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