PROpulsion: Recent Episodes
Francois du Toit
The Financial Professional's catalyst to exponential growth.PROpulsion is aimed at ambitious and driven Financial Professionals like Financial Planners, Financial Advisers, Accountants, Bookkeepers, Tax Practitioners as well as managers and consultants working in the Financial Services space.We go deep to help these professionals with starting, building and growing their practices, business- and personal branding, marketing and professional selling skills, technical knowledge and skills, suitable technology solutions, and staying informed on industry changes.Too many books, videos and blogs focus on what needs to be done, never sharing HOW to do it... step-by-step.That is what we do in PROpulsion. Through interviewing not only the well-known experts, but also Financial Professionals who are in the thick of building their practices, who have amazing stories to share and who have overcome many different challenges, we help to share the HOW-TO step-by-steps.If you are a Financial Professional wanting to break through to the next level, then PROpulsion is the show you have been waiting for.
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What happens when an adviser is under pressure, tired, defensive, or emotionally charged?
In this episode of PROpulsion LIVE, Francois du Toit speaks with counsellor Chris Fischer about self-awareness, emotional responsibility, human behaviour, and the way we show up in business, leadership, client meetings, and life.
For financial advisers and business owners, technical skill matters. But the way you respond under pressure can shape trust, communication, team culture, client confidence, and the quality of your decisions.
We explore why self-awareness matters, whether emotions can be separated from business, the difference between blame and responsibility, and why people react the way they do when pressure rises.
We also look at how advisers can use these insights in client meetings, especially when clients are anxious, defensive, overwhelmed, or unsure.
This conversation is part of our 2026 theme: From Knowing to Doing. Many of us know that communication, trust, and relationships matter. The next step is learning how to notice our patterns and respond with more care, clarity, and responsibility.
In this episode, we discuss:
- Why self-awareness matters in business and life
- What emotional responsibility looks like in practice
- Why people react under pressure
- How blame keeps people stuck
- How advisers can notice their own behaviour patterns
- How client emotions affect financial decisions
- How to become more present in difficult conversations
Connect with Chris on Linkedin
Visit the TAG website
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What if the most important leadership role of your life is the one you were never trained for?
In this episode of PROpulsion LIVE, I sit down with Derek Notman and H. Adam Holt from REBL Dads for a conversation about fatherhood, ambition, leadership, loneliness, and what it takes to show up better at home.
This is not a formal interview. Derek, Adam, and I know each other well, and I was privileged to spend time with them on Necker Island as part of the REBL Dads journey. So this conversation feels more like friends sitting together and speaking openly about what many fathers carry in silence.
We talk about where REBL Dads started, why Derek and Adam felt the need to build a brotherhood for fathers, how Sir Richard Branson became part of the story, and the challenge he gave them: how are you going to help more dads?
That challenge led to the new book, REBL Dad: Responsible Entrepreneur Balanced Leader Dad, built from interviews with 103 fathers from around the world. The book includes more than 300 action items to help fathers move from knowing what matters to doing something about it.
In this conversation, we explore:
Where the REBL Dads idea started
The first Necker Island gathering
Sir Richard Branson’s challenge
The loneliness many successful fathers carry
Lessons from 103 fathers
The principles behind the book
Moving from knowing to doing
Where to get the book
REBL Dad is available on Kindle, with the physical book available from June.
Learn more and order the book:
https://rebldads.com
https://www.amazon.com/dp/B0GZWW4FNB
Connect with Derek Notman and H. Adam Holt on LinkedIn.
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AI is changing the risk landscape for financial advisors, their clients, and their businesses. Scams are becoming more believable, impersonation is becoming easier, and client trust can be damaged in ways many advice firms may not be ready for.
In this episode of PROpulsion LIVE, I speak with Nevashan Pillay about AI, cybersecurity, client trust, and the future of financial advice.
Nevashan has more than 20 years of experience in financial services, insurance, digital change, operations, technology transformation, regulatory change, AI agent workflows, and cyber insurance product development. In this conversation, we focus on what financial advisors need to understand now as AI changes both the opportunity and the risk.
We discuss why cybersecurity is no longer only an IT topic. It is now a business issue, a client trust issue, and a professional relevance issue. Clients are already using AI tools. Criminals are using AI to make scams more convincing. Advice firms are starting to use AI in their daily work, often without clear rules around privacy, confidentiality, and governance.
This episode will help financial advisors think about how to use AI in a safer, more responsible way while protecting clients from new forms of digital risk.
We discuss:
How AI is changing cyber risk
Why scams and impersonation are becoming harder to spot
What advice firms should know before using AI tools
Why client data and confidentiality need greater care
How advisors can educate clients about AI-driven scams
Simple cyber habits every advice firm should build
Why the human advisor becomes more important, not less
This conversation is part of our 2026 theme: From Knowing to Doing.
The goal is not only to understand AI and cybersecurity. The goal is to take practical steps that protect clients, protect the practice, and strengthen the value of human advice.
FinancialAdvice #Cybersecurity #AI #FinancialPlanning #ClientTrust #AIinFinance #FinancialAdvisors #PROpulsionLIVE
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Most financial planners know that client meetings matter. The harder part is running meetings that feel clear, useful, human, and focused on the client.
In this episode of PROpulsion LIVE, Francois du Toit shares six client meeting skills that can help financial planners turn good advice into better conversations and better action.
This episode is practical: what can advisers do differently in their very next meeting?
We will look at how to reframe your value, build trust early, position disclosure in a client-centred way, ask a better opening question, make fact-finding feel more natural, and connect the numbers back to the client’s goals.
This episode forms part of the 2026 PROpulsion LIVE theme: From Knowing to Doing.
In this episode, we cover:
Why clients often focus on products and how to shift the conversation
How to build trust in the first few minutes
How to turn disclosure into a trust-building conversation
A simple opening question that changes the whole meeting
How to make fact finding feel less mechanical
How to connect income and spending to the client’s goals
This episode is for financial planners, financial advisers, practice owners, managers, and anyone who wants to improve client conversations.
Question for the comments:
What is one client meeting skill you want to practise more often?
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FinancialPlanning #FinancialPlanner #ClientMeetings #FinancialAdvice #PROpulsionLIVE
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What can financial advisors learn from influencers?
Not the noise. Not the fake confidence. Not the chase for likes. The useful lesson is much simpler: the best creators know how to earn attention, explain ideas clearly, build trust, and make people feel understood.
In this episode of PROpulsion LIVE, Francois du Toit looks at what advisors can learn from people who are good at capturing attention without losing trust or depth.
We will unpack seven lessons financial advisors can use in their own businesses:
• How to explain complex ideas simply
• Why consistency beats perfection
• Why personality creates connection
• How storytelling helps people remember your message
• Why audience psychology matters
• How community beats broadcasting
• Why visibility now plays a bigger role in authority
This episode is not about becoming an influencer. It is about becoming easier to understand, easier to remember, and easier to trust.
Clients are busy. They are distracted. They are overwhelmed by information. They do not need advisors to sound more technical. They need advisors who can bring clarity, speak plainly, and show up in a way that feels human.
As part of our 2026 theme, From Knowing to Doing, this episode will help you choose one simple action to improve your communication and visibility this week.
People do not follow expertise. They follow people who make them feel understood.
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Share your thoughts in the comments: What is one thing financial advisors can learn from great creators?
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Clients are getting financial advice from ChatGPT, TikTok, YouTube, and finfluencers before they ever speak to an adviser. So how should advisers respond?
In this episode of PROpulsion LIVE, we unpack what this shift means for financial advisers and planners in South Africa.
This is not a panic-driven conversation about AI or social media. It is a practical look at how advisers can respond when clients arrive with opinions, ideas, and recommendations from outside sources.
In this episode, we cover:
why clients are turning to AI, TikTok, YouTube, and finfluencers
what makes this risky for clients
why human advisers still matter more than ever
how advisers should respond when clients bring outside advice into the conversation
what advisers need to do next to stay relevant, trusted, and useful
The real issue is not that clients are getting information from everywhere. The real issue is whether advisers know how to respond with clarity, confidence, and good judgement.
If you are a financial adviser, planner, practice owner, or team leader, this episode will help you think more clearly about trust, accountability, and the changing role of advice.
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FinancialAdviser #FinancialPlanner #AIAdvice #Finfluencers #ChatGPT #FinancialPlanning #SouthAfrica #WealthManagement
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In this episode of PROpulsion LIVE, Francois du Toit speaks with leadership development specialist Igno van Niekerk about situational leadership and what it looks like in real working life.
This conversation looks at how leaders can adapt their approach to different people, roles, and situations. Whether you lead advisers, admin staff, support teams, or a wider business unit, this episode will help you think more carefully about how to lead people well.
Igno draws on more than 25 years of leadership development experience, his work on Light on Leadership, and his research into leadership and storytelling. Together, Francois and Igno unpack how leaders can use situational leadership in practical ways, while also looking at ideas from transformational leadership, including the four I’s.
In this episode, we explore:
✅ what situational leadership means in practice
✅ how to lead different people in different ways
✅ how to support growth without losing accountability
✅ how leadership changes across small firms and large organisations
✅ what better leadership looks like for advice, admin, and support teams
This episode is for financial planners, advisers, firm owners, managers, team leaders, and anyone who wants to support people better at work.
Subscribe to PROpulsion LIVE for more conversations on building better financial planning businesses and better teams.
SituationalLeadership #LeadershipDevelopment #FinancialPlanning #TeamLeadership #AdviceBusiness
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How can financial planners use tech and AI in a practical way without losing the human side of advice?
In this episode of PROpulsion LIVE, we look at how tech and AI can help financial planners and advice businesses work better, serve clients better, and grow with more intention. This is not about chasing every new tool. It is about using the right tools in the right places.
We unpack how AI is changing customer behaviour, why human-centred design still matters, and where AI can help across the client journey. We also look at practical use cases such as meeting prep, meeting notes, follow-up emails, client education, marketing, business growth, onboarding, training, and more.
We also talk openly about the risks. AI is useful, but it is not flawless. Bias, hallucinations, and poor judgement can all create problems if advisers are not careful. That is why ethics, review, and human responsibility still matter.
If you are a financial planner, adviser, business owner, or leader in an advice firm, this episode will help you think more clearly about where to start and what to do next.
In this episode:
Why AI is already changing client expectations
How to keep advice human while using better technology
Simple ways to use AI before, during, and after meetings
How AI can support education, marketing, and business growth
Why it is often a process problem, not a tool problem
What financial planners need to watch out for when using AI
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FinancialPlanning #AIForAdvisers #AdviceBusiness #ClientExperience #FinancialAdvisers
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In this Part 2 conversation with Johann Maree, we take on the hard questions that came out of the last episode on fee-based advice.
We talk plainly about how a book (or rather a business) is valued, how fees are collected, what to do when clients default, and how to think about clients who cannot afford advice right now. We also unpack LVC, whether the old formula still works, and what advisers need to rethink in light of regulation and AI.
Most of all, we tackle the big question: how do you move from your current model to a fee-based business in real life? Johann shares a practical 90 to 120-day way to start making the shift.
This is a direct conversation for financial planners, advisers, and firm owners who want honest answers, not safe ones.
In this episode:
How a book of business is really valued
How fee collection works in practice
What to do about bad debt and defaults
How to serve clients who cannot pay now
What LVC means and whether it still matters
The 7 steps to moving to a fee-based model
A 90 to 120-day plan to begin the transition
If this episode helps you, please like, subscribe, and share it with another adviser or planner.
FinancialPlanning #FeeBasedAdvice #FinancialAdvisers #AdviceBusiness #PracticeManagement
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What is the difference between practice management and business management, and why does it matter so much for financial advisers today?
In this episode of PROpulsion Live, I speak with Johann Maree about why advice firms need to be run as proper businesses, not just busy adviser-led practices. With more than 35 years of experience across South Africa and Australia, Johann shares what he has learned about business models, client segmentation, fee-for-service, client engagement, adviser behaviour, and the systems that help advice firms grow.
This conversation is for financial advisers, planners, and firm owners who know they need to step back from daily pressure and start building a stronger business. We unpack what business management looks like in an advice firm, where many firms go wrong, and what leaders should be doing now to build something more stable, more valuable, and easier to run.
In this episode, we cover:
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the shift from practice management to business management
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the signs your business depends too much on the owner
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the biggest business gaps in advice firms
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strategic planning for advice businesses
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client segmentation in a practical way
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fee-for-service and client value
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client engagement as a business issue
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the first steps to take in the next 90 days
Johann brings deep experience in advice business leadership, behavioural finance, coaching, and adviser development. This is a practical conversation for anyone who wants to build a better financial planning business.
If this episode helps you, please like, subscribe, and share it with another adviser or planner.
FinancialPlanning #FinancialAdvisers #PracticeManagement #BusinessManagement #AdviceBusiness
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Many financial planners segment their clients.
Few actually change how they deliver advice.
In this episode of PROpulsion LIVE, we explore the next step in building a modern advisory firm: productising your services.
Segmentation helps you understand your clients.
Productisation helps you run a scalable business.
You will learn how to move from vague promises of “comprehensive advice” to clearly defined service packages with structured delivery, clear outcomes, and pricing that reflects the value of planning.
We cover:
• Why the traditional AUM model is under pressure
• The difference between segmentation and productisation
• How to build clear service tiers based on complexity
• How to turn your advice into repeatable services
• Why CRM workflows are essential to deliver consistent advice
• Practical steps to start productising your firm this month
This episode is part of our 2026 theme: From Knowing to Doing.
Most advisers already know they should segment, specialise, and systemise their work.
The challenge is implementation.
If you want to build a firm that is scalable, profitable, and easier to explain to clients, this conversation will give you a clear starting point.
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The Great Wealth Transfer is already underway. Trillions in assets will move from one generation to the next over the coming decades. Yet many financial advisers are still unprepared, both for their clients’ intergenerational planning and for their own succession.
In this episode of PROpulsion LIVE, Francois speaks to Mark Hedderman CFP®, President of the LIA and CEO of Hedderman Financial Solutions, about what advisers must start doing now.
They explore:
• Why so many heirs change adviser after inheriting
• How to engage the next generation before wealth transfers
• The difference between continuity planning and real succession planning
• What private equity and consolidation mean for smaller firms
• How to protect and grow the value of your advisory practice
• Practical steps to move from knowing to doing
This conversation is essential viewing for financial planners, financial advisers, and advisory firm owners who want to protect their client relationships, strengthen their firm value, and build a lasting legacy.
If you are serious about intergenerational planning and adviser succession, this episode will challenge and guide you.
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PDF from Sam's segment - Visibility is Value: https://www.propulsion.co.za/wp-conte...
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Winning FPI’s Professional Practice of the Year is a big moment.
But trophies don’t build businesses. Daily decisions do.
In this first episode of Season 7, we sit down with Wouter Fourie from Ascor® Independent Wealth Managers to unpack what it actually takes to build an award-winning financial planning firm.
This is not a celebration piece. It’s a practical conversation.
We talk about the years behind the recognition. The standards they refuse to compromise on. The systems that keep the business consistent. The leadership lessons that shaped the team. And the uncomfortable decisions that had to be made along the way.
If you run a financial planning practice, manage a team, or are serious about raising your standards, this episode will challenge you.
Inside this conversation:
What “client-centred” really looks like in practice
How Ascor builds and maintains internal discipline
The role of leadership in growing a strong advisory team
What most firms say they value but don’t implement
Where to start if you want to lift the level of your own business
Season 7 is built around our theme for this year: From Knowing to Doing.
Wouter’s journey is a real example of what that looks like when it’s applied consistently over time.
If you’re ready to move beyond theory and build something solid, this one is worth your time.
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financialplanning #financialadviser #wealthmanagement #practicegrowth #FPI #FPIProfessionalPracticeOfTheYear2025
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It’s the Season 6 Finale of PROpulsion LIVE, and we’re ending the year with a conversation that many advisers will relate to.
In this episode we look at the changing adviser landscape and the decisions solo advisers are weighing up as regulation, admin, and client expectations grow. Zeyn shares what he is seeing across the profession, how COFI may shape the future, and why support structures are becoming part of the discussion for more practices.
We explore the solo path, the network path, and the questions every adviser should work through before deciding which direction to take. Zeyn also talks about the long-term benefits that the right support model can bring to clients, the adviser, and the practice.
A meaningful finish to a season built around our theme: Explore.
🎯 In this Season Finale:
• The changing environment for IFAs
• What COFI may mean for solo practices
• How to weigh up the solo route vs joining a network
• Questions advisers should explore before making a move
• What strong support can unlock for clients and the adviser
🔔 Subscribe to PROpulsion LIVE for weekly conversations that help you explore new ideas, tools, and ways to grow your financial planning business.
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How do young professionals see the future of financial planning?
In this inspiring episode of PROpulsion LIVE, we meet Karabo Huma, a driven young woman from Soshanguve who’s redefining what’s possible through education, mindset, and purpose.
Karabo shares how she found her place in the financial planning world, the lessons she’s learning at Rich Ideas Group, and why she’s passionate about bringing financial literacy to her community. Her story reminds us that where you start doesn’t determine where you’ll go.
🎯 In this episode:
Exploring the future of financial planning through a young lens
Why mindset matters more than background
Lessons from inside a financial advisory firm
The power of education and financial literacy
Karabo’s dream to inspire and teach her community
🔔 Subscribe to PROpulsion LIVE for weekly conversations that help you explore new ideas, tools, and ways to grow your financial planning business.
FinancialPlanning #PropulsionLIVE #YouthInFinance #FinancialLiteracy #Explore #Mindset #KaraboHuma
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When financial planner Ryan Redman faced stage 3 cancer, everything he believed about life, money, and success was tested.
In this deeply personal episode of PROpulsion LIVE, Ryan shares how the experience reshaped his purpose as a husband, father, and adviser — and why he now approaches financial planning with new empathy and clarity.
💬 In this conversation:
- How adversity sharpened Ryan’s focus and purpose
- The human side of financial advice — vulnerability and trust
- Lessons from endurance sport for long-term performance
- Exploring technology without losing the human touch
- Redefining success: from income to impact
🎥 Watch to discover how challenge can become your greatest teacher and how exploring new mindsets can future-proof your practice.
👉 Subscribe to PROpulsion LIVE for more stories and insights from leaders shaping the future of financial planning.
RyanRedman #FinancialPlanning #Resilience #AdviserMindset #CancerSurvivor #TechnologyAndHumanity #Explore2025 #ConqueringMountains #PROpulsionLIVE
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Meet South Africa’s top financial planners of 2025!
In this episode of PROpulsion LIVE, we sit down with the finalists for the 2025 Financial Planner of the Year Award - Brendan Dunn (Hewett Wealth), Theoniel McDonald (Wealth Associates / Carmel Wealth), and Nicola Langridge (Private Client Holdings).
The award, presented by the Financial Planning Institute of Southern Africa (FPI), recognises a CERTIFIED FINANCIAL PLANNER® professional who demonstrates outstanding financial planning skills, lives the FPI Code of Ethics, and communicates with clarity and care.
The winner will be announced on 3 November 2025 at the Gala Dinner in Johannesburg - but before then, we explore what it really takes to reach this level.
Join us as we discuss their approach to client relationships, advice processes, the balance between value and cost, and the mindset that drives excellence.
FinancialPlannerOfTheYear #FPI #FinancialPlanning #CFP #Explore2025 #PROpulsionLIVE #FinancialAdvice #FinancialAdviser #FinancialPlanningProfession
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What does it take to lead a successful financial planning firm and create a new movement that empowers women with money?
In this episode of PROpulsion LIVE, host Francois du Toit sits down with Gretchen Betts, Managing Director of Magenta Financial Planning and founder of SheFinance, for an honest look at growth, purpose, and the courage to explore what’s next.
Gretchen shares her journey from adviser to business owner, including the story behind her management buyout of Magenta — a bold move that changed everything. She also opens up about her mission to help women build clarity and confidence around their finances through SheFinance and her practical workbook.
Whether you’re an adviser thinking about succession, culture, or new ventures, this conversation will leave you inspired to explore your own next chapter — with purpose and a touch of sparkle.
🔗 Links mentioned:
Magenta Financial Planning: https://www.magentafp.com
SheFinance: https://www.shefinance.co.uk
SheFinance Workbook on Amazon: https://www.amazon.co.uk/dp/1068439114
👉 Don’t forget to like, comment, and subscribe to join the PROpulsion community of forward-thinking financial planners.
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Are you working harder than ever but not feeling the progress? In this episode of PROpulsion LIVE, Francois explores what real client value looks like in today’s financial planning world — and how to build a practice that grows naturally because of it.
Discover a fresh way to think about your clients, your business, and your time. You’ll learn how to:
✅ Identify your most valuable clients and tailor your service around them
✅ Use data and digital tools to save time and serve better
✅ Create client experiences that build trust and long-term loyalty
✅ Communicate your value clearly through simple, honest marketing
This isn’t about adding more work — it’s about doing the right work for the right clients.
If you’re ready to build a business that feeds itself, this one’s for you.
🎯 Watch now and explore how to create real client value that lasts.
FinancialPlanning #ClientExperience #PracticeGrowth #AdviserBusiness #propulsionlive
DIGITAL LOCKDOWN
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• Digital Copy on Amazon: https://www.amazon.com/dp/B0D8BL2CGH
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Are you running your practice — or is it running you?
In this episode of PROpulsion LIVE, Francois dives into how financial planners can gain control, confidence, and freedom by treating their practice like a proper business.
Learn how to separate personal and business finances, pay yourself like a professional, and build structure that gives you both stability and time back.
If you’re tired of living from one commission cycle to the next, this conversation will help you build a business that truly works for you.
