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In this episode of PROpulsion LIVE, we explore how financial planners and advisers can build a powerful personal brand that supports their practice and connects authentically with clients.

Dr Pieter de Villiers joins us to share his journey from veterinarian to lifestyle financial planner and content creator. He talks about what makes a personal brand work, how to start creating content (even if you’re camera-shy), and how to use social platforms like YouTube, TikTok, and Instagram without losing your professional voice.

If you’ve ever wondered how to stand out in a crowded market, attract your ideal clients, and grow your influence without being fake or flashy – this conversation is for you.

👇 Leave a comment and tell us: What's one small step you could take this week to build your personal brand?

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🎙️ Connect with Pieter de Villiers

https://www.moneymarx.com/

/ @moneymarx

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https://www.profileme.app/pieterdevil...

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🎟️GLOBAL FINANCIAL PLANNING CONFERENCE:
Book your ticket now — limited in-person seats and virtual available:
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🤖 AI Training for Financial Planning: Prompt Like A Pro

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Running a financial planning practice involves a lot more than client meetings and advice.
Behind every success story is a mountain of invisible work — compliance headaches, team issues, tech frustration, and never-ending admin.

In this week’s episode of PROpulsion LIVE, we pull back the curtain and talk honestly about what practice owners don’t often say out loud.
If you’ve ever felt like you’re carrying too much behind the scenes — you’re not alone.

If you run a business in this profession, this conversation is for you.

Leave a comment: What invisible task are YOU currently carrying?

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Share this with someone who needs to know they’re not alone.

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In this episode of PROpulsion LIVE, we explore a powerful yet often overlooked topic: how comparison shows up in the world of financial planning – and the impact it has on confidence, focus, and fulfilment.

From industry awards to social media highlights, the pressure to measure success by someone else's yardstick is everywhere. But comparison can be both inspiring and destructive. The key lies in how we navigate it.

If you’ve ever looked at another adviser’s journey and wondered, “Am I doing enough?” — this one’s for you.

Let us know in the comments — what has comparison taught you? And how do you manage it in your business?

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#FinancialAdvisers #ImposterSyndrome #AdviserMindset #ProfessionalGrowth #PROpulsionLIVE

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In this episode of PROpulsion LIVE, we speak to *Louis Schlebusch, Director of BRISCH Administration Services*, about the often-overlooked engine behind successful advisory practices — your back office.

Louis shares how strong admin support can save time, reduce risk, and unlock the full potential of a financial planning business. We’ll explore how to intentionally approach your systems, people, and processes — and why outsourced admin might be the smartest move for growth-minded advisers.

Let us know in the comments: what’s one thing you’ve changed in your back office that made a big impact?

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#FinancialPlanning #PracticeManagement #OutsourcedAdmin #BrischAdvantage #ClientExperience #BackOfficeSupport #SuccessionPlanning #FinancialAdvisers #PROpulsionLIVE

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In this episode of PROpulsion LIVE, we’re joined by Anrico du Plessis, CEO of Multi-Media, to explore how technology can be used not as a gimmick—but as a tool for creating powerful audience-first experiences.

Whether you’re planning a client event, hosting webinars, or delivering presentations, this conversation will shift the way you think about engagement. We’ll dive into designing emotional journeys, crafting meaningful messages, and using the right tech to enhance—not overwhelm—your audience.

🔗 Watch past Stage Dive Sessions: • Stage Dive

🎟️ Attend a Stage Dive Session: https://www.multi-media-events.co.za/

Also featured in this episode:
📃 Current Affairs by The Financial Planning Institute SA
📸 The Digital Savvy Advisor with Rizanne Oosthuisen-Botha
🎯 Bulletproof Your Business with David Kop
🎤 Quick Announcements
📺 Featured Guest: Anrico du Plessis

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#FinancialAdvisers #ClientEngagement #EventDesign #AudienceExperience #TechnologyInEvents #PROpulsionLIVE #AnricoDuPlessis #MultiMediaEvents

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In this episode of PROpulsion LIVE, we unpack what it takes to be a trusted financial adviser in today’s polarised, politically uncertain, and low-trust world.

With public confidence in institutions at historic lows, financial planners face a new challenge: building and maintaining trust in an environment where scepticism is the default. We explore practical, real-world strategies to strengthen client confidence, communicate clearly, and create meaningful, long-term relationships.

Leave a comment and share how you build trust in your business.

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In this episode of PROpulsion LIVE, we sit down with Charlotte Kemp, a futures thinking coach, to explore two key trends that are shaping the future of financial planning:

Binary vs Fluid Thinking – Do we see financial decisions as fixed or adaptable?
Scarcity vs Abundance – Do we operate from a place of limitation or opportunity?

These trends influence client behaviour, investment strategies, and how financial professionals position themselves for long-term success. Understanding them is key to helping clients make better decisions and ensuring your own practice stays ahead of industry shifts.

🔗 Download Charlotte’s book for free: https://www.futuresalchemist.com/prop...

Connect with Charlotte on LinkedIn:
https://www.linkedin.com/in/charlottekemp/

Join the conversation! Share your thoughts in the comments:
How do you see financial planning—through a scarcity or abundance lens?

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--- Links ---

PROpulsion AI and Automation event:
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PROpulsion Podcast:
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#FinancialPlanning #FutureTrends #MindsetMatters #CharlotteKemp #FinancialAdvise

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Cutting the fluff in your financial advisory practice frees up time, energy, and resources for the work that truly matters. In this episode of PROpulsion LIVE, we explore why less can be more by removing extra steps, overhead, and distractions from your day-to-day.

We’ll look at everything from juggling too many product providers and bloated tech stacks to having clients who aren’t a good fit. You’ll also hear tips on trimming back on repetitive tasks, unnecessary meetings, and overlapping roles. Walk away with practical ideas on how to refine your services so you can spend more time where it adds real value.

This episode connects with our “Explore” theme, encouraging you to let go of what’s no longer working so you can discover fresh opportunities.

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This episode also features our special 5-minute segments:

📰 Current Affairs with Lelané Bezuidenhout, Nici Macdonald, and the FPI
🔥 Brand Works with Rizanne Oosthuisen and ProfileMe
🎯 Bulletproof your Business with David Kop and FI Consult
📣 Quick Announcements with Francois du Toit and PROpulsion

Share your experience of cutting the fluff in the comments below!