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PODCAST

PROpulsion LIVE

Francois du Toit

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

business

All Episodes

38:56

Is SEO Still Worth It in a World of Zero Clicks and...

PROpulsion LIVE ·

2025/07/12

Send us a text 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-term visibility. We explore: 🔍 Why "clicks" aren't the only metric

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37:37

The Bionic Adviser Is Here – Are You Ready? with Andy...

PROpulsion LIVE ·

2025/07/05

Send us a text 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 out), and why some of the industry’s most beloved compliance concepts might just...

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36:44

What AI Can’t Do: The Human Advantage in Financial...

PROpulsion LIVE ·

2025/06/28

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 powerfu...

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37:37

Want a Thriving Advice Business? These 7 Habits Will...

PROpulsion LIVE ·

2025/06/21

Send us a text 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, lead with clarity, and grow with purpose. This is a mindset reset AND an o...

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26:46

Stuck, overwhelmed, drained - is personal development...

PROpulsion LIVE ·

2025/06/17

Send us a text 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 truly move forward (inspired by Stephen Bartlett) ✅ What mindset has to do with your business grow...

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41:32

🎉Our 300th episode: Have We Been Using CRM Wrong This...

PROpulsion LIVE ·

2025/06/07

Send us a text 🎉 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 connection, and why the future of advice may lie in the seamless fusion of

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29:53

Turning a Skeptic into a Client: Overcoming Financial...

PROpulsion LIVE ·

2025/05/31

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. But how you respond can turn resentment into respect — and build a powerful new relationship. Join us as we explore why clients become resentful, h...

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44:11

The Human Side of Financial Planning with Rudolph...

PROpulsion LIVE ·

2025/05/24

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 relationships, playing to your strengths, and how your personal wellbeing directly impacts the outcomes you deliver for clients. From values-based advic...

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46:55

What Expats Need to Know with Hugo van Zyl

PROpulsion LIVE ·

2025/05/17

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, there’s a lot to digest. Whether you work with expats or are one yourself, you’ll walk away with practical insights on how to adapt to a changin...

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34:17

Building a Personal Brand as a Financial Planner with...

PROpulsion LIVE ·

2025/05/10

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 makes a personal brand work, how to start creating content (even if you’re camera-shy), and how to use social platforms like YouTube, TikTok, and Inst...

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33:57

The Invisible Workload of Running a Practice

PROpulsion LIVE ·

2025/05/03

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 owners don’t often say out loud. If you’ve ever felt like you’re carrying too much behind the scenes — you’re not alone. If you run a business in...

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36:58

The Double-Edged Sword of Comparison in Financial Advice

PROpulsion LIVE ·

2025/04/26

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 comparison can be both inspiring and destructive. The key lies in how we navigate it. If you’ve ever looked at another adviser’s journey and wond...

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41:21

The Hidden Engine Behind High-Performing Advisory...

PROpulsion LIVE ·

2025/04/12

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’ll explore how to intentionally approach your systems, people, and processes — and why outsourced admin might be the smartest move for growth-min...

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36:38

Client Meetings and Events That Leave a Mark with...

PROpulsion LIVE ·

2025/04/05

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 you think about engagement. We’ll dive into designing emotional journeys, crafting meaningful messages, and using the right tech to enhance—not ove...

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30:52

The Trusted Adviser in a Low-Trust Society

PROpulsion LIVE ·

2025/03/29

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 default. We explore practical, real-world strategies to strengthen client confidence, communicate clearly, and create meaningful, long-term relationsh...

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31:59

The Future of Money and Mindset with Charlotte Kemp

PROpulsion LIVE ·

2025/03/15

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? These trends influence client behaviour, investment strategies, and how financial professionals position themselves for long-term success. Understa...

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26:35

The Art of Letting Go: Removing What’s Holding Your...

PROpulsion LIVE ·

2025/03/08

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 bloated tech stacks to having clients who aren’t a good fit. You’ll also hear tips on trimming back on repetitive tasks, unnecessary meetings, an...

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22:17

Building a Client Base vs Building a Client Community

PROpulsion LIVE ·

2025/03/01

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 relationships, and long-term success. Our 2025 theme, “Explore,” is about discovering new opportunities and fresh approaches—and this episode wi...

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36:11

The Skills Financial Advisers Need for an...

PROpulsion LIVE ·

2025/02/22

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 relationships. AI is no longer a future concept—it’s already shaping the financial services industry. Many advisers feel excited yet uncertain about how to ...

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30:52

Building a Value Proposition That Grows with Your...

PROpulsion LIVE ·

2025/02/15

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 different career stages, common pitfalls to avoid, and ways to measure the effectiveness of your value proposition. We'll also talk about the i...

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168 results

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