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When the technology behind a financial platform changes, advisers can feel the impact long before the project is finished.

In this episode of PROpulsion LIVE, Georgina Smith joins us to unpack the recent migration of assets from the legacy STANLIB LISP platform to INN8, an 18-month project involving multiple channels, advisers, clients, products and internal teams.

We explore what made the migration work, what the team learned along the way, what Georgina would do differently, and why communication, preparation, feedback and expectation management matter so much during major technology change.

Georgina also shares the parallels between managing a prozject of this scale and her 72 km open-water swim from Fish Hoek to Hout Bay, including the role of preparation, resilience, teamwork and adapting when conditions change.
For financial advisers, the conversation turns practical.

We discuss:
- Why advisers should care when platform technology changes
- What questions they should be asking
- How technology change can affect advisers, support teams and clients
- What good communication and support from a platform should look like
- Why adviser engagement matters before, during and after the change
- What advisers can do to prepare rather than simply react

The big question we explore is:
What can advisers learn from a major platform migration about preparing for and managing technology change?

PROpulsion LIVE helps financial planners and advice businesses move From Knowing to Doing.

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What does it take for financial advice to be experienced as a profession, rather than a product-driven sales process?

In this episode of PROpulsion LIVE, I speak with Jeff Paul about what needs to change if financial advisers want to build client-centred, professional and intergenerational advice practices.

Jeff has spent almost three decades in financial advice, leadership and adviser development. His career has taken him from financial adviser to senior leadership roles within Liberty, Managing Director of EQ-FIN, and now co-founder of Curated Wealth powered by Adviceworx.

We explore:

- Why some clients still question whether advice is driven by their needs or by products
- What client-centred financial planning looks like in practice
- How advisers can move from a financial plan to an intergenerational life-map
- The impact of incentives, product structures and business models on advice
- What professionalism demands beyond qualifications
- Why lifelong learning matters
- The role technology and AI should play in the advice process
- What advisers can start changing in their own practices

The big question guiding the conversation is:

**What needs to change for financial advice to be experienced by clients as a profession, rather than a product-driven sales process?**

PROpulsion LIVE helps financial planners and advice businesses move from knowing to doing, with practical conversations about building better financial planning businesses.

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Is your technology making your business simpler, or are you changing the way your business works just to fit your technology?

In this episode of PROpulsion LIVE, I speak with Pieter Teessen of Teessen Consulting about how financial services businesses can use technology to reduce operational friction, connect information and give their people more time to focus on clients.

We explore an important question: How do you use technology to simplify your business rather than forcing your business to fit the technology?

Our conversation covers:
- Why businesses can end up adapting their processes around generic systems
- How to tell the difference between a technology problem and a process problem
- The cost of having client information spread across multiple systems
- Where automation and AI can reduce repetitive administration
- How better internal processes can improve the client experience
- What to consider when choosing a technology partner
- Where to start if your current technology environment has become too complicated

Pieter brings more than 25 years of experience working with financial services businesses through Teessen Consulting. Their work includes technology platforms such as InsureSuite, InsureCRM, CommSplit and InsurePortal, alongside consulting focused on business processes and operations.

If you work in a financial planning, advice, insurance or brokerage business, this conversation will help you think differently about the relationship between your processes and the technology supporting them.

The goal is not more technology. It is technology that helps the business work better.

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