📌 What you’ll learn:
The mindset shift from adviser to business owner
How to pay yourself a consistent salary
Separating personal and business finances
Building systems that free your time
Creating a plan for lasting growth
🎥 Join Francois and explore how to take back control — and build a business you’re proud to own.
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Are your clients struggling with fear, shame, or overwhelm when it comes to money?
In this episode of PROpulsion LIVE, we sit down with Samantha Sparkes, a personal finance coach who helps women change their money stories, build practical skills, and gain the confidence to take action.
We discuss:
-What financial coaching really is and how it differs from financial advice
-Why so many people feel stuck, even when they know the “right” steps
-Simple money skills that make the biggest difference in daily life
-The most common challenges Samantha sees in her clients
-Why financial advisers and coaches working together gives clients the best outcomes
📌 Resource: Take Samantha’s free Money Dysfunctions Assessment for Entrepreneurs: https://qualtricsxm3htzgdg96.qualtrics.com/jfe/form/SV_3Vit66mbl5neZCK
👉 Don’t miss this chance to learn how financial coaching can add depth to advice, and how it prepares clients to get the most from their adviser.
Subscribe for more conversations that help financial planners, advisers, and business owners explore new ways to grow.
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This week on PROpulsion LIVE, Francois sits down with Wouter de Witt and Emile van der Spuy, Certified Financial Planners® and co-founders of Gravitas Tax.
With over 25 years of combined experience in retirement and tax planning, they’ve seen one thing repeatedly: advisers who ignore tax are leaving value on the table. That’s why they built Gravitas Tax, a powerful tool that gives advisers tax directive simulations to create clarity, confidence, and better outcomes for clients.
We’ll explore why tax directive simulations are becoming essential, how they work in practice, and what they mean for the future of holistic financial planning.
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DIGITAL LOCKDOWN
https://inn8cpd.co.za/event/register/...
📊 Take the Professional Practice 10.0 Scorecard
🎯 https://www.propulsion.co.za/scoreyt
📘 Get the Financial Advisor Playbook
• Physical Book: https://www.takealot.com/the-financia...
• Digital Copy on Amazon: https://www.amazon.com/dp/B0D8BL2CGH
🌐 Learn more about PROpulsion and Becoming a member:
👉 https://www.propulsion.co.za/community
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FinancialPlanning #TaxDirective #RetirementPlanning #HolisticAdvice #PROpulsio
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What does it take to stay relevant in a world that’s changing faster than ever?
In this episode of PROpulsion LIVE, I’m joined by Richard Mulholland – speaker, author, and founder of Missing Link and Too Many Robots. From touring with Iron Maiden to coaching leaders across the globe, Rich has spent his career helping people and businesses stay relentlessly relevant.
We explore:
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Why relevance is today’s biggest challenge (and opportunity)
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How AI changes the game for advisers and business owners
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Richard’s three principles to avoid irrelevance
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The power of storyselling in sales and client communication
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Red team vs blue team thinking for the future
This conversation is packed with bold insights, practical takeaways, and a bit of mischief too.
👉 Watch now to learn how you can explore new ways of thinking, selling, and leading to stay relevant in 2025 and beyond.
🔗 Resources mentioned: https://getrich.af/linkfarm
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📊 Take the Professional Practice 10.0 Scorecard
🎯 https://www.propulsion.co.za/scoreyt
📘 Get the Financial Advisor Playbook
• Physical Book: https://www.takealot.com/the-financia...
• Digital Copy on Amazon: https://www.amazon.com/dp/B0D8BL2CGH
🌐 Learn more about PROpulsion and Becoming a member:
👉 https://www.propulsion.co.za/community
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Living annuities are one of the most popular retirement income products in South Africa – but they come with strict rules that are often misunderstood.
In this episode of PROpulsion LIVE, we sit down with Lize de la Harpe, Senior Legal Advisor at Sanlam Corporate, to explore what you can and can’t do with a living annuity. From income drawdowns and commutation rules to divorce settlements and beneficiary nominations, Lize unpacks the complexities in plain language and clears up common misconceptions.
This is a must-watch for financial advisers and planners who want to give their clients the right guidance when it matters most.
📌 What we cover:
👉 How income drawdowns really work (and why they can only be changed once a year)
👉 The conditions under which a living annuity can be commuted
👉 Why the capital can’t be claimed in divorce proceedings
👉 The impact of the Montanari judgment and recent PFA amendments
👉 What advisers should know about beneficiary nominations
Join us as we explore the fine print behind one of the most important retirement planning tools.
Also in this episode:
• FPI Current Affairs
• Build with AI
• Quick Announcements
• Featured Guest
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Succession planning has become one of the most important — and most difficult — conversations in the financial advice profession.
In this episode of PROpulsion LIVE, we welcome Jaco van Tonder, Advisor Services Director at Ninety One, to explore the realities of succession planning for independent financial advisers (IFAs).
Jaco has been in financial services since 1999 and now leads Advisor Services in South Africa at Ninety One. With years of experience in sales, distribution, and product development, he brings a deep understanding of how advice businesses evolve — and what makes them thrive or stumble when it comes to succession.
We’ll discuss:
• Why succession is such a hot topic for IFAs.
• The main succession models available — and their pros and cons.
• Why internal, organic succession is so hard to pull off.
• What drives the wide differences in valuations of advice firms.
• The real obstacles to funding mergers, acquisitions, and buy-outs.
If you own or run an advice business, this is a conversation you can’t afford to miss. Whether you’re five years from retirement or just starting out, now is the time to explore your options and prepare your firm for the future.
👉 Don’t miss new episodes every Friday at 8 AM (SAST). Subscribe to PROpulsion LIVE for fresh insights, expert guests, and practical ideas for building a thriving advice business.
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This week on PROpulsion LIVE, Francois sits down with Ettienne Wilsnagh, a seasoned financial services professional with 31 years of experience — from advisor to franchise owner and business leader.
Ettienne shares his journey from starting in the life industry straight out of school, to running one of Old Mutual’s most successful franchises, and now turning his attention to guiding the next generation of advisers.
We explore:
👉 The lessons he learnt along the way
👉 Why many new advisers are struggling
👉 The success factors that truly matter
👉 His advice for anyone starting in the profession today
If you’re a financial adviser, planner, or practice owner looking for honest insights and real stories from someone who has walked the path, this conversation is for you.
🔔 Subscribe to PROpulsion LIVE for weekly conversations about building and running a thriving advice business.
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📘 Get the Financial Advisor Playbook
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AI is changing financial advice, but are you using it responsibly in your practice?
In this episode of PROpulsion LIVE, Francois du Toit explores how advisers and planners can bring AI into their businesses without putting clients, or compliance, at risk.
We’ll look at:
✅ Why responsible AI matters for advice firms
✅ The biggest risks: bias, data breaches, and explainability gaps
✅ How the FPI Code of Ethics provides a clear guide for AI use
✅ The Crawl–Walk–Run approach to adopting AI responsibly
✅ What “good” looks like in practice: real examples you can apply today
With new guidance from the FSCA on cloud computing and data offshoring , financial advisers in South Africa face stricter rules than ever before. Uploading client data into tools like ChatGPT is risky, and may soon be outright non-compliant. But that doesn’t mean you can’t benefit from AI. From drafting blogs to summarising client meetings, there are plenty of safe ways to start.
This episode is about building a client-centred, ethical approach that strengthens trust while helping you work smarter.
🔔 Subscribe to PROpulsion LIVE for more insights on financial planning, practice management, and the future of advice.
💬 What’s one low-risk way you’ll test AI in your practice this month? Share your thoughts in the comments!
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What if just a few lessons could shift the entire trajectory of your business and personal growth?
In this episode of PROpulsion LIVE, Francois du Toit shares the 7 most impactful, game-changing lessons he’s learned on his journey — from growing a business to navigating personal challenges and finding alignment along the way.
These aren’t generic platitudes. They’re real-world, tested insights that have helped Francois make better decisions, create meaningful progress, and stay focused on what matters most.
Whether you're:
Building a financial planning business,
Growing as a leader in your practice,
Or simply reflecting on your next chapter…
…this episode is for you.
🗣️ Join the conversation
Which of the 7 lessons resonates with you the most? Drop it in the comments — we’d love to hear from you.
🔔 Like, Subscribe, and turn on notifications to stay inspired and future-fit.
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• Digital Copy on Amazon: https://www.amazon.com/dp/B0D8BL2CGH
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Send us a text
AI is changing everything. But what if the real risks are not in what it does, but in what we fail to notice?
In this solo episode of PROpulsion LIVE, Francois looks at the long-term risks of AI adoption for financial planners, advice firms, and the people they serve. From privacy erosion to job displacement, and from over-reliance on tech to the collapse of trust, this conversation highlights what is really at stake.
With 2025 themed around “Explore,” this episode is not about fear, it is about awareness, responsibility, and choosing to shape a better future before it shapes us.
If you are using AI (or planning to), this is one episode you cannot afford to miss.
Let’s explore, ask better questions, and make smarter choices, together.
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In this week’s solo episode, Francois du Toit discusses one of the most overlooked causes of burnout, friction, and stagnation: misalignment.
From your personal values to your tech stack. When things aren’t pulling in the same direction, everything feels harder. But when you find alignment across your life, business, systems, and people… that’s when things start to flow.
It is not necessary to change everything, but it is important to recognise where the drag is and then realign what matters most. Which, honestly, is not as easy as it may sound.
Subscribe for weekly inspiration and practical insight to help you thrive as a modern financial planner.
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This Friday on PROpulsion LIVE, we’re joined by powerhouse entrepreneur and award-winning financial adviser Wouter Snyman, founder of the attooh! Group.
With over 33 years of experience, 16 books to his name, and a track record of building the #1 Discovery Group adviser firm for more than a decade, Wouter shares what it takes to future-proof your financial planning practice in South Africa’s fast-changing landscape.
From real-world AI implementation to entrepreneurial leadership and the changing psychology of clients, this episode is packed with bold thinking and practical ideas.
🔍 Whether you're an adviser, business owner, or team leader — you’ll walk away with insights you can apply right now.
See Wouter's website here:
www.woutersnyman.co.za
🔔 Don’t forget to subscribe and hit the bell so you never miss an episode.
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FinancialPlanning #AdviceProfession #PROpulsionLIVE #FutureOfAdvice #PlannerGrowth #ClientExperience #Explore2025
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We’re not easing into the future of financial planning... we’re already in it.
And yet, many advisers still find themselves facing the same big issues day after day.
In this powerful episode, Francois du Toit unpacks the 7 major problems currently reshaping the advice profession, and what forward-thinking planners can do about them. From outdated engagement models and shifting client expectations to new demands on skills, tech, and mindset, this is a call to adapt, evolve, and lead.
Whether you’re just starting out or leading a seasoned firm, this episode offers practical insight and strategic thinking for those ready to thrive - not just survive - in the new era of advice.
👇 Watch now to explore:
• The biggest pressures facing financial planners today
• What’s changing in how clients want to be served
• The skills, tools and mindset required for modern relevance
• How to evolve your advice model without losing your purpose
🎯 If you’ve felt the tension between where the industry is and where it needs to go — this episode is for you.
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• Digital Copy on Amazon: https://www.amazon.com/dp/B0D8BL2CGH
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In this episode of PROpulsion LIVE, we sit down with SEO coach and digital strategist Carla dos Santos to unpack the changing search landscape. With AI Overviews, featured snippets, and Google answering questions without a single click — how can businesses stay visible?
Carla shares 20+ years of experience in the digital world and breaks down what these changes mean for your brand, your website, and your long-term visibility.
We explore:
🔍 Why "clicks" aren't the only metric that matters anymore
📈 How to build topical authority and E-E-A-T (Experience, Expertise, Authoritativeness, Trust)
🧠 The SEO mindset shift needed to stay relevant in an AI-first world
✨ Strategic actions you can take right now to future-proof your content
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🔗 Related Links:
• Carla's Article on Zero-Click SERPs: https://theseocoach.co.za/seo-news/se...
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• Digital Copy on Amazon:
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What happens when a financial planner goes full Iron Man, blending cutting-edge tech with powerful human connection? In this episode of PROpulsion LIVE, Francois sits down with Andy Hart, creator of Humans Under Management, to unpack what it really means to be a "bionic adviser."
We explore the human skills that tech will never replace, the behavioural traps clients fall into (and how to help them out), and why some of the industry’s most beloved compliance concepts might just be… imaginary dragons.
If you're a financial planner wondering where you still add value in an AI-powered world—this one’s for you.
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📘 Get the Financial Advisor Playbook
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In this episode of PROpulsion LIVE, we sit down with Sharon Moller, Financial Planning Coach at Old Mutual Wealth, to explore a critical question: in a world where AI can do almost everything… what’s left for human financial planners to do?
Sharon believes the answer lies in coaching—not the problem, but the person.
With 19 years of experience and deep coaching expertise, Sharon shares how planners can use tools like budgeting, cash flow modelling, and goal setting as powerful coaching opportunities. You'll hear real examples, gain practical tips, and walk away inspired to deliver the kind of value that no AI ever could.
Whether you're a seasoned planner or just starting out, this conversation will help you reimagine your role in a high-tech, human-first future.
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Want a Thriving Advice Business? These 7 Habits Will Get You There
Legendary financial planning practices don’t happen by accident — they’re built by habit.
In this week’s episode of PROpulsion LIVE, Francois unpacks seven powerful habits he’s seen consistently across standout advice businesses. Whether you’re a solo practitioner or running a team, these habits will help you lay stronger foundations, lead with clarity, and grow with purpose.
This is a mindset reset AND an operations revamp — all rolled into one!
Also featured in this episode:
📰 Current Affairs with the FPI
💡 Build with AI with Francois du Toit
📣 Quick Announcements
🎯 Featured Topic
📺 Subscribe now to make these habits part of your playbook!
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👉 https://www.propulsion.co.za/community
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Are you stuck in the cycle of learning, learning, learning without really moving forward?
In this episode of PROpulsion LIVE, Francois opens up about his own journey of personal development, the moment he realised knowledge wasn’t enough, and how true growth only happens through doing.
You'll discover:
✅ Why personal development can feel frustrating
✅ The 5 elements needed to truly move forward (inspired by Stephen Bartlett)
✅ What mindset has to do with your business growth
✅ The untapped power of relationships and reputation
✅ Why it’s okay to outgrow people and what to do about it
This episode is a raw, real look at the personal journey behind professional growth. If you’ve ever felt like you’re doing all the right things but not getting anywhere, this one is for you.
🔔 Don’t forget to subscribe and turn on notifications for more episodes like this!
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🎉 This is our 300th episode of PROpulsion LIVE and we’re celebrating it in true style!
In this week’s milestone interview, Francois sits down with Kobus Barnard, CEO and co-founder of Allegiance Consulting—the minds behind Avalon, a next-gen financial planning platform used by over 7,000 advisers.
Together, they explore the real purpose of CRM in financial planning, how tech can create deeper human connection, and why the future of advice may lie in the seamless fusion of AI, client data, and behaviour-driven insights.
This conversation challenges the status quo of how we manage relationships and scale advice—and gives you a glimpse of what’s next for one of SA’s top fintech innovators.
Let us know your thoughts in the comments and help us celebrate 300 episodes of powering up the profession 🚀
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🎥 Disclaimer: The views expressed by guests are their own and not endorsements of any product, service, or platform.
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In this episode of PROpulsion LIVE, we talk about one of the hardest — and most human — challenges in financial planning: earning the trust of a client who’s had a bad experience with a previous adviser.
From scepticism and defensiveness to outright frustration, you’ll often sit across from people carrying baggage you didn’t pack. But how you respond can turn resentment into respect — and build a powerful new relationship.
Join us as we explore why clients become resentful, how to recognise it, and what you can do to show them they’re in better hands now.
Also featured in this episode:
📰 Current Affairs by the FPI
🎯 The Digital Savvy Adviser with Rizanne Oosthuisen-Botha
🔥 Bulletproof Your Business with David Kop
📣 Quick Announcements
📌 Featured topic with Francois du Toit
Leave a comment with your experience — how have you handled situations like this?
Subscribe for more weekly insights that elevate your planning practice.
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🎟️GLOBAL FINANCIAL PLANNING CONFERENCE:
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In this episode of PROpulsion LIVE, we’re joined by the 2024 Financial Planner of the Year, Rudolph Geldenhuys. Together, we dive into the tension between the technical and human sides of financial planning—and why embracing both is essential for success in today’s environment.
Rudolph shares insights on developing deep client relationships, playing to your strengths, and how your personal wellbeing directly impacts the outcomes you deliver for clients. From values-based advice to strengths-based development and creating safe client spaces, this conversation will inspire financial professionals at every level.
📥 Resources mentioned:
- Personal Values Assessment: https://personalvalu.es/
- CliftonStrengths Top 5: https://store.gallup.com/p/en-us/1010...
💬 Leave a comment with your takeaways and reflections on the human side of advice.
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🎟️GLOBAL FINANCIAL PLANNING CONFERENCE:
Book your ticket now — limited in-person seats and virtual available:
https://www.propulsion.co.za/global-f...
📊 Take the Professional Practice 10.0 Scorecard
See how your business scores:
🎯 https://www.propulsion.co.za/scoreyt
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• Digital Copy on Amazon: https://www.amazon.com/dp/B0D8BL2CGH
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In this episode of PROpulsion LIVE, we’re joined by expat tax expert Hugo van Zyl to unpack the latest changes affecting South Africans living abroad — and those planning to leave.
From Exchange Control adjustments and the UK’s new residency tax model, to South Africa’s new Digital Nomad Visa and surprise updates on foreign pensions, there’s a lot to digest.
Whether you work with expats or are one yourself, you’ll walk away with practical insights on how to adapt to a changing landscape.
Join the conversation in the comments: What’s the one question you’ve been asked most often about working abroad?
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In this episode of PROpulsion LIVE, we explore how financial planners and advisers can build a powerful personal brand that supports their practice and connects authentically with clients.
Dr Pieter de Villiers joins us to share his journey from veterinarian to lifestyle financial planner and content creator. He talks about what makes a personal brand work, how to start creating content (even if you’re camera-shy), and how to use social platforms like YouTube, TikTok, and Instagram without losing your professional voice.
If you’ve ever wondered how to stand out in a crowded market, attract your ideal clients, and grow your influence without being fake or flashy – this conversation is for you.
👇 Leave a comment and tell us: What's one small step you could take this week to build your personal brand?
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Running a financial planning practice involves a lot more than client meetings and advice.
Behind every success story is a mountain of invisible work — compliance headaches, team issues, tech frustration, and never-ending admin.
In this week’s episode of PROpulsion LIVE, we pull back the curtain and talk honestly about what practice owners don’t often say out loud.
If you’ve ever felt like you’re carrying too much behind the scenes — you’re not alone.
If you run a business in this profession, this conversation is for you.
Leave a comment: What invisible task are YOU currently carrying?
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In this episode of PROpulsion LIVE, we explore a powerful yet often overlooked topic: how comparison shows up in the world of financial planning – and the impact it has on confidence, focus, and fulfilment.
From industry awards to social media highlights, the pressure to measure success by someone else's yardstick is everywhere. But comparison can be both inspiring and destructive. The key lies in how we navigate it.
If you’ve ever looked at another adviser’s journey and wondered, “Am I doing enough?” — this one’s for you.
Let us know in the comments — what has comparison taught you? And how do you manage it in your business?
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In this episode of PROpulsion LIVE, we speak to Louis Schlebusch, Director of BRISCH Administration Services, about the often-overlooked engine behind successful advisory practices — your back office.
Louis shares how strong admin support can save time, reduce risk, and unlock the full potential of a financial planning business. We’ll explore how to intentionally approach your systems, people, and processes — and why outsourced admin might be the smartest move for growth-minded advisers.
Let us know in the comments: what’s one thing you’ve changed in your back office that made a big impact?
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In this episode of PROpulsion LIVE, we’re joined by Anrico du Plessis, CEO of Multi-Media, to explore how technology can be used not as a gimmick—but as a tool for creating powerful audience-first experiences.
Whether you’re planning a client event, hosting webinars, or delivering presentations, this conversation will shift the way you think about engagement. We’ll dive into designing emotional journeys, crafting meaningful messages, and using the right tech to enhance—not overwhelm—your audience.
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📃 Current Affairs by The Financial Planning Institute SA
📸 The Digital Savvy Advisor with Rizanne Oosthuisen-Botha
🎯 Bulletproof Your Business with David Kop
🎤 Quick Announcements
📺 Featured Guest: Anrico du Plessis
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In this episode of PROpulsion LIVE, we unpack what it takes to be a trusted financial adviser in today’s polarised, politically uncertain, and low-trust world.
With public confidence in institutions at historic lows, financial planners face a new challenge: building and maintaining trust in an environment where scepticism is the default. We explore practical, real-world strategies to strengthen client confidence, communicate clearly, and create meaningful, long-term relationships.
Leave a comment and share how you build trust in your business.
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In this episode of PROpulsion LIVE, we sit down with Charlotte Kemp, a futures thinking coach, to explore two key trends that are shaping the future of financial planning:
Binary vs Fluid Thinking – Do we see financial decisions as fixed or adaptable?
Scarcity vs Abundance – Do we operate from a place of limitation or opportunity?
These trends influence client behaviour, investment strategies, and how financial professionals position themselves for long-term success. Understanding them is key to helping clients make better decisions and ensuring your own practice stays ahead of industry shifts.
🔗 Download Charlotte’s book for free: https://www.futuresalchemist.com/prop...
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https://www.linkedin.com/in/charlottekemp/
Join the conversation! Share your thoughts in the comments:
How do you see financial planning—through a scarcity or abundance lens?
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Cutting the fluff in your financial advisory practice frees up time, energy, and resources for the work that truly matters. In this episode of PROpulsion LIVE, we explore why less can be more by removing extra steps, overhead, and distractions from your day-to-day.
