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!

Send us a text

This week on PROpulsion LIVE, we’re diving into a game-changing shift: moving beyond a client list and creating a true client community.

Why does this matter? When clients connect with you—and each other—you build trust, loyalty, and natural referrals. A strong community isn’t just about engagement; it’s about business growth, deeper relationships, and long-term success.

Our 2025 theme, “Explore,” is about discovering new opportunities and fresh approaches—and this episode will help you do just that.

Let’s explore a new way to connect with clients—one that grows your business while making a bigger impact.

🔔 Subscribe to our channel for weekly insights!

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

Send us a text

AI is changing the way financial advisers work. Some see it as a challenge, others as an opportunity. The question is—how do you make AI work for you instead of against you?

In this episode of PROpulsion LIVE, we explore how financial advisers can embrace AI to grow their businesses, improve efficiency, and enhance client relationships.

AI is no longer a future concept—it’s already shaping the financial services industry. Many advisers feel excited yet uncertain about how to integrate AI into their practices. The key is understanding how AI can streamline operations, personalise client experiences, and allow you to focus on what truly matters—helping your clients achieve their financial goals.

Join us for this insightful session as we explore how AI can work with you to build a more sustainable and profitable practice.

Leave us a comment with your thoughts and questions!

🔔Enjoy our content? Subscribe to our channel for more insights every week!

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

Disclaimer: The views and opinions expressed in this episode are for informational purposes only and do not constitute financial or investment advice.

Send us a text

In this episode of PROpulsion Live, we look at how financial advisers can build and improve their value proposition throughout their careers. Whether you're just starting out, looking to grow, or leading an established firm, understanding and explaining your unique value is essential.

Join us as we discuss focused strategies for different career stages, common pitfalls to avoid, and ways to measure the effectiveness of your value proposition.

We'll also talk about the importance of embracing innovation to stay relevant in a dynamic industry.

Learn how to define and communicate the unique benefits you offer, ensuring you stand out in the marketplace and effectively meet your clients' needs.

Leave us a comment with your thoughts and questions.


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

Click the SUBSCRIBE button HERE

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

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.


Take the Professional Practice 10.0 Scorecard --

See how your business scores:

🎯 https://www.propulsion.co.za/scoreyt


Get the Financial Advisor Playbook Now: --

Physical Book: https://www.takealot.com/the-financia...

Get the digital copy on Amazon:

https://www.amazon.com/dp/B0D8BL2CGH


Learn more about PROpulsion: --

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

Send us a text

Welcome to Season 6 of PROpulsion LIVE!

This year’s theme is "Explore", and in this episode, we unpack what that means for financial planners in 2025.

Francois du Toit from PROpulsion discusses:

🔹 Mindset shifts – The key to growth.
🔹 Learning as an adventure – Moving beyond compliance.
🔹 Experimentation – Testing and adapting for success.
🔹 Collaboration – Learning from others.
🔹 Technology & AI – The next frontier.
🔹 Letting go & doing the uncomfortable – Real growth happens outside the comfort zone.

What’s one thing YOU will explore this year? Let us know in the comments!

🔔 Subscribe for more episodes, insights, guests, and more!

Send us a text

In this season finale of PROpulsion LIVE, we look back at 2024 and share the top lessons for financial planners. From simplifying processes to embracing new strategies, this episode captures the most impactful insights from the past year.

We’ll cover the key takeaways that can help financial planners build better businesses, foster stronger client relationships, and achieve personal and professional growth. Whether you’re a financial planner, adviser, or firm owner, this episode is packed with actionable ideas to prepare you for 2025 and beyond.

Thank you for being part of Season 5. Stay tuned for what’s next!

Leave us a comment with your thoughts and questions.

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

Click the SUBSCRIBE button HERE
https://www.youtube.com/@PROpulsionLive

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.


Take the Professional Practice 10.0 Scorecard --

See how your business scores:

🎯 https://www.propulsion.co.za/scoreyt


Get the Financial Advisor Playbook Now: --

Physical Book: https://www.takealot.com/the-financia...

Get the digital copy on Amazon:

https://www.amazon.com/dp/B0D8BL2CGH


Learn more about PROpulsion: --

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