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by Francois du Toit
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- 2 days ago44 min
6 Client Meeting Skills That Turn Advice Into Action
Send us Fan Mail Most financial planners know that client meetings matter. The harder part is running meetings that feel clear, useful, human, and focused on the client. In this episode of PROpulsion LIVE, Francois du Toit shares six client meeting skills that can help financial planners turn good advice into better conversations and better action. This episode is practical: what can advisers do differently in their very next meeting? We will look at how to reframe your value, build trust ...
- 1 weeks ago41 min
What Financial Advisors Can Learn from Influencers
Send us Fan Mail What can financial advisors learn from influencers? Not the noise. Not the fake confidence. Not the chase for likes. The useful lesson is much simpler: the best creators know how to earn attention, explain ideas clearly, build trust, and make people feel understood. In this episode of PROpulsion LIVE, Francois du Toit looks at what advisors can learn from people who are good at capturing attention without losing trust or depth. We will unpack seven lessons financial adviso...
- 3 weeks ago30 min
How Advisers Should Respond to AI Advice and Finfluencers
Send us Fan Mail Clients are getting financial advice from ChatGPT, TikTok, YouTube, and finfluencers before they ever speak to an adviser. So how should advisers respond? In this episode of PROpulsion LIVE, we unpack what this shift means for financial advisers and planners in South Africa. This is not a panic-driven conversation about AI or social media. It is a practical look at how advisers can respond when clients arrive with opinions, ideas, and recommendations from outside sources. ...
- Apr 18, 202645 min
Situational Leadership: Leading Different People in Different Ways with Igno van Niekerk
Send us Fan Mail In this episode of PROpulsion LIVE, Francois du Toit speaks with leadership development specialist Igno van Niekerk about situational leadership and what it looks like in real working life. This conversation looks at how leaders can adapt their approach to different people, roles, and situations. Whether you lead advisers, admin staff, support teams, or a wider business unit, this episode will help you think more carefully about how to lead people well. Igno draws on ...
- Apr 11, 202652 min
Using Tech and AI to Unleash Your Potential
Send us Fan Mail How can financial planners use tech and AI in a practical way without losing the human side of advice? In this episode of PROpulsion LIVE, we look at how tech and AI can help financial planners and advice businesses work better, serve clients better, and grow with more intention. This is not about chasing every new tool. It is about using the right tools in the right places. We unpack how AI is changing customer behaviour, why human-centred design still matters, and w...
- Mar 28, 20261h 0m
Fee-Based Advice: The Hard Questions with Johann Maree
Send us Fan Mail In this Part 2 conversation with Johann Maree, we take on the hard questions that came out of the last episode on fee-based advice. We talk plainly about how a book (or rather a business) is valued, how fees are collected, what to do when clients default, and how to think about clients who cannot afford advice right now. We also unpack LVC, whether the old formula still works, and what advisers need to rethink in light of regulation and AI. Most of all, we tackle the ...
- Mar 21, 202648 min
Why Financial Advisers Must Think Like Business Owners with Johann Maree
Send us Fan Mail What is the difference between practice management and business management, and why does it matter so much for financial advisers today? In this episode of PROpulsion Live, I speak with Johann Maree about why advice firms need to be run as proper businesses, not just busy adviser-led practices. With more than 35 years of experience across South Africa and Australia, Johann shares what he has learned about business models, client segmentation, fee-for-service, client engageme...
- Mar 7, 202642 min
How to Productise Financial Advice
Send us Fan Mail Many financial planners segment their clients. Few actually change how they deliver advice. In this episode of PROpulsion LIVE, we explore the next step in building a modern advisory firm: productising your services. Segmentation helps you understand your clients. Productisation helps you run a scalable business. You will learn how to move from vague promises of “comprehensive advice” to clearly defined service packages with structured delivery, clear outcomes, and pricin...
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About PROpulsion LIVE
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 professional
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Frequently Asked Questions
What is Podzilla's PROpulsion LIVE daily summary?
It's a free AI-powered email that summarizes new episodes of PROpulsion LIVE as soon as they're published. You get the key takeaways, notable quotes, and links & mentions — all in a quick read.
How does the PROpulsion LIVE podcast summary work?
When a new episode drops, our AI transcribes and analyzes it, then generates a personalized summary tailored to your interests and profession. It's delivered to your inbox every morning.
Is this an official PROpulsion LIVE product?
No. Podzilla is an independent service that summarizes publicly available podcast content. We're not affiliated with or endorsed by Francois du Toit.
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What topics does PROpulsion LIVE cover?
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