We’ll look at everything from juggling too many product providers and bloated tech stacks to having clients who aren’t a good fit. You’ll also hear tips on trimming back on repetitive tasks, unnecessary meetings, and overlapping roles. Walk away with practical ideas on how to refine your services so you can spend more time where it adds real value.
This episode connects with our “Explore” theme, encouraging you to let go of what’s no longer working so you can discover fresh opportunities.
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This episode also features our special 5-minute segments:
📰 Current Affairs with Lelané Bezuidenhout, Nici Macdonald, and the FPI
🔥 Brand Works with Rizanne Oosthuisen and ProfileMe
🎯 Bulletproof your Business with David Kop and FI Consult
📣 Quick Announcements with Francois du Toit and PROpulsion
Share your experience of cutting the fluff in the comments below!
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This week on PROpulsion LIVE, we’re diving into a game-changing shift: moving beyond a client list and creating a true client community.
Why does this matter? When clients connect with you—and each other—you build trust, loyalty, and natural referrals. A strong community isn’t just about engagement; it’s about business growth, deeper relationships, and long-term success.
Our 2025 theme, “Explore,” is about discovering new opportunities and fresh approaches—and this episode will help you do just that.
Let’s explore a new way to connect with clients—one that grows your business while making a bigger impact.
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AI is changing the way financial advisers work. Some see it as a challenge, others as an opportunity. The question is—how do you make AI work for you instead of against you?
In this episode of PROpulsion LIVE, we explore how financial advisers can embrace AI to grow their businesses, improve efficiency, and enhance client relationships.
AI is no longer a future concept—it’s already shaping the financial services industry. Many advisers feel excited yet uncertain about how to integrate AI into their practices. The key is understanding how AI can streamline operations, personalise client experiences, and allow you to focus on what truly matters—helping your clients achieve their financial goals.
Join us for this insightful session as we explore how AI can work with you to build a more sustainable and profitable practice.
Leave us a comment with your thoughts and questions!
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Disclaimer: The views and opinions expressed in this episode are for informational purposes only and do not constitute financial or investment advice.
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In this episode of PROpulsion Live, we look at how financial advisers can build and improve their value proposition throughout their careers. Whether you're just starting out, looking to grow, or leading an established firm, understanding and explaining your unique value is essential.
Join us as we discuss focused strategies for different career stages, common pitfalls to avoid, and ways to measure the effectiveness of your value proposition.
We'll also talk about the importance of embracing innovation to stay relevant in a dynamic industry.
Learn how to define and communicate the unique benefits you offer, ensuring you stand out in the marketplace and effectively meet your clients' needs.
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Disclaimer: The views and opinions expressed by guests on our show do not reflect the official stance of our platform. We do not endorse or promote any guest, their views, or any products and services they might represent.
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Welcome to Season 6 of PROpulsion LIVE!
This year’s theme is "Explore", and in this episode, we unpack what that means for financial planners in 2025.
Francois du Toit from PROpulsion discusses:
🔹 Mindset shifts – The key to growth.
🔹 Learning as an adventure – Moving beyond compliance.
🔹 Experimentation – Testing and adapting for success.
🔹 Collaboration – Learning from others.
🔹 Technology & AI – The next frontier.
🔹 Letting go & doing the uncomfortable – Real growth happens outside the comfort zone.
What’s one thing YOU will explore this year? Let us know in the comments!
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In this season finale of PROpulsion LIVE, we look back at 2024 and share the top lessons for financial planners. From simplifying processes to embracing new strategies, this episode captures the most impactful insights from the past year.
We’ll cover the key takeaways that can help financial planners build better businesses, foster stronger client relationships, and achieve personal and professional growth. Whether you’re a financial planner, adviser, or firm owner, this episode is packed with actionable ideas to prepare you for 2025 and beyond.
Thank you for being part of Season 5. Stay tuned for what’s next!
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In this episode of PROpulsion LIVE, we explore the journey from financial advice to comprehensive financial planning. We unpack the distinctions between brokers, financial advisers, and financial planners, highlighting how financial planning provides a deeper, more holistic approach to serving clients.
Discover why moving beyond advice to a full planning model benefits both professionals and their clients. We’ll share actionable insights, practical steps, and real-world examples to help financial advisers transition to a more impactful way of working.
Whether you're looking to enhance client relationships, improve long-term outcomes, or future-proof your business, this episode is a must-watch.
Subscribe to our channel for more episodes that provide practical strategies and tools for financial professionals.
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In this episode of PROpulsion LIVE, we’re joined by Errol Meyer, a financial expert with over 30 years of industry experience and author of Business Financial Planning. Errol dives deep into the importance of business succession planning, the role of life insurance, and strategies for ensuring a strong financial future for businesses. With insights from his latest book, Errol shares practical guidance for advisers and business owners on creating robust plans that secure long-term stability and financial security.
Don’t miss this valuable conversation with Errol Meyer, designed to provide financial professionals with actionable insights to enhance their advisory skills and support business clients in securing their legacies.
Disclaimer: The views expressed by guests are their own and do not reflect the official stance of this platform.
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In this episode, we host an insightful panel discussion with Guy Holwill, CEO and founder of Fairbairn Consult, and Zeyn Ally, a senior leader with decades of experience in financial services. Together, they explore the power of Client Experience (CX) as a transformative tool for financial advisory success.
Guy shares his perspective on how CX has evolved to become the ‘new marketing’ for advisors, and Zeyn dives into Fairbairn’s unique approach to creating an advisor-centric experience. They reveal the foundational elements that build trust, loyalty, and satisfaction—transparency, respect, and feedback-driven improvement.
From refining advisor experiences to measuring performance with innovative programs like the Extra Mile Club, this conversation offers a wealth of insights for any financial advisor looking to strengthen their practice and deepen client relationships.
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In this episode of PROpulsion LIVE, we explore how financial advisers and planners can expand their income with alternative revenue streams. As the industry evolves, traditional models like asset-based fees and commissions aren’t always enough. Many advisers are finding value in diversifying their offerings to include subscription-based services, stand-alone planning, digital products, content creation, and consultancy.
Gain valuable insights on creating a resilient and future-ready business model that aligns with the changing financial landscape. Subscribe to our channel for more episodes on strategies to elevate your practice.
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In this episode, we interview Mickey Gambale, a dynamic leader in financial services with experience across investments, insurance, and asset management. Mickey will share his insights on the crucial role of life insurance in holistic financial planning, offering practical advice for financial advisers on how to balance risk cover with investments.
Mickey discusses how life insurance serves as the bedrock of financial planning, why it’s essential for protecting wealth, and how it can be a key tool for building generational wealth. He also delves into the shift toward living benefits, such as critical illness and income protection, and explains how these can enhance client relationships and long-term retention.
Join us to learn how life insurance can help protect and build wealth, offer long-term financial security, and position financial advisers as holistic planners.
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In this episode of PROpulsion LIVE, we sit down with Rizanne Oosthuisen, founder and CEO of ProfileMe.app. Rizanne shares her entrepreneurial journey, from founding a start-up to leading the most innovative advice technology platform.
We’ll explore how she built ProfileMe from the ground up, the lessons she learned as a woman in tech, and the strategies she used to create a strong team and culture. Rizanne also shares valuable advice for aspiring entrepreneurs and how to navigate the challenges of live tech innovation.
Join us to learn more about Rizanne’s journey and the entrepreneurial insights she has gained along the way.
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In this special episode of PROpulsion LIVE, we dive deep into the crucial topic of personal development for financial professionals and business owners. Whether you're a financial planner, adviser, firm owner, or part of the broader financial services industry, this episode is designed to help you map out your own personal development journey.
We’ll discuss why personal development is essential for professional success and how it can enhance client relationships, team management, and business outcomes. Plus, we'll provide a practical framework and tools to help you start or improve your growth journey immediately.
Join us as we explore how to foster a growth mindset and lead by example, ensuring that your personal development not only benefits you but also helps your team and clients thrive.
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In this episode of PROpulsion LIVE, we dive into a key topic: how financial planners can prepare their businesses for success in 2025. With the rapid pace of change in the industry, it’s essential to focus on the right areas—both personally and professionally.
We explore the critical skills financial planners need to develop, strategies for building a sustainable and differentiated business, how to strengthen your team, and how technology will play an even greater role moving forward.
Join us as we break down the key areas that will help you future-proof your financial planning business for 2025 and beyond.
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In this episode of PROpulsion LIVE, we sit down with Dr. Roddy Carter, an expert in neuroscience and human performance, to explore how understanding our brain can transform the way we make financial decisions.
We’ll dive into how the brain affects our behaviour when it comes to investing and financial planning, and what steps we can take to gain control of our mental processes for better outcomes. Dr. Carter will share insights on how neuroscience can help investors manage emotions, avoid common mental traps, and make smarter financial choices.
Don’t miss this fascinating discussion on the intersection of neuroscience and finance!
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Website: https://roddycarter.com
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In this episode of PROpulsion LIVE, we sit down with David Kop, a Certified Financial Planner® and business consultant, to discuss the challenges financial planners face when running their own businesses. Many financial planners start out doing everything themselves, from operations to client engagement, which quickly leads to burnout.
David shares insights from his years of experience, breaking down the functional structure of a financial planning business into three key areas: operations, compliance, and client engagement. We’ll explore the roles within these areas, the importance of an Operations Manager, and how financial planners can get back to doing what they love—helping clients.
Join us to learn how to build a better, more sustainable financial planning business and take control of your practice.
Leave us a comment with your thoughts and questions.
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Disclaimer: The views and opinions expressed by guests on our show do not reflect the official stance of our platform. We do not endorse or promote any guest, their views, or any products and services they might represent.
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In this episode of PROpulsion LIVE, we explore the critical crossroads faced by small independent financial advisor (IFA) firms. Whether to maintain independence, merge with other IFAs, or even exit the profession—this decision is pivotal. We dive into the options available, from joining another FSP or becoming a tied agent to more innovative solutions like creating a virtual advisory firm.
We’ll also discuss how to build longevity into an IFA business through the use of technology, branding, and client retention strategies. Lastly, we explore the importance of proper succession planning, including grooming potential successors and ensuring a smooth client transition.
Join us for practical insights and strategies to help small IFAs make informed decisions about their future.
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Disclaimer: The views and opinions expressed by guests on our show do not reflect the official stance of our platform. We do not endorse or promote any guest, their views, or any products and services they might represent.
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In this episode, we interview Kim Potgieter, Director and Head of Life Planning at Chartered Wealth Solutions. Kim is a Professional Certified Coach, CERTIFIED FINANCIAL PLANNER®, and author, known for her passion for improving people’s relationships with money and guiding them through significant life transitions.
Kim shares her insights on midlife transition, a challenging phase that many clients face as they navigate career pressures, family responsibilities, and the search for meaning and purpose. She debunks common midlife myths and provides truths that can empower clients to embrace this transformative stage of life.
We also discuss the role of financial planners in supporting clients through midlife, with a focus on empathetic conversations, personalised approaches, and practical tools from Kim’s books, 'Midlife Money Makeover' and 'Retiremeant™.' Kim’s learnings from Chip Conley and the Modern Elder Academy further enrich this conversation, offering valuable strategies for financial planners.
Join us to learn how to enhance your value proposition by effectively guiding clients through the midlife transition.
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Connect with Kim:
Kim on LinkedIn:
/ kim-potgieter-cfp%c2%ae-b8587916
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In this episode, we interview Kirsty du Toit, Director of Financial Planning for Asset-Map South Africa. Kirsty is a Certified Financial Planner (CFP®) and an Integral Coach (ACC) who is passionate about transforming the way financial planners engage with their clients.
Kirsty shares her innovative approach to shifting from traditional financial planning to advice engagement, focusing on the importance of simplicity, visualisation, and communication. We discuss how these elements can radically enhance client interactions and help clients make informed decisions that move them forward in their financial lives.
Join us to learn practical strategies for enhancing client engagement and delivering advice that truly resonates with your clients.
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Kirsty on LinkedIn: https://www.linkedin.com/in/kirsty-du-toit-cfp-%C2%AE-7698a717/
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- Day of CPD Tickets --
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In this episode, we interview Johan Steyn, an advocate for Human-Centered Artificial Intelligence and a key figure in the development of South Africa’s national AI strategy. Johan brings extensive experience in AI regulation and innovation, having served on working groups with the National Advisory Council on Innovation (NACI) and the Council for Scientific and Industrial Research (CSIR).
Johan shares his insights on South Africa’s positioning in the global AI landscape, the challenges and opportunities in crafting a national AI strategy, and the future trends that will shape AI regulation across industries. We also delve into the importance of ethical considerations in AI and the role of media in influencing AI policy and public perception.
Join us for an in-depth discussion on how AI is transforming various sectors in South Africa and what the future holds for AI regulation and innovation.
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In this special episode, we interview the three finalists for the 2024 FPI Financial Planner of the Year: Gareth Collier, René van de Spreng, and Rudolph Geldenhuys. Each finalist brings a unique perspective on financial planning, shaped by their diverse backgrounds and experiences.
Gareth Collier discusses the importance of independence and professionalism in financial planning, as well as the challenges of regulatory compliance. Rudolph Geldenhuys shares insights on balancing community involvement with professional practice, the role of education in shaping financial strategies, and key investment principles. René van de Spreng focuses on the complexities of managing wealth for high net worth individuals, the importance of holistic financial planning, and the influence of his varied career experiences.
Join us to gain valuable insights from these leading financial planners on how to navigate the complexities of the financial planning profession and provide exceptional service to clients.
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Connect with the Finalists:
Gareth Collier on LinkedIn: / gareth-collier-cfp-%c2%ae-2887b15b
Crue Invest on LinkedIn:
/ crue-invest-pty-ltd
René van de Spreng on LinkedIn: / ren%c3%a9-van-de-spreng-6aaba7150
Apex Private Wealth LinkedIn:
/ apexprivatewealth
Rudolph Geldenhuys on LinkedIn: / prgeldenhuys
-- Blue
In this episode, we interview Warren Ingram, co-founder of Galileo Capital and author of four personal finance books. With over 25 years of experience in financial planning, Warren shares his insights on the importance of changing clients' money behaviours to achieve better financial outcomes.
We discuss Warren's journey in the financial planning industry, the impact of destructive financial behaviours, and practical strategies financial planners can use to help clients make positive changes. Warren also shares key takeaways from his book, "Small Changes for Big Results," and explains how small adjustments can lead to significant improvements in clients' financial health.
Join us to gain valuable insights from Warren Ingram on transforming money behaviours and enhancing your financial planning practice.
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In this episode, we interview Lara Warburton, the FPI Financial Planner of the Year for 2023 and Managing Director of Integral Wealth Management. With 31 years of experience in financial services and 24 years as an independent financial planner, Lara shares her insights on the importance of independent financial advice, professionalism, and navigating an increasingly complex environment.
Lara discusses her journey in the financial planning industry, the value of networks like PROpulsion, and the role of mentorship in upskilling young advisers. She also shares practical client stories and emphasizes the importance of simple, effective solutions in financial planning.
Join us to gain valuable insights from Lara Warburton on how to stay current, provide capable advice, and support the next generation of financial planners.
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Lara on LinkedIn: https://www.linkedin.com/in/larawarbu...
-- Blue Chip Digital Round Table Discussions --
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In this episode, we tackle a mix of crucial issues and solutions for financial advisers.
Learn how to elevate your virtual meeting setup to create a great experience, and understand why the title you choose—whether Financial Planner, Financial Adviser, Broker, or something unique—matters more than you think.
Discover the key differences between marketing and prospecting, and how to balance both for optimal growth. We also delve into the challenges faced by the next generation of financial planners and explore how we can support them.
Finally, we discuss the power of community and the different ways to collaborate: doing it yourself, getting someone else to do it, or working with others.
Join us for practical tips and strategies that can elevate your financial practice.
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--- Join us at the Day of CPD ---
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Francois on LinkedIn: https://www.linkedin.com/in/francoisd...
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In this episode, we interview Gareth Hopkins, an experienced operations and client support professional in the information technology sector. Gareth shares his insights on delivering value propositions, maintaining business continuity, and client retention through the use of technology.
We discuss Gareth's journey in the IT sector and its intersection with financial services - how his diverse experience across different roles has shaped his approach to business solutions.
We delve into the concept of value propositions and their importance for businesses. We share methods for identifying and developing value propositions within an organization.
We take a look at their cloud-based technology platform, designed to facilitate the delivery of an organization's value proposition.
Finally, we discuss how businesses can ensure continuity and client retention through technology, emphasizing the importance of centralizing stakeholders, relationships, and records.
Join us to gain valuable insights from Gareth Hopkins on how to leverage technology to deliver your value proposition and maintain business continuity and client retention.
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/ pfirestormtech
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In this episode, we interview Dirk Groeneveld, a Financial Planner with nearly 34 years of experience, and a Lifestyle Financial Planner for the last 23 years. Dirk shares his passion for making a real difference in clients' lives and helping other planners to do the same.
We begin by discussing Dirk's journey in the financial planning industry and how he transitioned to Lifestyle Financial Planning. Dirk explains the core principles that differentiate Lifestyle Financial Planning from traditional financial planning and how he ensures that clients' interests are always put first.
Dirk also shares the challenges and rewards of promoting a client-first approach in financial planning. We delve into the changes Dirk believes are necessary for the profession and how other financial planners can adopt a client-first mindset.
Finally, we discuss the future of financial planning, and we offer advice to new financial planners entering the profession today.
Join us to gain valuable insights from Dirk Groeneveld on how to put clients first in everything and make an honest living through Real Lifestyle Financial Planning.
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--- Connect with Dirk ---
Dirk on LinkedIn: / dirk-groeneveld-cfp%c2%ae-276a9a18
--- Linktank Hadeda Advice Technology Survey Report ---
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In this episode, we delve into the topic of change management within the financial planning profession. We explore why managing change effectively is often challenging and what can be done to improve outcomes both for individuals and organisations.
The discussion begins with an overview of the constant changes affecting the financial planning sector, from regulatory updates to technological innovations and shifts in client expectations. We provide examples to illustrate these changes and their impact on the industry.
We then identify common pitfalls in change management, including resistance to change, inadequate communication, and insufficient training. We discuss the consequences of these issues and how they hinder the successful implementation of new strategies.
The episode also offers practical advice on how to manage change effectively. This includes engaging with stakeholders, setting clear goals, maintaining transparency, and providing necessary support to team members. Additionally, we cover how to lead with courage during times of change, focusing on the importance of leadership qualities such as resilience, vision, and empathy.
Join us to gain insights into better managing change in your professional environment and leading your team towards successful adaptation in the fast-evolving landscape of financial planning.
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--- GFPC 2024 ---
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Agenda: https://www.propulsion.co.za/gfpc-agenda
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In this episode, we talk about the intricacies of building a professional service business in 2024, focusing specifically on financial advisory firms. We explore the journey of a financial adviser through various stages of their career, understanding the financial adviser maturity curve and the business maturity curve. This dual perspective helps us grasp the growth trajectory from both personal and business viewpoints.
We start by examining the financial adviser maturity curve, which outlines the stages an adviser progresses through during their career. We then shift our focus to the business maturity curve, discussing the different phases a business experiences from inception to maturity and possibly renewal or exit.
Additionally, we consider the mental and emotional impacts associated with navigating these stages. Understanding these impacts is crucial for developing strategies that support both personal well-being and business health.
The episode also offers practical advice by identifying three essential areas to focus on in each stage of both curves. These strategic points aim to ensure progression and success at every phase of the business and career lifecycle.
Furthermore, we discuss different approaches to handling business tasks—whether to manage them independently, outsource, or collaborate with others. Each approach has its benefits and challenges, and choosing the right one can significantly influence the firm's operational effectiveness and growth potential.
Join us to gain insights into successfully navigating the complexities of building and developing a professional service business in the fast-evolving landscape of 2024. This episode is designed to provide valuable guidance for financial advisors at any stage of their career or business lifecycle.
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--- Global Financial Planning Conference 2024 ---
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In this episode, we sit down with Tim Slatter, the founder of Slatter Communications and a seasoned expert in digital communication strategies tailored for financial planners. Tim shares his insights on how financial professionals can enhance their online presence and client interactions through strategic branding and communication.
We begin by discussing the significance of establishing a strong online brand for financial planners.
Next, we delve into the key components of effective online communication strategies. Tim will share the importance of maintaining consistent communication with clients and how this consistency is crucial for client retention. He will also provide practical advice on how financial planners can create and sustain an engaging online communication strategy.
We also explore various digital tools that can aid financial planners in enhancing their client relationships, including a brief look at Contatto, Tim's comprehensive digital communication solution. This platform helps planners manage their communication strategy, brand design, website, and social media presence, ensuring they can focus on what they do best—advising clients.
Additionally, we will address common questions about digital marketing for financial planners, such as the relevance of SEO, the viability of platforms like Facebook, the effectiveness of email campaigns, and strategies for social media engagement.
Join us to gain valuable insights into developing a robust online presence that aligns with your value proposition and enhances your client relationships.
Subscribe to our channel for more episodes that provide practical advice and strategies for financial advisors looking to elevate their practice.
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Disclaimer: The views and opinions expressed by guests on our show do not reflect the official stance of our platform. We do not endorse or promote any guest, their views, or any products and services they might represent.
--- Connect with Tim ---
Tim on LinkedIn: / tim-slatter
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In this episode, we sit down with Tim Slatter, the founder of Slatter Communications and a seasoned expert in digital communication strategies tailored for financial planners. Tim shares his insights on how financial professionals can enhance their online presence and client interactions through strategic branding and communication.
We begin by discussing the significance of establishing a strong online brand for financial planners.
Next, we delve into the key components of effective online communication strategies. Tim will share the importance of maintaining consistent communication with clients and how this consistency is crucial for client retention. He will also provide practical advice on how financial planners can create and sustain an engaging online communication strategy.
