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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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📘 Get the Financial Advisor Playbook
• Physical Book: https://www.takealot.com/the-financia...
• Digital Copy on Amazon:

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Are you working harder than ever but not feeling the progress? In this episode of PROpulsion LIVE, Francois explores what *real client value* looks like in today’s financial planning world — and how to build a practice that grows naturally because of it.

Discover a fresh way to think about your clients, your business, and your time. You’ll learn how to:

✅ Identify your most valuable clients and tailor your service around them

✅ Use data and digital tools to save time and serve better

✅ Create client experiences that build trust and long-term loyalty

✅ Communicate your value clearly through simple, honest marketing

This isn’t about adding more work — it’s about doing the right work for the right clients.

If you’re ready to build a business that feeds itself, this one’s for you.

🎯 *Watch now and explore how to create real client value that lasts.*

#FinancialPlanning #ClientExperience #PracticeGrowth #AdviserBusiness #propulsionlive

DIGITAL LOCKDOWN
https://inn8cpd.co.za/event/register/...

📊 Take the Professional Practice 10.0 Scorecard
🎯 https://www.propulsion.co.za/scoreyt

📘 Get the Financial Advisor Playbook
• Physical Book: https://www.takealot.com/the-financia...
• Digital Copy on Amazon: https://www.amazon.com/dp/B0D8BL2CGH

🌐 Learn more about PROpulsion and Becoming a member:
👉 https://www.propulsion.co.za/community

––––––––––––––––––––––––––––––––––––––
#FinancialPlanning #BusinessGrowth #ClientRelationship #HolisticAdvice #PROpulsionLIVE

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Are you running your practice — or is it running you?
In this episode of PROpulsion LIVE, Francois dives into how financial planners can gain control, confidence, and freedom by treating their practice like a proper business.

Learn how to separate personal and business finances, pay yourself like a professional, and build structure that gives you both stability and time back.

If you’re tired of living from one commission cycle to the next, this conversation will help you build a business that truly works for you.

📌 What you’ll learn:

The mindset shift from adviser to business owner

How to pay yourself a consistent salary

Separating personal and business finances

Building systems that free your time

Creating a plan for lasting growth

🎥 Join Francois and explore how to take back control — and build a business you’re proud to own.

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Are your clients struggling with fear, shame, or overwhelm when it comes to money?

In this episode of PROpulsion LIVE, we sit down with Samantha Sparkes, a personal finance coach who helps women change their money stories, build practical skills, and gain the confidence to take action.

We discuss:

-What financial coaching really is and how it differs from financial advice

-Why so many people feel stuck, even when they know the “right” steps

-Simple money skills that make the biggest difference in daily life

-The most common challenges Samantha sees in her clients

-Why financial advisers and coaches working together gives clients the best outcomes

📌 Resource: Take Samantha’s free Money Dysfunctions Assessment for Entrepreneurs: https://qualtricsxm3htzgdg96.qualtrics.com/jfe/form/SV_3Vit66mbl5neZCK

👉 Don’t miss this chance to learn how financial coaching can add depth to advice, and how it prepares clients to get the most from their adviser.

Subscribe for more conversations that help financial planners, advisers, and business owners explore new ways to grow.

ASCEND SUMMIT TICKETS: https://www.propulsion.co.za/propulsion-summit-tickets/

DIGITAL LOCKDOWN https://inn8cpd.co.za/event/register/154/10034092-b592-4e0e-ab73-65d1c144b17d

📊 Take the Professional Practice 10.0 Scorecard 🎯 https://www.propulsion.co.za/scoreyt

📘 Get the Financial Advisor Playbook • Physical Book: https://www.takealot.com/the-financia... • Digital Copy on Amazon: https://www.amazon.com/dp/B0D8BL2CGH

🌐 Learn more about PROpulsion and Becoming a member: 👉 https://www.propulsion.co.za/community