The Intelligent Adviser’s Playbook
Practical ways to use intelligent tools to run a better financial planning business.
Tuesday, 17 March 2026, from 08:50 to 14:00
Financial planning practices are under pressure. Costs are rising, compliance expectations are increasing, and technology is evolving faster than most firms can keep up with.
The 2026 PROpulsion Practice Management Conference focuses on how advisers and their teams can use intelligent tools, including AI, in practical, defensible ways that improve efficiency, consistency, and client experience.
This is not about theory or future hype. It is about what you can apply in your practice, now.
The Three Keynote Themes
The conference is built around three keynote sessions, each focused on a core area of practice management. Together, these sessions provide a practical framework for using technology well, improving efficiency, and staying compliant in a changing advice environment.
The Intelligent Adviser’s
Playbook
What “hybrid intelligence” looks like in a real advice firm, where automation helps, and where human judgement must remain central.
Practical AI Workflows Across the Advice Journey
Practical examples across marketing, meetings, and client service, showing how AI can support advisers day to day.
Safe, Compliant AI Use That You Can Defend
How to use technology with confidence, covering governance, data handling, and record keeping expectations.
What you will gain from this conference
By the end of the day, you will have:
Practical examples of how intelligent tools are being used in real advice firms
Clear guidance on using technology in ways that support compliance and governance
Ideas to improve efficiency without increasing risk or complexity
A better understanding of where AI genuinely adds value, and where it does not
Actions you can take back into your business immediately
This conference is designed to help you make better decisions about technology and operations, not to sell you tools.
How the day is structured
The conference is designed to be focused and practical, with three main keynote sessions forming the backbone of the day.
Each keynote is followed by a small number of micro keynotes. This is deliberate. By the time these sessions take place, advisers are already thinking about the topic and asking, “How do I apply this in my own practice?”
Micro keynotes are short, focused sessions that build on the main keynote, sharing practical insight and real-world examples rather than sales pitches.
Tuesday
17 March 2026
* The draft agenda is subject to change
- 08:50 - Opening and Welcome
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09:00 - Keynote - The Intelligent Adviser Playbook - Jacques Coetzer, Sanlam
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09:35 - Micro keynote - Pricing in the Proof: AI’s quiet impact on succession, valuation, and deal readiness - Mandy Murphy, Old Mutual Wealth
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09:45 - Micro keynote - A Stitch in Time - Grant Newland-Nell, FS4P
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09:55 - Micro keynote - When Banks Get Smarter: How Planners Stay Indispensable - Gerrie van der Merwe, Milpark Education
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10:05 - Keynote: Practical AI Workflows Across the Advice Journey - Wouter Fourie, Ascor Independent Wealth Managers & Francois du Toit, PROpulsion
- 10:40 - Micro keynote - Clean Data, Smart Decisions: The Hidden Engine of the Intelligent Adviser - Johann Seyffert, Stonehouse Capital
- 10:50 - Micro keynote - Having a structured advice process really helps - Guy Holwill, Fairbairn Consult
- 11:00 - Micro keynote - From Panic to Prepared: The Intelligent Compliance Shift - Niclaas Roets, atWORK
- 11:10 - Comfort Break
- 11:40 - Micro Keynote - How SFPOnline Is Helping Advisors Run Better Advice Businesses - Mohammad Malik, Succession Financial Planning
- 11:50 - Micro Keynote - AI and Workflows for the Intelligent Advisor - Matthys Brits, AdviceTech
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12:00 - Keynote - Safe, Compliant AI Use That You Can Defend - Spenser Segal, ActiFi - Author: The AI-Enabled Future of Wealth Management
- 12:35 - Micro Keynote - From Data to Decisions: Turning Admin into Advantage - Michael Mulder, INN8
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12:45 - Key Takeaways and Closing Remarks
- 13:00 - End of the Summit
* Agenda and times are subject to change
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OUR KEYNOTES
Will I earn CPD points?
YES.
We will once again offer verifiable CPD points.
Total: TBC verifiable CPD points, consisting of:
- General: TBC CPD Points
- Technical:TBC CPD Point
Approval number: TBC – awaiting approval
Your CPD points may be adjusted based on your attendance.
IMPORTANT: CPD is only earned for attending the live event – no CPD will be earned for watching the recordings.
Will the event be recorded?
YES. Recording of the event will be available for 3 weeks after the event, but you will NOT be able to earn CPD for watching the recordings.
TICKETS
Standard Ticket
R 395
On sale from
10 February 2026
Group Tickets
R 365
Bookings for 6 or more people get an automatic 7.5% discount
PROpulsion Members
R 0
PROpulsion members receive complimentary tickets. No need to purchase a ticket.
Book your ticket(s) now
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