We also explore various digital tools that can aid financial planners in enhancing their client relationships, including a brief look at Contatto, Tim's comprehensive digital communication solution. This platform helps planners manage their communication strategy, brand design, website, and social media presence, ensuring they can focus on what they do best—advising clients.
Additionally, we will address common questions about digital marketing for financial planners, such as the relevance of SEO, the viability of platforms like Facebook, the effectiveness of email campaigns, and strategies for social media engagement.
Join us to gain valuable insights into developing a robust online presence that aligns with your value proposition and enhances your client relationships.
Subscribe to our channel for more episodes that provide practical advice and strategies for financial advisors looking to elevate their practice.
Leave us a comment with your thoughts and questions.
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Disclaimer: The views and opinions expressed by guests on our show do not reflect the official stance of our platform. We do not endorse or promote any guest, their views, or any products and services they might represent.
--- Connect with Tim ---
Tim on LinkedIn: / tim-slatter
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In this episode, we delve into the essential and relevant topic of business development for financial advisory firms. We start by distinguishing between business development and lead generation, clarifying how these concepts differ and the unique role each plays in the growth of a firm.
We then explore the core purpose of business development, which is to ensure the long-term sustainability and competitive positioning of financial advisory services. This includes discussing the key components that are vital for successful business development.
Practical strategies are also shared, tailored to financial advisory firms of various sizes.
Additionally, we assess the current landscape's opportunities and risks, including the impact of technological advancements and regulatory changes on business strategies.
Gain insights into effective business development practices that can help grow your financial advisory firm. Whether you're looking to refine your current approach or expand into new areas, this episode provides valuable guidance on navigating the complexities of business development in today's financial sector.
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--- Financial Advisor Playbook: 13 Lessons From The Experts In Building A Thriving Practice ---
Waitlist: https://www.propulsion.co.za/book
--- MS Teams for Financial Advisory Firms ---
Join PROpulsion to Attend: https://www.propulsion.co.za/community
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In this episode, we speak with Lelané Bezuidenhout, CEO of the Financial Planning Institute of Southern Africa (FPI), exploring several key topics in the field of financial planning.
We begin by discussing the role of credentialing in the industry, comparing the Certified Financial Planner (CFP) designation with emerging trends such as micro credentialing and recognition of prior learning. Lelané shares her insights on how these elements are expected to integrate and evolve in the future.
The conversation then shifts to the use of artificial intelligence in financial planning. We examine the differences between free and paid AI tools, delving into the risks associated with each and the importance of using these tools responsibly to protect client interests.
We also discuss the global recognition of the CFP® designation and how financial planners can leverage this for international practice, followed by an analysis of recent changes in retirement systems. We draw parallels between the reforms in the Netherlands and South Africa's new Two Pot System, discussing how these changes position South Africa on a global scale and the need for holistic financial planning.
Lastly, we touch on the current issue regarding the Certified Financial Planner® versus Chartered Financial Planner designations and its implications for the industry and profession.
Join us to gain valuable insights into these pressing topics and understand how they are shaping the future of financial planning.
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--- Connect with Lelané ---
Lelané on LinkedIn: / lelan%c3%a9-bezuidenhout-cfp%c2%ae-83789b28
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👉 https://www.propulsion.co.za/community
In this episode, we get stuck into the value-adding touchpoints in the financial advice client journey. The discussion focuses on being intentional in client interactions, identifying moments where the most value can be added through human interaction, and complementing these moments with technological support.
We explore how to effectively map out the client journey from the initial contact to ongoing management, pinpointing critical stages where intentional interactions can significantly enhance the client experience. The role of technology is also examined, highlighting tools that can improve communication and personalisation without overshadowing the essential human element.
The discussion offers practical advice on what to avoid in client relationships and provides steps for adding maximum value at various stages of the financial advice process. We conclude with actionable steps that financial advisors can implement to refine their client engagement strategies and enhance overall service delivery.
Join us to gain insights into creating a more client-centric approach that balances efficiency and personalised service, ensuring that every interaction adds substantial value to the client journey.
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--- Join the Financial Advisor Playbook Waitlist ---
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We sit down with Marc Sydow, a lifestyle financial planning expert from Adviceworx, who runs his practice out of Portugal focusing on female executives and early to mid-stage founders. Marc shares his philosophy on building a business that not only sustains but enhances your lifestyle, emphasising the need to start with a clear end in mind. He delves into the strategic choices that define his service delivery, including his strict adherence to fixed fee planning and proactive client engagement.
We also explore with Marc the pivotal role of technology in streamlining his operations, which allows him more freedom to live intentionally and focus on what truly matters. From using advanced tools like Xplan and Fathom to simpler solutions like Calendly and Zoom, he demonstrates how integrating the right systems can transform the efficiency of any financial planning practice.
Join us to discover how you can apply Marc's principles of lifestyle financial planning to your life and your business, and start moving towards a more intentional and fulfilling future.
Don’t forget to subscribe to our channel for more episodes that bring professionals who are redefining success in various industries.
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--- Connect with Marc ---
Marc on LinkedIn: / marc-sydow
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In this episode, we explore "The Five Rings for Lasting Success and the One Ring to Rule Them All," drawing inspiration from The Lord of the Rings to delve into essential aspects that forge a successful career in financial planning.
Join us to learn about the Ring of Lore, the Ring of Craft, the Ring of Fellowship, the Ring of Treasury, and the Ring of Heraldry.
Culminating the discussion, the Ring of Dominion, the one ring to rule them all, will be made known. This ring is the cornerstone that binds and guides the use of all other rings.
Join us as we break down these complex concepts into clear, actionable strategies that can help financial planners and advisors build a robust, enduring career by mastering both the tangible and intangible aspects of the profession.
Subscribe to our channel for more insights into financial planning and effective business strategies. Please leave your comments below; we value your thoughts and questions.
Leave us a comment with your thoughts and questions.
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Disclaimer: The views and opinions expressed by guests on our show do not reflect the official stance of our platform. We do not endorse or promote any guest, their views, or any products and services they might represent.
--- PROpulsion Tech ---
Bringing everything tech to the financial planning profession.
9, 11, and 16 April 2024.
All the info: https://www.propulsion.co.za/propulsi...
--- Learn more about PROpulsion ---
👉 https://www.propulsion.co.za/community
In this episode, we explore "Seven Lessons I've Learned from Life and Business," diving into the universal truths that have emerged from personal experiences and professional journeys. Each lesson reflects on the pivotal moments and insights that have shaped a path to success and fulfilment. And often failure!
Join us as we share these lessons, offering insights and reflections that resonate with anyone looking to navigate the complexities of life and business. This episode is a journey through the wisdom gained from both successes and challenges, aiming to inspire and guide you on your own path.
Subscribe to our channel for more episodes that provide thoughtful discussions on life, business, and the lessons that connect them.
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Disclaimer: The views and opinions expressed by guests on our show do not reflect the official stance of our platform. We do not endorse or promote any guest, their views, or any products and services they might represent.
--- PROpulsion Tech ---
Bringing everything tech to the financial planning profession.
9, 11, and 16 April 2024.
All the info: https://www.propulsion.co.za/propulsi...
--- Learn more about PROpulsion ---
👉 https://www.propulsion.co.za/community
In this episode, we sit down with Russell Ho, a young and dynamic financial planner on a mission, to discuss "Mastering the Long Game." Russell shares his personal and professional journey, focusing on the principles of patience, authenticity, and strategic planning that have shaped his long-term success in the industry.
We begin by exploring the initial challenges Russell faced, including his experiences with the allure of immediate rewards versus his commitment to a long-term vision for his career.
Russell emphasises the importance of authenticity, detailing how being true to oneself over maintaining an appearance of success has been pivotal in building meaningful client relationships and driving professional growth.
The conversation will then move to strategic financial planning, where Russell highlights the critical decisions made in his personal and professional life, including his approach to spending, saving, and investing. He shares the four essential questions he considers before making any financial decisions.
Additionally, we delve into Russell's perspective on materialism and the comparison trap, discussing how these views have influenced his life and work ethos.
A significant focus is placed on Russell's achievement of building his financial planning firm without resorting to loans, exploring the meticulous planning, sacrifices, and strategic decisions involved in this accomplishment.
Finally, we discuss the crucial role of deferred gratification in Russell's career and the valuable lessons learned about prioritising long-term gains over short-term pleasures.
Join us for this insightful episode that not only highlights Russell Ho's journey as a financial planner but also offers valuable lessons on the power of patience, authenticity, and strategic planning in achieving long-term success.
Leave us a comment with your thoughts and questions.
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Disclaimer: The views and opinions expressed by guests on our show do not reflect the official stance of our platform. We do not endorse or promote any guest, their views, or any products and services they might represent.
--- Connect with Russell ---
Russell on LinkedIn: / russellhocfp
--- PROpulsion Tech ---
Bringing everything tech to the financial planning profession.
9, 11, and 16 April 2024.
All the info: https://www.propulsion.co.za/propulsi...
--- Learn more about PROpulsion ---
👉 https://www.propulsion.co.za/community
Welcome to our latest episode, where we delve into a topic that many financial planners and advisers find uncomfortable: selling. Despite the crucial role that sales play in growing a business, there's a widespread reluctance amongst professionals to see themselves as salespeople or to engage in sales activities. This episode aims to address this challenge and transform the way financial advisers view and approach selling.
Come join me on a journey where I share and recount the moment my perception of selling was forever altered. It all started when I read Daniel Pink's "To Sell Is Human," which sparked something in me. Together, we'll dive into the world of selling financial advice. It's not just about pushing products but guiding clients toward smart decisions with advice that really speaks to them.
We'll talk about why many in our industry are hesitant to see themselves as salespeople, even though selling is a big part of what we do. And we'll see why it's important to be transparent about our roles to best help those who trust us with their financial futures.
But this isn't just about selling techniques. It's also about being genuine and caring in our conversations. We'll explore how sharing knowledge and telling stories can make finance less intimidating. And we'll talk about staying true to our values, especially in a world where AI is becoming more prevalent.
Subscribe to our channel for more episodes aimed at helping financial professionals navigate the complexities of their field with confidence and integrity.
Leave us a comment with your thoughts and questions.
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Disclaimer: The views and opinions expressed by guests on our show do not reflect the official stance of our platform. We do not endorse or promote any guest, their views, or any products and services they might represent.
---- PROpulsion Tech ----
Bringing everything tech to the financial planning profession.
9, 11, and 16 April 2024.
All the info: https://www.propulsion.co.za/propulsi...
---- Learn more about PROpulsion ----
👉 https://www.propulsion.co.za/community
We sit down with Wessel Oosthuizen, the Head of Financial Planning at Fiscal Private Clients, to discuss the future and evolution of the financial planning profession.
In this episode, we delve into the ongoing changes within the financial planning field, touching on how the profession has grown and transformed over the years. Wessel shares his insights into the milestones that have shaped financial planning and how these changes impact both advisors and their clients.
We also explore the crucial role of psychology in financial planning, examining how understanding clients' emotional and psychological needs can lead to better financial outcomes. Additionally, we tackle the sensitive topic of working with clients who contract dementia and similar conditions, discussing the best practices for advisors to navigate these challenging situations effectively.
Looking ahead, Wessel shares his predictions for the profession, including the integration of technology and how it might alter the landscape of financial advice. We discuss what financial advisors can do today to prepare for the future changes in the profession.
Subscribe to our channel for more episodes that bring insightful discussions on financial planning and advice directly to you.
Leave us a comment with your thoughts and questions.
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Disclaimer: The views and opinions expressed by guests on our show do not reflect the official stance of our platform. We do not endorse or promote any guest, their views, or any products and services they might represent.
--- Wessel Oosthuizen ---
Wessel on LinkedIn: / woosthuizen
--- PROpulsion Tech ---
Bringing everything tech to the financial planning profession.
9, 11, and 16 April 2024.
All the info: https://www.propulsion.co.za/propulsi...
--- Learn more about PROpulsion ---
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We are unpacking the crucial topic of segmentation and aligning the value proposition and client service. In today's competitive landscape, understanding how to effectively segment your client base, tailor your value proposition, and align your client services accordingly is more important than ever. The focus of this episode is to simplify these concepts and provide you with actionable and practical strategies to enhance your financial advisory practice.
This week, we'll look closely at who your ideal clients are. We'll go beyond just knowing their age or how much money they have. We'll dive into what they care about and how they make decisions. You'll see the magic that happens when you work with clients who really love what you do, and how it makes both of you feel excited. It's about making strong connections that help both your business and your clients grow.
We'll finish up by talking about how to give great service. I'll give you tips on using technology and different ways to communicate to make your services even better. We'll also talk about how to make sure your clients are happy with what you provide.
Join us for a session that will motivate you and give you the tools to make your business even better for your clients. Don't forget to subscribe and share with others who want to make their services the best they can be!
Don't forget to subscribe to our channel for more insights and strategies tailored for financial advisors looking to elevate their practice and provide unmatched value to their clients.
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valueproposition #segmentation #clientservice
Welcome to our latest episode! Today, we're diving into the secrets of attracting more clients to your business. Forget about cold calling endlessly without results. Instead, we'll show you how personalized outreach based on research can completely change your approach.
Learn how to keep a steady stream of clients coming in and adjust your business to do well in different markets. We'll give you tips on building strong one-on-one relationships and getting referrals. Plus, hear a story from 2016 about how customized presentations made a big impact in retirement planning.
We'll also talk about using platforms like LinkedIn to connect with people in a meaningful way. It's not just about having a lot of contacts; it's about building deep connections that can turn into valuable partnerships.
And don't miss out on the power of video and podcasts! We'll explain how these tools can help you educate your clients and keep them engaged. I'll even share how podcasts saved my business during tough times.
Whether you're a financial advisor or planner, a consultant, or a professional in any field, these strategies are designed to help you attract and retain the clients you need to succeed. So, join us, take notes, and get ready to raise the bar of your approach to lead generation.
Leave us a comment with your thoughts and questions.
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Disclaimer: The views and opinions expressed by guests on our show do not reflect the official stance of our platform. We do not endorse or promote any guest, their views, or any products and services they might represent.
---- PROpulsion Tech ----
Bringing everything tech to the financial planning profession.
9, 11, and 16 April 2024.
All the info: https://www.propulsion.co.za/propulsi...
---- Learn more about PROpulsion ----
👉 https://www.propulsion.co.za/community
In this insightful and challenging episode of our series, we sit down with Adam Owen, the Head of Content at NextGen Planners, to dissect the complexities and simplicities of the future in financial advisory. As we delve into the topic "IS THE FUTURE SIMPLE OR NOT?", Adam shares his invaluable insights gained from years of experience.
This episode peels back the layers of AI's influence on productivity and content creation, revealing a landscape where speed often trumps depth. We probe the question of whether our relentless pursuit of newness could be eroding the pillars of deep learning and if educational institutions might soon be antiquated relics. Listen as we reflect on the critical task of managing the deluge of data with intentionality, preserving the essence of quality in an age where AI-driven productivity is the new norm.
Our candid conversation then takes a turn into the realm of client relationships within financial planning, under the looming shadow of AI's capabilities. Adam shares invaluable insights on the distinction between bombarding clients with AI-generated content and truly connecting with their unique needs. We unravel the potential for AI to simulate empathy and adamantly argue for the irreplaceable power of authentic human interactions. Wrapping up, we examine how businesses can thoughtfully harness technology to streamline operations, strategically grow, and keep a personal touch alive in a landscape increasingly dominated by automation.
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Disclaimer: The views and opinions expressed by guests on our show do not reflect the official stance of our platform. We do not endorse or promote any guest, their views, or any products and services they might represent.
---- Adam Owen ----
Adam on LinkedIn: https://www.linkedin.com/in/askadamowen/
---- PROpulsion Tech ----
Bringing everything tech to the financial planning profession.
9, 11, and 16 April 2024.
All the info: https://www.propulsion.co.za/propulsi...
---- Learn more about PROpulsion ----
👉 https://www.propulsion.co.za/community
FinTech #FinancialPlanning #PROpulsionLive
Is chasing money making us unhappy? Join us as we talk with Chris Budd, the writer of "The Four Cornerstones of Financial Wellbeing," to dive into how our bank balance affects our happiness. This chat isn't about how to get rich quickly. Instead, we're looking into what makes us truly happy. We'll question the common belief that more money means more happiness and suggest that feeling good about ourselves and finding meaning in what we do might be the real keys to being okay with our finances.
Chris will share his thoughts on why traditional ways of managing money might not be the best for our happiness. We'll talk about why setting goals just to get rich might not make us feel fulfilled and look at how important it is to align our financial plans with what we really care about.
Expect to hear some eye-opening stories and facts from studies, including a famous one from Harvard University, that show why it's crucial to include our personal dreams and goals in our financial planning. This episode is all about understanding that guiding people to manage their money in a way that matches their true desires can lead to a happier and more satisfying life. Tune in to rethink how you view money and happiness.
Leave us a comment with your thoughts and questions.
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Disclaimer: The views and opinions expressed by guests on our show do not reflect the official stance of our platform. We do not endorse or promote any guest, their views, or any products and services they might represent.
---- Chris Budd and The Institute for Financial Wellbeing ----
Chris on LinkedIn: https://www.linkedin.com/in/chris-budd-80b75413/
IFW on Linkedin: https://www.linkedin.com/company/instituteforfinancialwellbeing/
IFW Website: https://instituteforfinancialwellbeing.com/
--- PROpulsion Tech ---
Bringing everything tech to the financial planning profession.
9, 11, and 16 April 2024.
All the info: https://www.propulsion.co.za/propulsi...
--- Learn more about PROpulsion ---
👉 https://www.propulsion.co.za/community
#FinancialWellbeing #FinancialPlanning #PROpulsionLive
In today's episode, we're diving into the art of simplification in financial advisory practices. Whether you're a financial planner, advisor, firm owner, or stakeholder in the financial advisory world.
🔍 We Discuss:
Financial Product Offerings: We start by tackling the complex world of financial products. Learn how to streamline your offerings to better serve your clients and simplify decision-making.
Client Book and Ideal Client Profile: Next, we explore your client book and the concept of an ideal client profile. Discover effective ways to analyse and refine your client base for a more targeted approach.
Regulatory Compliance: Navigating the maze of compliance can be daunting. We share tips and tools to make this process smoother and more manageable.
Technology and Software: Technology should make life easier, not more complicated! We discuss integrating and optimising your tech tools for greater efficiency.
Client Communication: Lastly, we delve into client communication strategies. Find out how to keep your communication clear, consistent, and effective.
🌐 Why Listen?
Simplifying these key areas of your financial advisory practice can lead to better efficiency, stronger client relationships, and a more robust business model. We break down each topic into simple, actionable steps you can start applying right away!
👍 Like, Share, and Subscribe
If you find this episode helpful, don’t forget to like, share it with your colleagues, and subscribe for more insightful episodes every week!
📣 Join the Conversation
Have questions or insights about simplifying financial advisory practices? Drop a comment below, or join our live chat during the broadcast. Let's learn and grow together!
🕒 Tune in Every Friday at 8 AM SAST LIVE on YouTube
Leave us a comment with your thoughts and questions.
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Disclaimer: The views and opinions expressed by guests on our show do not reflect the official stance of our platform. We do not endorse or promote any guest, their views, or any products and services they might represent.
--- PROpulsion Tech ---
Bringing everything tech to the financial planning profession.
9, 11, and 16 April 2024.
All the info: https://www.propulsion.co.za/propulsi...
--- Learn more about PROpulsion ---
👉 https://www.propulsion.co.za/community
In this episode of the Propulsion podcast, host Francois Du Toit interviews financial planner and wealth coach, Ursula Molefe, about her experience at a Lean In Circle vision board session.
Ursula shares the importance of reflecting on values and beliefs when creating a vision for the future, as well as the significance of a support system in achieving goals. She also recounts a touching experience where her advice helped a client diagnosed with cancer.
The conversation sheds light on the deeper meanings and motivations behind success and financial planning. Listeners are encouraged to consider their own values and goals as they pursue financial health.
In this episode of Propulsion, host Francois Du Toit talks with key account specialist, Tumelo Thwala, about her experience with creating a personal vision board at a Lean In Circle session for women in financial planning.
Tumelo discusses how the process of putting together a vision board helped her to answer personal questions and develop a plan for achieving her goals in both her career and personal life.
She also highlights the importance of keeping the vision board visible and using it as a tool for taking actionable steps toward achieving her goals.
Tumelo shares her positive experience with the Lean In Circle, describing it as a collaborative and supportive environment for growth and learning in the challenging financial planning industry.
In this episode of the Propulsion podcast, host Francois Du Toit interviews Amanda Dusse, the owner of a Liberty franchise specializing in financial planning.
Amanda shares her personal story of why she entered the financial planning industry and how the loss of her brother motivated her to educate others about the importance of financial planning.
The interview takes place during a Lean In vision board session, where Amanda discusses the benefits of creating a vision board and how it has helped her be more intentional in her thoughts and actions.
She also talks about the role of vision boards in her financial planning practice, including potentially using them to help clients with their financial planning. Amanda also shares her positive experiences with the Lean In community and the value of being able to share openly and learn from others.
In this episode of the Propulsion podcast, host Francois Du Toit speaks with Zee Gumede, a financial adviser specializing in healthcare. Zee discusses her passion for serving others and her desire to continually improve herself and her craft. She shares her experience attending a Lean In Circle vision board session and how it helped her assess where she is and what she needs to do to better herself.
Zee emphasizes the importance of being truthful to oneself and prioritizing what is important to each individual, whether it is work, family, or something else.
