Recordings - February 2025
Session 1
Session 2
Session 3
Session 4
Session 5
Session 6
Download the eBook
Session 1
Foundations of effective advice engagement Part 3 with Bennie Gouws
Advice Engagement is the discipline of delivering value-adding advice to clients in a way that they understand and which empowers them to make informed decisions, whilst highlighting the value of the financial planner. This approach helps us to reimagine how we deliver financial planning.
Part 1 and 2 covered the research highlighting the fundamental challenge with rendering financial planning, and the principles of delivering more engaging advice to clients.
Part 3 will focus on whether this approach is scalable and whether it can be delivered cost effectively.
Download Bennie’s Slides
Session 2
Inter-generational Wealth Transfer with Tiaan Herselman
As we witness a significant shift in the movement of wealth between generations, it’s crucial to understand the evolving mindset of Gen Z and Millennials — the investors of the future. In today’s interconnected world, families no longer confine themselves to a single location. This has given rise to the crucial need for intergenerational wealth transfer.
Key Takeouts are:
- How these younger generations are reshaping the investment landscape
- Practical insights into how to best position your financial practice to leverage this generational wealth transfer
- How to simplify investments for your practice so that it is:
- Low cost and reliable
- Diversified
- Bespoke and personalised
Download Tiaan’s Slides
Coming soon
Session 3
The Digital Savvy Adviser: Marketing Trends Shaping Client Engagement in 2025 with Rizanne Oosthuisen
The digital landscape is evolving rapidly, and financial advisers must adapt to stay relevant and connected with their clients.
Join Rizanne Oosthuisen from ProfileMe as she unveils the marketing trends set to shape client engagement in 2025. This talk delivers actionable strategies tailored to financial advisers, empowering you to stand out, build trust, and drive results.
Key topics include:
- Short-Form Video Dominance: Capture attention with short form video to drive audience growth.
- Hyper-Local Marketing: Connect authentically with communities to enhance engagement.
- Expert-Led Content: Establish authority and credibility with content guided by industry experts.
- Interactive Content: Use quizzes, polls, and tools to create memorable and engaging experiences.
- User-Generated Content (UGC): Harness social proof to amplify brand authenticity and reach.
- WhatsApp Marketing: Streamline communication and improve client responsiveness.
Download Rizanne’s Slides
Session 4
Are you drinking your own Kool Aid – Importance of Budgeting with Zeyn Ally
Just as you might advise a client to make some sacrifices today for a more secure future in retirement or investment planning, the same principle should apply to you and your own business.
Being disciplined with budgeting for your practice and yourself (if the practice is incorporated) is crucial for ensuring a healthy and sustainable future.
A budget fosters financial discipline, helping advisors live within their means, make informed business investment decisions (like tools, training, and technology), and maintain clear boundaries between personal and business finances.
It’s a powerful tool that can help you plan for retirement both personally and as part of your business succession planning.
Budgeting is a cornerstone of financial planning for advisors who also own businesses. It provides control over both personal and business finances, ensuring sustainability, growth, and long-term success.
So, let’s make sure we’re drinking our own Kool-Aid and practicing what we preach when it comes to budgeting!
Download Zeyn’s Slides
Session 5
The Power of Platforms in your advice practice with Michael Mulder
An engaging session that unpacks how modern technology platforms can help financial advisers work more effectively.
We’ll look at the practical ways different platforms – from client management systems to financial planning software – can streamline your daily tasks and improve how you work with clients. Whether you’re just starting to use platforms or looking to make better use of your existing systems, we’ll share real-world examples and practical steps you can take straight away.
We’ll discuss both the advantages, like saving time and improving client communication, and the realistic challenges you might face, such as initial costs and training needs.
By the end of the session, you’ll have a clear picture of how to choose and use platforms that truly suit your practice’s needs and help you deliver better value to your clients.
Download Michael’s Slides
Session 6
AI – Why you should be terrified, but also, why you should not be with Johan Vosloo & Francois du Toit
AI is the tech buzzword of the moment. As always with technological revolutions, there’s a lot of hype and hot air surrounding it, but also immense value to be gained.
This discussion will unpack and explain some of the technologies in laymen’s terms, bust some myths, and highlight some practical ways financial advice professionals can leverage the current and upcoming tools to their advantage.
Download the eBook
Get the highlights from one of the most insightful events for financial planners and advisers, all in one place. Our Day of CPD Key Takeaways eBook brings together the most valuable lessons from leading experts in the industry.
This guide is packed with practical insights to help you:
- Bridge the value perception gap – Make your advice clearer, more engaging, and action-driven.
- Prepare for the next generation of wealth – Learn how to connect with younger clients and help them build lasting wealth.
- Sharpen your marketing strategy – Discover trends and tips to market your services effectively in 2025 and beyond.
- Streamline your business – Leverage technology, platforms, and AI to boost efficiency and free up more time for clients.
- Reassess your financial habits – Apply the same principles you share with clients to strengthen your own financial foundation.
Why Download This eBook?
- No sign-ups, no emails, no strings attached—just free, valuable insights.
- Easy-to-read summaries of each session, with clear actions you can take.
- Stay ahead of the curve with fresh ideas for growing your business and deepening client relationships.
Ready to Level Up Your Practice?
Click below to download your free copy of the Day of CPD Key Takeaways and start putting these ideas into action today.
Stay connected, stay curious, and keep raising the bar with PROpulsion.
