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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.

👍 If you enjoyed this episode:
Like the video, subscribe to the channel, and share it with another adviser who is building their
practice.

Link Galileo Webinar:
🔗 Register - https://bit.ly/3OZcr15

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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

#financialplanning #financialadviser #wealthmanagement #practicegrowth #FPI #FPIProfessionalPracticeOfTheYear2025

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It’s the Season 6 Finale of PROpulsion LIVE, and we’re ending the year with a conversation that many advisers will relate to.

In this episode we look at the changing adviser landscape and the decisions solo advisers are weighing up as regulation, admin, and client expectations grow. Zeyn shares what he is seeing across the profession, how COFI may shape the future, and why support structures are becoming part of the discussion for more practices.

We explore the solo path, the network path, and the questions every adviser should work through before deciding which direction to take. Zeyn also talks about the long-term benefits that the right support model can bring to clients, the adviser, and the practice.

A meaningful finish to a season built around our theme: Explore.

🎯 In this Season Finale:
• The changing environment for IFAs
• What COFI may mean for solo practices
• How to weigh up the solo route vs joining a network
• Questions advisers should explore before making a move
• What strong support can unlock for clients and the adviser

🔔 Subscribe to PROpulsion LIVE for weekly conversations that help you explore new ideas, tools, and ways to grow your financial planning business.

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How do young professionals see the future of financial planning?
In this inspiring episode of PROpulsion LIVE, we meet Karabo Huma, a driven young woman from Soshanguve who’s redefining what’s possible through education, mindset, and purpose.

Karabo shares how she found her place in the financial planning world, the lessons she’s learning at Rich Ideas Group, and why she’s passionate about bringing financial literacy to her community. Her story reminds us that where you start doesn’t determine where you’ll go.

🎯 In this episode:

Exploring the future of financial planning through a young lens

Why mindset matters more than background

Lessons from inside a financial advisory firm

The power of education and financial literacy

Karabo’s dream to inspire and teach her community

🔔 Subscribe to PROpulsion LIVE for weekly conversations that help you explore new ideas, tools, and ways to grow your financial planning business.

#FinancialPlanning #PropulsionLIVE #YouthInFinance #FinancialLiteracy #Explore #Mindset #KaraboHuma

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When financial planner *Ryan Redman* faced stage 3 cancer, everything he believed about life, money, and success was tested.

In this deeply personal episode of **PROpulsion LIVE**, Ryan shares how the experience reshaped his purpose as a husband, father, and adviser — and why he now approaches financial planning with new empathy and clarity.

💬 In this conversation:

• How adversity sharpened Ryan’s focus and purpose
  
  
• The human side of financial advice — vulnerability and trust
  
  
• Lessons from endurance sport for long-term performance
  
  
• Exploring technology without losing the human touch
  
  
• Redefining success: from income to impact
  
  

🎥 Watch to discover how challenge can become your greatest teacher and how exploring new mindsets can future-proof your practice.

👉 Subscribe to PROpulsion LIVE for more stories and insights from leaders shaping the future of financial planning.

#RyanRedman #FinancialPlanning #Resilience #AdviserMindset #CancerSurvivor #TechnologyAndHumanity #Explore2025 #ConqueringMountains #PROpulsionLIVE

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Meet South Africa’s top financial planners of 2025!

In this episode of PROpulsion LIVE, we sit down with the finalists for the 2025 Financial Planner of the Year Award - Brendan Dunn (Hewett Wealth), Theoniel McDonald (Wealth Associates / Carmel Wealth), and Nicola Langridge (Private Client Holdings).

The award, presented by the Financial Planning Institute of Southern Africa (FPI), recognises a CERTIFIED FINANCIAL PLANNER® professional who demonstrates outstanding financial planning skills, lives the FPI Code of Ethics, and communicates with clarity and care.

The winner will be announced on 3 November 2025 at the Gala Dinner in Johannesburg - but before then, we explore what it really takes to reach this level.

Join us as we discuss their approach to client relationships, advice processes, the balance between value and cost, and the mindset that drives excellence.

#FinancialPlannerOfTheYear #FPI #FinancialPlanning #CFP #Explore2025 #PROpulsionLIVE #FinancialAdvice #FinancialAdviser #FinancialPlanningProfession

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What does it take to lead a successful financial planning firm and create a new movement that empowers women with money?

In this episode of PROpulsion LIVE, host Francois du Toit sits down with Gretchen Betts, Managing Director of Magenta Financial Planning and founder of SheFinance, for an honest look at growth, purpose, and the courage to explore what’s next.

Gretchen shares her journey from adviser to business owner, including the story behind her management buyout of Magenta — a bold move that changed everything. She also opens up about her mission to help women build clarity and confidence around their finances through SheFinance and her practical workbook.

Whether you’re an adviser thinking about succession, culture, or new ventures, this conversation will leave you inspired to explore your own next chapter — with purpose and a touch of sparkle.

🔗 Links mentioned:
Magenta Financial Planning: https://www.magentafp.com

SheFinance: https://www.shefinance.co.uk

SheFinance Workbook on Amazon: https://www.amazon.co.uk/dp/1068439114

👉 Don’t forget to like, comment, and subscribe to join the PROpulsion community of forward-thinking financial planners.

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