PROpulsion LIVE
Welcome to PROpulsion Live, your ultimate destination for all things related to building and running a successful financial planning business. Our weekly show is the essential resource for financial planners, advisors, paraplanners, and anyone in the financial services profession. Join us every Friday on YouTube for the live show as we explore the ins and outs of sales, marketing, technology, relationships, business strategy, personal development, and so much more.With over 200 episodes and counting, our show features both insightful solo presentations and engaging interviews with industry experts from around the globe. Our dynamic format includes a 5-minute intro and welcome, a current affairs segment hosted by the FPI, a coach's corner led by Norma Simons, a random topic discussion, quick announcements, a 30-minute main topic or interview, and a closing segment to wrap things up.Subscribe to PROpulsion Live and become a part of our growing community of 1200+ dedicated professionals. Together, we're shaping the future of the financial planning profession. Don't miss out on the valuable insights, tips, and strategies that will propel your business or practice to new heights. Be part of the change and the journey towards a prosperous and impactful financial planning profession!If this is speaking your language or you listened to a few episodes and found value, then please subscribe or follow now and never miss an episode of PROpulsion Live, the show that empowers financial planners like you to thrive!
PROpulsion LIVE
Passing the Baton: Exploring Succession Paths for Advisers with Jaco van Tonder
Succession planning has become one of the most important — and most difficult — conversations in the financial advice profession.
In this episode of PROpulsion LIVE, we welcome Jaco van Tonder, Advisor Services Director at Ninety One, to explore the realities of succession planning for independent financial advisers (IFAs).
Jaco has been in financial services since 1999 and now leads Advisor Services in South Africa at Ninety One. With years of experience in sales, distribution, and product development, he brings a deep understanding of how advice businesses evolve — and what makes them thrive or stumble when it comes to succession.
We’ll discuss:
• Why succession is such a hot topic for IFAs.
• The main succession models available — and their pros and cons.
• Why internal, organic succession is so hard to pull off.
• What drives the wide differences in valuations of advice firms.
• The real obstacles to funding mergers, acquisitions, and buy-outs.
If you own or run an advice business, this is a conversation you can’t afford to miss. Whether you’re five years from retirement or just starting out, now is the time to explore your options and prepare your firm for the future.
👉 Don’t miss new episodes every Friday at 8 AM (SAST). Subscribe to PROpulsion LIVE for fresh insights, expert guests, and practical ideas for building a thriving advice business.
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