Zee also talks about her involvement in Lean In Circle, a community that supports women in financial planning and encourages them to uplift and hold each other up. She praises the uniqueness of the group, with women from various backgrounds and experiences coming together to find common ground and help each other succeed.
The episode concludes with a reminder that creating a vision board is not just a one-time thing but a continuous process of reassessment and improvement.
In this episode of the Propulsion podcast, host Francois Du Toit speaks with Certified Financial Planner® Professional, Tsungai Masendeke, about her journey to financial planning and her passion for empowering women to create generational wealth.
Tsungai shares how her experience of financial exclusion at university inspired her to learn more about wealth creation and financial planning.
She also discusses her initiative, Moms and Money, which focuses on educating and empowering women to better manage their finances.
The conversation touches on the importance of financial literacy for children and the benefits of goal-based investing. Tsungai also shares her experience as part of the Lean In Circle community, where she has found a sense of belonging and collaboration with other women in the male-dominated financial services industry.
The episode ends with a discussion of the value of vision boards and setting clear goals to achieve success.
David Ansara returns to the show and he discusses current issues, what he sees for the future, and his new appointment as CEO of the FMF. We highlight key risks facing South Africa.
--- Watch the full episode on our YouTube channel ---
https://youtu.be/zZSY2y5jkQ4
Click the SUBSCRIBE button while you're there ;)
--- PROpulsion Tech 2023 ---
Save the date: https://www.propulsion.co.za/tech
--- Taxspace Software ---
Taxspace is our own proprietary software helping financial planners, advisers, paraplanners, tax practitioners, etc. turn their client's tax into opportunity.
PROpulsion Pro members get 10% off for the first 12 months.
Website: https://www.taxspace.app
--- Learn more about PROpulsion Pro ---
https://www.propulsion.co.za/pro
--- Connect with Us ---
Website: http://www.propulsion.co.za
PROpulsion LIVE Portal: https://hello.profileme.co.za/propulsion
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economy #financialplanning #southafrica
A Tech-focused event just for you!
We listened and have set out to bring together the best technology solutions and providers for you, all in one place.
We are bringing you a brand-new format, the best keynote speakers, forward-thinking panelists, showcases, and demos.
SAVE THE DATE: 👉 7 & 8 March 2023
More info on our website.
Download
This is our 200th episode! It is a milestone that was unthinkable a few short years ago.
Join us in celebrating this momentous occasion!
And we have a special guest!
None other than renowned economist, Dawie Roodt!
Francois du Toit and Dawie Roodt discusses the future of South Africa from an economic point of view and what Financial Planners must consider when giving advice and guidance to clients.
Come celebrate with us!
---- Connect with our guest ----
Dawie Roodt - LinkedIn: https://www.linkedin.com/in/dawie-roodt-9a641913/
Website: https://www.dawieroodt.co.za/ | https://www.efw.co.za
About Dawie: Dawie Roodt is a founder, Director and Chief Economist of the Efficient Group. He serves on a variety of investment committees within the Efficient Group. Dawie’s latest role is that of Chairmen of Efficient Private Clients, of which Efficient Group is the majority shareholder.
Dawie is a nationally renowned economist, with over 30 years’ experience. He specialises in monetary-, fiscal policy and is currently doing extensive research on the possible impact of “crypto” currencies on monetary policy. He is closely involved with the management of client asset portfolios. His interest in international and local politics has grown and he has become knowledgeable in the field of politics as well.
Dawie is ranked the most referenced economists in the country and received the prestigious Economist of the year award by Media 24, a media house. He has been the anchor presenter of the television program Ontbytsake for the past 19 years.
---- Jersey Finance - Future Proofing Wealth ----
Johannesburg: https://www.jerseyfinance.je/events/jersey-finance-future-proofing-wealth-johannesburg/
Cape Town: https://www.jerseyfinance.je/events/jersey-finance-future-proofing-wealth-cape-town/
---- Watch the full episode on our YouTube channel ----
https://youtu.be/hDgRCKrGyXY
Click the SUBSCRIBE button while you're there ;)
---- PROpulsion Tech 2023 ----
Save the date: https://www.propulsion.co.za/tech
---- Taxspace Software ----
Taxspace is our own proprietary software helping financial planners, advisers, paraplanners, tax practitioners, etc. turn their client's tax into opportunity.
PROpulsion Pro members get 10% off for the first 12 months.
Website: https://www.taxspace.app
---- Learn more about PROpulsion Pro ----
https://www.propulsion.co.za/pro
---- Connect with Us ----
Website: http://www.propulsion.co.za
PROpulsion LIVE Portal: https://hello.profileme.co.za/propulsion
Whatsapp: https://www.propulsion.co.za/whatsapp
Twitter:
A Tech-focused event just for you!
We listened and have set out to bring together the best technology solutions and providers for you, all in one place.
We are bringing you a brand-new format, the best keynote speakers, forward-thinking panelists, showcases, and demos.
SAVE THE DATE: 👉 7 & 8 March 2023
More info on our website.
Download
Oh, the compliance BURDEN! The high cost associated with compliance. Not only from a monetary point of view but especially from a time point of view.
Clients could not be bothered with all the paperwork and are often frustrated by the process and the time involved. But it has to be done.
We often hear financial advisers complain that we are over-regulated and that compliance is killing the profession and small financial advice businesses.
Join Francois du Toit and Julie Anley, co-founder of Lemonaide, a RegTech business that developed Beeswax, a leading case management software for ease of compiling and generating customer due diligence reports.
Julie shares a fresh perspective on the value of compliance and will make you rethink its role.
---- Connect with our guest ----
Julie Anley - LinkedIn: https://www.linkedin.com/in/julie-anley-1316933a/
Website: https://lemonaideriskbureau.com/
About Lemonaide: We are, at our core, an information technology business with a chosen specialization in the realm of Compliance.
---- Jersey Finance - Future Proofing Wealth ----
Johannesburg: https://www.jerseyfinance.je/events/jersey-finance-future-proofing-wealth-johannesburg/
Cape Town: https://www.jerseyfinance.je/events/jersey-finance-future-proofing-wealth-cape-town/
---- Please watch the full episode on our YouTube channel ----
https://youtu.be/gwyIGcRLXEA
Click the SUBSCRIBE button while you are there ;)
---- PROpulsion Tech 2023 ----
Save the date: https://www.propulsion.co.za/tech
---- Taxspace Software ----
Taxspace is our own proprietary software helping financial planners, advisers, paraplanners, tax practitioners, etc. turn their client's tax into opportunity.
PROpulsion Pro members get 10% off for the first 12 months.
Website: https://www.taxspace.app
---- Learn more about PROpulsion Pro ----
https://www.propulsion.co.za/pro
---- Connect with Us ----
Website: http://www.propulsion.co.za
PROpulsion LIVE Portal: https://hello.profileme.co.za/propulsion
Whatsapp: https://www.propulsion.co.za/whatsapp
Twitter: https://twitter.com/propulsionlive
LinkedIn: https://www.linkedin.com/in/francoisdtza
Instagram: https://www.instagram.com/propulsionlive
compliance #financialplanning #regulation
A Tech-focused event just for you!
We listened and have set out to bring together the best technology solutions and providers for you, all in one place.
We are bringing you a brand-new format, the best keynote speakers, forward-thinking panelists, showcases, and demos.
SAVE THE DATE: 👉 7 & 8 March 2023
More info on our website.
Download
Since 2004, Financial Advisers in South Africa have been adapting to the FAIS Act as the main legislation regulating the industry and profession. We have come a long way. And now things are set to change again.
The COFI Bill (Conduct of Financial Institutions) aims to significantly streamline the legal landscape for conduct regulation in the financial sector, and to give legislative effect to the market conduct policy approach.
Join Francois du Toit and Anton Swanepoel, renowned practice management and compliance coach, for an update on this important looming change.
---- Connect with our guest ----
Anton Swanepoel - LinkedIn: https://www.linkedin.com/in/anton-swa...
Website: https://www.trustedadvisor.co.za/
About Trusted Advisor: Our purpose is to equip, support, inspire, and encourage every financial advisor and an intermediary who aspires to be a Trusted Advisor and desires to establish and grow a successful practice.
---- Please watch the full episode on our YouTube channel ----
Click the SUBSCRIBE button wile you are there ;)
---- PROpulsion Tech 2023 ----
Save the date: https://www.propulsion.co.za/tech
---- Taxspace Software ----
Taxspace is our own proprietary software helping financial planners, advisers, paraplanners, tax practitioners, etc. turn their client's tax into opportunity.
PROpulsion Pro members get 10% off for the first 12 months.
Website: https://www.taxspace.app
---- Learn more about PROpulsion Pro ----
https://www.propulsion.co.za/pro
---- Connect with Us ----
Website:A Tech-focused event just for you!
We listened and have set out to bring together the best technology solutions and providers for you, all in one place.
We are bringing you a brand-new format, the best keynote speakers, forward-thinking panelists, showcases, and demos.
SAVE THE DATE: 👉 7 & 8 March 2023
More info on our website.
Download
So should you really care about this as a financial adviser who uses investment platforms or even as an end client invested via an investment platform into the market? Well, that answer is a resounding YES.
Yes, you should care because whether you like to believe it or not, changing or re-platforming an investment platform business is not for the faint-hearted. As we saw in the UK and other parts of the world, high project costs in the hundreds of millions (sterling, that is) and project delays seem par for the course.
An unconventional executive with a need for speed (fast cars and even faster bikes), Mickey has over the last 20 years built up his business experience to include a vast range of financial service skills.
He really has done everything – from starting a micro-lending and E-commerce business to being an executive at corporate level – and has the tertiary education to back it.
Join Francois du Toit and Mickey Gambale, Executive at INN8, for a deep-dive discussion on this very important topic and get ahead with understanding the impact this will have and you, your practice, and your clients.
Join us LIVE for the best experience and to engage with us.
---- Connect with our guest ----
Mickey Gambale - LinkedIn: https://www.linkedin.com/in/mickey-gambale-b578b53/
Website: https://inn8.co.za
About INN8: We partner and support wealth managers of the future: the financial visionaries who guide their clients through new and uncertain times, providing tailored and invaluable advice that helps their clients achieve their investment vision.
---- Please subscribe to the YouTube channel ----
Click the SUBSCRIBE button while you are there ;)
---- Speaker and Influencer Programme 2023 Application ----
Closes 31 October 2022
Apply now: https://financialplanningconference.global
---- PROpulsion Tech 2023 ----
Save the date: https://www.propulsion.co.za/tech
---- Taxspace Software ----
Taxspace is our own proprietary software helping financial planners, advisers, paraplanners, tax practitioners, etc. turn their client's tax into opportunity.
PROpulsion Pro members get 10% off for the first 12 months.
Website: https://www.taxspace.app
---- Learn more about PROpulsion Pro ----
https://www.propulsion.co.za/pro
---- Connect with Us ----
Website: http://www.propulsion.co.za
PROpulsion LIVE Portal: https://hello.profileme.co.za/propulsion
Whatsapp: https://www.propulsion.co.za/whatsapp
Twitter: https://twitter.com/propulsionlive
LinkedIn: https://www.linkedin.com/in/francoisdtza
Instagram: https://www.instagram.com/propulsionlive
financialplanning #investing #platform
A Tech-focused event just for you!
We listened and have set out to bring together the best technology solutions and providers for you, all in one place.
We are bringing you a brand-new format, the best keynote speakers, forward-thinking panelists, showcases, and demos.
SAVE THE DATE: 👉 7 & 8 March 2023
More info on our website.
Download
You are at a point where you have too much work to do yourself and you have to make the decision whether you are going to appoint someone or outsource to a virtual assistant.
In the new connected virtual world, it has become more feasible to make use of virtual services. However, you have probably never done this before. You may be feeling unsure about where to start, what to consider, and who you can approach.
Virtual assistance offers many benefits but it also may not be for everyone.
Join Francois du Toit for a discussion with Henry Walton, founder of AVirtual and PrimePixels. These businesses enable SMEs to access high-quality marketing and administration professionals & services through monthly flexible & affordable retainers with no long-term contracts.
We discuss important aspects that must be considered when you want to make use of virtual assistants and we share practical examples of what works well and what does not.
---- Connect with our guest ----
Henry Walton - Email: henry@primepixels.media
Website: https://avirtual.co.uk / https://primepixels.media
About AVirtual: We enable SMEs to access high-quality marketing and administration professionals & services through monthly flexible & affordable retainers with no long-term contracts.
---- Please watch the full episode on our YouTube channel ----
https://youtu.be/qzD51efToz4
Click the SUBSCRIBE button while you are there ;)
---- Speaker and Influencer Programme 2023 Application ----
Apply now: https://financialplanningconference.global
---- PROpulsion Tech 2023 ----
Save the date: https://www.propulsion.co.za/tech
---- Taxspace Software ----
Taxspace is our own proprietary software helping financial planners, advisers, paraplanners, tax practitioners, etc. turn their client's tax into opportunity.
PROpulsion Pro members get 10% off for the first 12 months.
Website: https://www.taxspace.app
---- Learn more about PROpulsion Pro ----
https://www.propulsion.co.za/pro
---- Connect with Us ----
Website: http://www.propulsion.co.za
PROpulsion LIVE Portal: https://hello.profileme.co.za/propulsion
Whatsapp: https://www.propulsion.co.za/whatsapp
Twitter: https://twitter.com/propulsionlive
LinkedIn: https://www.linkedin.com/in/francoisdtza
Instagram: https://www.instagram.com/propulsionlive
virtualassistant #financialplanning #financialadvisor #financialplanner
We are excited to host the 3 Financial Planner of the Year for 2022 finalists on PROpulsion Live this week.
Join us and meet Palesa Dube, Hendrik Spies, and Tom Brukman.
3 dynamic young financial planners who will share their journeys and stories with us, what the process has been like for them this year, and what the biggest value was they got out of participating.
---- Please watch the full episode on our YouTube channel ----
https://youtu.be/oKIRRgDwyZU
Click the SUBSCRIBE button while you are there ;)
---- Speaker and Influencer Programme 2023 Application ----
Apply now: https://financialplanningconference.global
---- PROpulsion Tech 2023 ----
Save the date: https://www.propulsion.co.za/tech
---- Taxspace Software ----
Taxspace is our own proprietary software helping financial planners, advisers, paraplanners, tax practitioners, etc. turn their client's tax into opportunity.
PROpulsion Pro members get 10% off for the first 12 months.
Website: https://www.taxspace.app
---- Learn more about PROpulsion Pro ----
https://www.propulsion.co.za/pro
---- Connect with Us ----
Website: http://www.propulsion.co.za
PROpulsion LIVE Portal: https://hello.profileme.co.za/propulsion
Whatsapp: https://www.propulsion.co.za/whatsapp
Twitter: https://twitter.com/propulsionlive
LinkedIn: https://www.linkedin.com/in/francoisdtza
Instagram: https://www.instagram.com/propulsionlive
practicemanagement #financialplanner #fpoy2022
A Tech-focused event just for you!
We listened and have set out to bring together the best technology solutions and providers for you, all in one place.
We are bringing you a brand-new format, the best keynote speakers, forward-thinking panelists, showcases, and demos.
SAVE THE DATE: 👉 7 & 8 March 2023
More info on our website.
Download
The advisory landscape changed significantly during the 2008 financial crisis. And now, it has done so again after the COVID-19 pandemic. Only this time the shift was even greater and much faster.
The old way of running and building a financial planning or wealth management practice is no longer sustainable.
In this episode, Francois du Toit talks with Ian van Schoor, CEO of Adviceworx, about the advisory landscape and how it is changing at a rapid pace.
Francois and Ian discuss:
✅ Traditional approach versus daring to be different
✅ The importance of data
✅ What it means to be truly technology-enabled advice- and client-led
✅ The changing consumer
✅ And more!
---- Please watch the video on our YouTube channel ----
https://youtu.be/pHaO7_vZBPM
Click the SUBSCRIBE button while you're there ;)
---- PROpulsion Tech 2023 ----
Save the date: https://www.propulsion.co.za/tech
---- Taxspace Software ----
Taxspace is our own proprietary software helping financial planners, advisers, paraplanners, tax practitioners, etc. turn their client's tax into opportunity.
PROpulsion Pro members get 10% off for the first 12 months.
Website: https://www.taxspace.app
---- Learn more about PROpulsion Pro ----
https://www.propulsion.co.za/pro
---- Connect with Us ----
Website: http://www.propulsion.co.za
PROpulsion LIVE Portal: https://hello.profileme.co.za/propulsion
Whatsapp: https://www.propulsion.co.za/whatsapp
Twitter: https://twitter.com/propulsionlive
LinkedIn: https://www.linkedin.com/in/francoisdtza
Instagram: https://www.instagram.com/propulsionlive
practicemanagement #financialadviser #business
Here is a truth no financial adviser can deny: At some point, you will want to exit your practice (for whatever reason) and then you need your financial advisory practice to be worth as much as possible.
Simply doing the work of a financial adviser well, building assets under management, charging fees, and providing good service is not enough!
Building a business that is exponentially worth more by the time you want to exit requires a different level of mindset, thinking, strategizing, and action.
In this episode, we discuss making the leap from a financial adviser to a business owner, even if you still fulfill the role of a financial adviser in the business or practice.
---- Please Watch the Full Episode on our YouTube channel ----
https://youtu.be/O4LwZrqUFbs
Click the SUBSCRIBE button while you are there ;)
---- Taxspace Software ----
Taxspace is our own proprietary software helping financial planners, advisers, paraplanners, tax practitioners, etc. turn their client's tax into opportunity.
PROpulsion Pro members get 10% off for the first 12 months.
Website: https://www.taxspace.app
---- Learn more about PROpulsion Pro ----
https://www.propulsion.co.za/pro
---- Connect with Us ----
Website: http://www.propulsion.co.za
PROpulsion LIVE Portal: https://hello.profileme.co.za/propulsion
Whatsapp: https://www.propulsion.co.za/whatsapp
Twitter: https://twitter.com/propulsionlive
LinkedIn: https://www.linkedin.com/in/francoisdtza
Instagram: https://www.instagram.com/propulsionlive
practicemanagement #financialadviser #business
Every financial planner and financial adviser is complaining that they do not have enough time to spend with clients. Instead, their time is consumed by administration, compliance, emails, preparation, and staff issues.
In almost all cases it is evident that the financial planner or adviser feels obligated and responsible to deal with each of these aspects personally. The cost of employing more staff both from a monetary and effort point of view seems not feasible to them in most cases.
However, there are alternatives!
In this episode, we discuss outsourcing as a solution. We uncover which areas are great to consider, the different options, other resources, and how to let go of the control most of us seek to maintain.
---- Please Watch the Full Episode on our YouTube channel ----
https://youtu.be/BhaBXg0mrCo
While you're there hit the SUBSCRIBE button ;)
---- Taxspace Software ----
Taxspace is our own proprietary software helping financial planners, advisers, paraplanners, tax practitioners, etc. turn their client's tax into opportunity.
PROpulsion Pro members get 10% off for the first 12 months.
Website: https://www.taxspace.app
---- Learn more about PROpulsion Pro ----
https://www.propulsion.co.za/pro
---- Connect with Us ----
Website: http://www.propulsion.co.za
PROpulsion LIVE Portal: https://hello.profileme.co.za/propulsion
Whatsapp: https://www.propulsion.co.za/whatsapp
Twitter: https://twitter.com/propulsionlive
LinkedIn: https://www.linkedin.com/in/francoisdtza
Instagram: https://www.instagram.com/propulsionlive
practicemanagement #financialplanning #outsourcing
Financial planners and advisers are forever looking for new technology. Technology that is friendlier and easier to use. Technology that fosters more engagement. Technology that can automate more tasks and processes.
Many financial planners and advisers have even gone so far as to develop their own software for their businesses. This works so well for them that they believe they built something that has been eluding everyone until now. And then they start selling their software to other financial planning businesses.
But it hardly ever lasts.
Join us for a discussion about solid principles and approaches you can and should follow to ensure you get the most out of the technology you implement and use in your practice.
---- Please watch the full episode on YouTube ----
https://youtu.be/xjdqlFwoakc
Click the SUBSCRIBE button while you're there ;)
---- Taxspace Software ----
Taxspace is our own proprietary software helping financial planners, advisers, paraplanners, tax practitioners, etc. turn their client's tax into opportunity.
PROpulsion Pro members get 10% off for the first 12 months.
Website: https://www.taxspace.app
---- Learn more about PROpulsion Pro ----
https://www.propulsion.co.za/pro
---- Connect with Us ----
Website: http://www.propulsion.co.za
PROpulsion LIVE Portal: https://hello.profileme.co.za/propulsion
Whatsapp: https://www.propulsion.co.za/whatsapp
Twitter: https://twitter.com/propulsionlive
LinkedIn: https://www.linkedin.com/in/francoisdtza
Instagram: https://www.instagram.com/propulsionlive
TikTok: https://www.tiktok.com/@propulsionlive
fintech #technology #financialplanning
Having observed some interesting trends over the last while, having been part of several conversations... it seems that the future of the independent financial advisor (IFA) we have discussed 2 years ago has started to come true...
Does the question beckon if this will be the fate for some, for most, or for all IFAs?
Join us for a discussion on the future of the independent financial advisor.
---- Watch the full episode on YouTube ----
https://youtu.be/xM6FwuKF6mU
Click the SUBSCRIBE while you're at it ;)
---- Taxspace Software ----
Taxspace is our own proprietary software helping financial planners, advisers, paraplanners, tax practitioners, etc. turn their client's tax into opportunity.
PROpulsion Pro members get 10% off for the first 12 months.
