Send us a text

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

Send us a text

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 #FinancialAdvise

Send us a text

Cutting the fluff in your financial advisory practice frees up time, energy, and resources for the work that truly matters. In this episode of PROpulsion LIVE, we explore why less can be more by removing extra steps, overhead, and distractions from your day-to-day.

We’ll look at everything from juggling too many product providers and bloated tech stacks to having clients who aren’t a good fit. You’ll also hear tips on trimming back on repetitive tasks, unnecessary meetings, and overlapping roles. Walk away with practical ideas on how to refine your services so you can spend more time where it adds real value.

This episode connects with our “Explore” theme, encouraging you to let go of what’s no longer working so you can discover fresh opportunities.

Stay in the loop:

• Subscribe for more weekly insights!

This episode also features our special 5-minute segments:

📰 Current Affairs with Lelané Bezuidenhout, Nici Macdonald, and the FPI
🔥 Brand Works with Rizanne Oosthuisen and ProfileMe
🎯 Bulletproof your Business with David Kop and FI Consult
📣 Quick Announcements with Francois du Toit and PROpulsion

Share your experience of cutting the fluff in the comments below!