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When the technology behind a financial platform changes, advisers can feel the impact long before the project is finished.

In this episode of PROpulsion LIVE, Georgina Smith joins us to unpack the recent migration of assets from the legacy...


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What does it take for financial advice to be experienced as a profession, rather than a product-driven sales process?

In this episode of PROpulsion LIVE, I speak with Jeff Paul about what needs to change if financial advisers want to build...


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Is your technology making your business simpler, or are you changing the way your business works just to fit your technology?

In this episode of PROpulsion LIVE, I speak with Pieter Teessen of Teessen Consulting about how financial service...


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 What changes when financial planning starts with the person, rather than the product?

In this episode of PROpulsion LIVE, Francois du Toit speaks with Russell Ho, CFP®, one of the 2026 FPI Financial Planner of the Year finalists, about th...


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