Financial planning businesses are under real pressure right now. Client expectations are higher than ever. Regulatory requirements remain demanding. And margins continue to feel the squeeze.
At the same time, AI and intelligent tools are changing the way professional services firms work. For most advice practices, the question is no longer whether these tools will matter. The question is how to use them well, in a way that genuinely strengthens the business.
On 17 March 2026, PROpulsion will host its annual Practice Management Conference, a focused virtual event dedicated to the business side of financial planning.
This year’s theme, The Intelligent Adviser’s Playbook, looks at how practices can bring intelligent tools into their existing systems and workflows in a structured, responsible way, improving how the business runs day to day.
While many industry events focus on markets, investments, or products, the Practice Management Conference takes a different angle. It looks at the systems, processes, and governance structures that determine whether a practice runs efficiently, compliantly, and profitably.
What attendees will explore
- Where intelligent tools can deliver real, measurable operational gains
- How to bring technology into existing workflows without disrupting advice quality
- Governance and compliance considerations in a technology-enabled practice
- Building consistency across advisory and support teams
- Improving client experience without adding operational complexity
The focus is practical, not theoretical. Attendees will get structured guidance on how to assess tools, align their leadership team, and implement changes with clarity and confidence.
Intelligent tools offer genuine opportunity. They can reduce manual workload, improve oversight, and give you better visibility across the business. But without a clear strategy and internal alignment, they can just as easily create fragmentation and new risks.
The Intelligent Adviser’s Playbook is designed to give financial planning businesses a clear path forward.
Who this conference is for
- Practice owners and directors
- Financial planners involved in strategy and growth
- Operations and administrative managers
- Team members responsible for systems, compliance, and client experience
Building a stronger practice takes more than finding the right tools. It takes alignment across leadership, operations, and advisory teams, with a shared understanding of where the business is going and how it will get there.
PROpulsion will use this event to provide a practical roadmap for firms that want to adopt intelligent tools with confidence, while protecting their advice standards and their clients’ trust.
Event details
- Date: 17 March 2026
- Format: Virtual
- Time: 08:45 to 14:00
- Tickets: R395 per person. Group discounts available for bookings of six or more. PROpulsion Community members receive complimentary access as part of their membership.
Registration is now open.
Full details and registration: www.propulsion.co.za/propulsion-practice-management-conference-2026/
