Best Franchise Principal Podcasts (2025)

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Turning a Skeptic into a Client: Overcoming Financial Adviser Resentment 29:53

1d ago29:53

29:53

Send us a text In this episode of PROpulsion LIVE, we talk about one of the hardest — and most human — challenges in financial planning: earning the trust of a client who’s had a bad experience with a previous adviser. From scepticism and defensiveness to outright frustration, you’ll often sit across from people carrying baggage you didn’t pack. Bu…

1
The Human Side of Financial Planning with Rudolph Geldenhuys 44:11

8d ago44:11

44:11

Send us a text In this episode of PROpulsion LIVE, we’re joined by the 2024 Financial Planner of the Year, Rudolph Geldenhuys. Together, we dive into the tension between the technical and human sides of financial planning—and why embracing both is essential for success in today’s environment. Rudolph shares insights on developing deep client relati…

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Income First, Growth Second Approach 24:18

13d ago24:18

24:18

If retirement had a middle name, it would be "Income," just like our show: The Retirement Income Show. You have to have income to replace the salary that you earned every week when you were working. It's important to realize that income is one of the primary elements of a successful and stress-free retirement. Too many people think of income as tak…

1
What Expats Need to Know with Hugo van Zyl 46:55

15d ago46:55

46:55

Send us a text In this episode of PROpulsion LIVE, we’re joined by expat tax expert Hugo van Zyl to unpack the latest changes affecting South Africans living abroad — and those planning to leave. From Exchange Control adjustments and the UK’s new residency tax model, to South Africa’s new Digital Nomad Visa and surprise updates on foreign pensions,…

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Retirement Mailbag 24:06

21d ago24:06

24:06

Retirement can bring about lots of questions, whether you're preparing to retire soon or have been retired for years! Over the last 20+ years at Stearns Retirement Group, we’ve heard them all. On this episode of The Retirement Income Show with Dave Stearns, we’re digging into the mailbag to answer some of the top questions retirees ask us. Don't mi…

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Building a Personal Brand as a Financial Planner with Dr Pieter de Villiers 34:17

22d ago34:17

34:17

Send us a text In this episode of PROpulsion LIVE, we explore how financial planners and advisers can build a powerful personal brand that supports their practice and connects authentically with clients. Dr Pieter de Villiers joins us to share his journey from veterinarian to lifestyle financial planner and content creator. He talks about what make…

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The Invisible Workload of Running a Practice 33:57

29d ago33:57

33:57

Send us a text Running a financial planning practice involves a lot more than client meetings and advice. Behind every success story is a mountain of invisible work — compliance headaches, team issues, tech frustration, and never-ending admin. In this week’s episode of PROpulsion LIVE, we pull back the curtain and talk honestly about what practice …

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Retirement Investing Is Not as Difficult as Wall Street Has Made It! 23:43

1M ago23:43

23:43

There aren't many things that can happen economically, geopolitically, or socially that the stock market is not familiar with. If there were a way to invest in retirement that was effective in all market environments, would you want to know about it? Of course you would, so don't miss this episode of The Retirement Income Show with Dave Stearns!…

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The Double-Edged Sword of Comparison in Financial Advice 36:58

1M ago36:58

36:58

Send us a text In this episode of PROpulsion LIVE, we explore a powerful yet often overlooked topic: how comparison shows up in the world of financial planning – and the impact it has on confidence, focus, and fulfilment. From industry awards to social media highlights, the pressure to measure success by someone else's yardstick is everywhere. But …

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What Should I Do with My 401(k)? 23:24

1M ago23:24

23:24

Many people don’t even think about their 401(k) when they change employers. In fact, some people don’t even know the options for their employer plans. On this episode of The Retirement Income Show with Dave Stearns, we’ll help you sort it all out so that you know the next steps to take. We're covering the purpose of a 401(k), pensions, investment o…

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What Advisors Should Not Do in Retirement Planning 24:15

2M ago24:15

24:15

In some ways, we could call this episode the "bloopers" of what advisors do in retirement planning. In a lot of cases, many advisors don't know what they don't know. If you apply the same strategies in retirement that you used when you were in the savings years, you could be in for financial ruin when it comes to living out retirement. If you want …

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The Hidden Engine Behind High-Performing Advisory Firms with Louis Schlebusch 41:21

2M ago41:21

41:21

Send us a text In this episode of PROpulsion LIVE, we speak to *Louis Schlebusch, Director of BRISCH Administration Services*, about the often-overlooked engine behind successful advisory practices — your back office. Louis shares how strong admin support can save time, reduce risk, and unlock the full potential of a financial planning business. We…

