PROpulsion LIVE

Episodes

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  Marketing for Financial Planners: Start with a Conversation with Samkelo Mkhize 06.11.2026 44m

  Send us Fan Mail Marketing doesn't have to feel complicated. What if marketing your financial planning business was simply about having better conversations? In this episode of PROpulsion LIVE, we welcome **Samkelo Mkhize**, Digital Marketing Manager at the Financial Planning Institute of Southern Africa (FPI), to explore **Marketing, Money & Messaging**, and how financial planners can make their marketing feel more natural. Samkelo believes marketing is something we already do ev...
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  The Emotional Pressure of Being a Financial Adviser with Zeyn Ally 30.10.2026 40m

  Send us Fan Mail Financial advisers spend their days helping clients manage uncertainty, make difficult decisions and feel more confident about their financial futures. But who is looking after the adviser? In this episode of PROpulsion LIVE, we welcome **Zeyn Ally, Chief Operations Officer at Fairbairn Consult**, for an open conversation about the emotional pressure financial advisers face and the importance of looking after their own mental health and wellbeing. Clients often reach out wh...
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  How to Build a Financial Advisory Business That Grows Beyond You with Marius Van Der Merwe 23.10.2026 50m

  Send us Fan Mail Can your financial advisory business keep growing without you having to work longer hours or personally serve every new client? Many financial advisers build successful practices through their own hard work, relationships and expertise. But as the business grows, the very things that made them successful can start limiting their ability to grow further. In this episode of PROpulsion LIVE, we welcome *Marius van der Merwe* to explore how financial advisers can move beyond th...
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  When Platform Technology Changes, What Should Advisers Do? with Georgina Smith 19.10.2026 42m

  Send us Fan Mail When the technology behind a financial platform changes, advisers can feel the impact long before the project is finished. In this episode of PROpulsion LIVE, Georgina Smith joins us to unpack the recent migration of assets from the legacy STANLIB LISP platform to INN8, an 18-month project involving multiple channels, advisers, clients, products and internal teams. We explore what made the migration work, what the team learned along the way, what Georgina would do different...
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  From Product Sales to Professional Financial Planning with Jeff Paul 09.10.2026 46m

  Send us Fan Mail What does it take for financial advice to be experienced as a profession, rather than a product-driven sales process? In this episode of PROpulsion LIVE, I speak with Jeff Paul about what needs to change if financial advisers want to build client-centred, professional and intergenerational advice practices. Jeff has spent almost three decades in financial advice, leadership and adviser development. His career has taken him from financial adviser to senior leadership roles w...
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  Is Your Technology Making Your Business More Complicated? with Pieter Teessen 02.10.2026 44m

  Send us Fan Mail Is your technology making your business simpler, or are you changing the way your business works just to fit your technology? In this episode of PROpulsion LIVE, I speak with Pieter Teessen of Teessen Consulting about how financial services businesses can use technology to reduce operational friction, connect information and give their people more time to focus on clients. We explore an important question: How do you use technology to simplify your business rather than forc...
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  How Russell Ho Built a Human-First Financial Planning Practice 25.09.2026 39m

  Send us Fan Mail What changes when financial planning starts with the person, rather than the product? In this episode of PROpulsion LIVE, Francois du Toit speaks with Russell Ho, CFP®, one of the 2026 FPI Financial Planner of the Year finalists, about the human-first approach he has built into his financial planning practice. Russell works through what he calls his Three Hats. First, he approaches the conversation as a financial therapist and behaviour coach, seeking to understand t...
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  The Future of Financial Planning: What Advisers Need for 2030 with Lelane Bezuidenhout 18.09.2026 37m

  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 42m

  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 53m

  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 48m

  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 40m

  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 39m

  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 39m

  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 40m

  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 44m

  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 42m

  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 44m

  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 38m

  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 36m

  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...