Send us Fan Mail

Can your financial advisory business keep growing without you having to work longer hours or personally serve every new client?

Many financial advisers build successful practices through their own hard work, relationships and expertise. But as the business grows, the very things that made them successful can start limiting their ability to grow further.

In this episode of PROpulsion LIVE, we welcome *Marius van der Merwe* to explore how financial advisers can move beyond their personal capacity and build businesses designed for sustainable growth.

Marius brings extensive leadership experience in financial services, having held regional and management roles at Liberty and Sanlam. His background in financial planning, management, strategy and design thinking provides a valuable perspective on what it takes to build and grow an advisory business.

*We'll explore:*

• Why advisers often become the biggest constraint on their business's growth.
  
  
• How to develop a clear growth and go-to-market strategy.
  
  
• Why repeatable systems and processes matter.
  
  
• How technology, people and compliance support business growth.
  
  
• The difference between growing income and building lasting business value.
  
  
• Why income diversification and succession planning deserve attention long before retirement.
  
  
• Practical steps advisers can take to reduce the business's dependence on them.
  
  

Whether you're an independent financial adviser, part of a growing practice or leading an established advisory business, this conversation will help you think differently about how your business grows.

*The big question: How do financial advisers build businesses that can grow beyond their own time, capacity and involvement?*

Our 2026 theme is *From Knowing to Doing*, so we'll finish with practical steps you can start applying in your own business.

Join us for a conversation about building a financial advisory business that is not only successful today, but valuable and transferable in the future.

Subscribe to PROpulsion LIVE for weekly conversations about building better financial planning businesses.

#FinancialAdvisers #PracticeManagement #BusinessGrowth #PROpulsionLIVE

Send us Fan Mail

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.

Send us Fan Mail

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.