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What is the difference between practice management and business management, and why does it matter so much for financial advisers today?

In this episode of PROpulsion Live, I speak with Johann Maree about why advice firms need to be run as proper businesses, not just busy adviser-led practices. With more than 35 years of experience across South Africa and Australia, Johann shares what he has learned about business models, client segmentation, fee-for-service, client engagement, adviser behaviour, and the systems that help advice firms grow.

This conversation is for financial advisers, planners, and firm owners who know they need to step back from daily pressure and start building a stronger business. We unpack what business management looks like in an advice firm, where many firms go wrong, and what leaders should be doing now to build something more stable, more valuable, and easier to run.

In this episode, we cover:

- the shift from practice management to business management

- the signs your business depends too much on the owner

- the biggest business gaps in advice firms

- strategic planning for advice businesses

- client segmentation in a practical way

- fee-for-service and client value

- client engagement as a business issue

- the first steps to take in the next 90 days

Johann brings deep experience in advice business leadership, behavioural finance, coaching, and adviser development. This is a practical conversation for anyone who wants to build a better financial planning business.

If this episode helps you, please like, subscribe, and share it with another adviser or planner.

#FinancialPlanning #FinancialAdvisers #PracticeManagement #BusinessManagement #AdviceBusiness

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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

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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.

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