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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 the Council for Scientific and Industrial Research (CSIR).

Johan shares his insights on South Africa’s positioning in the global AI landscape, the challenges and opportunities in crafting a national AI strategy, and the future trends that will shape AI regulation across industries. We also delve into the importance of ethical considerations in AI and the role of media in influencing AI policy and public perception.

Join us for an in-depth discussion on how AI is transforming various sectors in South Africa and what the future holds for AI regulation and innovation.

Subscribe to our channel for more episodes that provide practical advice and strategies for professionals navigating the evolving world of technology.

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Disclaimer: The views and opinions expressed by guests on our show do not reflect the official stance of our platform. We do not endorse or promote any guest, their views, or any products and services they might represent.

Connect with Johan:
Johan on LinkedIn: https://www.linkedin.com/in/johanosteyn/


- - Day of CPD Tickets --

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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 independence and professionalism in financial planning, as well as the challenges of regulatory compliance. Rudolph Geldenhuys shares insights on balancing community involvement with professional practice, the role of education in shaping financial strategies, and key investment principles. René van de Spreng focuses on the complexities of managing wealth for high net worth individuals, the importance of holistic financial planning, and the influence of his varied career experiences.

Join us to gain valuable insights from these leading financial planners on how to navigate the complexities of the financial planning profession and provide exceptional service to clients.

Subscribe to our channel for more episodes that provide practical advice and strategies for financial advisors looking to elevate their practice.

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Disclaimer: The views and opinions expressed by guests on our show do not reflect the official stance of our platform. We do not endorse or promote any guest, their views, or any products and services they might represent.

Connect with the Finalists:

Gareth Collier on LinkedIn:   / gareth-collier-cfp-%c2%ae-2887b15b 

Crue Invest on LinkedIn:
  / crue-invest-pty-ltd 


René van de Spreng on LinkedIn:   / ren%c3%a9-van-de-spreng-6aaba7150 

Apex Private Wealth LinkedIn:
  / apexprivatewealth 

Rudolph Geldenhuys on LinkedIn:   / prgeldenhuys 


-- Blue

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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 financial planning industry, the impact of destructive financial behaviours, and practical strategies financial planners can use to help clients make positive changes. Warren also shares key takeaways from his book, "Small Changes for Big Results," and explains how small adjustments can lead to significant improvements in clients' financial health.

Join us to gain valuable insights from Warren Ingram on transforming money behaviours and enhancing your financial planning practice.

Subscribe to our channel for more episodes that provide practical advice and strategies for financial advisors looking to elevate their practice.

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Disclaimer: The views and opinions expressed by guests on our show do not reflect the official stance of our platform. We do not endorse or promote any guest, their views, or any products and services they might represent.

Connect with Warren:

Warren on LinkedIn: https://www.linkedin.com/in/warren-in...


-- Blue Chip Digital Round Table Discussions --

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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, professionalism, and navigating an increasingly complex environment.

Lara discusses her journey in the financial planning industry, the value of networks like PROpulsion, and the role of mentorship in upskilling young advisers. She also shares practical client stories and emphasizes the importance of simple, effective solutions in financial planning.

Join us to gain valuable insights from Lara Warburton on how to stay current, provide capable advice, and support the next generation of financial planners.

Subscribe to our channel for more episodes that provide practical advice and strategies for financial advisors looking to elevate their practice.

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Disclaimer: The views and opinions expressed by guests on our show do not reflect the official stance of our platform. We do not endorse or promote any guest, their views, or any products and services they might represent.

-- Connect with Lara: --

Lara on LinkedIn: https://www.linkedin.com/in/larawarbu...

-- Blue Chip Digital Round Table Discussions --

Offshore investing discussion: https://bluechipdigital.co.za/round-t...

DFM discussion: https://bluechipdigital.co.za/round-t...

-- Join the Financial Advisor Playbook Waitlist: --

Join here: https://www.propulsion.co.za/book

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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 differences between marketing and prospecting, and how to balance both for optimal growth. We also delve into the challenges faced by the next generation of financial planners and explore how we can support them.

