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 early, position disclosure in a client-centred way, ask a better opening question, make fact-finding feel more natural, and connect the numbers back to the client’s goals.

This episode forms part of the 2026 PROpulsion LIVE theme: From Knowing to Doing.

In this episode, we cover:

Why clients often focus on products and how to shift the conversation
How to build trust in the first few minutes
How to turn disclosure into a trust-building conversation
A simple opening question that changes the whole meeting
How to make fact finding feel less mechanical
How to connect income and spending to the client’s goals

This episode is for financial planners, financial advisers, practice owners, managers, and anyone who wants to improve client conversations.

Question for the comments:

What is one client meeting skill you want to practise more often?

Subscribe to PROpulsion for more practical conversations on building better financial planning businesses.

#FinancialPlanning #FinancialPlanner #ClientMeetings #FinancialAdvice #PROpulsionLIVE

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 advisors can use in their own businesses:

• How to explain complex ideas simply
• Why consistency beats perfection
• Why personality creates connection
• How storytelling helps people remember your message
• Why audience psychology matters
• How community beats broadcasting
• Why visibility now plays a bigger role in authority

This episode is not about becoming an influencer. It is about becoming easier to understand, easier to remember, and easier to trust.

Clients are busy. They are distracted. They are overwhelmed by information. They do not need advisors to sound more technical. They need advisors who can bring clarity, speak plainly, and show up in a way that feels human.

As part of our 2026 theme, From Knowing to Doing, this episode will help you choose one simple action to improve your communication and visibility this week.

People do not follow expertise. They follow people who make them feel understood.

Subscribe to PROpulsion LIVE for weekly conversations on building better financial planning businesses.

Share your thoughts in the comments: What is one thing financial advisors can learn from great creators?

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.

In this episode, we cover:

why clients are turning to AI, TikTok, YouTube, and finfluencers
what makes this risky for clients
why human advisers still matter more than ever
how advisers should respond when clients bring outside advice into the conversation
what advisers need to do next to stay relevant, trusted, and useful

The real issue is not that clients are getting information from everywhere. The real issue is whether advisers know how to respond with clarity, confidence, and good judgement.

If you are a financial adviser, planner, practice owner, or team leader, this episode will help you think more clearly about trust, accountability, and the changing role of advice.

Subscribe to PROpulsion LIVE for weekly conversations on building better advisers and better advice businesses.

#FinancialAdviser #FinancialPlanner #AIAdvice #Finfluencers #ChatGPT #FinancialPlanning #SouthAfrica #WealthManagement

Send us Fan Mail

In this episode of PROpulsion LIVE, Francois du Toit speaks with leadership development specialist Igno van Niekerk about situational leadership and what it looks like in real working life.

This conversation looks at how leaders can adapt their approach to different people, roles, and situations. Whether you lead advisers, admin staff, support teams, or a wider business unit, this episode will help you think more carefully about how to lead people well.

Igno draws on more than 25 years of leadership development experience, his work on Light on Leadership, and his research into leadership and storytelling. Together, Francois and Igno unpack how leaders can use situational leadership in practical ways, while also looking at ideas from transformational leadership, including the four I’s.

In this episode, we explore:

✅ what situational leadership means in practice
✅ how to lead different people in different ways
✅ how to support growth without losing accountability
✅ how leadership changes across small firms and large organisations
✅ what better leadership looks like for advice, admin, and support teams

This episode is for financial planners, advisers, firm owners, managers, team leaders, and anyone who wants to support people better at work.

Subscribe to PROpulsion LIVE for more conversations on building better financial planning businesses and better teams.

#SituationalLeadership #LeadershipDevelopment #FinancialPlanning #TeamLeadership #AdviceBusiness

Send us Fan Mail

How can financial planners use tech and AI in a practical way without losing the human side of advice?

In this episode of PROpulsion LIVE, we look at how tech and AI can help financial planners and advice businesses work better, serve clients better, and grow with more intention. This is not about chasing every new tool. It is about using the right tools in the right places.

We unpack how AI is changing customer behaviour, why human-centred design still matters, and where AI can help across the client journey. We also look at practical use cases such as meeting prep, meeting notes, follow-up emails, client education, marketing, business growth, onboarding, training, and more.

