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In this season finale of PROpulsion LIVE, we look back at 2024 and share the top lessons for financial planners. From simplifying processes to embracing new strategies, this episode captures the most impactful insights from the past year.

We’ll cover the key takeaways that can help financial planners build better businesses, foster stronger client relationships, and achieve personal and professional growth. Whether you’re a financial planner, adviser, or firm owner, this episode is packed with actionable ideas to prepare you for 2025 and beyond.

Thank you for being part of Season 5. Stay tuned for what’s next!

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In this episode of PROpulsion LIVE, we explore the journey from financial advice to comprehensive financial planning. We unpack the distinctions between brokers, financial advisers, and financial planners, highlighting how financial planning provides a deeper, more holistic approach to serving clients.

Discover why moving beyond advice to a full planning model benefits both professionals and their clients. We’ll share actionable insights, practical steps, and real-world examples to help financial advisers transition to a more impactful way of working.

Whether you're looking to enhance client relationships, improve long-term outcomes, or future-proof your business, this episode is a must-watch.

Subscribe to our channel for more episodes that provide practical strategies and tools for financial professionals.

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Disclaimer: The views and opinions expressed by guests on our show do not reflect the official stance of our platform. We do not endorse or promote any guest, their views, or any products and services they might represent.


Take the Professional Practice 10.0 Scorecard --

See how your business scores:

🎯 https://www.propulsion.co.za/scoreyt


Get the Financial Advisor Playbook Now: --

Physical Book: https://www.takealot.com/the-financia...

Get the digital copy on Amazon:

https://www.amazon.com/dp/B0D8BL2CGH


Learn more about PROpulsion: --

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In this episode of PROpulsion LIVE, we’re joined by Errol Meyer, a financial expert with over 30 years of industry experience and author of Business Financial Planning. Errol dives deep into the importance of business succession planning, the role of life insurance, and strategies for ensuring a strong financial future for businesses. With insights from his latest book, Errol shares practical guidance for advisers and business owners on creating robust plans that secure long-term stability and financial security.

Don’t miss this valuable conversation with Errol Meyer, designed to provide financial professionals with actionable insights to enhance their advisory skills and support business clients in securing their legacies.

Disclaimer: The views expressed by guests are their own and do not reflect the official stance of this platform.

Connect with Errol:

Errol on LinkedIn: / errol-gottfried-meyer-68840b146

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Disclaimer: The views and opinions expressed by guests on our show do not reflect the official stance of our platform. We do not endorse or promote any guest, their views, or any products and services they might represent.


Take the Professional Practice 10.0 Scorecard --

See how your business scores:

🎯 https://www.propulsion.co.za/scoreyt


Get the Financial Advisor Playbook Now: --

Physical Book: https://www.takealot.com/the-financia...

Get the digital copy on Amazon:

https://www.amazon.com/dp/B0D8BL2CGH


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In this episode, we host an insightful panel discussion with Guy Holwill, CEO and founder of Fairbairn Consult, and Zeyn Ally, a senior leader with decades of experience in financial services. Together, they explore the power of Client Experience (CX) as a transformative tool for financial advisory success.

Guy shares his perspective on how CX has evolved to become the ‘new marketing’ for advisors, and Zeyn dives into Fairbairn’s unique approach to creating an advisor-centric experience. They reveal the foundational elements that build trust, loyalty, and satisfaction—transparency, respect, and feedback-driven improvement.

From refining advisor experiences to measuring performance with innovative programs like the Extra Mile Club, this conversation offers a wealth of insights for any financial advisor looking to strengthen their practice and deepen client relationships.

Connect with Our Guests:
Guy Holwill on LinkedIn: / guy-holwill-7714142
Zeyn Ally on LinkedIn: / zeyn-ally-a354759a

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Disclaimer: The views and opinions expressed by guests on our show do not reflect the official stance of our platform. We do not endorse or promote any guest, their views, or any products and services they might represent.


Take the Professional Practice 10.0 Scorecard --

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🎯 https://www.propulsion.co.za/scoreyt


Get the Financial Advisor Playbook Now: --

Physical Book: https://www.takealot.com/the-financia...

Get the digital copy on Amazon:

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In this episode of PROpulsion LIVE, we explore how financial advisers and planners can expand their income with alternative revenue streams. As the industry evolves, traditional models like asset-based fees and commissions aren’t always enough. Many advisers are finding value in diversifying their offerings to include subscription-based services, stand-alone planning, digital products, content creation, and consultancy.

Gain valuable insights on creating a resilient and future-ready business model that aligns with the changing financial landscape. Subscribe to our channel for more episodes on strategies to elevate your practice.

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In this episode, we interview Mickey Gambale, a dynamic leader in financial services with experience across investments, insurance, and asset management. Mickey will share his insights on the crucial role of life insurance in holistic financial planning, offering practical advice for financial advisers on how to balance risk cover with investments.

Mickey discusses how life insurance serves as the bedrock of financial planning, why it’s essential for protecting wealth, and how it can be a key tool for building generational wealth. He also delves into the shift toward living benefits, such as critical illness and income protection, and explains how these can enhance client relationships and long-term retention.

Join us to learn how life insurance can help protect and build wealth, offer long-term financial security, and position financial advisers as holistic planners.

Subscribe to our channel for more episodes that provide practical advice and strategies for financial advisers looking to elevate their practice.

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Disclaimer: The views and opinions expressed by guests on our show do not reflect the official stance of our platform. We do not endorse or promote any guest, their views, or any products and services they might represent.

Connect with Mickey:
https://www.linkedin.com/in/mickey-gambale-b578b53/

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In this episode of PROpulsion LIVE, we sit down with Rizanne Oosthuisen, founder and CEO of ProfileMe.app. Rizanne shares her entrepreneurial journey, from founding a start-up to leading the most innovative advice technology platform.

We’ll explore how she built ProfileMe from the ground up, the lessons she learned as a woman in tech, and the strategies she used to create a strong team and culture. Rizanne also shares valuable advice for aspiring entrepreneurs and how to navigate the challenges of live tech innovation.

Join us to learn more about Rizanne’s journey and the entrepreneurial insights she has gained along the way.

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Disclaimer: The views and opinions expressed by guests on our show do not reflect the official stance of our platform. We do not endorse or promote any guest, their views, or any products and services they might represent.

• Take the Professional Practice 10.0 Scorecard --

See how your business scores:

🎯 https://www.propulsion.co.za/scoreyt

• Get the Financial Advisor Playbook Now: --

Physical Book: https://www.takealot.com/the-financia...

Get the digital copy on Amazon:

https://www.amazon.com/dp/B0D8BL2CGH

• Learn more about PROpulsion: --

👉 https://www.propulsion.co.za/community