Finally, we discuss the power of community and the different ways to collaborate: doing it yourself, getting someone else to do it, or working with others.

Join us for practical tips and strategies that can elevate your financial practice.

Subscribe to our channel for more episodes with valuable insights and advice for financial advisors.

Leave us a comment with your thoughts and questions.


-- Find our content valuable? Please subscribe to the YouTube channel --

Click the SUBSCRIBE button HERE:
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Disclaimer: The views and opinions expressed by guests on our show do not reflect the official stance of our platform. We do not endorse or promote any guest, their views, or any products and services they might represent.


--- Join us at the Day of CPD ---

Info: https://www.propulsion.co.za/day-of-cpd

Agenda: https://www.propulsion.co.za/day-of-c...


--- Connect with me: ---

Francois on LinkedIn: https://www.linkedin.com/in/francoisd...
PROpulsion on LinkedIn: https://www.linkedin.com/company/prop...

--- Join the Financial Advisor Playbook Waitlist: ---

Join here: https://www.propulsion.co.za/book

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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 and its intersection with financial services - how his diverse experience across different roles has shaped his approach to business solutions.

We delve into the concept of value propositions and their importance for businesses. We share methods for identifying and developing value propositions within an organization.

We take a look at their cloud-based technology platform, designed to facilitate the delivery of an organization's value proposition.

Finally, we discuss how businesses can ensure continuity and client retention through technology, emphasizing the importance of centralizing stakeholders, relationships, and records.

Join us to gain valuable insights from Gareth Hopkins on how to leverage technology to deliver your value proposition and maintain business continuity and client retention.

Subscribe to our channel for more episodes that provide practical advice and strategies for financial advisors looking to elevate their practice.

Leave us a comment with your thoughts and questions.

- Find our content valuable? Please subscribe to the YouTube channel --

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Disclaimer: The views and opinions expressed by guests on our show do not reflect the official stance of our platform. We do not endorse or promote any guest, their views, or any products and services they might represent.


-- Connect with Gareth --

Gareth on LinkedIn:   / gareth-hopkins-95703724 
  / pfirestormtech   


-- Join the Financial Advisor Playbook Waitlist --

Join here: https://www.propulsion.co.za/book


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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 planning industry and how he transitioned to Lifestyle Financial Planning. Dirk explains the core principles that differentiate Lifestyle Financial Planning from traditional financial planning and how he ensures that clients' interests are always put first.

Dirk also shares the challenges and rewards of promoting a client-first approach in financial planning. We delve into the changes Dirk believes are necessary for the profession and how other financial planners can adopt a client-first mindset.

Finally, we discuss the future of financial planning, and we offer advice to new financial planners entering the profession today.

Join us to gain valuable insights from Dirk Groeneveld on how to put clients first in everything and make an honest living through Real Lifestyle Financial Planning.

Subscribe to our channel for more episodes that provide practical advice and strategies for financial advisors looking to elevate their practice.

Leave us a comment with your thoughts and questions.


--- Find our content valuable? Please subscribe to the YouTube channel ---

Click the SUBSCRIBE button HERE:
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Disclaimer: The views and opinions expressed by guests on our show do not reflect the official stance of our platform. We do not endorse or promote any guest, their views, or any products and services they might represent.


--- Connect with Dirk ---

Dirk on LinkedIn:   / dirk-groeneveld-cfp%c2%ae-276a9a18 


--- Linktank Hadeda Advice Technology Survey Report ---

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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 planning sector, from regulatory updates to technological innovations and shifts in client expectations. We provide examples to illustrate these changes and their impact on the industry.

We then identify common pitfalls in change management, including resistance to change, inadequate communication, and insufficient training. We discuss the consequences of these issues and how they hinder the successful implementation of new strategies.

The episode also offers practical advice on how to manage change effectively. This includes engaging with stakeholders, setting clear goals, maintaining transparency, and providing necessary support to team members. Additionally, we cover how to lead with courage during times of change, focusing on the importance of leadership qualities such as resilience, vision, and empathy.

