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 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 ...
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 yo...
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...
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 carr...
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...
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...
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, craf...
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 confide...
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, an...
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 hea...
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...
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 financ...
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 e...
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 fro...
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