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Marketing for Financial Planners: Start with a Conversation with Samkelo Mkhize
06 November 2026

Marketing for Financial Planners: Start with a Conversation with Samkelo Mkhize

PROpulsion LIVE

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 Marketing doesn't have to feel complicated. What if marketing your financial planning business was simply about having better conversations?

In this episode of PROpulsion LIVE, we welcome **Samkelo Mkhize**, Digital Marketing Manager at the Financial Planning Institute of Southern Africa (FPI), to explore **Marketing, Money & Messaging**, and how financial planners can make their marketing feel more natural.

Samkelo believes marketing is something we already do every day. We introduce ourselves, explain what we do and talk about what matters to us. The challenge is learning how to carry those conversations into the digital world.

We'll explore why financial planners often struggle with marketing, how to explain what they do in one clear sentence and why the way we communicate matters just as much as the message itself.

*In this conversation, we'll explore:*


    Why marketing can feel harder online than in person.

    How to explain what you do in one simple sentence.

    Why your messaging is like choosing what to wear.

    How marketing and messaging help build trust before generating business.

    Where digital marketing fits alongside referrals and word of mouth.

    Practical ways to start marketing without a complicated strategy.


Samkelo also joins us for a practical, unscripted conversation where we'll put these ideas to the test.

*From Knowing to Doing*

By the end of this episode, you'll have a starting point for explaining what you do, choosing a communication style that suits your audience and beginning more conversations with potential clients.

Whether you're an independent financial planner, financial adviser or running an advice business, this conversation will help you approach marketing with greater confidence.

Subscribe to PROpulsion LIVE for weekly conversations about building and running better financial planning businesses.

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