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
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 matters. But the way ...
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, and I was privileged...
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.
Nevashan has mor...
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 differently in thei...
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 capturing attention ...
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 can respond when cli...
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, this episode will help you thi...
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 unpack how AI is ch...
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, and what advisers need to ret...
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 what he has learned about b...
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...
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 Financial Solutions, about ...
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.
We talk a...
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 structures are becoming pa...
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 passionate about bringing fina...
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 sharpened Ryan’...
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), recognises a CE...
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 journey from advi...
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 valuable clients and tai...
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 you’re tired of...
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