Oct 19, 2024•31 min•Season 5Ep. 33
Send us a text 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 team and culture. Rizanne also shares valuable advice for aspiring entrepreneurs and how to navigate ...
Oct 12, 2024•28 min•Season 5Ep. 32
Send us a text 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 development is essential for professional success and how it can enhance client relationships, team management, ...
Oct 05, 2024•31 min•Season 5Ep. 31
Send us a text 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 differentiated business, how to strengthen your team, and how technology will play an even greater role moving forw...
Sep 28, 2024•31 min•Season 5Ep. 30
