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PROpulsion LIVE

Francois du Toit

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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 ...
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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. Bu…
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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 relati…
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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,…
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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 make…
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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 …
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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 …
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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…
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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 y…
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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 defa…
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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? Th…
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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…
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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…
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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 relationshi…
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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 diff…
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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 su…
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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 s…
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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 advi…
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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…
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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…
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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-ba…
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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 wi…
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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 Professi…
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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…
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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 developmen…
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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, strateg…
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Send us a text In this episode of PROpulsion LIVE, we sit down with Dr. Roddy Carter, an expert in neuroscience and human performance, to explore how understanding our brain can transform the way we make financial decisions. We’ll dive into how the brain affects our behaviour when it comes to investing and financial planning, and what steps we can …
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Send us a text In this episode of PROpulsion LIVE, we sit down with David Kop, a Certified Financial Planner® and business consultant, to discuss the challenges financial planners face when running their own businesses. Many financial planners start out doing everything themselves, from operations to client engagement, which quickly leads to burnou…
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Send us a text In this episode of PROpulsion LIVE, we explore the critical crossroads faced by small independent financial advisor (IFA) firms. Whether to maintain independence, merge with other IFAs, or even exit the profession—this decision is pivotal. We dive into the options available, from joining another FSP or becoming a tied agent to more i…
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Send us a text In this episode, we interview Kim Potgieter, Director and Head of Life Planning at Chartered Wealth Solutions. Kim is a Professional Certified Coach, CERTIFIED FINANCIAL PLANNER®, and author, known for her passion for improving people’s relationships with money and guiding them through significant life transitions. Kim shares her ins…
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Send us a text In this episode, we interview Kirsty du Toit, Director of Financial Planning for Asset-Map South Africa. Kirsty is a Certified Financial Planner (CFP®) and an Integral Coach (ACC) who is passionate about transforming the way financial planners engage with their clients. Kirsty shares her innovative approach to shifting from tradition…
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Send us a text In this episode, we interview Johan Steyn, an advocate for Human-Centered Artificial Intelligence and a key figure in the development of South Africa’s national AI strategy. Johan brings extensive experience in AI regulation and innovation, having served on working groups with the National Advisory Council on Innovation (NACI) and th…
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Send us a text In this special episode, we interview the three finalists for the 2024 FPI Financial Planner of the Year: Gareth Collier, René van de Spreng, and Rudolph Geldenhuys. Each finalist brings a unique perspective on financial planning, shaped by their diverse backgrounds and experiences. Gareth Collier discusses the importance of independ…
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Send us a text In this episode, we interview Warren Ingram, co-founder of Galileo Capital and author of four personal finance books. With over 25 years of experience in financial planning, Warren shares his insights on the importance of changing clients' money behaviours to achieve better financial outcomes. We discuss Warren's journey in the finan…
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Send us a text In this episode, we interview Lara Warburton, the FPI Financial Planner of the Year for 2023 and Managing Director of Integral Wealth Management. With 31 years of experience in financial services and 24 years as an independent financial planner, Lara shares her insights on the importance of independent financial advice, professionali…
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Send us a text In this episode, we tackle a mix of crucial issues and solutions for financial advisers. Learn how to elevate your virtual meeting setup to create a great experience, and understand why the title you choose—whether Financial Planner, Financial Adviser, Broker, or something unique—matters more than you think. Discover the key differen…
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Send us a text In this episode, we interview Gareth Hopkins, an experienced operations and client support professional in the information technology sector. Gareth shares his insights on delivering value propositions, maintaining business continuity, and client retention through the use of technology. We discuss Gareth's journey in the IT sector an…
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Send us a text In this episode, we interview Dirk Groeneveld, a Financial Planner with nearly 34 years of experience, and a Lifestyle Financial Planner for the last 23 years. Dirk shares his passion for making a real difference in clients' lives and helping other planners to do the same. We begin by discussing Dirk's journey in the financial planni…
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Send us a text In this episode, we delve into the topic of change management within the financial planning profession. We explore why managing change effectively is often challenging and what can be done to improve outcomes both for individuals and organisations. The discussion begins with an overview of the constant changes affecting the financial…
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Send us a text In this episode, we talk about the intricacies of building a professional service business in 2024, focusing specifically on financial advisory firms. We explore the journey of a financial adviser through various stages of their career, understanding the financial adviser maturity curve and the business maturity curve. This dual pers…
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Send us a text In this episode, we delve into the essential and relevant topic of business development for financial advisory firms. We start by distinguishing between business development and lead generation, clarifying how these concepts differ and the unique role each plays in the growth of a firm. We then explore the core purpose of business de…
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Send us a text In this episode, we speak with Lelané Bezuidenhout, CEO of the Financial Planning Institute of Southern Africa (FPI), exploring several key topics in the field of financial planning. We begin by discussing the role of credentialing in the industry, comparing the Certified Financial Planner (CFP) designation with emerging trends such …
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Send us a text In this episode, we get stuck into the value-adding touchpoints in the financial advice client journey. The discussion focuses on being intentional in client interactions, identifying moments where the most value can be added through human interaction, and complementing these moments with technological support. We explore how to effe…
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Send us a text We sit down with Marc Sydow, a lifestyle financial planning expert from Adviceworx, who runs his practice out of Portugal focusing on female executives and early to mid-stage founders. Marc shares his philosophy on building a business that not only sustains but enhances your lifestyle, emphasising the need to start with a clear end i…
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Send us a text In this episode, we explore "The Five Rings for Lasting Success and the One Ring to Rule Them All," drawing inspiration from The Lord of the Rings to delve into essential aspects that forge a successful career in financial planning. Join us to learn about the Ring of Lore, the Ring of Craft, the Ring of Fellowship, the Ring of Treasu…
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Send us a text In this episode, we explore "Seven Lessons I've Learned from Life and Business," diving into the universal truths that have emerged from personal experiences and professional journeys. Each lesson reflects on the pivotal moments and insights that have shaped a path to success and fulfilment. And often failure! Join us as we share the…
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Send us a text In this episode, we sit down with Russell Ho, a young and dynamic financial planner on a mission, to discuss "Mastering the Long Game." Russell shares his personal and professional journey, focusing on the principles of patience, authenticity, and strategic planning that have shaped his long-term success in the industry. We begin by …
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Send us a text Welcome to our latest episode, where we delve into a topic that many financial planners and advisers find uncomfortable: selling. Despite the crucial role that sales play in growing a business, there's a widespread reluctance amongst professionals to see themselves as salespeople or to engage in sales activities. This episode aims to…
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Send us a text We sit down with Wessel Oosthuizen, the Head of Financial Planning at Fiscal Private Clients, to discuss the future and evolution of the financial planning profession. In this episode, we delve into the ongoing changes within the financial planning field, touching on how the profession has grown and transformed over the years. Wessel…
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Send us a text We are unpacking the crucial topic of segmentation and aligning the value proposition and client service. In today's competitive landscape, understanding how to effectively segment your client base, tailor your value proposition, and align your client services accordingly is more important than ever. The focus of this episode is to s…
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Send us a text Welcome to our latest episode! Today, we're diving into the secrets of attracting more clients to your business. Forget about cold calling endlessly without results. Instead, we'll show you how personalized outreach based on research can completely change your approach. Learn how to keep a steady stream of clients coming in and adjus…
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