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AI 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 risk
Why scams and impersonation are becoming harder to spot
What advice firms should know before using AI tools
Why client data and confidentiality need greater care
How advisors can educate clients about AI-driven scams
Simple cyber habits every advice firm should build
Why the human advisor becomes more important, not less

This 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

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Most 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 conversation
How to build trust in the first few minutes
How to turn disclosure into a trust-building conversation
A simple opening question that changes the whole meeting
How to make fact finding feel less mechanical
How to connect income and spending to the client’s goals

This 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

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What 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 authority

This 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?