PROpulsion LIVE

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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:

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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.

https://www.youtube.com/@PROpulsionLive

––––––––––––––––––––––––––––––––––––––
🎟️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
👉

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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

https://www.youtube.com/@PROpulsionLive

––––––––––––––––––––––––––––––––––––––
🎟️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
👉

Send us Fan Mail

In this episode of PROpulsion LIVE, we explore how financial planners and advisers can build a powerful personal brand that supports their practice and connects authentically with clients.

Dr Pieter de Villiers joins us to share his journey from veterinarian to lifestyle financial planner and content creator. He talks about what makes a personal brand work, how to start creating content (even if you’re camera-shy), and how to use social platforms like YouTube, TikTok, and Instagram without losing your professional voice.

If you’ve ever wondered how to stand out in a crowded market, attract your ideal clients, and grow your influence without being fake or flashy – this conversation is for you.

👇 Leave a comment and tell us: What's one small step you could take this week to build your personal brand?

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🎙️ Connect with Pieter de Villiers

https://www.moneymarx.com/

   / @moneymarx 

  / mrmoneymarx 

  / mrmoneymarx 

https://www.profileme.app/pieterdevil...

  / drpieterdevilliers 

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

🤖 AI Training for Financial Planning: Prompt Like A Pro

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Running a financial planning practice involves a lot more than client meetings and advice.
Behind every success story is a mountain of invisible work — compliance headaches, team issues, tech frustration, and never-ending admin.

In this week’s episode of PROpulsion LIVE, we pull back the curtain and talk honestly about what practice owners don’t often say out loud.
If you’ve ever felt like you’re carrying too much behind the scenes — you’re not alone.

If you run a business in this profession, this conversation is for you.

Leave a comment: What invisible task are YOU currently carrying?

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Share this with someone who needs to know they’re not alone.

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In this episode of PROpulsion LIVE, we explore a powerful yet often overlooked topic: how comparison shows up in the world of financial planning – and the impact it has on confidence, focus, and fulfilment.

From industry awards to social media highlights, the pressure to measure success by someone else's yardstick is everywhere. But comparison can be both inspiring and destructive. The key lies in how we navigate it.

If you’ve ever looked at another adviser’s journey and wondered, “Am I doing enough?” — this one’s for you.

Let us know in the comments — what has comparison taught you? And how do you manage it in your business?

📌 Subscribe to the channel for weekly insights and honest conversations about financial planning and practice growth.

#FinancialAdvisers #ImposterSyndrome #AdviserMindset #ProfessionalGrowth #PROpulsionLIVE

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In this episode of PROpulsion LIVE, we speak to *Louis Schlebusch, Director of BRISCH Administration Services*, about the often-overlooked engine behind successful advisory practices — your back office.

Louis shares how strong admin support can save time, reduce risk, and unlock the full potential of a financial planning business. We’ll explore how to intentionally approach your systems, people, and processes — and why outsourced admin might be the smartest move for growth-minded advisers.

Let us know in the comments: what’s one thing you’ve changed in your back office that made a big impact?

📌 Subscribe to our channel for weekly episodes helping financial planners grow and succeed. 

https://www.youtube.com/@PROpulsionLive

#FinancialPlanning #PracticeManagement #OutsourcedAdmin #BrischAdvantage #ClientExperience #BackOfficeSupport #SuccessionPlanning #FinancialAdvisers #PROpulsionLIVE

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In this episode of PROpulsion LIVE, we’re joined by Anrico du Plessis, CEO of Multi-Media, to explore how technology can be used not as a gimmick—but as a tool for creating powerful audience-first experiences.

Whether you’re planning a client event, hosting webinars, or delivering presentations, this conversation will shift the way you think about engagement. We’ll dive into designing emotional journeys, crafting meaningful messages, and using the right tech to enhance—not overwhelm—your audience.

🔗 Watch past Stage Dive Sessions:    • Stage Dive 

🎟️ Attend a Stage Dive Session: https://www.multi-media-events.co.za/

Also featured in this episode:
📃 Current Affairs by The Financial Planning Institute SA
📸 The Digital Savvy Advisor with Rizanne Oosthuisen-Botha
🎯 Bulletproof Your Business with David Kop
🎤 Quick Announcements
📺 Featured Guest: Anrico du Plessis

📌 Subscribe to our channel for more episodes that help you grow your practice, your mindset, and your business.
https://www.youtube.com/@PROpulsionLive

#FinancialAdvisers #ClientEngagement #EventDesign #AudienceExperience #TechnologyInEvents #PROpulsionLIVE #AnricoDuPlessis #MultiMediaEvents

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In this episode of PROpulsion LIVE, we unpack what it takes to be a trusted financial adviser in today’s polarised, politically uncertain, and low-trust world.

With public confidence in institutions at historic lows, financial planners face a new challenge: building and maintaining trust in an environment where scepticism is the default. We explore practical, real-world strategies to strengthen client confidence, communicate clearly, and create meaningful, long-term relationships.

Leave a comment and share how you build trust in your business.

📌 Subscribe for weekly insights and practical strategies for the financial planning profession.

PROpulsion

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In this episode of PROpulsion LIVE, we sit down with Charlotte Kemp, a futures thinking coach, to explore two key trends that are shaping the future of financial planning:

Binary vs Fluid Thinking – Do we see financial decisions as fixed or adaptable?
Scarcity vs Abundance – Do we operate from a place of limitation or opportunity?

These trends influence client behaviour, investment strategies, and how financial professionals position themselves for long-term success. Understanding them is key to helping clients make better decisions and ensuring your own practice stays ahead of industry shifts.

🔗 Download Charlotte’s book for free: https://www.futuresalchemist.com/prop...

Connect with Charlotte on LinkedIn:
https://www.linkedin.com/in/charlottekemp/

Join the conversation! Share your thoughts in the comments:
How do you see financial planning—through a scarcity or abundance lens?

📌 Subscribe for weekly insights on financial planning, practice growth, and industry trends!

--- Links ---

PROpulsion AI and Automation event:
https://www.propulsion.co.za/propulsi...

atWORK AI Fact or Fiction Survey
https://www.surveymonkey.com/r/AI_atWORK

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

PROpulsion AI Training:
https://www.propulsion.co.za/propulsi...

PROpulsion Podcast:
https://propulsion.buzzsprout.com/


#FinancialPlanning #FutureTrends #MindsetMatters #CharlotteKemp #FinancialAdvisers #WealthMindset #Scarc