How to Build a Financial Advisory Business That Grows Beyond You with Marius Van Der Merwe

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Can your financial advisory business keep growing without you having to work longer hours or personally serve every new client?

Many financial advisers build successful practices through their own hard work, relationships and expertise. But as the business grows, the very things that made them successful can start limiting their ability to grow further.

In this episode of PROpulsion LIVE, we welcome *Marius van der Merwe* to explore how financial advisers can move beyond their personal capacity and build businesses designed for sustainable growth.

Marius brings extensive leadership experience in financial services, having held regional and management roles at Liberty and Sanlam. His background in financial planning, management, strategy and design thinking provides a valuable perspective on what it takes to build and grow an advisory business.

*We'll explore:*

Why advisers often become the biggest constraint on their business's growth.

How to develop a clear growth and go-to-market strategy.

Why repeatable systems and processes matter.

How technology, people and compliance support business growth.

The difference between growing income and building lasting business value.

Why income diversification and succession planning deserve attention long before retirement.

Practical steps advisers can take to reduce the business's dependence on them.

Whether you're an independent financial adviser, part of a growing practice or leading an established advisory business, this conversation will help you think differently about how your business grows.

*The big question: How do financial advisers build businesses that can grow beyond their own time, capacity and involvement?*

Our 2026 theme is *From Knowing to Doing*, so we'll finish with practical steps you can start applying in your own business.

Join us for a conversation about building a financial advisory business that is not only successful today, but valuable and transferable in the future.

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

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