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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 pricing that reflects the value of planning.

We cover:

• Why the traditional AUM model is under pressure
• The difference between segmentation and productisation
• How to build clear service tiers based on complexity
• How to turn your advice into repeatable services
• Why CRM workflows are essential to deliver consistent advice
• Practical steps to start productising your firm this month

This episode is part of our 2026 theme: From Knowing to Doing.

Most advisers already know they should segment, specialise, and systemise their work.
The challenge is implementation.

If you want to build a firm that is scalable, profitable, and easier to explain to clients, this conversation will give you a clear starting point.

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The Great Wealth Transfer is already underway. Trillions in assets will move from one generation to the next over the coming decades. Yet many financial advisers are still unprepared, both for their clients’ intergenerational planning and for their own succession.

In this episode of PROpulsion LIVE, Francois speaks to Mark Hedderman CFP®, President of the LIA and CEO of Hedderman Financial Solutions, about what advisers must start doing now.

They explore:

• Why so many heirs change adviser after inheriting
• How to engage the next generation before wealth transfers
• The difference between continuity planning and real succession planning
• What private equity and consolidation mean for smaller firms
• How to protect and grow the value of your advisory practice
• Practical steps to move from knowing to doing

This conversation is essential viewing for financial planners, financial advisers, and advisory firm owners who want to protect their client relationships, strengthen their firm value, and build a lasting legacy.

If you are serious about intergenerational planning and adviser succession, this episode will challenge and guide you.

Subscribe for weekly conversations on building and running a successful financial planning business.

PDF from Sam's segment - Visibility is Value: https://www.propulsion.co.za/wp-conte...

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Winning FPI’s Professional Practice of the Year is a big moment.

But trophies don’t build businesses. Daily decisions do.

In this first episode of Season 7, we sit down with Wouter Fourie from Ascor® Independent Wealth Managers to unpack what it actually takes to build an award-winning financial planning firm.

This is not a celebration piece. It’s a practical conversation.
We talk about the years behind the recognition. The standards they refuse to compromise on. The systems that keep the business consistent. The leadership lessons that shaped the team. And the uncomfortable decisions that had to be made along the way.

If you run a financial planning practice, manage a team, or are serious about raising your standards, this episode will challenge you.

Inside this conversation:
What “client-centred” really looks like in practice
How Ascor builds and maintains internal discipline
The role of leadership in growing a strong advisory team
What most firms say they value but don’t implement
Where to start if you want to lift the level of your own business
Season 7 is built around our theme for this year: From Knowing to Doing.

Wouter’s journey is a real example of what that looks like when it’s applied consistently over time.

If you’re ready to move beyond theory and build something solid, this one is worth your time.

Subscribe for weekly conversations on building better financial planning businesses.

www.propulsion.co.za/community

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