Website: https://www.taxspace.app
---- Learn more about PROpulsion Pro ----
https://www.propulsion.co.za/pro
---- Connect with Us ----
Website: http://www.propulsion.co.za
PROpulsion LIVE Portal: https://hello.profileme.co.za/propulsion
Whatsapp: https://www.propulsion.co.za/whatsapp
Twitter: https://twitter.com/propulsionlive
LinkedIn: https://www.linkedin.com/in/francoisdtza
Instagram: https://www.instagram.com/propulsionlive
TikTok: https://www.tiktok.com/@propulsionlive
ifa #future #financialplanners
How do you define client engagement? What does it look like in your mind? Are you intentionally creating an environment and opportunity for your clients to be fully engaged during their interactions with you? Are they co-creating their financial plan with you?
There is nothing more dangerous than hearing the words " I don't know, you are the expert, I will do what you tell me to do..."
These words are often great for our egos but it is a big red light we should take serious note of.
Join us for a discussion on what true client engagement looks like and the key to doing it successfully.
---- Please subscribe ----
Click the SUBSCRIBE button on the channel YouTube Channel
https://www.propulsion.co.za/live
Click the SUBSCRIBE button on your favourite podcasting platform
---- Learn more about PROpulsion Pro ----
https://www.propulsion.co.za/pro
---- Connect with Us ----
Website: https://www.propulsion.co.za
PROpulsion LIVE Portal: https://hello.profileme.co.za/propulsion
Whatsapp: https://www.propulsion.co.za/whatsapp
Twitter: https://twitter.com/propulsionlive
LinkedIn: https://www.linkedin.com/in/francoisdtza
Instagram: https://www.instagram.com/propulsionlive
TikTok: https://www.tiktok.com/@propulsionlive
Hope is a dangerous thing. Hoping that anything would change provides a false and temporary sense of confidence. Belief is such a crucial part of success, right? All I need to do is believe.
Hoping does not change anything.
In this episode, we talk about change, how to effect change with purpose, and how to stop waiting for change to happen.
---- Please subscribe ----
Click the SUBSCRIBE button on the channel YouTube Channel
https://www.propulsion.co.za/live
Click the SUBSCRIBE button on your favourite podcasting platform
---- Learn more about PROpulsion Pro ----
https://www.propulsion.co.za/pro
---- Connect with Us ----
Website: https://www.propulsion.co.za
PROpulsion LIVE Portal: https://hello.profileme.co.za/propulsion
Whatsapp: https://www.propulsion.co.za/whatsapp
Twitter: https://twitter.com/propulsionlive
LinkedIn: https://www.linkedin.com/in/francoisdtza
Instagram: https://www.instagram.com/propulsionlive
TikTok: https://www.tiktok.com/@propulsionlive
The inaugural PROpulsion Summit taking place Tuesday 23 August 2022
All the info: http://propulsionsummit.com
If you want people to work with you and your business, you have to be clear on what you stand for. You can get clear by spending time articulating your values but then those values must be communicated to clients and the market in which you want to operate.
A lot goes into values. It is not only about coming up with values for a poster against the office wall or ticking a box showing that you have a document with values on it.
Join Francois du Toit for a discussion on business values, how to get clear on them, and how to communicate them effectively.
---- Please subscribe ----
Click the SUBSCRIBE button on the channel YouTube Channel
https://www.propulsion.co.za/live
Click the SUBSCRIBE button on your favourite podcasting platform
---- Learn more about PROpulsion Pro ----
https://www.propulsion.co.za/pro
---- Connect with Us ----
Website: https://www.propulsion.co.za
PROpulsion LIVE Portal: https://hello.profileme.co.za/propulsion
Whatsapp: https://www.propulsion.co.za/whatsapp
Twitter: https://twitter.com/propulsionlive
LinkedIn: https://www.linkedin.com/in/francoisdtza
Instagram: https://www.instagram.com/propulsionlive
TikTok: https://www.tiktok.com/@propulsionlive
The inaugural PROpulsion Summit taking place Tuesday 23 August 2022
All the info: http://propulsionsummit.com
The inaugural PROpulsion Summit taking place Tuesday 23 August 2022
All the info: http://propulsionsummit.com
The inaugural PROpulsion Summit taking place Tuesday 23 August 2022
All the info: http://propulsionsummit.com
It is way too easy to become complacent. To accept and settle for where we are. To do what everybody else is doing. To give up on dreams or to tell ourselves that this is as good as it gets!
Raising the bar is much more than a tagline, slogan, or saying.
It is a strong call to action that only a few will answer.
Join me for a great discussion on this topic and hear what it takes and more importantly why you must care.
---- Please subscribe ----
Click the SUBSCRIBE button on the channel YouTube Channel
https://www.propulsion.co.za/live
Click the SUBSCRIBE button on your favourite podcasting platform
---- Learn more about PROpulsion Pro ----
https://www.propulsion.co.za/pro
---- Connect with Us ----
Website: https://www.propulsion.co.za
PROpulsion LIVE Portal: https://hello.profileme.co.za/propulsion
Whatsapp: https://www.propulsion.co.za/whatsapp
Twitter: https://twitter.com/propulsionlive
LinkedIn: https://www.linkedin.com/in/francoisdtza
Instagram: https://www.instagram.com/propulsionlive
TikTok: https://www.tiktok.com/@propulsionlive
The inaugural PROpulsion Summit taking place Tuesday 23 August 2022
All the info: http://propulsionsummit.com
The inaugural PROpulsion Summit taking place Tuesday 23 August 2022
All the info: http://propulsionsummit.com
The likelihood of living beyond 100 is becoming a massive reality. We hear of more and more people celebrating their 100th birthday. Will your and your client's money last as long too?
Wynand Gouws wrote a book on this! He joins us for a great discussion on the increase in longevity and its impact on planning for retirement.
We also get into being intentional in your journey as a Financial Planner.
---- Connect with our guest ----
Website: https://gminvestments.co.za/
LinkedIn: https://www.linkedin.com/in/wynand-gouws-cfp%C2%AE-author-to-hundred-and-beyond-0921136/
---- Please subscribe ----
Click the SUBSCRIBE button on the channel YouTube Channel
https://www.propulsion.co.za/live
Click the SUBSCRIBE button on your favourite podcasting platform
---- Learn more about PROpulsion Pro ----
https://www.propulsion.co.za/pro
---- Connect with Us ----
Website: https://www.propulsion.co.za
PROpulsion LIVE Portal: https://hello.profileme.co.za/propulsion
Whatsapp: https://www.propulsion.co.za/whatsapp
Twitter: https://twitter.com/propulsionlive
LinkedIn: https://www.linkedin.com/in/francoisdtza
Instagram: https://www.instagram.com/propulsionlive
TikTok: https://www.tiktok.com/@propulsionlive
The inaugural PROpulsion Summit takes place Tuesday 23 August 2022
All the info: http://propulsionsummit.com
The inaugural PROpulsion Summit taking place Tuesday 23 August 2022
All the info: http://propulsionsummit.com
Hedge funds are making their way into the retail financial advice space. What does this mean? Why is this happening and how are they gaining traction?
There are many misconceptions when it comes to hedge funds.
Join Francois du Toit and Alan Yates, Head of Distributions at Peregrine Capital, for a discussion on the topic. Some of the aspects we cover, include:
💸 Hedge fund basics
💸 Where hedge funds fit into the advice framework
💸 Misconceptions around hedge fund risks, liquidity, availability, and avoidance
---- Connect with our guest ----
Website: https://www.peregrine.co.za/
LinkedIn: https://www.linkedin.com/company/peregrine-capital-pty-ltd
---- Please subscribe ----
Click the SUBSCRIBE button on the channel YouTube Channel
https://www.propulsion.co.za/live
Click the SUBSCRIBE button on your favourite podcasting platform
---- Learn more about PROpulsion Pro ----
https://www.propulsion.co.za/pro
---- Connect with Us ----
Website: https://www.propulsion.co.za
PROpulsion LIVE Portal: https://hello.profileme.co.za/propulsion
Whatsapp: https://www.propulsion.co.za/whatsapp
Twitter: https://twitter.com/propulsionlive
LinkedIn: https://www.linkedin.com/in/francoisdtza
Instagram: https://www.instagram.com/propulsionlive
TikTok: https://www.tiktok.com/@propulsionlive
The inaugural PROpulsion Summit taking place Tuesday 23 August 2022
All the info: http://propulsionsummit.com
The dynamic duo. Brothers PJ and Geo Botha.
The old adage that the Oak tree does not grow in the shadow of the Cypress applies to the relationship between Geo and PJ. Both. They rarely step on each other's toes.
PJ is the analytical thinker who established new structures within the Bovest wealth company. Whereas Iron Man athlete Geo is the dreamer with a strong inkling toward marketing with a passion to move toward the marketing field. Both have the same DNA when it comes to company values.
Dr Riaan Botha turned this financial company into a wealth generator company but never dreamed that Bovest, a family-orientated company, would have his two sons working together, shoulder to shoulder, alongside him.
Through their series Welvaartskeppers on KykNet and podcast, the F word, they are living their passion to educate as many South African as possible.
Join Francois du Toit for an insightful conversation with PJ and Geo Botha about their journey, the lessons learned, and their role in a business started by their father.
---- Connect with our guests ----
PJ's Website: https://www.pjbotha.co.za/
Geo's Website: http://www.geobotha.co.za/
Bovest's Website: https://bovest.co.za/
---- Please subscribe ----
Click the SUBSCRIBE button on the channel YouTube Channel
https://www.propulsion.co.za/live
Click the SUBSCRIBE button on your favourite podcasting platform
---- Learn more about PROpulsion Pro ----
https://www.propulsion.co.za/pro
---- Connect with Us ----
Website: https://www.propulsion.co.za
PROpulsion LIVE Portal: https://hello.profileme.co.za/propulsion
Whatsapp: https://www.propulsion.co.za/whatsapp
Twitter: https://twitter.com/propulsionlive
LinkedIn: https://www.linkedin.com/in/francoisdtza
Instagram: https://www.instagram.com/propulsionlive
TikTok: https://www.tiktok.com/@propulsionlive
The inaugural PROpulsion Summit taking place Tuesday 23 August 2022
All the info: http://propulsionsummit.com
The goal of content marketing is simple. It is to provide solutions to the problems of the person you are talking to. To add value. To make a difference.
One would think (and believe) that once you have given a solution through the content you created, then the business opportunity is lost. Alas!
Join Francois du Toit for a discussion about content marketing that hits the spot, makes a difference, and content that opens opportunities you could never foresee.
---- Please subscribe ----
Click the SUBSCRIBE button on the channel YouTube Channel
https://www.propulsion.co.za/live
Click the SUBSCRIBE button on your favourite podcasting platform
---- Learn more about PROpulsion Pro ----
https://www.propulsion.co.za/pro
---- Connect with Us ----
Website: https://www.propulsion.co.za
PROpulsion LIVE Portal: https://hello.profileme.co.za/propulsion
Whatsapp: https://www.propulsion.co.za/whatsapp
Twitter: https://twitter.com/propulsionlive
LinkedIn: https://www.linkedin.com/in/francoisdtza
Instagram: https://www.instagram.com/propulsionlive
TikTok: https://www.tiktok.com/@propulsionlive
The inaugural PROpulsion Summit taking place Tuesday 23 August 2022
All the info: http://propulsionsummit.com
Success is rarely a straight line upward; it is often interrupted by factors, in the form of opportunities and threats, that are constantly reshaping our operating environment.
The speed and frequency of these shifts require a fresh and flexible approach to building business profitability and asset value.
Mandy Murphy is a Business Coach at Old Mutual Wealth Business Coaches.
They bring a wealth of knowledge and experience to their partner practices, helping them anticipate, design, and rapidly implement key strategies and tactics across the business, so that they remain profitable and competitively positioned in a rapidly changing world.
Join Francois du Toit and Mandy Murphy for an insightful conversation on the topic.
---- Connect with our guest ----
LinkdedIn: https://www.linkedin.com/in/mandycmurphy/
Website: http://www.omwealth.co.za/
Website: http://www.knowmore.co.za/
---- Please subscribe ----
Click the SUBSCRIBE button on the channel YouTube Channel
https://www.propulsion.co.za/live
Click the SUBSCRIBE button on your favourite podcasting platform
---- Learn more about PROpulsion Pro ----
https://www.propulsion.co.za/pro
---- Connect with Us ----
Website: https://www.propulsion.co.za
PROpulsion LIVE Portal: https://hello.profileme.co.za/propulsion
Whatsapp: https://www.propulsion.co.za/whatsapp
Twitter: https://twitter.com/propulsionlive
LinkedIn: https://www.linkedin.com/in/francoisdtza
Instagram: https://www.instagram.com/propulsionlive
TikTok: https://www.tiktok.com/@propulsionlive
The inaugural PROpulsion Summit taking place Tuesday 23 August 2022
All the info: http://propulsionsummit.com
Marguerite Engelbrecht is a Lifestyle Financial Planner and Coach at MyJourney2Freedom and her story is one of inspiration and a stark reminder.
Join Francois du Toit and Margeurite Engelbrecht for their conversation on:
- Marguerite's journey
- Building a values-led business
- Growing your business through collaboration and merging
- Financial coaching
---- Connect with our guest ----
LinkedIn: https://www.linkedin.com/in/financial-freedom-coach/
Website: https://www.myjourney2freedom.com/
---- Please subscribe ----
Click the SUBSCRIBE button on the channel YouTube Channel
https://www.propulsion.co.za/live
Click the SUBSCRIBE button on your favourite podcasting platform
---- Learn more about PROpulsion Pro ----
https://www.propulsion.co.za/pro
---- Connect with Us ----
Website: https://www.propulsion.co.za
PROpulsion LIVE Portal: https://hello.profileme.co.za/propulsion
Whatsapp: https://www.propulsion.co.za/whatsapp
Twitter: https://twitter.com/propulsionlive
LinkedIn: https://www.linkedin.com/in/francoisdtza
Instagram: https://www.instagram.com/propulsionlive
TikTok: https://www.tiktok.com/@propulsionlive
The inaugural PROpulsion Summit taking place Tuesday 23 August 2022
All the info: http://propulsionsummit.com
Will you do the work for free? It will be great exposure for you! You can get a lot of great insights and feedback. This will be a great marketing opportunity for you. We don't have the budget right now. This will lead to more opportunities.
Sounds great, right? We have all been offered these "fantastic offerings".
Even worse, in financial services, we have been cultivating a culture and a standard of doing things for free since the beginning of time. So much so that most financial planners and advisers have no idea how to change this today.
It has gone so far that we even expect everything for free. Training. CPD. Events. Ideation. Referrals. Name it.
Many have built their value proposition with FREE at its core. Offering everything for "free" in order to make a sale of some sort at the end of the day.
All of this said. There are times when doing work for free is extremely valuable. However, there are rules!
In this episode, we discuss the 5 G's - 5 rules for when doing work for free makes sense and unlocks value for you and your business.
---- Please subscribe to the YouTube channel ----
Visit https://www.propulsion.co.za/live and click the SUBSCRIBE button
It is free and you will see our latest episodes and videos
---- Learn more about PROpulsion Pro ----
https://www.propulsion.co.za/pro
---- Connect with Us ----
Website: http://www.propulsion.co.za
PROpulsion LIVE Portal: https://hello.profileme.co.za/propulsion
Twitter: https://twitter.com/propulsionlive
LinkedIn: https://www.linkedin.com/in/francoisdtza
Instagram: https://www.instagram.com/propulsionlive
One of the unintended consequences of what financial professionals have been advising for decades turned out to be a challenge when trying to make sense of one's entire wealth position.
The advice is sound. However, it makes reporting on the progress extremely difficult.
In this episode, Francois du Toit talks with the co-founder and CEO of Comotion Business Solutions and Seed Analytics, Tim Vieyra about this challenge, the importance of solving the problem, and the trust and value that is created in the process.
---- Connect with our guest ----
LinkedIn: https://www.linkedin.com/in/timalive/
Website: https://seedanalyitics.info
---- Please subscribe ----
Click the SUBSCRIBE button on the channel YouTube Channel
https://www.propulsion.co.za/live
Click the SUBSCRIBE button on your favourite podcasting platform
---- Learn more about PROpulsion Pro ----
https://www.propulsion.co.za/pro
---- Connect with Us ----
Website: https://www.propulsion.co.za
PROpulsion LIVE Portal: https://hello.profileme.co.za/propulsion
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INN8 is changing the way investments are done. An innovative, built from the ground up, investment platform.
Join Francois du Toit and Georgina Smith, Head of Distribution: Investment Platform at INN8 for a discussion about the INN8 journey, how they partner with advisers, and how they are helping advisers with practice management.
We discuss what advisers need to thrive in today's environment.
---- Connect with our guest ----
LinkedIn: https://www.linkedin.com/in/georgina-smith-3685801/
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How, when, and where financial planners engage with their clients have dramatically changed since 2020. Client expectations are completely different from before.
Furthermore, Zoom (and Teams, Google Meet, etc.) Fatigue is a real thing and financial planners must find new and exciting ways to engage and meet with clients.
Overlay the ability to now working from anywhere, whilst traveling the country or the world. No longer is it needed to be confined to an office. Or to drive to clients.
Kobus Kleyn is at the forefront of adopting the new way of working and embracing the new opportunities it brings for both his clients and his practice.
Join Francois du Toit and Kobus Kleyn as they discuss this new world and how to approach and embrace what is at our doorstep.
---- Connect with our guest ----
Kobus ProfileMe App: https://hello.profileme.co.za/kobuskleyn
LinkedIn: https://www.linkedin.com/in/kobuskleynfinancialplanner/
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Efficiency means a lot of things. It unlocks a lot of opportunities and possibilities.
Efficiency gives you more time. Efficiency creates better customer experiences. Efficiency increases profitability. Efficiency helps you move faster than the competition.
How does one create efficiency? Two ways are to employ fit for your practice technology and outsourcing functions that are not core to what you offer.
Join Francois du Toit and his two guests, Elmarie Fourie (Independent Investment Solutions) and Johan Bester (AdviceTech), as they discuss a technology- and an outsource solution that will help you find and drive efficiency in your practice.
Independent Investment Solutions and AdviceTech recently sponsored the Global Financial Planning Conference 2022 and are on the show as part of their sponsorship agreement.
---- Connect with our guests ----
AdviceTech Website:
https://www.advicetech.co.za/
AdviceTech Video:
https://www.youtube.com/watch?v=_8pbHouwzrk
Independent Investment Solutions Website:
https://i2solutions.co.za
Independent Investment Solutions Video:
https://www.youtube.com/watch?v=ctE8902UEP8
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Terence Tobin started building the practice of his dreams from the ground up. He is very clear on what he does and who he serves: He helps young families make sense of their financial needs and ensure they are able to provide for themselves and their kids.
Wow. Clarity is everything! And not only that, he built his practice around a fee-based model that works for him and his clients.
Terence has also been featured on radio and television and he has his own podcast.
In today's episode, Francois du Toit talks with Terence about his journey, the fact that fee-based planning is happening, and why all Independent Financial Advisers must offer this as part of their proposition.
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---- Connect with Terence ----
LinkedIn: https://www.linkedin.com/in/terencetobinfinancialcoach/
Website: https://www.richideas.co.za/
---- FPI Awards Website ----
All the info and nominations: https://fpi.co.za/fpi-awards/
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Dan Graham is a true mover and shaker! And boy, is he shaking things up.
Dan's LinkedIn headline explains best what he does and who he is:
💥 Helping financial service heroes thrive | 💥 Popping docs for financial planners | 💥 Head of Community at NextGen Planners | 💥 Co-founder of docVinci
Dan brings a new fresh way to do marketing. Making finance and financial planning fun for advisers and their clients alike.
In this episode, Francois talks with Dan about how financial planners and advisers can bring their marketing into the 21st century.
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---- Connect with Dan ----
LinkedIn: https://www.linkedin.com/in/dan-graham-788a7656/
Website: https://www.docvinci.co.uk/
---- FPI Awards Website ----
All the info and nominations: https://fpi.co.za/fpi-awards/
---- Learn more about PROpulsion Pro ----
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Website: https://www.propulsion.co.za
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Do you feel like you have big dreams, you are putting the blood, sweat, and tears to make them a reality yet you feel like you are not reaching your full potential? As if something is still missing?
Our special guest is Ronel Jooste CA(SA). Ronel is a SACBW Business Woman of the Year (Gauteng), a Business & Financial Consultant and owns PhysEQFiT Wellness, Guesthouse, and Spa.
She also has her own podcast called Ronel Talks Money. The show is focused on educating and empowering people about various finance-related topics.
The Ronel Jooste Dream Foundation aims to take financial literacy and entrepreneurship to the communities to prevent poverty, create jobs and create a better standard of living for everybody.
Francois du Toit talks to Ronel about how we can unlock our full potential and achieve long-lasting success in all areas of our lives. Some of the topics they touch on include:
👉 The importance of holistic well-being to achieve success and reach your full potential.
👉 Why education is so important within the financial industry.
👉 The Ronel Jooste Dream Foundation collaborates with the SA Council for Business Women helping 5 aspiring women entrepreneurs to start and grow a successful & sustainable business. Any Gauteng-based aspiring women entrepreneur or businesswoman in their first year of running a business can enter.
---- Connect with Ronel ----
LinkedIn: https://www.linkedin.com/in/roneljooste/
Website: www.financiallyfitlife.co.za / www.physeqfit.co.za
Financially Fit YouTube Channel: https://www.youtube.com/channel/UCNxhoBjk_oaiB1td0u0A8ow
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As a financial planner and adviser, you know how valuable the advice is that we provide our clients. It is intuitive. However, we often grapple with how to demonstrate this to clients and to consumers at large.
Join Francois du Toit and special guest, Edden Kift, Head of Business Solutions at Portfoliometrix, for a conversation about how we can demonstrate (and deliver) our value to clients.
