What AI Can’t Do: The Human Advantage in Financial Planning with Sharon Moller

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 coaching opportunities. You'll hear real examples, gain practical tips, and walk away inspired to deliver the kind of value that no AI ever could.

Whether you're a seasoned planner or just starting out, this conversation will help you reimagine your role in a high-tech, human-first future.

––––––––––––––––––––––––––––––––––––––

BUY PROPULSION TECH TICKETS HERE:

https://www.propulsion.co.za/propulsion-tech/

AI TRAINING:

https://www.propulsion.co.za/propulsion-ai-training-for-financial-advisers-a-gentle-introduction/

📊 Take the Professional Practice 10.0 Scorecard:
🎯 https://www.propulsion.co.za/scoreyt

📘 Get the Financial Advisor Playbook
• Physical Book: https://www.takealot.com/the-financia...
• Digital Copy on Amazon: https://www.amazon.com/dp/B0D8BL2CGH

🌐 Learn more about PROpulsion
👉 https://www.propulsion.co.za/community

––––––––––––––––––––––––––––––––––––––
💬 Leave us a comment or question below – we’d love to hear from you!
🔔 Don't forget to subscribe and turn on notifications for future episodes.

Disclaimer: Views expressed by guests are their own and do not necessarily reflect those of PROpulsion.