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Client Meetings and Events That Leave a Mark with Anrico Du Plessis 36:38

2M ago36:38

36:38

Send us a text In this episode of PROpulsion LIVE, we’re joined by Anrico du Plessis, CEO of Multi-Media, to explore how technology can be used not as a gimmick—but as a tool for creating powerful audience-first experiences. Whether you’re planning a client event, hosting webinars, or delivering presentations, this conversation will shift the way y…

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Outlining Your Retirement Strategy 24:15

2M ago24:15

24:15

When you think about retirement, having a strong outline of the primary elements can put you way ahead of the game when you reach that milestone. Join us for this episode of The Retirement Income Show with Dave Stearns as we focus on the outline so that you can fill in the blanks to your retirement!By Dave Stearns

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The Bias of Wall Street 24:20

2M ago24:20

24:20

As human beings, we're all biased, and it's important that we know that about ourselves. If you're working with a financial advisor, it's critical that you understand his/her bias as they're helping you in your retirement. If you want to learn more about the potential bias of your financial advisor, don't miss this episode of The Retirement Income …

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The Trusted Adviser in a Low-Trust Society 30:52

2M ago30:52

30:52

Send us a text In this episode of PROpulsion LIVE, we unpack what it takes to be a trusted financial adviser in today’s polarised, politically uncertain, and low-trust world. With public confidence in institutions at historic lows, financial planners face a new challenge: building and maintaining trust in an environment where scepticism is the defa…

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Common Retiree Questions 24:29

2M ago24:29

24:29

Retirement can be challenging and brings up lots of questions, regardless of how much money you have. We know these questions can weigh heavily on you, and it's our job to help you get answers. Join us for this episode of The Retirement Income Show with Dave Stearns as we address some common retiree questions!…

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How to Invest No Matter What Happens to the Economy with Trump 2.0 24:20

3M ago24:20

24:20

What comes to your mind when you hear the phrase "Trump 2.0?" Maybe you feel positive emotions, perhaps you are scared, or maybe you worry that the stock market seems uncertain about him right now. No matter what comes to your mind, if you want to learn how to invest no matter what happens to the economy with Trump 2.0, then this episode of The Ret…

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The Future of Money and Mindset with Charlotte Kemp 31:59

3M ago31:59

31:59

Send us a text In this episode of PROpulsion LIVE, we sit down with Charlotte Kemp, a futures thinking coach, to explore two key trends that are shaping the future of financial planning: Binary vs Fluid Thinking – Do we see financial decisions as fixed or adaptable? Scarcity vs Abundance – Do we operate from a place of limitation or opportunity? Th…

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The Art of Letting Go: Removing What’s Holding Your Practice Back 26:35

3M ago26:35

26:35

Send us a text Cutting the fluff in your financial advisory practice frees up time, energy, and resources for the work that truly matters. In this episode of PROpulsion LIVE, we explore why less can be more by removing extra steps, overhead, and distractions from your day-to-day. We’ll look at everything from juggling too many product providers and…

1
Building a Client Base vs Building a Client Community 22:17

3M ago22:17

22:17

Send us a text This week on PROpulsion LIVE, we’re diving into a game-changing shift: moving beyond a client list and creating a true client community. Why does this matter? When clients connect with you—and each other—you build trust, loyalty, and natural referrals. A strong community isn’t just about engagement; it’s about business growth, deeper…

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DOGE Your Budget In Retirement 24:34

3M ago24:34

24:34

Have you ever wondered what it might be like to have Elon Musk take a look at your monthly expenses? Do you think he might find some pork if he rummaged through your checkbook? Join us for this episode of The Retirement Income Show with Dave Stearns as we discuss what it might be like if you were "DOGE'd."…

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The Big Five of Income Investing 24:12

3M ago24:12

24:12

What comes to your mind when you hear the phrase "The Big Five?" Is it the five widely known personality traits or perhaps the big five animals from Africa? If you want to learn about the Big Five investments that we use to create stable and renewable income in retirement, then don't miss this episode of The Retirement Income Show with Dave Stearns…

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The Skills Financial Advisers Need for an AI-Integrated Future 36:11

3M ago36:11

36:11

Send us a text AI is changing the way financial advisers work. Some see it as a challenge, others as an opportunity. The question is—how do you make AI work for you instead of against you? In this episode of PROpulsion LIVE, we explore how financial advisers can embrace AI to grow their businesses, improve efficiency, and enhance client relationshi…

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Building a Value Proposition That Grows with Your Financial Advisory Practice 30:52

4M ago30:52

30:52

Send us a text In this episode of PROpulsion Live, we look at how financial advisers can build and improve their value proposition throughout their careers. Whether you're just starting out, looking to grow, or leading an established firm, understanding and explaining your unique value is essential. Join us as we discuss focused strategies for diff…

