PROpulsion

Send us a text 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.

Send us a text 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

Send us a text 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

Send us a text 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

Send us a text 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. AI+FLOW WAITLIST https://aiplusflow.scoreapp.com 📊 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:

Send us a text 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

Send us a text 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.

Send us a text 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

Send us a text This week on PROpulsion LIVE, Francois sits down with Wouter de Witt and Emile van der Spuy, Certified Financial Planners® and co-founders of Gravitas Tax. With over 25 years of combined experience in retirement and tax planning, they’ve seen one thing repeatedly: advisers who ignore tax are leaving value on the table. That’s why they built Gravitas Tax, a powerful tool that gives advisers tax directive simulations to create clarity, confidence, and better outcomes for clients. We’ll explore why tax directive simulations are becoming essential, how they work in practice, and what they mean for the future of holistic financial planning. ASCEND SUMMIT TICKETS: https://www.propulsion.co.za/propulsi... 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 #TaxDirective #RetirementPlanning #HolisticAdvice #PROpulsio

Send us a text What does it take to stay relevant in a world that’s changing faster than ever? In this episode of PROpulsion LIVE, I’m joined by Richard Mulholland – speaker, author, and founder of Missing Link and Too Many Robots. From touring with Iron Maiden to coaching leaders across the globe, Rich has spent his career helping people and businesses stay relentlessly relevant. We explore: - Why relevance is today’s biggest challenge (and opportunity) - How AI changes the game for advisers and business owners - Richard’s three principles to avoid irrelevance - The power of storyselling in sales and client communication - Red team vs blue team thinking for the future This conversation is packed with bold insights, practical takeaways, and a bit of mischief too. 👉 Watch now to learn how you can explore new ways of thinking, selling, and leading to stay relevant in 2025 and beyond. 🔗 Resources mentioned: https://getrich.af/linkfarm –––––––––––––––––––––––––––––––––––––– ASCEND SUMMIT TICKETS: https://www.propulsion.co.za/propulsion-summit-tickets/ 📊 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 ––––––––––––––––––––––––––––––––––––––

Send us a text Living annuities are one of the most popular retirement income products in South Africa – but they come with strict rules that are often misunderstood. In this episode of PROpulsion LIVE, we sit down with Lize de la Harpe, Senior Legal Advisor at Sanlam Corporate, to explore what you can and can’t do with a living annuity. From income drawdowns and commutation rules to divorce settlements and beneficiary nominations, Lize unpacks the complexities in plain language and clears up common misconceptions. This is a must-watch for financial advisers and planners who want to give their clients the right guidance when it matters most. 📌 What we cover: 👉 How income drawdowns really work (and why they can only be changed once a year) 👉 The conditions under which a living annuity can be commuted 👉 Why the capital can’t be claimed in divorce proceedings 👉 The impact of the Montanari judgment and recent PFA amendments 👉 What advisers should know about beneficiary nominations Join us as we explore the fine print behind one of the most important retirement planning tools. Also in this episode: • FPI Current Affairs • Build with AI • Quick Announcements • Featured Guest ASCEND SUMMIT TICKETS: https://www.propulsion.co.za/propulsion-summit-tickets/ MONEY MAESTROS:https://moneymaestros.co.za/conference/ ADMIN AND SUPPORT SURVEY: https://www.propulsion.co.za/admin-and-support-in-financial-advice-survey/  BECOME A MEMBER: https://www.propulsion.co.za/propulsion-community/join-propulsion-community/

Send us a text This week on PROpulsion LIVE, Francois sits down with Ettienne Wilsnagh, a seasoned financial services professional with 31 years of experience — from advisor to franchise owner and business leader.   Ettienne shares his journey from starting in the life industry straight out of school, to running one of Old Mutual’s most successful franchises, and now turning his attention to guiding the next generation of advisers.   We explore: 👉 The lessons he learnt along the way 👉 Why many new advisers are struggling 👉 The success factors that truly matter 👉 His advice for anyone starting in the profession today   If you’re a financial adviser, planner, or practice owner looking for honest insights and real stories from someone who has walked the path, this conversation is for you.   🔔 Subscribe to PROpulsion LIVE for weekly conversations about building and running a thriving advice business. –––––––––––––––––––––––––––––––––––––– ASCEND SUMMIT TICKETS: https://www.propulsion.co.za/propulsion-summit-tickets/ TAXSPACE WEBINAR: https://us02web.zoom.us/webinar/register/WN_nIs67hA6QHiPo7zSpsrjSA ADMIN AND SUPPORT SURVEY: https://www.propulsion.co.za/admin-and-support-in-financial-advice-survey/  📊 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 ––––––––––––––––––––––––––––––––––––––

