Running a successful financial planning practice requires more than good advice. It requires strong systems, clear processes, capable people, and well-run operations. The Practice Management Conference was created to focus on the business of financial planning.
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.
Registration is now open.
Full details and registration: https://www.propulsion.co.za/propulsion-practice-management-conference-2026/