We also talk openly about the risks. AI is useful, but it is not flawless. Bias, hallucinations, and poor judgement can all create problems if advisers are not careful. That is why ethics, review, and human responsibility still matter.

If you are a financial planner, adviser, business owner, or leader in an advice firm, this episode will help you think more clearly about where to start and what to do next.

In this episode:

Why AI is already changing client expectations
How to keep advice human while using better technology
Simple ways to use AI before, during, and after meetings
How AI can support education, marketing, and business growth
Why it is often a process problem, not a tool problem
What financial planners need to watch out for when using AI

Subscribe for more episodes on building a better financial planning business.

#FinancialPlanning #AIForAdvisers #AdviceBusiness #ClientExperience #FinancialAdvisers

Send us Fan Mail

In this Part 2 conversation with Johann Maree, we take on the hard questions that came out of the last episode on fee-based advice.

We talk plainly about how a book (or rather a business) is valued, how fees are collected, what to do when clients default, and how to think about clients who cannot afford advice right now. We also unpack LVC, whether the old formula still works, and what advisers need to rethink in light of regulation and AI.

Most of all, we tackle the big question: how do you move from your current model to a fee-based business in real life? Johann shares a practical 90 to 120-day way to start making the shift.

This is a direct conversation for financial planners, advisers, and firm owners who want honest answers, not safe ones.

In this episode:

How a book of business is really valued
How fee collection works in practice
What to do about bad debt and defaults
How to serve clients who cannot pay now
What LVC means and whether it still matters
The 7 steps to moving to a fee-based model
A 90 to 120-day plan to begin the transition

If this episode helps you, please like, subscribe, and share it with another adviser or planner.

#FinancialPlanning #FeeBasedAdvice #FinancialAdvisers #AdviceBusiness #PracticeManagement

Send us Fan Mail

What is the difference between practice management and business management, and why does it matter so much for financial advisers today?

In this episode of PROpulsion Live, I speak with Johann Maree about why advice firms need to be run as proper businesses, not just busy adviser-led practices. With more than 35 years of experience across South Africa and Australia, Johann shares what he has learned about business models, client segmentation, fee-for-service, client engagement, adviser behaviour, and the systems that help advice firms grow.

This conversation is for financial advisers, planners, and firm owners who know they need to step back from daily pressure and start building a stronger business. We unpack what business management looks like in an advice firm, where many firms go wrong, and what leaders should be doing now to build something more stable, more valuable, and easier to run.

In this episode, we cover:

- the shift from practice management to business management

- the signs your business depends too much on the owner

- the biggest business gaps in advice firms

- strategic planning for advice businesses

- client segmentation in a practical way

- fee-for-service and client value

- client engagement as a business issue

- the first steps to take in the next 90 days

Johann brings deep experience in advice business leadership, behavioural finance, coaching, and adviser development. This is a practical conversation for anyone who wants to build a better financial planning business.

If this episode helps you, please like, subscribe, and share it with another adviser or planner.

#FinancialPlanning #FinancialAdvisers #PracticeManagement #BusinessManagement #AdviceBusiness

Send us Fan Mail

Many financial planners segment their clients.

Few actually change how they deliver advice.

In this episode of PROpulsion LIVE, we explore the next step in building a modern advisory firm: productising your services.

Segmentation helps you understand your clients.
Productisation helps you run a scalable business.

You will learn how to move from vague promises of “comprehensive advice” to clearly defined service packages with structured delivery, clear outcomes, and pricing that reflects the value of planning.

We cover:

• Why the traditional AUM model is under pressure
• The difference between segmentation and productisation
• How to build clear service tiers based on complexity
• How to turn your advice into repeatable services
• Why CRM workflows are essential to deliver consistent advice
• Practical steps to start productising your firm this month

This episode is part of our 2026 theme: From Knowing to Doing.

Most advisers already know they should segment, specialise, and systemise their work.
The challenge is implementation.

If you want to build a firm that is scalable, profitable, and easier to explain to clients, this conversation will give you a clear starting point.

👍 If you enjoyed this episode:
Like the video, subscribe to the channel, and share it with another adviser who is building their
practice.

Link Galileo Webinar:
🔗 Register - https://bit.ly/3OZcr15

Become a member:
www/propulsion.co.za/community