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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

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#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.

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