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.

In this episode, we cover:

why clients are turning to AI, TikTok, YouTube, and finfluencers
what makes this risky for clients
why human advisers still matter more than ever
how advisers should respond when clients bring outside advice into the conversation
what advisers need to do next to stay relevant, trusted, and useful

The real issue is not that clients are getting information from everywhere. The real issue is whether advisers know how to respond with clarity, confidence, and good judgement.

If you are a financial adviser, planner, practice owner, or team leader, this episode will help you think more clearly about trust, accountability, and the changing role of advice.

Subscribe to PROpulsion LIVE for weekly conversations on building better advisers and better advice businesses.

#FinancialAdviser #FinancialPlanner #AIAdvice #Finfluencers #ChatGPT #FinancialPlanning #SouthAfrica #WealthManagement

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 more than 25 years of leadership development experience, his work on Light on Leadership, and his research into leadership and storytelling. Together, Francois and Igno unpack how leaders can use situational leadership in practical ways, while also looking at ideas from transformational leadership, including the four I’s.

In this episode, we explore:

✅ what situational leadership means in practice
✅ how to lead different people in different ways
✅ how to support growth without losing accountability
✅ how leadership changes across small firms and large organisations
✅ what better leadership looks like for advice, admin, and support teams

This episode is for financial planners, advisers, firm owners, managers, team leaders, and anyone who wants to support people better at work.

Subscribe to PROpulsion LIVE for more conversations on building better financial planning businesses and better teams.

#SituationalLeadership #LeadershipDevelopment #FinancialPlanning #TeamLeadership #AdviceBusiness

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 where AI can help across the client journey. We also look at practical use cases such as meeting prep, meeting notes, follow-up emails, client education, marketing, business growth, onboarding, training, and more.

We also talk openly about the risks. AI is useful, but it is not flawless. Bias, hallucinations, and poor judgement can all create problems if advisers are not careful. That is why ethics, review, and human responsibility still matter.

If you are a financial planner, adviser, business owner, or leader in an advice firm, this episode will help you think more clearly about where to start and what to do next.

In this episode:

Why AI is already changing client expectations
How to keep advice human while using better technology
Simple ways to use AI before, during, and after meetings
How AI can support education, marketing, and business growth
Why it is often a process problem, not a tool problem
What financial planners need to watch out for when using AI

Subscribe for more episodes on building a better financial planning business.

#FinancialPlanning #AIForAdvisers #AdviceBusiness #ClientExperience #FinancialAdvisers