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We’re not easing into the future of financial planning... we’re already in it.
And yet, many advisers still find themselves facing the same big issues day after day.

In this powerful episode, Francois du Toit unpacks the 7 major problems currently reshaping the advice profession, and what forward-thinking planners can do about them. From outdated engagement models and shifting client expectations to new demands on skills, tech, and mindset, this is a call to adapt, evolve, and lead.

Whether you’re just starting out or leading a seasoned firm, this episode offers practical insight and strategic thinking for those ready to thrive - not just survive - in the new era of advice.

👇 Watch now to explore:
• The biggest pressures facing financial planners today
• What’s changing in how clients want to be served
• The skills, tools and mindset required for modern relevance
• How to evolve your advice model without losing your purpose

🎯 If you’ve felt the tension between where the industry is and where it needs to go — this episode is for you.
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AI TRAINING:
https://www.propulsion.co.za/propulsion-ai-training-for-financial-advisers-lets-build-custom-gpts/

TAXSPACE WEBINAR:
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📊 Take the Professional Practice 10.0 Scorecard
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📘 Get the Financial Advisor Playbook
• Physical Book: https://www.takealot.com/the-financial-advisor-playbook/PLID80091341
• Digital Copy on Amazon: https://www.amazon.com/dp/B0D8BL2CGH

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

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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 that matters anymore
📈 How to build topical authority and E-E-A-T (Experience, Expertise, Authoritativeness, Trust)
🧠 The SEO mindset shift needed to stay relevant in an AI-first world
✨ Strategic actions you can take right now to future-proof your content

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🔗 Related Links:
• Carla's Article on Zero-Click SERPs: https://theseocoach.co.za/seo-news/se...

––––––––––––––––––––––––––––––––––––––
BUY PROPULSION TECH TICKETS HERE:
https://www.propulsion.co.za/propulsi...


AI TRAINING:
https://www.propulsion.co.za/propulsi...

TAXSPACE WEBINAR:

https://us02web.zoom.us/webinar/register/WN_3vkHSB2WR5qxGTFCk2Pbpw#/

📊 Take the Professional Practice 10.0 Scorecard:
🎯 https://www.propulsion.co.za/scoreyt (https://www.youtube.com/redirect?even...)

📘 Get the Financial Advisor Playbook
• Physical Book: https://www.takealot.com/the-financia.. (https://www.youtube.com/redirect?even...) .
• Digital Copy on Amazon:

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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 be… imaginary dragons.

If you're a financial planner wondering where you still add value in an AI-powered world—this one’s for you.

––––––––––––––––––––––––––––––––––––––
BUY PROPULSION TECH TICKETS HERE:
https://www.propulsion.co.za/propulsion-tech/


AI TRAINING:
https://www.propulsion.co.za/propulsion-ai-training-for-financial-advisers-a-gentle-introduction/


📊 Take the Professional Practice 10.0 Scorecard:
🎯 https://www.propulsion.co.za/scoreyt (https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbHg2OGxxNnM5dnc2RHNyS1VYUHByWkt3Z3c1QXxBQ3Jtc0tteXhsTXljTDk1MU4zdEVwalZHbjVOVk1oQ3pscUhzYTdzOXYwTldFOTd4dm8wd1BPd2hHcVVhRUJHTUxNaVJFdHFyREdRUVh1X3VsWFlhRWNuWXhvU3d3cndYN1FUZ3dLdHpVeDFVUXYwdFF1OU00Zw&q=https%3A%2F%2Fwww.propulsion.co.za%2Fscoreyt&v=AhIZhCf3kYk) 

