Send a text

The Great Wealth Transfer is already underway. Trillions in assets will move from one generation to the next over the coming decades. Yet many financial advisers are still unprepared, both for their clients’ intergenerational planning and for their own succession.

In this episode of PROpulsion LIVE, Francois speaks to Mark Hedderman CFP®, President of the LIA and CEO of Hedderman Financial Solutions, about what advisers must start doing now.

They explore:

• Why so many heirs change adviser after inheriting
• How to engage the next generation before wealth transfers
• The difference between continuity planning and real succession planning
• What private equity and consolidation mean for smaller firms
• How to protect and grow the value of your advisory practice
• Practical steps to move from knowing to doing

This conversation is essential viewing for financial planners, financial advisers, and advisory firm owners who want to protect their client relationships, strengthen their firm value, and build a lasting legacy.

If you are serious about intergenerational planning and adviser succession, this episode will challenge and guide you.

Subscribe for weekly conversations on building and running a successful financial planning business.

PDF from Sam's segment - Visibility is Value: https://www.propulsion.co.za/wp-conte...

Send a text

Winning FPI’s Professional Practice of the Year is a big moment.

But trophies don’t build businesses. Daily decisions do.

In this first episode of Season 7, we sit down with Wouter Fourie from Ascor® Independent Wealth Managers to unpack what it actually takes to build an award-winning financial planning firm.

This is not a celebration piece. It’s a practical conversation.
We talk about the years behind the recognition. The standards they refuse to compromise on. The systems that keep the business consistent. The leadership lessons that shaped the team. And the uncomfortable decisions that had to be made along the way.

If you run a financial planning practice, manage a team, or are serious about raising your standards, this episode will challenge you.

Inside this conversation:
What “client-centred” really looks like in practice
How Ascor builds and maintains internal discipline
The role of leadership in growing a strong advisory team
What most firms say they value but don’t implement
Where to start if you want to lift the level of your own business
Season 7 is built around our theme for this year: From Knowing to Doing.

Wouter’s journey is a real example of what that looks like when it’s applied consistently over time.

If you’re ready to move beyond theory and build something solid, this one is worth your time.

Subscribe for weekly conversations on building better financial planning businesses.

www.propulsion.co.za/community

#financialplanning #financialadviser #wealthmanagement #practicegrowth #FPI #FPIProfessionalPracticeOfTheYear2025

Send a text

It’s the Season 6 Finale of PROpulsion LIVE, and we’re ending the year with a conversation that many advisers will relate to.

In this episode we look at the changing adviser landscape and the decisions solo advisers are weighing up as regulation, admin, and client expectations grow. Zeyn shares what he is seeing across the profession, how COFI may shape the future, and why support structures are becoming part of the discussion for more practices.

We explore the solo path, the network path, and the questions every adviser should work through before deciding which direction to take. Zeyn also talks about the long-term benefits that the right support model can bring to clients, the adviser, and the practice.

A meaningful finish to a season built around our theme: Explore.

🎯 In this Season Finale:
• The changing environment for IFAs
• What COFI may mean for solo practices
• How to weigh up the solo route vs joining a network
• Questions advisers should explore before making a move
• What strong support can unlock for clients and the adviser

🔔 Subscribe to PROpulsion LIVE for weekly conversations that help you explore new ideas, tools, and ways to grow your financial planning business.