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Avoiding Extremes in Your Retirement Plan 24:44

4M ago24:44

24:44

Are you the kind of person that tends toward extremes in your life, or do you prefer to keep it in the middle of the road? Regardless of which type of person you are, you must avoid extremes in your retirement plans. If you want to learn more about retirement planning extremes and how to avoid them, don't miss this episode of The Retirement Income …

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The Year to Explore: Mindset, Growth & Innovation 24:40

4M ago24:40

24:40

Send us a text Welcome to Season 6 of PROpulsion LIVE! This year’s theme is "Explore", and in this episode, we unpack what that means for financial planners in 2025. Francois du Toit from PROpulsion discusses: 🔹 Mindset shifts – The key to growth. 🔹 Learning as an adventure – Moving beyond compliance. 🔹 Experimentation – Testing and adapting for su…

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How Much Can I Take? 24:58

4M ago24:58

24:58

How much money can you comfortably take from your investments when you retire? This is a common question that we often get in our office. If you don't have a good answer, you could run into lots of troubles in retirement, so tune into this episode of The Retirement Income Show with Dave Stearns as we tackle this topic!…

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Minimizing Surprises in Retirement 24:04

4M ago24:04

24:04

Birthday surprises, surprise trips, financial surprises...Not all surprises are equal. Whether you love or despise them, we all have one thing in common: We don't like bad surprises, especially when it comes to our finances in retirement. If you want to learn how to minimize surprises in your retirement, don't miss this episode of The Retirement In…

1
Back to Basics for 2025 24:14

5M ago24:14

24:14

One of our favorite aspects of a new year is the fresh start! It provides an opportunity to reflect on the previous year and put new plans in place. Reviewing financial basics can help lay the foundation for a successful year, and the beginning of the year is the best time to do so. Join us for this special edition of The Retirement Income Show wit…

1
Red Election Sweep and Your Retirement 24:22

5M ago24:22

24:22

The election is behind us and the Red Sweep of the Presidency, House, and Senate is on everybody’s mind. If you’re wondering how the new administration can affect your retirement plans, you’ve come to the right place. We're breaking it all down for you on this episode of The Retirement Income Show with Dave Stearns!…

1
Year-End Financial Planning Checklist 25:03

6M ago25:03

25:03

The end of the year is the perfect time to create and review a year-end financial planning checklist, ideally with a financial advisor. The items included on your checklist may vary depending on your age and situation, but if you are actively saving for retirement (especially if you are already retired or within 15 years of retirement), listen to t…

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2024's Top Lessons for Financial Planners 30:48

6M ago30:48

30:48

Send us a text In this season finale of PROpulsion LIVE, we look back at 2024 and share the top lessons for financial planners. From simplifying processes to embracing new strategies, this episode captures the most impactful insights from the past year. We’ll cover the key takeaways that can help financial planners build better businesses, foster s…

1
Move Beyond Financial Advice 30:52

6M ago30:52

30:52

Send us a text In this episode of PROpulsion LIVE, we explore the journey from financial advice to comprehensive financial planning. We unpack the distinctions between brokers, financial advisers, and financial planners, highlighting how financial planning provides a deeper, more holistic approach to serving clients. Discover why moving beyond advi…

1
Retirement Income for the Single Retiree 24:49

6M ago24:49

24:49

We often talk about how to plan for and achieve a stress-free retirement as a couple, but many of our clients and listeners are single, divorced, or widowed. In our many years of working with retirees, we have found that there are some unique aspects of retiring single that get overlooked, and their neglect can have an even more significant impact.…

1
Vote for a Winning Retirement 24:39

7M ago24:39

24:39

As we exit election season in the United States, did you know that you can have a vote in retirement? When you get to the retirement stage of life, you have the ability to make decisions about your investments, goals, and dreams; these are important aspects of building a stress-free retirement. If you want to learn how to cast your vote for a winni…

1
Business Financial Planning with Errol Meyer 34:23

7M ago34:23

34:23

Send us a text In this episode of PROpulsion LIVE, we’re joined by Errol Meyer, a financial expert with over 30 years of industry experience and author of Business Financial Planning. Errol dives deep into the importance of business succession planning, the role of life insurance, and strategies for ensuring a strong financial future for businesses…

1
How to Have a Stress-Free Retirement 24:34

7M ago24:34

24:34

Nobody wants stress and anxiety in retirement, especially after working so hard and sacrificing so much to get there. If you want to learn the keys to a stress-free retirement, you've come to the right place because that's what we're going to reveal to you on this episode of The Retirement Income Show with Dave Stearns. You won't want to miss it!…