📘 Get the Financial Advisor Playbook
• Physical Book: https://www.takealot.com/the-financia.. (https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbElvbmhFV2xjYVdQeThzUWFRdGV5ejhxeVdYQXxBQ3Jtc0tuVUNzUE9NMHhDLWZ5V1ZoM1N3UTRHQ1plZXZiMmd2VWhxWldMRlNCZ2U3ZmlXN0x5UHV3UE9PMFVqQk44Y1pHajlKb2dkNk1NXzU3dVhDTTV4aUFFWDA5ZEZTNDNnOUhsUm1UVGZySlROdzN3bjFMSQ&q=https%3A%2F%2Fwww.takealot.com%2Fthe-financia..&v=AhIZhCf3kYk) .
• Digital Copy on Amazon: https://www.amazon.com/dp/B0D8BL2CGH (https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbFVtc3ZlOU1XUDlUeWEzc0RKWGphZTVHYUJUUXxBQ3Jtc0ttWlI2SkJnMF9SVnN3ZHlodVVITlg0aDlNeXJjZ3IzS2JaZ2NTemM5TFM1N2pHRDUzUHZLSnV3cWtxTTVxYmhZZWFSNmcwLVI0bjl0dGctZkNmZkoxOENwczlCLUQxeER4VGN4MEFPQlhiNW5qNTcxRQ&q=https%3A%2F%2Fwww.amazon.com%2Fdp%2FB0D8BL2CGH&v=AhIZhCf3kYk) 

🌐 Learn more about PROpulsion
👉 https://www.propulsion.co.za/community (https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqa21TMUtzR3E2N2xySFlIZXZ0OUlDVm4xM3pqQXxBQ3Jtc0tuU2FlNklDUE9sLW1YTkl1eWlIUTZ1bjN0bi1PWVMzdk1CRWdkTmpVZnVvNk4xUnM2dWZXOFh5MkN2WHR3aDZwekwxWkl1dUpUYTJqYndEQWc0em5ManBDbG9KbDZQdWx1WS1PY3ZtQUhxQ3ZscDNoTQ&q=https%3A%2F%2Fwww.propulsion.co.za%2Fcommunity&v=AhIZhCf3kYk) 

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Disclaimer: Views expressed by guests are their own and do not necessarily reflect those of PROpulsion.

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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 powerful coaching opportunities. You'll hear real examples, gain practical tips, and walk away inspired to deliver the kind of value that no AI ever could.

Whether you're a seasoned planner or just starting out, this conversation will help you reimagine your role in a high-tech, human-first future.

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BUY PROPULSION TECH TICKETS HERE:

https://www.propulsion.co.za/propulsion-tech/

AI TRAINING:

https://www.propulsion.co.za/propulsion-ai-training-for-financial-advisers-a-gentle-introduction/

📊 Take the Professional Practice 10.0 Scorecard:
🎯 https://www.propulsion.co.za/scoreyt

📘 Get the Financial Advisor Playbook
• Physical Book: https://www.takealot.com/the-financia...
• Digital Copy on Amazon: https://www.amazon.com/dp/B0D8BL2CGH

🌐 Learn more about PROpulsion
👉 https://www.propulsion.co.za/community

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💬 Leave us a comment or question below – we’d love to hear from you!
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Disclaimer: Views expressed by guests are their own and do not necessarily reflect those of PROpulsion.

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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 operations revamp — all rolled into one!

Also featured in this episode:
📰 Current Affairs with the FPI
💡 Build with AI with Francois du Toit
📣 Quick Announcements
🎯 Featured Topic

📺 Subscribe now to make these habits part of your playbook!

––––––––––––––––––––––––––––––––––––––

BUY PROPULSION TECH TICKETS HERE:

https://www.propulsion.co.za/propulsion-tech/

📊 Take the Professional Practice 10.0 Scorecard
🎯 https://www.propulsion.co.za/scoreyt

📘 Get the Financial Advisor Playbook
• Physical Book: https://www.takealot.com/the-financia...
• Digital Copy on Amazon: https://www.amazon.com/dp/B0D8BL2CGH

🌐 Learn more about PROpulsion
👉 https://www.propulsion.co.za/community

––––––––––––––––––––––––––––––––––––––

Disclaimer: The views expressed by guests do not necessarily reflect the official stance of PROpulsion or its affiliates.

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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 growth

✅ The untapped power of relationships and reputation

✅ Why it’s okay to outgrow people and what to do about it

This episode is a raw, real look at the personal journey behind professional growth. If you’ve ever felt like you’re doing all the right things but not getting anywhere, this one is for you.

🔔 Don’t forget to subscribe and turn on notifications for more episodes like this!