Join us to gain insights into better managing change in your professional environment and leading your team towards successful adaptation in the fast-evolving landscape of financial planning.

Subscribe to our channel for more episodes that provide practical advice and strategies for financial advisors looking to elevate their practice.

Leave us a comment with your thoughts and questions.


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Disclaimer: The views and opinions expressed by guests on our show do not reflect the official stance of our platform. We do not endorse or promote any guest, their views, or any products and services they might represent.


--- GFPC 2024 ---

Info: https://www.propulsion.co.za/global-f...

Agenda: https://www.propulsion.co.za/gfpc-agenda



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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 perspective helps us grasp the growth trajectory from both personal and business viewpoints.

We start by examining the financial adviser maturity curve, which outlines the stages an adviser progresses through during their career. We then shift our focus to the business maturity curve, discussing the different phases a business experiences from inception to maturity and possibly renewal or exit.

Additionally, we consider the mental and emotional impacts associated with navigating these stages. Understanding these impacts is crucial for developing strategies that support both personal well-being and business health.

The episode also offers practical advice by identifying three essential areas to focus on in each stage of both curves. These strategic points aim to ensure progression and success at every phase of the business and career lifecycle.

Furthermore, we discuss different approaches to handling business tasks—whether to manage them independently, outsource, or collaborate with others. Each approach has its benefits and challenges, and choosing the right one can significantly influence the firm's operational effectiveness and growth potential.

Join us to gain insights into successfully navigating the complexities of building and developing a professional service business in the fast-evolving landscape of 2024. This episode is designed to provide valuable guidance for financial advisors at any stage of their career or business lifecycle.

Subscribe to our channel for more episodes that offer practical advice and deep dives into the financial services industry.

Leave us a comment with your thoughts and questions.


--- Find our content valuable? Please subscribe to the YouTube channel ---

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Disclaimer: The views and opinions expressed by guests on our show do not reflect the official stance of our platform. We do not endorse or promote any guest, their views, or any products and services they might represent.


--- Global Financial Planning Conference 2024 ---

Info and tickets here: https://www.propulsion.co.za/global-f...


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In this episode, we sit down with Tim Slatter, the founder of Slatter Communications and a seasoned expert in digital communication strategies tailored for financial planners. Tim shares his insights on how financial professionals can enhance their online presence and client interactions through strategic branding and communication.

We begin by discussing the significance of establishing a strong online brand for financial planners.

Next, we delve into the key components of effective online communication strategies. Tim will share the importance of maintaining consistent communication with clients and how this consistency is crucial for client retention. He will also provide practical advice on how financial planners can create and sustain an engaging online communication strategy.

We also explore various digital tools that can aid financial planners in enhancing their client relationships, including a brief look at Contatto, Tim's comprehensive digital communication solution. This platform helps planners manage their communication strategy, brand design, website, and social media presence, ensuring they can focus on what they do best—advising clients.

Additionally, we will address common questions about digital marketing for financial planners, such as the relevance of SEO, the viability of platforms like Facebook, the effectiveness of email campaigns, and strategies for social media engagement.

Join us to gain valuable insights into developing a robust online presence that aligns with your value proposition and enhances your client relationships.

Subscribe to our channel for more episodes that provide practical advice and strategies for financial advisors looking to elevate their practice.

Leave us a comment with your thoughts and questions.


--- Find our content valuable? Please subscribe to the YouTube channel ---

Click the SUBSCRIBE button here:
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Disclaimer: The views and opinions expressed by guests on our show do not reflect the official stance of our platform. We do not endorse or promote any guest, their views, or any products and services they might represent.


--- Connect with Tim ---

Tim on LinkedIn:   / tim-slatter 


--- Join the Financial Advisor Playbook Waitlist ---

Join here: https://www.propulsion.co.za/book


--- Learn more about PROpulsion ---

👉 https://www.propulsion.co.za/community