Send us a text AI is changing financial advice, but are you using it responsibly in your practice? In this episode of **PROpulsion LIVE**, Francois du Toit explores how advisers and planners can bring AI into their businesses without putting clients, or compliance, at risk. We’ll look at: ✅ Why responsible AI matters for advice firms ✅ The biggest risks: bias, data breaches, and explainability gaps ✅ How the *FPI Code of Ethics* provides a clear guide for AI use ✅ The *Crawl–Walk–Run* approach to adopting AI responsibly ✅ What “good” looks like in practice: real examples you can apply today With new guidance from the *FSCA* on cloud computing and data offshoring , financial advisers in South Africa face stricter rules than ever before. Uploading client data into tools like ChatGPT is risky, and may soon be outright non-compliant. But that doesn’t mean you can’t benefit from AI. From drafting blogs to summarising client meetings, there are plenty of safe ways to start. This episode is about building a client-centred, ethical approach that strengthens trust while helping you work smarter. 🔔 Subscribe to PROpulsion LIVE for more insights on financial planning, practice management, and the future of advice. 💬 What’s one low-risk way you’ll test AI in your practice this month? Share your thoughts in the comments! –––––––––––––––––––––––––––––––––––––– ASCEND SUMMIT TICKETS: https://www.propulsion.co.za/propulsi... TAXSPACE WEBINAR: https://us02web.zoom.us/webinar/regis... ADMIN AND SUPPORT SURVEY: https://www.propulsion.co.za/admin-an... 📊 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:

Send us a text What if just a few lessons could shift the entire trajectory of your business and personal growth? In this episode of PROpulsion LIVE, Francois du Toit shares the 7 most impactful, game-changing lessons he’s learned on his journey — from growing a business to navigating personal challenges and finding alignment along the way. These aren’t generic platitudes. They’re real-world, tested insights that have helped Francois make better decisions, create meaningful progress, and stay focused on what matters most. Whether you're: Building a financial planning business, Growing as a leader in your practice, Or simply reflecting on your next chapter… …this episode is for you. 🗣️ Join the conversation Which of the 7 lessons resonates with you the most? Drop it in the comments — we’d love to hear from you. 🔔 Like, Subscribe, and turn on notifications to stay inspired and future-fit. –––––––––––––––––––––––––––––––––––––– ADMIN AND SUPPORT SURVEY: https://www.propulsion.co.za/admin-an... TAXSPACE WEBINAR: https://us02web.zoom.us/webinar/regis... 📊 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

Send us a text AI is changing everything. But what if the real risks are not in what it does, but in what we fail to notice? In this solo episode of PROpulsion LIVE, Francois looks at the long-term risks of AI adoption for financial planners, advice firms, and the people they serve. From privacy erosion to job displacement, and from over-reliance on tech to the collapse of trust, this conversation highlights what is really at stake. With 2025 themed around “Explore,” this episode is not about fear, it is about awareness, responsibility, and choosing to shape a better future before it shapes us. If you are using AI (or planning to), this is one episode you cannot afford to miss. Let’s explore, ask better questions, and make smarter choices, together.

Send us a text In this week’s solo episode, Francois du Toit discusses one of the most overlooked causes of burnout, friction, and stagnation: misalignment. From your personal values to your tech stack. When things aren’t pulling in the same direction, everything feels harder. But when you find alignment across your life, business, systems, and people… that’s when things start to flow. It is not necessary to change everything, but it is important to recognise where the drag is and then realign what matters most. Which, honestly, is not as easy as it may sound. Subscribe for weekly inspiration and practical insight to help you thrive as a modern financial planner. ––––––––––––––––––––––––––––––––––––––  ADMIN AND SUPPORT SURVEY: https://www.propulsion.co.za/admin-and-support-in-financial-advice-survey/ 📊 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-financial-advisor-s-playbook/PLID95960184 • Digital Copy on Amazon: https://www.amazon.com/dp/B0D8BL2CGH 🌐 Learn more about PROpulsion 👉 https://www.propulsion.co.za/community ––––––––––––––––––––––––––––––––––––––  💬 Leave us a comment or question below – we’d love to hear from you!  🔔 Don't forget to subscribe and turn on notifications for future episodes. Disclaimer: Views expressed by guests are their own and do not necessarily reflect those of PROpulsion.

Send us a text This Friday on PROpulsion LIVE, we’re joined by powerhouse entrepreneur and award-winning financial adviser Wouter Snyman, founder of the attooh! Group. With over 33 years of experience, 16 books to his name, and a track record of building the #1 Discovery Group adviser firm for more than a decade, Wouter shares what it takes to future-proof your financial planning practice in South Africa’s fast-changing landscape. From real-world AI implementation to entrepreneurial leadership and the changing psychology of clients, this episode is packed with bold thinking and practical ideas. 🔍 Whether you're an adviser, business owner, or team leader — you’ll walk away with insights you can apply right now. See Wouter's website here: www.woutersnyman.co.za 🔔 Don’t forget to subscribe and hit the bell so you never miss an episode. BUY PROPULSION TECH TICKETS HERE: https://www.propulsion.co.za/propulsi... ADMIN AND SUPPORT SURVEY: https://www.propulsion.co.za/admin-and-support-in-financial-advice-survey/  TAXSPACE WEBINAR: https://us02web.zoom.us/webinar/regis... 📊 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 👉 https://www.propulsion.co.za/community –––––––––––––––––––––––––––––––––––––– 🔔 Subscribe and hit the bell to get notified when we go LIVE! #FinancialPlanning #AdviceProfession #PROpulsionLIVE #FutureOfAdvice #PlannerGrowth #ClientExperience #Explore2025 #FinancialPlanning #AdviceTech #Entrepreneurship #AIforAdvisers #FutureReady #PropulsionLIVE #SouthAfrica #Leadership #BusinessGrowth

