PROpulsion LIVE

Send us Fan MailWhat happens when an adviser is under pressure, tired, defensive, or emotionally charged?In this episode of PROpulsion LIVE, Francois du Toit speaks with counsellor Chris Fischer about self-awareness, emotional responsibility, human behaviour, and the way we show up in business, leadership, client meetings, and life.For financial advisers and business owners, technical skill matters. But the way you respond under pressure can shape trust, communication, team culture, client confidence, and the quality of your decisions.We explore why self-awareness matters, whether emotions can be separated from business, the difference between blame and responsibility, and why people react the way they do when pressure rises.We also look at how advisers can use these insights in client meetings, especially when clients are anxious, defensive, overwhelmed, or unsure.This conversation is part of our 2026 theme: From Knowing to Doing. Many of us know that communication, trust, and relationships matter. The next step is learning how to notice our patterns and respond with more care, clarity, and responsibility.In this episode, we discuss:- Why self-awareness matters in business and life- What emotional responsibility looks like in practice- Why people react under pressure- How blame keeps people stuck- How advisers can notice their own behaviour patterns- How client emotions affect financial decisions- How to become more present in difficult conversationsConnect with Chris on LinkedinVisit the TAG websiteSubscribe to PROpulsion LIVE for weekly conversations that help financial planners, advisers, and business owners build better practices and better lives.

Send us Fan MailWhat if the most important leadership role of your life is the one you were never trained for?In this episode of PROpulsion LIVE, I sit down with Derek Notman and H. Adam Holt from REBL Dads for a conversation about fatherhood, ambition, leadership, loneliness, and what it takes to show up better at home.This is not a formal interview. Derek, Adam, and I know each other well, and I was privileged to spend time with them on Necker Island as part of the REBL Dads journey. So this conversation feels more like friends sitting together and speaking openly about what many fathers carry in silence.We talk about where REBL Dads started, why Derek and Adam felt the need to build a brotherhood for fathers, how Sir Richard Branson became part of the story, and the challenge he gave them: how are you going to help more dads?That challenge led to the new book, REBL Dad: Responsible Entrepreneur Balanced Leader Dad, built from interviews with 103 fathers from around the world. The book includes more than 300 action items to help fathers move from knowing what matters to doing something about it.In this conversation, we explore:Where the REBL Dads idea startedThe first Necker Island gatheringSir Richard Branson’s challengeThe loneliness many successful fathers carryLessons from 103 fathersThe principles behind the bookMoving from knowing to doingWhere to get the bookREBL Dad is available on Kindle, with the physical book available from June.Learn more and order the book:https://rebldads.comhttps://www.amazon.com/dp/B0GZWW4FNBConnect with Derek Notman and H. Adam Holt on LinkedIn.Subscribe to PROpulsion LIVE for more conversations on financial planning, business, leadership, technology, client experience, and personal growth.

Send us Fan MailAI is changing the risk landscape for financial advisors, their clients, and their businesses. Scams are becoming more believable, impersonation is becoming easier, and client trust can be damaged in ways many advice firms may not be ready for.In this episode of PROpulsion LIVE, I speak with Nevashan Pillay about AI, cybersecurity, client trust, and the future of financial advice.Nevashan has more than 20 years of experience in financial services, insurance, digital change, operations, technology transformation, regulatory change, AI agent workflows, and cyber insurance product development. In this conversation, we focus on what financial advisors need to understand now as AI changes both the opportunity and the risk.We discuss why cybersecurity is no longer only an IT topic. It is now a business issue, a client trust issue, and a professional relevance issue. Clients are already using AI tools. Criminals are using AI to make scams more convincing. Advice firms are starting to use AI in their daily work, often without clear rules around privacy, confidentiality, and governance.This episode will help financial advisors think about how to use AI in a safer, more responsible way while protecting clients from new forms of digital risk.We discuss:How AI is changing cyber riskWhy scams and impersonation are becoming harder to spotWhat advice firms should know before using AI toolsWhy client data and confidentiality need greater careHow advisors can educate clients about AI-driven scamsSimple cyber habits every advice firm should buildWhy the human advisor becomes more important, not lessThis conversation is part of our 2026 theme: From Knowing to Doing.The goal is not only to understand AI and cybersecurity. The goal is to take practical steps that protect clients, protect the practice, and strengthen the value of human advice.#FinancialAdvice #Cybersecurity #AI #FinancialPlanning #ClientTrust #AIinFinance #FinancialAdvisors #PROpulsionLIVE

Send us Fan MailMost financial planners know that client meetings matter. The harder part is running meetings that feel clear, useful, human, and focused on the client.In this episode of PROpulsion LIVE, Francois du Toit shares six client meeting skills that can help financial planners turn good advice into better conversations and better action.This episode is practical: what can advisers do differently in their very next meeting?We will look at how to reframe your value, build trust early, position disclosure in a client-centred way, ask a better opening question, make fact-finding feel more natural, and connect the numbers back to the client’s goals.This episode forms part of the 2026 PROpulsion LIVE theme: From Knowing to Doing.In this episode, we cover:Why clients often focus on products and how to shift the conversationHow to build trust in the first few minutesHow to turn disclosure into a trust-building conversationA simple opening question that changes the whole meetingHow to make fact finding feel less mechanicalHow to connect income and spending to the client’s goalsThis episode is for financial planners, financial advisers, practice owners, managers, and anyone who wants to improve client conversations.Question for the comments:What is one client meeting skill you want to practise more often?Subscribe to PROpulsion for more practical conversations on building better financial planning businesses.#FinancialPlanning #FinancialPlanner #ClientMeetings #FinancialAdvice #PROpulsionLIVE

Send us Fan MailWhat can financial advisors learn from influencers?Not the noise. Not the fake confidence. Not the chase for likes. The useful lesson is much simpler: the best creators know how to earn attention, explain ideas clearly, build trust, and make people feel understood.In this episode of PROpulsion LIVE, Francois du Toit looks at what advisors can learn from people who are good at capturing attention without losing trust or depth.We will unpack seven lessons financial advisors can use in their own businesses:• How to explain complex ideas simply• Why consistency beats perfection• Why personality creates connection• How storytelling helps people remember your message• Why audience psychology matters• How community beats broadcasting• Why visibility now plays a bigger role in authorityThis episode is not about becoming an influencer. It is about becoming easier to understand, easier to remember, and easier to trust.Clients are busy. They are distracted. They are overwhelmed by information. They do not need advisors to sound more technical. They need advisors who can bring clarity, speak plainly, and show up in a way that feels human.As part of our 2026 theme, From Knowing to Doing, this episode will help you choose one simple action to improve your communication and visibility this week.People do not follow expertise. They follow people who make them feel understood.Subscribe to PROpulsion LIVE for weekly conversations on building better financial planning businesses.Share your thoughts in the comments: What is one thing financial advisors can learn from great creators?