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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?

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Clients are getting financial advice from ChatGPT, TikTok, YouTube, and finfluencers before they ever speak to an adviser. So how should advisers respond?

In this episode of PROpulsion LIVE, we unpack what this shift means for financial advisers and planners in South Africa.

This is not a panic-driven conversation about AI or social media. It is a practical look at how advisers can respond when clients arrive with opinions, ideas, and recommendations from outside sources.

In this episode, we cover:

why clients are turning to AI, TikTok, YouTube, and finfluencers
what makes this risky for clients
why human advisers still matter more than ever
how advisers should respond when clients bring outside advice into the conversation
what advisers need to do next to stay relevant, trusted, and useful

The real issue is not that clients are getting information from everywhere. The real issue is whether advisers know how to respond with clarity, confidence, and good judgement.

If you are a financial adviser, planner, practice owner, or team leader, this episode will help you think more clearly about trust, accountability, and the changing role of advice.

Subscribe to PROpulsion LIVE for weekly conversations on building better advisers and better advice businesses.

#FinancialAdviser #FinancialPlanner #AIAdvice #Finfluencers #ChatGPT #FinancialPlanning #SouthAfrica #WealthManagement