PROpulsion LIVE
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!
Episodes
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 many people feel stuck, even when they kn...
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 advisers tax directive simul...
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:
- Why relevan...
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 settlements and beneficiary nomi...
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 leads Advisor Services...
This week on PROpulsion LIVE, Francois sits down with Ettienne Wilsnagh, a seasoned financial services professional with 31 years of experience — from advisor to franchise owner and business leader.
Ettienne shares his journey from starting in the life industry straight out of school, to running one of Old Mutual’s most successful franchises, and now turning his attention to guiding the next generation of ad...
AI is changing financial advice, but are you using it responsibly in your practice?
In this episode of **PROpulsion LIVE**, Francois du Toit explores how advisers and planners can bring AI into their businesses without putting clients, or compliance, at risk.
We’ll look at:
✅ Why responsible AI matters for advice firms
✅ The biggest risks: bias, data breaches, and explainability gap...
What if just a few lessons could shift the entire trajectory of your business and personal growth?
In this episode of PROpulsion LIVE, Francois du Toit shares the 7 most impactful, game-changing lessons he’s learned on his journey — from growing a business to navigating personal challenges and finding alignment along the way.
These aren’t generic platitudes. They’re real-world, tested insights that h...
AI is changing everything. But what if the real risks are not in what it does, but in what we fail to notice?
In this solo episode of PROpulsion LIVE, Francois looks at the long-term risks of AI adoption for financial planners, advice firms, and the people they serve. From privacy erosion to job displacement, and from over-reliance on tech to the collapse of trust, this conversation highlights what is really ...
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 necessary to change everything, but it ...
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 South Africa’s fast-changing lan...
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 client expectations to new d...
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, your website, and your long...
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 o...
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 c...
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,...
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 t...
🎉 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 ...
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...
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 ...
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