Based on the PROpulsion LIVE show format, this event focuses on conversation, collaboration, and connection between advisers, partners, and peers, creating space for honest discussion and shared learning.
Wednesday, 19 August 2026, from 9:00 to 15:00
19 August
In-person only
Only 70 Tickets
Based on the Live show
Our Friday show, live in person
PROpulsion Connect is our Friday live show brought to life in person.
Every Friday, we go live on YouTube to have practical conversations with and for financial advisers. Connect takes that same energy, format, and curiosity, and brings it into one room.
No screen between us. No watching from the side-lines. Just 70 people in Cape Town, connecting through conversations that matter.
Why Connect?
We called it Connect for a reason. This event is about creating space for financial advisers, industry partners, and the PROpulsion community to connect with each other in person.
There will be time before the show starts to arrive, grab a coffee, and meet people. There will be time after the formal programme to stay, chat, and continue the conversations.
Because sometimes the most valuable moments happen between the sessions.
What to expect
Connect will follow the spirit of our Friday live show, with a mix of short segments, and 2 longer interviews, audience questions, and live conversation.
You can expect:
- The feel of the PROpulsion Friday live show, in person
- Practical conversations for financial advisers
- Short, focused segments from industry partners
- Longer interview-style conversations with 2 guests
- A chance to ask questions from the room
- Time to connect with other advisers, partners, and the PROpulsion team
- A smaller, more personal event experience
Event details
Date: 19 August
Time: 9:00 to approximately 15:00
Venue: Santam Auditorium,
1 Sportica Cres, Tyger Valley, Cape Town, 7530
Format: In-person only
Seats available: 70
The formal programme will run from 10:00 – 14:00, with time before and after to connect with other attendees, sponsors, guests, and the PROpulsion team.
Limited to 70 seats
This is a small in-person event, and seats are limited.
Once the 70 tickets are gone, they are gone.
Wednesday
19 August 2026
* The draft agenda is subject to change
- 09:00 - Arrival, Registration & Coffee
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10:00 - Welcome & Opening
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10:05 - Segment 1: Becoming More Human? - Speaker: Bennie Gouws, Asset-Map
As technology makes information and analysis easier to access, Bennie explores why the adviser’s future value will be more human, not less. -
Segment 2: Money Personalities: The Missing Piece in Client Engagement - Speaker: Kallie Jansen van Vuuren, Sanlam
Discover how understanding the way clients think and feel about money can lead to richer conversations, stronger engagement and better planning outcomes. -
Segment 3: Planning With Clients, Not for Them - Speaker: Sharon Moller, Old Mutual Wealth
Sharon explores how financial planning tools can become conversation enablers that help clients understand their choices and make better decisions. -
Segment 4: The Practice Behind the Adviser - Speaker: Johann Seyffert, Stonehouse Capital
A practical look at the support, structure and habits advisers need around them to deliver better advice and build a more sustainable practice. -
10:45 - Guest interview 1: Are You Chasing Insane Sales or Sales Insanity? - Speaker: Juanita Vorster
Many financial planners are uncomfortable with the word “sales”, yet every advice business still needs a clear and consistent way to attract, engage and convert the right clients.
This lively, no-holds-barred conversation will explore why so many firms struggle with feast-or-famine pipelines, why random activity is often mistaken for progress, and how advisers can tell whether they are growing their business or simply growing their busyness.
The discussion will challenge common beliefs about sales in professional services and explore how advisers can approach growth without becoming pushy, product-led or salesy. It will also introduce a simple, practical way to connect strategy, sales and systems, helping advice businesses build healthier and more sustainable pipelines.
Expect an honest, energetic and practical conversation that may change the way you think about sales in a financial planning practice.
- 11:30 - Connection Break
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12:00 - Segment 5: How to Ask for Referrals Without Cringe - Speaker: Georgina Smith, INN8
Georgina shares practical ways to ask for referrals with authenticity, while making clients feel valued when they introduce someone new. -
Segment 6: Regulatory Update - Speaker: FPI
A concise update on the regulatory developments financial planners need to understand and what they may mean in practice. -
Segment 7: Using Technology Without Losing the Human Touch - Speaker: Guy Holwill, Fairbairn Consult
A practical look at how advisers can use technology to improve their businesses while keeping relationships and human connection at the centre. -
Segment 8: Not My Circus, Not My Monkeys - Speaker: Gerrie van der Merwe, Milpark Education
Gerrie explores boundaries, outsourcing and knowing when to bring in other experts, so advisers can stay focused on the work that matters most. -
12:40 - Guest interview 2: From Finfluencer to Future CFP: Why Financial Planners Need to Join the Public Money Conversation - Speaker: Nicolette Mashile
The public is already learning about money online. Some of that information is useful, some is incomplete, and some can be harmful. Yet many qualified financial planners remain largely absent from the conversation.
This interview will explore why people are increasingly turning to social media creators for financial education, what makes certain voices feel more trusted and relatable, and what the formal advice profession can learn about communication, language and public engagement.
The conversation will also examine the tension between financial education and financial advice, the responsibility that comes with speaking about money at scale, and why simply criticising finfluencers is not enough. Advisers have an important role to play in improving public financial understanding, but that means becoming more visible, more accessible and more willing to speak in ways ordinary people understand.
This is not a debate about whether advisers or finfluencers are better. It is a forward-looking conversation about who gets to shape the public money conversation, how trust is built, and what could happen if more qualified professionals added their voices in a useful and responsible way.
- 14:00 - End of the official program
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14:00 - 15:30 Snacks and connect
Informal networking, sponsor conversations, photos, follow-up discussions, and time for attendees to connect properly after the formal agenda.
* Agenda and times are subject to change
OUR AMAZING SPONSORS
Bringing an amazing event to life is often impossible without the support of sponsors.
OUR EXCLUSIVE MEDIA PARTNERS
Will I earn CPD points?
YES.
We have been provisionally approved for 3 verifiable CPD points.
Total: 3 verifiable CPD points, consisting of:
- General: 3 CPD Points
Approval number: FPI260716032
Your CPD points may be adjusted based on your attendance.
IMPORTANT: CPD is only earned for attending the live event
Will the event be recorded?
NO. There will be no recordings of this event. It is only happening LIVE and in person
TICKETS
Standard Ticket
R 495
On sale from
29 June 2026
Group Tickets
R 458
Bookings for 6 or more people get an automatic 7.5% discount
PROpulsion Members
50% discount
PROpulsion members receive a 50% discount as part of their membership
Book your ticket(s) now
Ticket sales are now closed. Check out our events page for the next event.