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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.

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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.

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

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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.

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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.


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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!

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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!

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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: --

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In this episode of PROpulsion LIVE, we explore the journey from financial advice to comprehensive financial planning. We unpack the distinctions between brokers, financial advisers, and financial planners, highlighting how financial planning provides a deeper, more holistic approach to serving clients.

Discover why moving beyond advice to a full planning model benefits both professionals and their clients. We’ll share actionable insights, practical steps, and real-world examples to help financial advisers transition to a more impactful way of working.

Whether you're looking to enhance client relationships, improve long-term outcomes, or future-proof your business, this episode is a must-watch.

Subscribe to our channel for more episodes that provide practical strategies and tools for financial professionals.

Leave us a comment with your thoughts and questions.

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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

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In this episode of PROpulsion LIVE, we’re joined by Errol Meyer, a financial expert with over 30 years of industry experience and author of Business Financial Planning. Errol dives deep into the importance of business succession planning, the role of life insurance, and strategies for ensuring a strong financial future for businesses. With insights from his latest book, Errol shares practical guidance for advisers and business owners on creating robust plans that secure long-term stability and financial security.

Don’t miss this valuable conversation with Errol Meyer, designed to provide financial professionals with actionable insights to enhance their advisory skills and support business clients in securing their legacies.

Disclaimer: The views expressed by guests are their own and do not reflect the official stance of this platform.

Connect with Errol:

Errol on LinkedIn: / errol-gottfried-meyer-68840b146

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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

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In this episode, we host an insightful panel discussion with Guy Holwill, CEO and founder of Fairbairn Consult, and Zeyn Ally, a senior leader with decades of experience in financial services. Together, they explore the power of Client Experience (CX) as a transformative tool for financial advisory success.

Guy shares his perspective on how CX has evolved to become the ‘new marketing’ for advisors, and Zeyn dives into Fairbairn’s unique approach to creating an advisor-centric experience. They reveal the foundational elements that build trust, loyalty, and satisfaction—transparency, respect, and feedback-driven improvement.

From refining advisor experiences to measuring performance with innovative programs like the Extra Mile Club, this conversation offers a wealth of insights for any financial advisor looking to strengthen their practice and deepen client relationships.

Connect with Our Guests:
Guy Holwill on LinkedIn: / guy-holwill-7714142
Zeyn Ally on LinkedIn: / zeyn-ally-a354759a

Leave us a comment with your thoughts and questions.

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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: --

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