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Treating Advisers Fairly with Guy Holwill and Zeyn Ally 34:32

7M ago34:32

34:32

Send us a text In this episode, we host an insightful panel discussion with Guy Holwill, CEO and founder of Fairbairn Consult, and Zeyn Ally, a senior leader with decades of experience in financial services. Together, they explore the power of Client Experience (CX) as a transformative tool for financial advisory success. Guy shares his perspective…

1
Alternative Revenue Streams for Financial Advisers and Planners 26:02

7M ago26:02

26:02

Send us a text In this episode of PROpulsion LIVE, we explore how financial advisers and planners can expand their income with alternative revenue streams. As the industry evolves, traditional models like asset-based fees and commissions aren’t always enough. Many advisers are finding value in diversifying their offerings to include subscription-ba…

1
Two Ways to Get Return on Your Money 24:38

7M ago24:38

24:38

In almost all of life, there are more than two ways to do something. Even a complex math problem with only one correct answer has many ways to solve for that answer. Did you know that there have always been and will always only be two ways to get return on your money? If you want to learn what those two ways are and how they work, don't miss this e…

1
The Power of Life Insurance in Holistic Financial Planning with Mickey Gambale 31:38

7M ago31:38

31:38

Send us a text In this episode, we interview Mickey Gambale, a dynamic leader in financial services with experience across investments, insurance, and asset management. Mickey will share his insights on the crucial role of life insurance in holistic financial planning, offering practical advice for financial advisers on how to balance risk cover wi…

1
Making More On Your Investments 25:33

7M ago25:33

25:33

We all want the same thing from our investments: maximum return with minimum risk. It sounds simple, but it's not easy. If you could improve your return while reducing your risk, you'd want to know how to do it, right? You're in the right place because that's on the menu on this episode of The Retirement Income Show with Dave Stearns!…

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How Pushing Physical Limits Fuels Business Success with Georgina Smith 31:05

8M ago31:05

31:05

Send us a text Georgina's Guiness World Record breaking swim - Watch Here - 19 April 2024 Donate to Georgina's cause - https://www.givengain.com/campaign/wa... Attend PROpulsion Ascend - Info: https://www.propulsion.co.za/propulsi... Agenda: https://www.propulsion.co.za/propulsi... Tickets: https://www.propulsion.co.za/propulsi... Take the Professi…

1
Retirement Coaches 24:48

8M ago24:48

24:48

Have you ever been a coach, or have you ever played on a team without a coach? If you answered "yes" to either of those questions, you know how critical a coach can be, especially if you want to win. If you want to win the game of retirement planning and investing, you won't want to miss this episode of The Retirement Income Show with Dave Stearns …

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Lessons for Financial Advisers from Rizanne Oosthuisen’s ProfileMe Journey 27:35

8M ago27:35

27:35

Send us a text In this episode of PROpulsion LIVE, we sit down with Rizanne Oosthuisen, founder and CEO of ProfileMe.app. Rizanne shares her entrepreneurial journey, from founding a start-up to leading the most innovative advice technology platform. We’ll explore how she built ProfileMe from the ground up, the lessons she learned as a woman in tech…

1
Mapping Your Personal Development Journey 30:43

8M ago30:43

30:43

Send us a text In this special episode of PROpulsion LIVE, we dive deep into the crucial topic of personal development for financial professionals and business owners. Whether you're a financial planner, adviser, firm owner, or part of the broader financial services industry, this episode is designed to help you map out your own personal developmen…

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Top 10 Retirement Pitfalls 25:00

8M ago25:00

25:00

Dreaming about retirement is easy, but planning for a successful retirement is another story. It can be tricky, and if you’re not careful, you may find yourself affected by pitfalls along the way that can be catastrophic to your retirement dreams. We’ll help you avoid those pitfalls on today’s chapter of The Retirement Income Show with Dave Stearns…

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Preparing Your Financial Planning Business for 2025 30:32

8M ago30:32

30:32

Send us a text In this episode of PROpulsion LIVE, we dive into a key topic: how financial planners can prepare their businesses for success in 2025. With the rapid pace of change in the industry, it’s essential to focus on the right areas—both personally and professionally. We explore the critical skills financial planners need to develop, strateg…

1
Retirement Missionaries 24:34

8M ago24:34

24:34

As your host of The Retirement Income Show, did you know that Dave is on a mission? Sometimes he even feels like a retirement missionary, helping to save retirees from the whims and narrowness of Wall Street and move towards really seeing the light of investing for pure income in retirement. If you're not sure that you won't run out of money before…

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