PROpulsion LIVE

Episoder

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  The Future of Financial Planning: What Advisers Need for 2030 with Lelane Bezuidenhout 18.09.2026 37min

  Send us Fan Mail Financial planning is changing, but what should financial planners be doing now to prepare for 2030? In this episode of PROpulsion LIVE, Francois du Toit speaks with Lelane Bezuidenhout, CEO of the Financial Planning Institute of Southern Africa, about the trends shaping financial planning in South Africa and around the world. They explore what these changes could mean for financial planners, practices and the clients they serve. The conversation covers: • The trends shap...
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  Building a Financial Planning Practice Around Better Decisions with Gareth Collier 11.09.2026 42min

  Send us Fan Mail What does it take to build a financial planning practice around better client decisions, not just better financial outcomes? In this episode of PROpulsion LIVE, I speak with Gareth Collier, CFP®, founder of Firecrest Group and one of the finalists in the FPI Financial Planner of the Year competition. We explore how Gareth approaches financial planning, how he works with clients, and what he has learnt from moving from an established practice to building his own. The conver...
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  South Africa’s R50.4 Trillion Protection Gap: What Are We Missing? with Prince Sarpong 05.09.2026 53min

  Send us Fan Mail South Africa’s life and disability protection gap has reached R50.4 trillion, despite years of financial education, stronger regulation and a more professional advice industry. So what are we missing? In this episode of PROpulsion LIVE, Prof. Prince Sarpong joins us to explore why he believes the problem is not mainly financial literacy, but legibility. In simple terms, people may understand that they are exposed, but they often do not know their own financial position clea...
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  The Future of Financial Planning Starts With What We Do Today with Brendan Dunn 28.08.2026 48min

  Send us Fan Mail What will it take to build a stronger financial planning profession for the future? In this episode of PROpulsion LIVE, Francois du Toit speaks with Brendan Dunn, CFP® Professional and CA(SA), Executive Head Johannesburg at Hewett Wealth and a finalist in the 2026 FPI Financial Planner of the Year Awards. Brendan was also a finalist in 2025, giving him a valuable perspective on professional growth, raising standards and the responsibility financial planners have towards the...
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  The Myth of the Self-Managing Team with Lizanne van Eeden 21.08.2026 40min

  Send us Fan Mail A self-managing team sounds ideal. People take initiative, solve problems and keep the business moving without everything landing back on the owner’s desk. But what happens when “self-managing” starts to mean that people are simply expected to figure things out? In this episode of PROpulsion LIVE, Francois du Toit speaks with Lizanne Van Eeden, Founder of Karenu Consulting, about the difference between an empowered team and an unsupported one. They explore the one big ques...
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  Choosing Technology Without Getting Caught Up in the Hype with Marius Botha 14.08.2026 39min

  Send us Fan Mail Financial advice businesses have more technology choices than ever before. New platforms, AI tools and software promises appear constantly, which makes it harder to know what is worth paying attention to and what is simply noise. So how can financial advice businesses make better technology decisions without getting distracted by hype or putting client information at risk? In this episode of PROpulsion LIVE, Francois du Toit speaks with Marius Botha, Founder and Managing Di...
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  The Investment Conflicts Financial Advisers Do Not See with Michael Badenhorst 07.08.2026 39min

  Send us Fan Mail Investment industry conflicts are not always easy to see, but they can influence product selection, portfolio construction, fees, and client outcomes. In this episode of PROpulsion LIVE, Michael Badenhorst joins us to explore independence across the investment management industry. We discuss the conflicts that can arise between platforms, investment managers, discretionary fund managers, shareholders, advisers, and clients. The one big question we ask is: How can financial...
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  How Financial Advisers Can Reduce Burnout and Operational Drag with Herman Veitch 31.07.2026 40min

  Send us Fan Mail Burnout is often treated as a personal failure to manage time, cope better, or become more resilient. But what if the real problem is the way the work itself is structured? In this episode of PROpulsion LIVE, Francois du Toit speaks with Herman Veitch about how financial advisers can reduce burnout and operational drag by managing their capacity more deliberately. Herman introduces the idea of a Capacity Balance Sheet. On one side are the demands that drain an adviser’s ene...
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  Why Age No Longer Predicts Financial Behaviour with Farzana Botha 24.07.2026 44min

