『PROpulsion LIVE』のカバーアート

PROpulsion LIVE

PROpulsion LIVE

著者： Francois du Toit
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このコンテンツについて

 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!© 2023 PROpulsion LIVE 経済学
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  • 7 Big Problems Facing Financial Planners Today

    7 Big Problems Facing Financial Planners Today
    2025/07/20

    Send us a text

    We’re not easing into the future of financial planning... we’re already in it.
    And yet, many advisers still find themselves facing the same big issues day after day.

    In this powerful episode, Francois du Toit unpacks the 7 major problems currently reshaping the advice profession, and what forward-thinking planners can do about them. From outdated engagement models and shifting client expectations to new demands on skills, tech, and mindset, this is a call to adapt, evolve, and lead.

    Whether you’re just starting out or leading a seasoned firm, this episode offers practical insight and strategic thinking for those ready to thrive - not just survive - in the new era of advice.

    👇 Watch now to explore:
    • The biggest pressures facing financial planners today
    • What’s changing in how clients want to be served
    • The skills, tools and mindset required for modern relevance
    • How to evolve your advice model without losing your purpose

    🎯 If you’ve felt the tension between where the industry is and where it needs to go — this episode is for you.
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    BUY PROPULSION TECH TICKETS HERE:
    https://www.propulsion.co.za/propulsion-tech-tickets/

    AI TRAINING:
    https://www.propulsion.co.za/propulsion-ai-training-for-financial-advisers-lets-build-custom-gpts/

    TAXSPACE WEBINAR:
    https://us02web.zoom.us/webinar/register/WN_3vkHSB2WR5qxGTFCk2Pbpw#/registration

    📊 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-financial-advisor-playbook/PLID80091341
    • Digital Copy on Amazon: https://www.amazon.com/dp/B0D8BL2CGH

    🌐 Learn more about PROpulsion
    👉 https://www.propulsion.co.za/community

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    🔔 Subscribe and hit the bell to get notified when we go LIVE!

    #FinancialPlanning #AdviceProfession #PROpulsionLIVE #FutureOfAdvice #PlannerGrowth #ClientExperience #Explore2025
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    36 分
  • Is SEO Still Worth It in a World of Zero Clicks and AI Answers? with Carla dos Santos

    Is SEO Still Worth It in a World of Zero Clicks and AI Answers? with Carla dos Santos
    2025/07/12

    Send us a text

    In this episode of PROpulsion LIVE, we sit down with SEO coach and digital strategist Carla dos Santos to unpack the changing search landscape. With AI Overviews, featured snippets, and Google answering questions without a single click — how can businesses stay visible?

    Carla shares 20+ years of experience in the digital world and breaks down what these changes mean for your brand, your website, and your long-term visibility.

    We explore:
    🔍 Why "clicks" aren't the only metric that matters anymore
    📈 How to build topical authority and E-E-A-T (Experience, Expertise, Authoritativeness, Trust)
    🧠 The SEO mindset shift needed to stay relevant in an AI-first world
    ✨ Strategic actions you can take right now to future-proof your content

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    🔗 Related Links:
    • Carla's Article on Zero-Click SERPs: https://theseocoach.co.za/seo-news/se...

    ––––––––––––––––––––––––––––––––––––––
    BUY PROPULSION TECH TICKETS HERE:
    https://www.propulsion.co.za/propulsi...


    AI TRAINING:
    https://www.propulsion.co.za/propulsi...


    TAXSPACE WEBINAR:

    https://us02web.zoom.us/webinar/register/WN_3vkHSB2WR5qxGTFCk2Pbpw#/


    📊 Take the Professional Practice 10.0 Scorecard:
    🎯 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:

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    39 分
  • The Bionic Adviser Is Here – Are You Ready? with Andy Hart

    The Bionic Adviser Is Here – Are You Ready? with Andy Hart
    2025/07/05

    Send us a text

    What happens when a financial planner goes full Iron Man, blending cutting-edge tech with powerful human connection? In this episode of PROpulsion LIVE, Francois sits down with Andy Hart, creator of Humans Under Management, to unpack what it really means to be a "bionic adviser."

    We explore the human skills that tech will never replace, the behavioural traps clients fall into (and how to help them out), and why some of the industry’s most beloved compliance concepts might just be… imaginary dragons.

    If you're a financial planner wondering where you still add value in an AI-powered world—this one’s for you.

    ––––––––––––––––––––––––––––––––––––––
    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 (https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbHg2OGxxNnM5dnc2RHNyS1VYUHByWkt3Z3c1QXxBQ3Jtc0tteXhsTXljTDk1MU4zdEVwalZHbjVOVk1oQ3pscUhzYTdzOXYwTldFOTd4dm8wd1BPd2hHcVVhRUJHTUxNaVJFdHFyREdRUVh1X3VsWFlhRWNuWXhvU3d3cndYN1FUZ3dLdHpVeDFVUXYwdFF1OU00Zw&q=https%3A%2F%2Fwww.propulsion.co.za%2Fscoreyt&v=AhIZhCf3kYk)

    📘 Get the Financial Advisor Playbook
    • Physical Book: https://www.takealot.com/the-financia.. (https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbElvbmhFV2xjYVdQeThzUWFRdGV5ejhxeVdYQXxBQ3Jtc0tuVUNzUE9NMHhDLWZ5V1ZoM1N3UTRHQ1plZXZiMmd2VWhxWldMRlNCZ2U3ZmlXN0x5UHV3UE9PMFVqQk44Y1pHajlKb2dkNk1NXzU3dVhDTTV4aUFFWDA5ZEZTNDNnOUhsUm1UVGZySlROdzN3bjFMSQ&q=https%3A%2F%2Fwww.takealot.com%2Fthe-financia..&v=AhIZhCf3kYk) .
    • Digital Copy on Amazon: https://www.amazon.com/dp/B0D8BL2CGH (https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbFVtc3ZlOU1XUDlUeWEzc0RKWGphZTVHYUJUUXxBQ3Jtc0ttWlI2SkJnMF9SVnN3ZHlodVVITlg0aDlNeXJjZ3IzS2JaZ2NTemM5TFM1N2pHRDUzUHZLSnV3cWtxTTVxYmhZZWFSNmcwLVI0bjl0dGctZkNmZkoxOENwczlCLUQxeER4VGN4MEFPQlhiNW5qNTcxRQ&q=https%3A%2F%2Fwww.amazon.com%2Fdp%2FB0D8BL2CGH&v=AhIZhCf3kYk)

    🌐 Learn more about PROpulsion
    👉 https://www.propulsion.co.za/community (https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqa21TMUtzR3E2N2xySFlIZXZ0OUlDVm4xM3pqQXxBQ3Jtc0tuU2FlNklDUE9sLW1YTkl1eWlIUTZ1bjN0bi1PWVMzdk1CRWdkTmpVZnVvNk4xUnM2dWZXOFh5MkN2WHR3aDZwekwxWkl1dUpUYTJqYndEQWc0em5ManBDbG9KbDZQdWx1WS1PY3ZtQUhxQ3ZscDNoTQ&q=https%3A%2F%2Fwww.propulsion.co.za%2Fcommunity&v=AhIZhCf3kYk)

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    💬 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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    38 分

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