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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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https://www.youtube.com/@PROpulsionLive

#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:
https://www.propulsion.co.za/propulsi...

atWORK AI Fact or Fiction Survey
https://www.surveymonkey.com/r/AI_atWORK

Learn more about the PROpulsion Community:
https://www.propulsion.co.za/community

PROpulsion AI Training:
https://www.propulsion.co.za/propulsi...

PROpulsion Podcast:
https://propulsion.buzzsprout.com/


#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!

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This week on PROpulsion LIVE, we’re diving into a game-changing shift: moving beyond a client list and creating a true client community.

Why does this matter? When clients connect with you—and each other—you build trust, loyalty, and natural referrals. A strong community isn’t just about engagement; it’s about business growth, deeper relationships, and long-term success.

Our 2025 theme, “Explore,” is about discovering new opportunities and fresh approaches—and this episode will help you do just that.

Let’s explore a new way to connect with clients—one that grows your business while making a bigger impact.

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CLICK HERE https://www.youtube.com/@PROpulsionLive

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AI is changing the way financial advisers work. Some see it as a challenge, others as an opportunity. The question is—how do you make AI work for you instead of against you?

In this episode of PROpulsion LIVE, we explore how financial advisers can embrace AI to grow their businesses, improve efficiency, and enhance client relationships.

AI is no longer a future concept—it’s already shaping the financial services industry. Many advisers feel excited yet uncertain about how to integrate AI into their practices. The key is understanding how AI can streamline operations, personalise client experiences, and allow you to focus on what truly matters—helping your clients achieve their financial goals.

Join us for this insightful session as we explore how AI can work with you to build a more sustainable and profitable practice.

Leave us a comment with your thoughts and questions!

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Disclaimer: The views and opinions expressed in this episode are for informational purposes only and do not constitute financial or investment advice.