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
How to Productise Financial Advice
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
Many financial planners segment their clients.
Few actually change how they deliver advice.
In this episode of PROpulsion LIVE, we explore the next step in building a modern advisory firm: productising your services.
Segmentation helps you understand your clients.
Productisation helps you run a scalable business.
You will learn how to move from vague promises of “comprehensive advice” to clearly defined service packages with structured delivery, clear outcomes, and pricing that reflects the value of planning.
We cover:
• Why the traditional AUM model is under pressure
• The difference between segmentation and productisation
• How to build clear service tiers based on complexity
• How to turn your advice into repeatable services
• Why CRM workflows are essential to deliver consistent advice
• Practical steps to start productising your firm this month
This episode is part of our 2026 theme: From Knowing to Doing.
Most advisers already know they should segment, specialise, and systemise their work.
The challenge is implementation.
If you want to build a firm that is scalable, profitable, and easier to explain to clients, this conversation will give you a clear starting point.
👍 If you enjoyed this episode:
Like the video, subscribe to the channel, and share it with another adviser who is building their
practice.
Link Galileo Webinar:
🔗 Register - https://bit.ly/3OZcr15
Become a member:
www/propulsion.co.za/community