- - Enjoying the show? Please hit SUBSCRIBE --

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📊 Take the Professional Practice 10.0 Scorecard
See how your business scores:
🎯 https://www.propulsion.co.za/scoreyt

📘 Get the Financial Advisor Playbook
• Physical Book: https://www.takealot.com/the-financia...
• Digital Copy on Amazon: https://www.amazon.com/dp/B0D8BL2CGH

🌐 Learn more about PROpulsion
👉 https://www.propulsion.co.za/community

––––––––––––––––––––––––––––––––––––––

Disclaimer: The views expressed by guests do not necessarily reflect the official stance of PROpulsion or its affiliates.

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🎉 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 AI, client data, and behaviour-driven insights.

This conversation challenges the status quo of how we manage relationships and scale advice—and gives you a glimpse of what’s next for one of SA’s top fintech innovators.

Let us know your thoughts in the comments and help us celebrate 300 episodes of powering up the profession 🚀

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📘 Take the Professional Practice 10.0 Scorecard
See how your business scores:
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Hard Copy: https://www.takealot.com/the-financia...
Digital: https://www.amazon.com/dp/B0D8BL2CGH

💡 Learn more about PROpulsion
https://www.propulsion.co.za/community

🎥 Disclaimer: The views expressed by guests are their own and not endorsements of any product, service, or platform.

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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, how to recognise it, and what you can do to show them they’re in better hands now.

Also featured in this episode:
📰 Current Affairs by the FPI
🎯 The Digital Savvy Adviser with Rizanne Oosthuisen-Botha
🔥 Bulletproof Your Business with David Kop
📣 Quick Announcements
📌 Featured topic with Francois du Toit

Leave a comment with your experience — how have you handled situations like this?

Subscribe for more weekly insights that elevate your planning practice.

––––––––––––––––––––––––––––––––––––––
🎟️GLOBAL FINANCIAL PLANNING CONFERENCE:
Book your ticket now — limited in-person seats and virtual available:
https://www.propulsion.co.za/global-f.. (https://www.youtube.com/redirect?even...) .

📊 Take the Professional Practice 10.0 Scorecard
See how your business scores:
🎯 https://www.propulsion.co.za/scoreyt (https://www.youtube.com/redirect?even...)

📘 Get the Financial Advisor Playbook
• Physical Book: https://www.takealot.com/the-financia.. (https://www.youtube.com/redirect?even...) .
• Digital Copy on Amazon:

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 advice to strengths-based development and creating safe client spaces, this conversation will inspire financial professionals at every level.

📥 Resources mentioned:

• Personal Values Assessment: https://personalvalu.es/
  
  
• CliftonStrengths Top 5: https://store.gallup.com/p/en-us/1010...
  
  

💬 Leave a comment with your takeaways and reflections on the human side of advice.

📌 Subscribe for weekly insights into financial planning, growth strategies, and the future of the profession.

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––––––––––––––––––––––––––––––––––––––
🎟️GLOBAL FINANCIAL PLANNING CONFERENCE:
Book your ticket now — limited in-person seats and virtual available:
https://www.propulsion.co.za/global-f...

📊 Take the Professional Practice 10.0 Scorecard
See how your business scores:
🎯 https://www.propulsion.co.za/scoreyt

📘 Get the Financial Advisor Playbook
• Physical Book: https://www.takealot.com/the-financia...
• Digital Copy on Amazon: https://www.amazon.com/dp/B0D8BL2CGH

🌐 Learn more about

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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 changing landscape.

Join the conversation in the comments: What’s the one question you’ve been asked most often about working abroad?

🔗 Connect with Hugo:

   / hugovanzyl 

🌐 Visit: https://www.situs360.com/

• Enjoying the show? Please hit SUBSCRIBE --
  
  

Click the SUBSCRIBE button here

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––––––––––––––––––––––––––––––––––––––
🎟️GLOBAL FINANCIAL PLANNING CONFERENCE:
Book your ticket now — limited in-person seats and virtual available:
https://www.propulsion.co.za/global-f...

📊 Take the Professional Practice 10.0 Scorecard
See how your business scores:
🎯 https://www.propulsion.co.za/scoreyt

📘 Get the Financial Advisor Playbook
• Physical Book: https://www.takealot.com/the-financia...
• Digital Copy on Amazon: https://www.amazon.com/dp/B0D8BL2CGH

🌐 Learn more about PROpulsion
👉