  Send us Fan Mail Financial planners often use age and generation to understand how clients might think, behave, and make decisions. But what happens when those assumptions no longer hold true? In this episode of PROpulsion LIVE, Francois du Toit speaks with Farzana Botha about the behavioural shifts revealed in the 45th Sanlam Benchmark Survey. The research shows that financial pressure is changing behaviour across generations. Younger clients are placing more value on certainty. Gen X clie...
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  How Henri le Grange prepared his business for AI 17.07.2026 42min

  Send us Fan Mail Most financial advisers know AI matters. Far fewer know where to start. The biggest mistake is starting with technology before the practice has clear values, clear processes, and a clear view of what should remain human. In this episode of PROpulsion LIVE, Francois du Toit speaks with Henri le Grange, CFP®, principal of Le Grange & Associates, about how financial planning practices can prepare for AI in the right order. Henri leads a fully digital practice within Old M...
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  The Danger of Being Too Helpful in Your Advice Business with Lizanne van Eeden 10.07.2026 44min

  Send us Fan Mail Is your financial planning practice being held together by helpful people instead of healthy processes? In this episode of PROpulsion LIVE, I speak with Lizanne van Eeden, Founder of Karenu Consulting, about the danger of being too helpful inside advice businesses. Helpful teams are often seen as a strength, and in many ways, they are. They care. They step in. They fix problems. They make sure clients are served. They keep things moving. But there is a hidden risk. When g...
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  Succession in Financial Advice: Clients, Staff and Letting Go 04.07.2026 38min

  Send us Fan Mail What happens to your clients, your team, and your business when it is time for you to step back? Succession planning in financial advice is often spoken about as a sale, a valuation, or the transfer of a client book. But the real challenge runs much deeper. It involves trust, relationships, staff, systems, identity, purpose, and the emotional weight of letting go of something you have spent years building. In this episode of PROpulsion LIVE, Francois du Toit looks at the pr...
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  What AI Is Teaching Us About Human Behaviour with Wanita Nicol 26.06.2026 36min

  Send us Fan Mail What is AI teaching us about human behaviour, trust and the way clients experience our advice businesses? In this episode of PROpulsion LIVE, Francois du Toit speaks to Wanita Nicol, a freelance writer, editor and storyteller who spends an unusual amount of time talking to AI. This is not another conversation about using AI to save time or produce more content. Instead, we explore what happens before we “press yes to proceed”. When advisers use AI to write, reply, summaris...
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  Building Software Advisers Use with Johan Vosloo and Arnold Hattingh 12.06.2026 46min

  Send us Fan Mail Most advice businesses use more software than ever, yet many still struggle with messy data, poor adoption, manual work, disconnected systems and tools that do not get used properly. In this episode of PROpulsion LIVE, Francois du Toit speaks with Johan Vosloo, CEO of Commspace and Headspace Technologies, and Arnold Hattingh, CEO and Co-founder of Clidash. Johan brings the view of someone who has spent years building adviser software around revenue management, commission tr...
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  The Adviser Under Pressure: Emotion, Behaviour and Trust with Chris Fischer 08.06.2026 41min

  Send us Fan Mail 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 you respond under pressure can shape trust, communication, team culture, clie...
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  REBL Dads: What Successful Fathers Struggle to Say with Derek Notman and H. Adam Holt 30.05.2026 53min

  Send us Fan Mail 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 to spend time with them on Necker Island as part of the REBL Dads journey. S...
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  AI Cyber Risk: What Financial Advisors Must Know Now with Nevashan Pillay 23.05.2026 44min

  Send us Fan Mail 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 more than 20 years of experience in financial services, insurance, digital chang...
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  6 Client Meeting Skills That Turn Advice Into Action 16.05.2026 44min

  Send us Fan Mail 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 their very next meeting? We will look at how to reframe your value, build trust ...
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  What Financial Advisors Can Learn from Influencers 09.05.2026 41min

  Send us Fan Mail 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 without losing trust or depth. We will unpack seven lessons financial adviso...
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  How Advisers Should Respond to AI Advice and Finfluencers 26.04.2026 30min

  Send us Fan Mail 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 clients arrive with opinions, ideas, and recommendations from outside sources. ...