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In this episode of PROpulsion LIVE, Francois du Toit speaks with leadership development specialist Igno van Niekerk about situational leadership and what it looks like in real working life.

This conversation looks at how leaders can adapt their approach to different people, roles, and situations. Whether you lead advisers, admin staff, support teams, or a wider business unit, this episode will help you think more carefully about how to lead people well.

Igno draws on more than 25 years of leadership development experience, his work on Light on Leadership, and his research into leadership and storytelling. Together, Francois and Igno unpack how leaders can use situational leadership in practical ways, while also looking at ideas from transformational leadership, including the four I’s.

In this episode, we explore:

✅ what situational leadership means in practice
✅ how to lead different people in different ways
✅ how to support growth without losing accountability
✅ how leadership changes across small firms and large organisations
✅ what better leadership looks like for advice, admin, and support teams

This episode is for financial planners, advisers, firm owners, managers, team leaders, and anyone who wants to support people better at work.

Subscribe to PROpulsion LIVE for more conversations on building better financial planning businesses and better teams.

#SituationalLeadership #LeadershipDevelopment #FinancialPlanning #TeamLeadership #AdviceBusiness

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How can financial planners use tech and AI in a practical way without losing the human side of advice?

In this episode of PROpulsion LIVE, we look at how tech and AI can help financial planners and advice businesses work better, serve clients better, and grow with more intention. This is not about chasing every new tool. It is about using the right tools in the right places.

We unpack how AI is changing customer behaviour, why human-centred design still matters, and where AI can help across the client journey. We also look at practical use cases such as meeting prep, meeting notes, follow-up emails, client education, marketing, business growth, onboarding, training, and more.

We also talk openly about the risks. AI is useful, but it is not flawless. Bias, hallucinations, and poor judgement can all create problems if advisers are not careful. That is why ethics, review, and human responsibility still matter.

If you are a financial planner, adviser, business owner, or leader in an advice firm, this episode will help you think more clearly about where to start and what to do next.

In this episode:

Why AI is already changing client expectations
How to keep advice human while using better technology
Simple ways to use AI before, during, and after meetings
How AI can support education, marketing, and business growth
Why it is often a process problem, not a tool problem
What financial planners need to watch out for when using AI

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#FinancialPlanning #AIForAdvisers #AdviceBusiness #ClientExperience #FinancialAdvisers

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In this Part 2 conversation with Johann Maree, we take on the hard questions that came out of the last episode on fee-based advice.

We talk plainly about how a book (or rather a business) is valued, how fees are collected, what to do when clients default, and how to think about clients who cannot afford advice right now. We also unpack LVC, whether the old formula still works, and what advisers need to rethink in light of regulation and AI.

Most of all, we tackle the big question: how do you move from your current model to a fee-based business in real life? Johann shares a practical 90 to 120-day way to start making the shift.

This is a direct conversation for financial planners, advisers, and firm owners who want honest answers, not safe ones.

In this episode:

How a book of business is really valued
How fee collection works in practice
What to do about bad debt and defaults
How to serve clients who cannot pay now
What LVC means and whether it still matters
The 7 steps to moving to a fee-based model
A 90 to 120-day plan to begin the transition

If this episode helps you, please like, subscribe, and share it with another adviser or planner.

#FinancialPlanning #FeeBasedAdvice #FinancialAdvisers #AdviceBusiness #PracticeManagement