What AI Can’t Do: The Human Advantage in Financial Planning with Sharon Moller
Send us a textIn this episode of PROpulsion LIVE, we sit down with Sharon Moller, Financial Planning Coach at Old Mutual Wealth, to explore a critical question: in a world where AI can do almost everything… what’s left for human financial planners to do?Sharon believes the answer lies in coaching—not the problem, but the person.With 19 years of experience and deep coaching expertise, Sharon shares how planners can use tools like budgeting, cash flow modelling, and goal setting as powerful coaching opportunities. You'll hear real examples, gain practical tips, and walk away inspired to deliver the kind of value that no AI ever could.Whether you're a seasoned planner or just starting out, this conversation will help you reimagine your role in a high-tech, human-first future.––––––––––––––––––––––––––––––––––––––BUY PROPULSION TECH TICKETS HERE:https://www.propulsion.co.za/propulsion-tech/AI TRAINING:https://www.propulsion.co.za/propulsion-ai-training-for-financial-advisers-a-gentle-introduction/📊 Take the Professional Practice 10.0 Scorecard:🎯 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👉 https://www.propulsion.co.za/community––––––––––––––––––––––––––––––––––––––💬 Leave us a comment or question below – we’d love to hear from you!🔔 Don't forget to subscribe and turn on notifications for future episodes.Disclaimer: Views expressed by guests are their own and do not necessarily reflect those of PROpulsion.
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Want a Thriving Advice Business? These 7 Habits Will Get You There
Send us a textWant a Thriving Advice Business? These 7 Habits Will Get You ThereLegendary financial planning practices don’t happen by accident — they’re built by habit.In this week’s episode of PROpulsion LIVE, Francois unpacks seven powerful habits he’s seen consistently across standout advice businesses. Whether you’re a solo practitioner or running a team, these habits will help you lay stronger foundations, lead with clarity, and grow with purpose.This is a mindset reset AND an operations revamp — all rolled into one!Also featured in this episode:📰 Current Affairs with the FPI💡 Build with AI with Francois du Toit📣 Quick Announcements🎯 Featured Topic📺 Subscribe now to make these habits part of your playbook!––––––––––––––––––––––––––––––––––––––BUY PROPULSION TECH TICKETS HERE:https://www.propulsion.co.za/propulsion-tech/📊 Take the Professional Practice 10.0 Scorecard🎯 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👉 https://www.propulsion.co.za/community––––––––––––––––––––––––––––––––––––––Disclaimer: The views expressed by guests do not necessarily reflect the official stance of PROpulsion or its affiliates.
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Stuck, overwhelmed, drained - is personal development all its cracked up to be?
Send us a textAre you stuck in the cycle of learning, learning, learning without really moving forward?In this episode of PROpulsion LIVE, Francois opens up about his own journey of personal development, the moment he realised knowledge wasn’t enough, and how true growth only happens through doing.You'll discover:✅ Why personal development can feel frustrating✅ The 5 elements needed to truly move forward (inspired by Stephen Bartlett)✅ What mindset has to do with your business growth✅ The untapped power of relationships and reputation✅ Why it’s okay to outgrow people and what to do about itThis episode is a raw, real look at the personal journey behind professional growth. If you’ve ever felt like you’re doing all the right things but not getting anywhere, this one is for you.🔔 Don’t forget to subscribe and turn on notifications for more episodes like this!- - Enjoying the show? Please hit SUBSCRIBE --Click the SUBSCRIBE button HEREhttps://www.youtube.com/@PROpulsionLive––––––––––––––––––––––––––––––––––––––📊 Take the Professional Practice 10.0 ScorecardSee 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👉 https://www.propulsion.co.za/community––––––––––––––––––––––––––––––––––––––Disclaimer: The views expressed by guests do not necessarily reflect the official stance of PROpulsion or its affiliates.
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🎉Our 300th episode: Have We Been Using CRM Wrong This Whole Time? with Kobus Barnard
Send us a text🎉 This is our 300th episode of PROpulsion LIVE and we’re celebrating it in true style!In this week’s milestone interview, Francois sits down with Kobus Barnard, CEO and co-founder of Allegiance Consulting—the minds behind Avalon, a next-gen financial planning platform used by over 7,000 advisers.Together, they explore the real purpose of CRM in financial planning, how tech can create deeper human connection, and why the future of advice may lie in the seamless fusion of AI, client data, and behaviour-driven insights.This conversation challenges the status quo of how we manage relationships and scale advice—and gives you a glimpse of what’s next for one of SA’s top fintech innovators.Let us know your thoughts in the comments and help us celebrate 300 episodes of powering up the profession 🚀—🌟 Found this valuable? Hit SUBSCRIBE and don’t miss what’s next.—📘 Take the Professional Practice 10.0 ScorecardSee how your business scores:https://www.propulsion.co.za/scoreyt📙 Get The Financial Adviser PlaybookHard Copy: https://www.takealot.com/the-financia...Digital: https://www.amazon.com/dp/B0D8BL2CGH💡 Learn more about PROpulsionhttps://www.propulsion.co.za/community🎥 Disclaimer: The views expressed by guests are their own and not endorsements of any product, service, or platform.
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Turning a Skeptic into a Client: Overcoming Financial Adviser Resentment
Send us a textIn 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 ToitLeave 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 ScorecardSee 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:
Welcome to PROpulsion Live, your ultimate destination for all things related to building and running a successful financial planning business. Our weekly show is the essential resource for financial planners, advisors, paraplanners, and anyone in the financial services profession. Join us every Friday on YouTube for the live show as we explore the ins and outs of sales, marketing, technology, relationships, business strategy, personal development, and so much more.With over 200 episodes and counting, our show features both insightful solo presentations and engaging interviews with industry experts from around the globe. Our dynamic format includes a 5-minute intro and welcome, a current affairs segment hosted by the FPI, a coach's corner led by Norma Simons, a random topic discussion, quick announcements, a 30-minute main topic or interview, and a closing segment to wrap things up.Subscribe to PROpulsion Live and become a part of our growing community of 1200+ dedicated professionals. Together, we're shaping the future of the financial planning profession. Don't miss out on the valuable insights, tips, and strategies that will propel your business or practice to new heights. Be part of the change and the journey towards a prosperous and impactful financial planning profession!If this is speaking your language or you listened to a few episodes and found value, then please subscribe or follow now and never miss an episode of PROpulsion Live, the show that empowers financial planners like you to thrive!
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