In addition to this conversation, we also discuss:
✅ Addressing business inefficiencies in our practices
---- Connect with Edden ----
LinkedIn: https://www.linkedin.com/in/edden-kift-23a39161
Website: https://www.portfoliometrix.com/
Download Value of Advice Whitepaper:
https://www.portfoliometrix.com/value-of-advice
Download Business Efficiency Guide:
https://www.portfoliometrix.com/business-efficiency-guide
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This podcast here on the platform
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Many individuals and families are usually unprepared for emergencies and their inevitable passing. Loved ones are often left with no idea of where assets, liabilities, and important information are found.
Financial Advisors are frequently at a disconnect in understanding their customers’ holistic life position and struggle with effective communication and document sharing capabilities, even with their best efforts and intentions.
Some interesting facts:
🔒 Generational wealth lost due to unknown and unclaimed policies in SA is sitting at R44.9 billion in unclaimed pension funds alone.
🔒 Costly and prolonged winding up of an estate. Executors often have to start with no will in place and it can take years to eventually wind up an estate. Debit orders continue to run, rates and taxes pile up, etc.
🔒 Families can be left destitute if a single breadwinner has not managed his/her legacy.
🔒 Financial Advisors and Estate Planners struggle to have a holistic up-to-date view of their customers’ data. When the time comes to act, it’s a challenge to get all the right information and people together.
Lifedocs created a secure, digitally connected document management system that gives Financial Advisors and Estate Planners a centralised and easier way to plan for life and legacy with their clients.
In this episode, Francois du Toit talks to Geoffrey Harmuth CA(SA), co-founder and CEO of Lifedocs. They unpack the challenges and solution to the problem when it comes to keeping track of a client's entire estate before it is too late.
---- Connect with Geoffrey and Lifedocs ----
LinkedIn: https://www.linkedin.com/in/geoffrey-harmuth/
Website: https://www.lifedocs.co.za/
---- Lastpass - Password Manager ----
https://www.propulsion.co.za/lastpass
(affiliate link we earn a small commission and you help support the podcast)
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Many financial advisors and planners do not have a plan.
We still believe in the old adage that we must treat everyone the same. That is what they deserve, right? So we never segment our clients, understand each segment, and deliver a custom value proposition to each of the segments.
😓 This leads to financial advisors and planners continually taking on more new clients with little regard to the existing clients and how they will be serviced.
😓 The longer this continues, the more stressed, burnt out, and financially and emotionally bankrupt we become.
The solution is to engage with technology to improve 1% across a range of facets and aspects of the business.
Financial advisors and planners need to be flexible and accommodating to a changing environment. We must embrace change and integrate technology to improve efficiencies.
In this episode, Francois du Toit speaks to Gustav Neethling, the Director of The Financial Emporium as well as WealthPro, to unpack all of this and to discuss solutions and practical approaches to growing with confidence but without stress.
---- Connect with Gustav ----
Financial Emporium: http://www.financialemporium.com/
WealthPro: http://www.wealthpro.co.za/
LinkedIn: https://www.linkedin.com/in/gustav-neethling-49728a50/
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technology #financialplanners #practicemanagement
Mistakes whether big or small, once-off or ongoing, knowing or unknowing are costly. Not only in terms of money. It impacts many different aspects.
In this episode, we highlight several mistakes that are costing you, your practice, and your clients. Not only that, we also discuss solutions to help you avoid these mistakes.
An insightful episode awaits!
---- Other episodes to watch that relates ----
Adopting technology with Barrie van Zyl (S1E13) - https://youtu.be/pjKaIv7gLho
Staying in the helicopter with Juanita Vorster S2E17) - https://youtu.be/fQo1Mioh5Y4
Carving out a niche with Stefan & Werner (S3E5) - https://youtu.be/132kkceIBNk
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It is free and you will see our latest episodes and videos
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The game has changed. Client expectations have changed. The fundamentals may have stayed the same but the way in which we deliver requires new thinking, new solutions, and a new way of consistently meeting and exceeding client expectations.
In this episode, we discuss several different ways in which we can level up our customer experience.
---- GFPC22 ----
https://www.propulsion.co.za/gfpc22
---- Introduction to PROpulsion Pro Session ----
https://www.propulsion.co.za/intro
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Stefan Bothma and Werner Hattingh are a duo with their sights set on changing the way financial planning and advice are delivered to a very specific niche of professionals.
They have always said that they do not want to be everything for everyone, but they do want to be everything for somebody.
Their vision, business structure, marketing approach, value proposition, and success in their chosen niche are in the spotlight in this episode. Expect an energetic, insightful, and inspiring discussion with my amazing guests.
---- Connect with Money and Medicine ----
Website: https://www.moneyandmedicine.co.za
---- Please subscribe to the YouTube channel ----
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---- Global Financial Planning Conference Tickets ----
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Technology is critical for financial planning and other professional practices that must reinvent and reimagine their businesses, their value propositions, and how they deliver these to their clients on an ongoing basis.
Staying at the forefront whilst increasing efficiency and effectiveness is no easy task. Employing more staff is not always the answer. Buying technology that everyone else is using is also rarely helpful or successful.
Having worked with financial planners since 1998, we have seen the evolution of not only technology but the profession at large. We have seen the impact of both great tech solutions and inappropriate tech solutions on businesses.
In today's episode, we share the top 5 technology tools to consider for your financial planning practice as well as their value and expected impact.
---- Watch the full episode on YouTube ----
https://youtu.be/dgBmXoFQMXc
---- GLOBAL FINANCIAL PLANNING CONFERENCE 2022 ----
17 to 18 May 2022
Tickets: https://www.propulsion.co.za/gfpc22
Sponsorships opportunity: https://www.propulsion.co.za/gfpc22sponsor
---- ProfileMe ----
https://profileme.app/
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What is the secret to high productivity, great time management, and efficiency for financial planners?
We answer these questions and we share effective tips to help you get it right and to raise the bar for your business. All in this episode.
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Website: http://www.propulsion.co.za
PROpulsion LIVE Portal: https://hello.profileme.co.za/propulsion
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I spent a lot of time with Barry Austin in December 2021 and the conversations we had simply blew my mind. His approach to coaching Pro mountain bike riders from across the world was a fresh and new approach that opened my mind to so many new possibilities and a powerful mindset. I simply had to talk to him on PROpulsion LIVE.
Barry is a Level 3 UCI Certified Coach & UCI Certified Sporting Director. His passion is to connect the energy and goals of athletes via their bikes to their environments for optimal experiences and results.
“The art of harnessing energy to transform chaos into flow” is a powerful quote from his website.
His lessons translate seamlessly to what we do as financial planners and what we need to build and grow amazing businesses and practices.
---- Connect with Barry ----
https://www.instagram.com/barryaustin_is_curious/
---- Learn more about PROpulsion Pro ----
https://www.propulsion.co.za/pro
---- Connect with Us ----
Website: https://www.propulsion.co.za
PROpulsion LIVE Portal: https://hello.profileme.co.za/propulsion
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We are back with season 3 of the PROpulsion Podcast!
We kick off with a topic very near and dear to the heart.
A multi-dimensional take on "free", freedom, value, and everything that goes with it!
- The different forms of free
- The value of free
- The curse of free
- How it starts with me and you
Link to the article mentioned in the podcast I wrote about "free":
https://www.propulsion.co.za/not-all-things-free-are-free/
---- Watch the full episode on YouTube ----
https://www.youtube.com/watch?v=O11RkYJ5WJ8
---- Learn more about PROpulsion Pro ----
https://www.propulsion.co.za/pro
---- Connect with Us ----
Website: http://www.propulsion.co.za
PROpulsion LIVE Portal: https://hello.profileme.co.za/propulsion
Twitter: https://twitter.com/propulsionlive
LinkedIn: https://www.linkedin.com/in/francoisdtza
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Raise the bar!
Lisa Linfield has a goal to equip, engage and empower 1 Million Women to live a financially free life -so that they too may be able to live a life of purpose and choice.
In order to do this, she walked away from a 20-year corporate career to start her own wealth management business – believing that this was her purpose and her passion, and she had all she needed to succeed. How hard could it be?
And then the enormity of the change set in.
Leaving corporate illuminated so many thinking patterns that were keeping her stuck. As she worked with her clients to shift their financial positions, she realised they too struggled to change the thinking patterns that kept them financially stuck.
And so she did what she always does when confronted with a puzzle. She researched how to solve it.
The big frustration though was that all the books out there seemed to hold one piece of the puzzle. One helped you change habits. One spoke of achieving goals. One focussed on mindset. One was grounded in brain science. None brought all the pieces of the puzzle together.
So she wrote that book. Deep Grooves: Overcoming Patterns That Keep You Stuck is the one book you need to make changes to your life that lasts a lifetime.
Lisa Linfield is a personal finance expert, keynote speaker, course creator and host of her podcast Working Women’s Wealth. Lisa is a board Certified Financial Planner (CFP) and is CEO of a wealth and investment management business, Southern Pride Wealth. She has two honours degrees (one in Financial Planning) and has studied at Oxford, Insead and London Business School.
---- Get in touch with Lisa ----
Website: https://www.lisalinfield.com
LinkedIn: https://www.linkedin.com/in/lisa-linfield/
Working Women's Wealth Podcast: https://workingwomenswealth.com/
---- Learn more about PROpulsion Pro ----
https://www.propulsion.co.za/pro
---- Support the show ----
Your voluntary support enables the show to grow. To support the show and receive additional benefits:
https://www.patreon.com/vcf
---- Connect with Us ----
Website: http://www.propulsion.co.za
PROpulsion LIVE Portal: https://hello.profileme.co.za/vcf
Twitter: https://twitter.com/francoisdtza
LinkedIn: https://www.linkedin.com/in/francoisdtza
Instagram: https://www.instagram.com/francoisdtza
---- Learn with Us ----
Online CPD: https://learn.circulus.co.za/courses/
Webinars: https://learn.circulus.co.za/course-category/webinars/
Podcast: https://www.propulsion.co.za/category/podcasts/
Articles: https://www.propulsion.co.za/category/article/
----Attribution----
Sound effects from Zapsplat.com
The winners in this new game of business are those that can see through the noise and keep it simple because business at its core is simple. Winning in business is no longer reserved for those running multi-national corporations with seemingly unlimited resources.
Juanita Vorster, a South African entrepreneur, partnered with well-known UK-based business advisor Roger Harrop to write to-the-point business books that pack a big punch.
In today's episode, we talk to Juanita about their latest book, Staying in the helicopter® - the key to sustained profitable growth, that is just being launched. Expect a lively conversation packed with practical advice you can implement in your business or practice today.
---- More about Juanita Vorster ----
Get the books: https://www.theceoexperts.com/books.html
About Juanita Vorster: https://www.juanitavorster.com/about-juanita.html
About Roger Harrop: https://www.rogerharrop.com/about_roger/
---- Learn more about PROpulsion Pro ----
https://www.propulsion.co.za/pro
---- Support the show ----
Your voluntary support enables the show to grow. To support the show and receive additional benefits:
https://www.patreon.com/vcf
---- Connect with Us ----
Website: http://www.propulsion.co.za
PROpulsion LIVE Portal: https://hello.profileme.co.za/vcf
Twitter: https://twitter.com/francoisdtza
LinkedIn: https://www.linkedin.com/in/francoisdtza
Instagram: https://www.instagram.com/francoisdtza
---- Learn with Us ----
Online CPD: https://learn.circulus.co.za/courses/
Webinars: https://learn.circulus.co.za/course-category/webinars/
Podcast: https://www.propulsion.co.za/category/podcasts/
Articles: https://www.propulsion.co.za/category/article/
----Attribution----
Sound effects from Zapsplat.com
Sounds counter-intuitive, but extremely powerful!
Join us for a riveting discussion about how slowing down can help you go further faster.
---- Learn more about PROpulsion Pro ----
https://www.propulsion.co.za/pro
---- Support the show ----
Your voluntary support enables the show to grow. To support the show and receive additional benefits:
https://www.patreon.com/vcf
---- Connect with Us ----
Website: http://www.propulsion.co.za
PROpulsion LIVE Portal: https://hello.profileme.co.za/vcf
Twitter: https://twitter.com/francoisdtza
LinkedIn: https://www.linkedin.com/in/francoisdtza
Instagram: https://www.instagram.com/francoisdtza
---- Learn with Us ----
Online CPD: https://learn.circulus.co.za/courses/
Webinars: https://learn.circulus.co.za/course-category/webinars/
Podcast: https://www.propulsion.co.za/category/podcasts/
Articles: https://www.propulsion.co.za/category/article/
----Attribution----
Sound effects from Zapsplat.com
It is never too late for a makeover, and midlife is the perfect opportunity to redesign your life exactly as you want it. You do have choices for every aspect of your life – including your money. Especially your money. This is a call to action to take control of both your life and your money, and to put money where it belongs – as an enabler of your life.
In this episode, we talk to Kim Potgieter about her journey, the business she helped build and her latest book.
---- Connect with the guest ----
Connect with Kim on LinkedIn
Kim's Website - www.kimpotgieter.com
---- Learn more about PROpulsion Pro ----
https://www.propulsion.co.za/pro
---- Support the show ----
Your voluntary support enables the show to grow. To support the show and receive additional benefits:
https://www.patreon.com/vcf
---- Connect with Us ----
Website: http://www.propulsion.co.za
PROpulsion LIVE Portal: https://hello.profileme.co.za/vcf
Twitter: https://twitter.com/francoisdtza
LinkedIn: https://www.linkedin.com/in/francoisdtza
Instagram: https://www.instagram.com/francoisdtza
---- Learn with Us ----
Online CPD: https://learn.circulus.co.za/courses/
Webinars: https://learn.circulus.co.za/course-category/webinars/
Podcast: https://www.propulsion.co.za/category/podcasts/
Articles: https://www.propulsion.co.za/category/article/
----Attribution----
Sound effects from Zapsplat.com
Money EQ is an international behavioural discovery process that allows financial advisors to identify their clients’ financial personalities and decision-making styles – helping you to build that human connection.
So during the process of getting to know your client and build trust, MoneyEQ enables:
- Better advisor-client matchings
- Enhanced advisor-client communication
- Knowing more about what motivates your clients' spending decisions
- Understanding their risk behaviour
- Discovering their behavioural biases
- Assessing your clients' market mood
- Improving goals discovery
- Collaboration to articulate your clients' quality-of-life desires
Join us for an insightful discussion with Robyn Clay from Hadeda and also hear from Hendrik Crafford CFP® Certified Integral Coach® on his experience using Money EQ with his clients.
---- Connect with the guests ----
Hadeda - https://www.hadeda.co.za/
Connect with Robyn Clay on LinkedIn
Connect with Hendrik Crafford on LinkedIn
---- Learn more about PROpulsion Pro ----
https://www.propulsion.co.za/pro
---- Support the show ----
Your voluntary support enables the show to grow. To support the show and receive additional benefits:
https://www.patreon.com/vcf
---- Connect with Us ----
Website: http://www.propulsion.co.za
PROpulsion LIVE Portal: https://hello.profileme.co.za/vcf
Twitter: https://twitter.com/francoisdtza
LinkedIn: https://www.linkedin.com/in/francoisdtza
Instagram: https://www.instagram.com/francoisdtza
---- Learn with Us ----
Online CPD: https://learn.circulus.co.za/courses/
Webinars: https://learn.circulus.co.za/course-category/webinars/
Podcast: https://www.propulsion.co.za/category/podcasts/
Articles: https://www.propulsion.co.za/category/article/
----Attribution----
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This is the unedited original audio from our LIVE online show called PROpulsion LIVE broadcasted on Friday 7 May 2021.
News segment presented by David Kop, HOD: Certification at the Financial Planning Institute of SA.
Personal Development segment: presented by Norma Simons, a mindset and accountability coach talking about scarcity mindset and the impact it has on three areas of our lives.
Featured Topic: presented by Francois du Toit. Whether you read books or you listen to audiobooks, they are the way we learn, share, become enlightened, gain new insights, and ultimately grow through the conversations we have on the back of our newfound knowledge and the things we implement into our lives.
In today's episode, we share 7 books that will positively impact your life.
Financial Coaching segment presented by Hendrik Crafford from Craffies Coaching.
----Watch the episode on YouTube----
https://youtu.be/F1Jh__yQLCc
—- Learn more about PROpulsion Pro—-
https://www.propulsion.co.za/pro
—- Support the show —-
Your voluntary support enables the show to grow. To support the show and receive additional benefits:
https://www.patreon.com/vcf
—- Connect with Us —-
Website: http://www.propulsion.co.za
PROpulsion LIVE Portal: https://www.propulsion.co.za/portal
Twitter: https://twitter.com/francoisdtza
LinkedIn: https://www.linkedin.com/in/francoisdtza
Instagram: https://www.instagram.com/francoisdtza
—- Learn with Us —-
Online CPD: https://learn.circulus.co.za/courses/
Webinars: https://learn.circulus.co.za/course-category/webinars/
Podcast: https://www.propulsion.co.za/category/podcasts/
Articles: https://www.propulsion.co.za/category/article/
—-Attribution—-
Sound effects from Zapsplat.com
This is the unedited original audio from our LIVE online show called PROpulsion LIVE broadcasted on Friday 30 April 2021.
News segment: presented by Seema Naicker, Technical & CPD Manager at the Financial Planning Institute of SA.
Personal Development segment: presented by Norma Simons, a mindset and accountability coach talking about scarcity mindset and the impact it has on three areas of our lives.
Featured Topic: presented by Francois du Toit. Success means different things to different people. Success looks different for different people. There are several things needed to achieve long-term and sustainable success. However, there is ONE key that is critical to achieving success.
In this episode, we talk about which key it is, why without it you are unlikely to achieve success, and how you can strategize and have a structure that helps you incorporate this key into everything you do.
With the ultimate aim to achieve long-term, sustainable success as you see it.
Update segment presented by Francois du Toit, Director of PROpulsion Learning and Technology.
—-Watch the episode on YouTube—-
https://youtu.be/LBFsx28d-VE
—- Learn more about PROpulsion Pro—-
https://www.propulsion.co.za/pro
—- Support the show —-
Your voluntary support enables the show to grow. To support the show and receive additional benefits:
https://www.patreon.com/vcf
—- Connect with Us —-
Website: http://www.propulsion.co.za
PROpulsion LIVE Portal: https://www.propulsion.co.za/portal
Twitter: https://twitter.com/francoisdtza
LinkedIn: https://www.linkedin.com/in/francoisdtza
Instagram: https://www.instagram.com/francoisdtza
—- Learn with Us —-
Online CPD: https://learn.circulus.co.za/courses/
Webinars: https://learn.circulus.co.za/course-category/webinars/
Podcast: https://www.propulsion.co.za/category/podcasts/
Articles: https://www.propulsion.co.za/category/article/
—-Attribution—-
Sound effects from Zapsplat.com
This is the unedited original audio from our LIVE online show called PROpulsion LIVE broadcasted on Friday 23 April 2021.
News segment presented by Nici Macdonald, HOD: Certification at the Financial Planning Institute of SA.
Personal Development segment: presented by Norma Simons, a mindset and accountability coach talking about consumption versus creation.
Featured Topic: Hugo van Zyl, Cross Border Tax & Exchange Control Advisor
Based in Cape Town and Dubai, Hugo runs his private tax practice and a joint venture tax emigration / 🇦🇪 expat business. Hugo’s mission is to assist ex-pats or “WEG”kaners (away Africans as fondly referred to by his client base) in all respects. From tax to also legally reconcile themselves, as foreign resident expats, with their ZA Rand wallets and retirement funds. Without incurring the formal emigration expense, unless necessary.
In today’s episode, we discuss the latest changes in terms of the SA exchange control rules and their impact on expats and clients planning to emigrate.
Marketing and Branding segment presented by Rizanne Oosthuisen from ProfileMe talking about colours and your branding.
Update segment presented by Francois du Toit, Director of PROpulsion Learning and Technology.
—-Watch the episode on YouTube—-
https://www.youtube.com/watch?v=ve6ZbzuXu34
—- Learn more about PROpulsion Pro—-
https://www.propulsion.co.za/pro
—- Support the show —-
Your voluntary support enables the show to grow. To support the show and receive additional benefits:
https://www.patreon.com/vcf
—- Connect with Us —-
Website: http://www.propulsion.co.za
PROpulsion LIVE Portal: https://www.propulsion.co.za/portal
Twitter: https://twitter.com/francoisdtza
LinkedIn: https://www.linkedin.com/in/francoisdtza
Instagram: https://www.instagram.com/francoisdtza
—- Learn with Us —-
Online CPD: https://learn.circulus.co.za/courses/
Webinars: https://learn.circulus.co.za/course-category/webinars/
Podcast: https://www.propulsion.co.za/category/podcasts/
Articles: https://www.propulsion.co.za/category/article/
—-Attribution—-
Sound effects from Zapsplat.com
This is the unedited original audio from our LIVE online show called PROpulsion LIVE broadcasted on Friday 16 April 2021.
News segment presented by David Kop, HOD: Certification at the Financial Planning Institute of SA.
Featured Topic: Do your clients understand your value? Do you know and understand your value?
In this episode, we discuss:
- How to build value and the critical component necessary for success
- 3 step process for building value
- Where you add value
- Overcoming price and fee objections
----Watch the episode on YouTube----
https://youtu.be/g7Q3LjkEsHs
—- Learn more about PROpulsion Pro—-
https://www.propulsion.co.za/pro
—- Support the show —-
Your voluntary support enables the show to grow. To support the show and receive additional benefits:
https://www.patreon.com/vcf
—- Connect with Us —-
Website: http://www.propulsion.co.za
PROpulsion LIVE Portal: https://www.propulsion.co.za/portal
Twitter: https://twitter.com/francoisdtza
LinkedIn: https://www.linkedin.com/in/francoisdtza
Instagram: https://www.instagram.com/francoisdtza
—- Learn with Us —-
Online CPD: https://learn.circulus.co.za/courses/
Webinars: https://learn.circulus.co.za/course-category/webinars/
Podcast: https://www.propulsion.co.za/category/podcasts/
Articles: https://www.propulsion.co.za/category/article/
—-Attribution—-
Sound effects from Zapsplat.com
This is the unedited original audio from our LIVE online show called PROpulsion LIVE broadcasted on Friday 9 April 2021.