Send us a text We’re not easing into the future of financial planning... we’re already in it. And yet, many advisers still find themselves facing the same big issues day after day. In this powerful episode, Francois du Toit unpacks the 7 major problems currently reshaping the advice profession, and what forward-thinking planners can do about them. From outdated engagement models and shifting client expectations to new demands on skills, tech, and mindset, this is a call to adapt, evolve, and lead. Whether you’re just starting out or leading a seasoned firm, this episode offers practical insight and strategic thinking for those ready to thrive - not just survive - in the new era of advice. 👇 Watch now to explore: • The biggest pressures facing financial planners today • What’s changing in how clients want to be served • The skills, tools and mindset required for modern relevance • How to evolve your advice model without losing your purpose 🎯 If you’ve felt the tension between where the industry is and where it needs to go — this episode is for you. –––––––––––––––––––––––––––––––––––––– BUY PROPULSION TECH TICKETS HERE: https://www.propulsion.co.za/propulsion-tech-tickets/ AI TRAINING: https://www.propulsion.co.za/propulsion-ai-training-for-financial-advisers-lets-build-custom-gpts/ TAXSPACE WEBINAR: https://us02web.zoom.us/webinar/register/WN_3vkHSB2WR5qxGTFCk2Pbpw#/registration 📊 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-financial-advisor-playbook/PLID80091341 • Digital Copy on Amazon: https://www.amazon.com/dp/B0D8BL2CGH 🌐 Learn more about PROpulsion 👉 https://www.propulsion.co.za/community –––––––––––––––––––––––––––––––––––––– 🔔 Subscribe and hit the bell to get notified when we go LIVE! #FinancialPlanning #AdviceProfession #PROpulsionLIVE #FutureOfAdvice #PlannerGrowth #ClientExperience #Explore2025

Send us a text In this episode of PROpulsion LIVE, we sit down with SEO coach and digital strategist Carla dos Santos to unpack the changing search landscape. With AI Overviews, featured snippets, and Google answering questions without a single click — how can businesses stay visible? Carla shares 20+ years of experience in the digital world and breaks down what these changes mean for your brand, your website, and your long-term visibility. We explore: 🔍 Why "clicks" aren't the only metric that matters anymore 📈 How to build topical authority and E-E-A-T (Experience, Expertise, Authoritativeness, Trust) 🧠 The SEO mindset shift needed to stay relevant in an AI-first world ✨ Strategic actions you can take right now to future-proof your content –––––––––––––––––––––––––––––––––––––– 🔗 Related Links: • Carla's Article on Zero-Click SERPs: https://theseocoach.co.za/seo-news/se... –––––––––––––––––––––––––––––––––––––– BUY PROPULSION TECH TICKETS HERE: https://www.propulsion.co.za/propulsi... AI TRAINING: https://www.propulsion.co.za/propulsi... TAXSPACE WEBINAR: https://us02web.zoom.us/webinar/register/WN_3vkHSB2WR5qxGTFCk2Pbpw#/ 📊 Take the Professional Practice 10.0 Scorecard: 🎯 https://www.propulsion.co.za/scoreyt (https://www.youtube.com/redirect?even...) 📘 Get the Financial Advisor Playbook • Physical Book: https://www.takealot.com/the-financia.. (https://www.youtube.com/redirect?even...) . • Digital Copy on Amazon:

Send us a text In this episode of PROpulsion LIVE, we sit down with Sharon Moller, Financial Planning Coach at Old Mutual Wealth, to explore a critical question: in a world where AI can do almost everything… what’s left for human financial planners to do? Sharon believes the answer lies in coaching—not the problem, but the person. With 19 years of experience and deep coaching expertise, Sharon shares how planners can use tools like budgeting, cash flow modelling, and goal setting as powerful coaching opportunities. You'll hear real examples, gain practical tips, and walk away inspired to deliver the kind of value that no AI ever could. Whether you're a seasoned planner or just starting out, this conversation will help you reimagine your role in a high-tech, human-first future. –––––––––––––––––––––––––––––––––––––– BUY PROPULSION TECH TICKETS HERE: https://www.propulsion.co.za/propulsion-tech/ AI TRAINING: https://www.propulsion.co.za/propulsion-ai-training-for-financial-advisers-a-gentle-introduction/ 📊 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 👉 https://www.propulsion.co.za/community –––––––––––––––––––––––––––––––––––––– 💬 Leave us a comment or question below – we’d love to hear from you! 🔔 Don't forget to subscribe and turn on notifications for future episodes. Disclaimer: Views expressed by guests are their own and do not necessarily reflect those of PROpulsion.