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Want a Thriving Advice Business? These 7 Habits Will Get You There

Legendary financial planning practices don’t happen by accident — they’re built by habit.

In this week’s episode of PROpulsion LIVE, Francois unpacks seven powerful habits he’s seen consistently across standout advice businesses. Whether you’re a solo practitioner or running a team, these habits will help you lay stronger foundations, lead with clarity, and grow with purpose.


This is a mindset reset AND an operations revamp — all rolled into one!

Also featured in this episode:
📰 Current Affairs with the FPI
💡 Build with AI with Francois du Toit
📣 Quick Announcements
🎯 Featured Topic

📺 Subscribe now to make these habits part of your playbook!

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BUY PROPULSION TECH TICKETS HERE:

https://www.propulsion.co.za/propulsion-tech/

📊 Take the Professional Practice 10.0 Scorecard
🎯 https://www.propulsion.co.za/scoreyt

📘 Get the Financial Advisor Playbook
• Physical Book: https://www.takealot.com/the-financia...
• Digital Copy on Amazon: https://www.amazon.com/dp/B0D8BL2CGH

🌐 Learn more about PROpulsion
👉 https://www.propulsion.co.za/community

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Disclaimer: The views expressed by guests do not necessarily reflect the official stance of PROpulsion or its affiliates.

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Are you stuck in the cycle of learning, learning, learning without really moving forward?

In this episode of PROpulsion LIVE, Francois opens up about his own journey of personal development, the moment he realised knowledge wasn’t enough, and how true growth only happens through doing.

You'll discover:

✅ Why personal development can feel frustrating

✅ The 5 elements needed to truly move forward (inspired by Stephen Bartlett)

✅ What mindset has to do with your business growth

✅ The untapped power of relationships and reputation

✅ Why it’s okay to outgrow people and what to do about it

This episode is a raw, real look at the personal journey behind professional growth. If you’ve ever felt like you’re doing all the right things but not getting anywhere, this one is for you.

🔔 Don’t forget to subscribe and turn on notifications for more episodes like this!

- - Enjoying the show? Please hit SUBSCRIBE --

Click the SUBSCRIBE button HERE

https://www.youtube.com/@PROpulsionLive

––––––––––––––––––––––––––––––––––––––

📊 Take the Professional Practice 10.0 Scorecard
See how your business scores:
🎯 https://www.propulsion.co.za/scoreyt

📘 Get the Financial Advisor Playbook
• Physical Book: https://www.takealot.com/the-financia...
• Digital Copy on Amazon: https://www.amazon.com/dp/B0D8BL2CGH

🌐 Learn more about PROpulsion
👉 https://www.propulsion.co.za/community

––––––––––––––––––––––––––––––––––––––

Disclaimer: The views expressed by guests do not necessarily reflect the official stance of PROpulsion or its affiliates.

Send us a text

🎉 This is our 300th episode of PROpulsion LIVE and we’re celebrating it in true style!

In this week’s milestone interview, Francois sits down with Kobus Barnard, CEO and co-founder of Allegiance Consulting—the minds behind Avalon, a next-gen financial planning platform used by over 7,000 advisers.

Together, they explore the real purpose of CRM in financial planning, how tech can create deeper human connection, and why the future of advice may lie in the seamless fusion of AI, client data, and behaviour-driven insights.

This conversation challenges the status quo of how we manage relationships and scale advice—and gives you a glimpse of what’s next for one of SA’s top fintech innovators.

Let us know your thoughts in the comments and help us celebrate 300 episodes of powering up the profession 🚀

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🌟 Found this valuable? Hit SUBSCRIBE and don’t miss what’s next.

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📘 Take the Professional Practice 10.0 Scorecard
See how your business scores:
https://www.propulsion.co.za/scoreyt

📙 Get The Financial Adviser Playbook
Hard Copy: https://www.takealot.com/the-financia...
Digital: https://www.amazon.com/dp/B0D8BL2CGH

💡 Learn more about PROpulsion
https://www.propulsion.co.za/community

🎥 Disclaimer: The views expressed by guests are their own and not endorsements of any product, service, or platform.