News segment presented by Nici Macdonald, HOD: Certification at the Financial Planning Institute of SA.
Personal Development segment: presented by Norma Simons, a mindset and accountability coach talking about confirmation bias.
Featured Topic: The only thing better than a free tool is a free tool that works!
Building technology stacks and integrating best-of-breed tools and systems can be costly. Being able to use solid and valuable tools that play well with the rest of your system is a massive bonus and win for your practice or business.
In today's episode, the featured topic is exactly that. Free tools that add immense value.
Update segment presented by Francois du Toit, Director of PROpulsion Learning and Technology.
----Watch the episode on YouTube----
https://youtu.be/UgPFnNzP4Ls
---Links to everything we speak about in the episode ----
ProfileMe - https://www.profileme.co.za
PROpulsion Pro Portal: https://hello.profileme.co.za/vcf
Canva - https://www.propulsion.co.za/canva
Trello - https://www.trello.com
KanbanFlow - https://www.kanbanflow.com
Mailerlite - https://www.mailerlite.com
Mailchimp - https://www.mailchimp.om
Notion - https://www.notion.so
This is the unedited original audio from our LIVE online show called PROpulsion LIVE broadcasted on Friday 26 March 2021. The broadcast was done offsite from Paarl in the Western Cape.
News segment presented by Lelané Bezuidenhout, CEO of the Financial Planning Institute of SA.
Personal Development segment: presented by Norma Simons, a mindset and accountability coach talking asking the question if you should quit when things get hard.
Featured Guest: David Ansara from the Centre For Risk Analysis
David returns to the show to discuss what South Africa can do to get onto the road to recovery and to stay on this road.
We discuss several important aspects including what a road to recovery looks like, the labour landscape, public finances, changes that are required and whether South Africa has the will and the ability to make a full recovery.
Expect a blunt and straight-up conversation.
Find the CRA YouTube channel here.
Client Engagement segment presented by Louis van der Merwe from WealthUp.
Wrap Up segment presented by Francois du Toit, Director of PROpulsion Learning and Technology.
—- Learn more about PROpulsion Pro—-
https://www.propulsion.co.za/pro
—- Support the show —-
Your voluntary support enables the show to grow. To support the show and receive additional benefits:
https://www.patreon.com/vcf
—- Connect with Us —-
Website: http://www.propulsion.co.za
PROpulsion LIVE Portal: https://www.propulsion.co.za/portal
Twitter: https://twitter.com/francoisdtza
LinkedIn: https://www.linkedin.com/in/francoisdtza
Instagram: https://www.instagram.com/francoisdtza
—- Learn with Us —-
Online CPD: https://learn.circulus.co.za/courses/
Webinars: https://learn.circulus.co.za/course-category/webinars/
Podcast: https://www.propulsion.co.za/category/podcasts/
Articles: https://www.propulsion.co.za/category/article/
—-Attribution—-
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This is the unedited original audio from our LIVE online show called PROpulsion LIVE broadcasted on Friday 19 March 2021.
News segment presented by David Kop, Executive Director: Relevance of the Financial Planning Institute of SA.
Personal Development segment: presented by Norma Simons, a mindset and accountability coach talking about self-confidence.
Featured Topic: We celebrated the 1 year anniversary of starting PROpulsion LIVE or as it was originally called “Virtual Coffee with Francois”. It was amazing to do this on the live show this morning, champagne and impromptu guests popping in to share in the momentous occasion!
Hearing the feedback from the audience about what the show means to them, the impact it has on their lives and their businesses and sharing some of their stories were the highlight of the show!
Wrap Up segment presented by Francois du Toit, Director of PROpulsion Learning and Technology.
—- Learn more about PROpulsion Pro—-
https://www.propulsion.co.za/pro
—- Support the show —-
Your voluntary support enables the show to grow. To support the show and receive additional benefits:
https://www.patreon.com/vcf
—- Connect with Us —-
Website: http://www.propulsion.co.za
PROpulsion LIVE Portal: https://www.propulsion.co.za/portal
Twitter: https://twitter.com/francoisdtza
LinkedIn: https://www.linkedin.com/in/francoisdtza
Instagram: https://www.instagram.com/francoisdtza
—- Learn with Us —-
Online CPD: https://learn.circulus.co.za/courses/
Webinars: https://learn.circulus.co.za/course-category/webinars/
Podcast: https://www.propulsion.co.za/category/podcasts/
Articles: https://www.propulsion.co.za/category/article/
—-Attribution—-
Sound effects from Zapsplat.com
This is the unedited original audio from our LIVE online show called PROpulsion LIVE broadcasted on Friday 12 March 2021.
News segment presented by David Kop, Executive Director: Relevance of the Financial Planning Institute of SA.
Personal Development segment: presented by Norma Simons, a mindset and accountability coach talking about powerful questions we must ask ourselves if we want to progress.
Featured Guest: Stephen Kagawa, founder and CEO of The Pacific Bridge Companies, a comprehensive wealth management organization that is focused on global financial navigation, as well as helping ethnic communities from Asia in the U.S.
In this episode, Francois du Toit talks to Stephen about his journey and his brand-new book that was recently published, Aloha Financial Advising.
Financial Coaching segment: Hendrik Crafford, owner of Craffies Coaching, talks about what sustainable financial planning looks like and the role financial coaching plays to keep clients from deviating from their plans.
Wrap Up segment presented by Francois du Toit, Director of PROpulsion Learning and Technology.
----Register for our live launch event----
https://www.propulsion.co.za/launch
—- Learn more about Ignite 2021—-
https://www.propulsion.co.za/ignite
—- Support the show —-
Your voluntary support enables the show to grow. To support the show and receive additional benefits:
https://www.patreon.com/vcf
—- Connect with Us —-
Website: http://www.propulsion.co.za
PROpulsion LIVE Portal: https://www.propulsion.co.za/portal
Twitter: https://twitter.com/francoisdtza
LinkedIn: https://www.linkedin.com/in/francoisdtza
Instagram: https://www.instagram.com/francoisdtza
—- Learn with Us —-
Online CPD: https://learn.circulus.co.za/courses/
Webinars: https://learn.circulus.co.za/course-category/webinars/
Podcast: https://www.propulsion.co.za/category/podcasts/
Articles: https://www.propulsion.co.za/category/article/
—-Attribution—-
Sound effects from Zapsplat.com
This is the unedited original audio from our LIVE online show called PROpulsion LIVE broadcasted on Friday 5 March 2021.
News segment: presented by Seema Naicker, Technical & CPD Manager at the Financial Planning Institute of SA.
Personal Development segment: presented by Norma Simons, a mindset and accountability coach talking about the impact of our beliefs on our lives and the results we want to achieve.
Featured Topic: First impressions last! Meaning that most of the time we only have one opportunity to wow a client.
A solid onboarding process is critical to lay a solid foundation right from the start and to reinforce that the client made the right decision to choose you amongst so many other options.
But what does an onboarding process entail? How do you design one? What is valuable and what is not?
In this episode, Francois du Toit discusses all of this and more.
Marketing and Branding Segment: Rizanne Oosthuisen, founder of ProfileMe, discusses the importance of consistency and recognition when it comes to building a brand.
Wrap Up segment presented by Francois du Toit, Director of PROpulsion Learning and Technology.
—-Attribution—-
Sound effects from Zapsplat.com
—- Learn more about Ignite 2021—-
https://www.propulsion.co.za/ignite
—- Support the show —-
Your voluntary support enables the show to grow. To support the show and receive additional benefits:
https://www.patreon.com/vcf
—- Connect with Us —-
Website: http://www.propulsion.co.za
PROpulsion LIVE Portal: https://www.propulsion.co.za/portal
Twitter: https://twitter.com/francoisdtza
LinkedIn: https://www.linkedin.com/in/francoisdtza
Instagram: https://www.instagram.com/francoisdtza
—- Learn with Us —-
Online CPD: https://learn.circulus.co.za/courses/
Webinars: https://learn.circulus.co.za/course-category/webinars/
Podcast: https://www.propulsion.co.za/category/podcasts/
Articles: https://www.propulsion.co.za/category/article/
This is the unedited original audio from our LIVE online show called PROpulsion LIVE broadcasted on Friday 26 February 2021.
News segment presented by David Kop, Executive Director: Relevance of the Financial Planning Institute of SA.
Personal Development segment presented by Norma Simons, a mindset and accountability coach talking about the importance of setting priorities.
Featured Guest: Tanya Kunze, Internationally recognized, neuroscience-based, executive & business optimization coach, author, motivator, anchor and keynote speaker.
Tanya recently shared a 2-minute thought on her LinkedIn feed about John Maxwell's approach to failing forward.
In this episode's featured guest segment, we discuss this in great detail. An energetic, fun and inspiring conversation you will greatly benefit from.
Fun Segment: Francois du Toit takes you on a behind-the-scenes tour of his live streaming studio. You can watch that segment here if you prefer to see it.
Wrap Up segment presented by Francois du Toit, Director of PROpulsion Learning and Technology.
----Attribution----
Sound effects from Zapsplat.com
---- Learn more about Ignite 2021----
https://www.propulsion.co.za/ignite
---- Support the show ----
Your voluntary support enables the show to grow. To support the show and receive additional benefits:
https://www.patreon.com/vcf
---- Connect with Us ----
Website: http://www.propulsion.co.za
PROpulsion LIVE Portal: https://www.propulsion.co.za/portal
Twitter: https://twitter.com/francoisdtza
LinkedIn: https://www.linkedin.com/in/francoisdtza
Instagram: https://www.instagram.com/francoisdtza
---- Learn with Us ----
Online CPD: https://learn.circulus.co.za/courses/
Webinars: https://learn.circulus.co.za/course-category/webinars/
Podcast: https://www.propulsion.co.za/category/podcasts/
Articles: https://www.propulsion.co.za/category/article/
This is the unedited original audio from our LIVE online show called PROpulsion LIVE broadcasted on Friday 19 February 2021.
News segment presented by David Kop, Executive Director: Relevance of the Financial Planning Institute of SA.
Personal Development segment presented by Norma Simons, a mindset and accountability coach talking about emotions and their impact on our actions.
Featured Topic: Clever marketing tactics
In this episode's featured topic segment, Francois du Toit discusses easy ways that you can utilise tools you are already using, to drive marketing without you even thinking about it.
Technology Segment: Francois du Toit discusses fit-for-purpose CRM systems versus customized CRM systems.
Wrap Up segment presented by Francois du Toit, Director of PROpulsion Learning and Technology.
----Attribution----
Sound effects from Zapsplat.com
---- Learn more about Ignite ----
https://www.propulsion.co.za/ignite
---- Support the show ----
Your voluntary support enables the show to grow. To support the show and receive additional benefits:
https://www.patreon.com/vcf
---- Connect with Us ----
Website: http://www.propulsion.co.za
PROpulsion LIVE Portal: https://hello.profileme.co.za/vcf
Twitter: https://twitter.com/francoisdtza
LinkedIn: https://www.linkedin.com/in/francoisdtza
Instagram: https://www.instagram.com/francoisdtza
---- Learn with Us ----
Online CPD: https://learn.circulus.co.za/courses/
Webinars: https://learn.circulus.co.za/course-category/webinars/
Podcast: https://www.propulsion.co.za/category/podcasts/
Articles: https://www.propulsion.co.za/category/article/
This is the unedited original audio from our LIVE online show called PROpulsion LIVE broadcasted on Friday 12 February 2021.
News segment presented by David Kop, Executive Director: Relevance of the Financial Planning Institute of SA.
Personal Development segment presented by Norma Simons, a mindset and accountability coach asking us if we are comfortable with discomfort.
Feature Topic: Staying Connected
The need to belong. The need to be a part of something. The need to contribute. The need to feel connected. The need to be connected. It is all built into our human DNA.
In this episode's featured topic segment, Francois du Toit discusses why we have this need, how to stay connected in all areas of your life, and what you can do to stay connected.
Wrap Up segment presented by Francois du Toit, Director of PROpulsion Learning and Technology.
----Attribution----
Sound effects from Zapsplat.com
---- Learn more about Ignite ----
https://www.propulsion.co.za/ignite
---- Support the show ----
Your voluntary support enables the show to grow. To support the show and receive additional benefits:
https://www.patreon.com/vcf
---- Connect with Us ----
Website: http://www.propulsion.co.za
PROpulsion LIVE Portal: https://hello.profileme.co.za/vcf
Twitter: https://twitter.com/francoisdtza
LinkedIn: https://www.linkedin.com/in/francoisdtza
Instagram: https://www.instagram.com/francoisdtza
---- Learn with Us ----
Online CPD: https://learn.circulus.co.za/courses/
Webinars: https://learn.circulus.co.za/course-category/webinars/
Podcast: https://www.propulsion.co.za/category/podcasts/
Articles: https://www.propulsion.co.za/category/article/
This is the unedited original audio from our LIVE online show called PROpulsion LIVE broadcasted on Friday 5 February 2021.
News segment presented by Lelané Bezuidenhout, CEO of the Financial Planning Institute of SA
Personal Development segment presented by Norma Simons, a mindset and accountability coach
Feature Guest: Brian Jervis from adwiser.co.za
We live in a hyper-connected world. We take advice and guidance from friends, family, and communities on social media at large.
Where does this leave you when clients are looking for someone like you?
In this episode, Francois interviews Brian Jervis who talks about AdWiser, an online platform where clients can review and recommend (or not) you and any other adviser. We get into how AdWiser came about, how it works, and why financial advisers should consider making this part of their brand-building strategy.
Connect with Brian on LinkedIn or visit the adwiser.co.za website using the links above.
Marketing & Branding segment presented by Rizanne Oosthuisen, founder of ProfileMe
Wrap Up segment presented by Francois du Toit, Director of PROpulsion Learning and Technology
----Attribution----
Sound effects from Zapsplat.com
---- Support the show ----
Your voluntary support enables the show to grow. To support the show and receive additional benefits:
https://www.patreon.com/vcf
---- Connect with Us ----
Website: http://www.propulsion.co.za
Virtual Coffee with Francois Portal: https://hello.profileme.co.za/vcf
Twitter: https://twitter.com/francoisdtza
LinkedIn: https://www.linkedin.com/in/francoisdtza
Instagram: https://www.instagram.com/francoisdtza
---- Learn with Us ----
Online CPD: https://learn.circulus.co.za/courses/
Webinars: https://learn.circulus.co.za/course-category/webinars/
Podcast: https://www.propulsion.co.za/category/podcasts/
Articles: https://www.propulsion.co.za/category/article/
I speak to Michelle Hoskin, founder of Standards International.
This is a conversation that any and everyone must listen to. Vital information and insights are discussed.
We tackle the topic of financial abuse, one of the most common forms of abuse in the world. It is a problem that is becoming more visible every day.
In this episode, we discuss:
- What is financial abuse?
- The scale of the problem and if it is real
- Who is impacted by financial abuse
- Are financial advisers and like professionals equipped to help victims and abusers suffering from financial abuse?
- The recently launched Financial Abuse Specialist™ Certification offered by Standard International
- Who will benefit from getting certified
- Could this become a new profession or career path?
For more information, visit the below links:
Financial Abuse Specialist™ Certification
Standards International
Connect with Michelle Hoskin on Linkedin
Contact Michelle Hoskin
Derek Notman pivoted his financial planning practice from a face-to-face business to a completely virtual practice back in 2013. As Derek puts it, he has "many arrows in his back" from doing this. He learned a ton of lessons in the process which led to him creating a system that helps other financial advisers across the globe to go virtual without having to learn these (sometimes expensive) lessons by themselves.
In this episode, Derek and I talk about:
- What he's practice was like before going virtual
- What led to him making this change
- How it all works
- How his existing clients at the time reacted to the change (an how he approached it)
- Challenges he had to overcome
- Knowing what he knows now, how would he go about doing it today
- ConneqtorVAS and how it helps financial advisers do what Derek did (but without the time, expenses and lessons required)
You can also learn more at the following links:
- Conneqtor - Virtual Advisor System
- Conneqtor Financial Advisor Blog
- The Virtual Movement Proclamation eBook
You are welcome to connect with both Derek and me on Linkedin.
In this episode, I talk to Kate Holmes from the United States.
Kate has an inspiring story and she is on a mission.
In 2013, Kate started one of the first completely virtual, fee-only, monthly retainer (no AUM) financial planning practices, Belmore Financial, in the US. As an advocate for evolving the financial planning profession, and being one of the first to create a new model for doing so, she quickly became featured in the media, is an InvestmentNews 40 Under 40 alumni and serves on CFP Board’s Women’s Initiative (WIN) Council.
We talk about:
- Kate's origin story
- Is there really a link between financial planning and financial coaching or is it two diverging paths
- All the signs Kate saw along the way that ultimately led to her starting her own practice and breaking away from her mom
- How she designed and finally launched Belmore Financial from scratch (p.s. we get into the nuts and bolts!)
- The problem with holistic financial planning
- Being virtual, employing automation and technology, being lean, and keeping record in a virtual environment
- Kate's time at the Financial Planning Standards Board
- Her new podcast, Innovating Advice, the only globally-focused show for financial advisers and financial planners
- The future of financial planning in the next 5 to 10 years according to Kate
Links related to the episode:
- Connect with Kate on LinkedIn
- Innovating Advice podcast website
- 4 must-listen-to episodes Innovating Advice (visit the website to listen to the episodes or search your preferred podcasting platform for the show):
- Episode 1: IA001 Australia with Clayton Daniel of XY Adviser
- Episode 6: IA006 Africa with Rufaro Mucheka
- Episode 34: Evolve Or Dissolve: Rethinking What It Means To Be A Financial Planner with Cary List
- Episode 35: Engaging Women In Finance: Shocking Research And How To Close The Gap with Dr Mara Harvey
Check out "Virtual Coffee with Francois" on YouTube.
Hugo van Zyl returns to PROpulsion for an essential update on tax for expats now that the changes are in effect since the 1st of March 2020. Hugo was a guest on episode 16 (our most popular and downloaded episode to date).
In today's episode, we discuss:
- What it means to be resident;
- Announcements in the latest budget speech (26 Feb 2020) that impact South Africans working abroad or considering emigration;
- Our opinions of how financial or formal emigration will be phased out by 1 March 2021 as announced and the processes that may apply thereafter;
- Several problems and challenges have been identified after people tax or financially emigrated - we discuss some interesting examples from real clients;
- The new IRP3(q) tax directive to reduce the PAYE deductible from an employee's remuneration who works offshore by South African employers;
- Whether an employee can apply for this directive themselves;
- The requirements and process to apply for the directive.
Hugo runs his own private tax practice as well as joint venture tax and formal emigration business, assisting expats, or “WEG”kaners (away Africans as fondly refers to his client base) to legally reconcile themselves as foreign resident expats with his ZA Rand wallet and retirement funds.
Barrie van Zyl is the Head of Account Management at Iress in South Africa.
We discuss several aspects related to the adoption or implementation of technology in financial planning businesses, although these aspects will apply to any kind of business looking to adopt technology.
We start off talking about the rate of advancement and adoption.
Businesses struggle to choose the right technology and software and the process is very overwhelming. We discuss why this is the case and where business may be going wrong.
I ask Barrie the question if financial planning businesses are really embracing technology?
How does one go about selecting technology and/or software for your practice or business? Where is the best place to start? What must be considered?
Businesses often struggle to reap the benefits of the technology they implement. Corporates go through a rigorous selection process and often a few years later they find themselves back at the same point going through the same process again selecting new solutions. Why is this?
We get into the best approach/strategy a business should follow when adopting the technology. Barrie provides great advice in this regard.
Iress recently announced the launch of a new hub to provide free technology-related information and support for the financial services industry as it adjusts to new ways of working. I ask Barrie:
- Why did Iress decide to create the support hub?
- What kind of support does this offer?
- Who can make use of the support services?
You can access the Iress Support Hub at https://iress.com/coronavirus-support.
Connect with Barrie on Linkedin.
Connect with me on Linkedin.
First, we had email. Then came websites. Mobile phones evolved into smartphones. Not only did more people access information online, but they also started publishing more content online. That sounds great, right? More information at our fingertips. However, it also means that it is becoming harder and harder to find exactly what we are looking for. Quickly and without effort. How do we know the information and the person is credible? Can we trust the person and the information? For many, the noise has become unbearable.
Introducing Rizanne Oosthuisen
Our guest in this episode, Rizanne Oosthuisen, created a solution that is fast gaining traction among leading financial professionals. Many of whom have been guests on our podcast before. That said, this is a solution and a tool that will help almost any kind of business set itself apart from the competition. And in the process, making it simple and easy for their clients to find the information they are looking for. Without breaking a sweat or becoming frustrated.
ProfileMe
The solution is called ProfileMe. A well designed and purpose-driven website combined with ProfileMe and a well thought out strategy is guaranteed to help you take your business, and your brand, to a whole new level.
This episode is sponsored by Ignite, the number one CPD offering and solution for financial professionals.
What we talk about
In this episode, we talk to Rizanne about her journey since 2000, how she built a great business and then lost everything. She shares with us how she got back up and the new journey that led her to designing and creating ProfileMe.
Rizanne goes on to share interesting insights with regard to branding from a personal and business perspective. She spices it up with mind-blowing statistics and learnings she had since starting to work within the financial services space. We also discuss the difference between branding and marketing.
After setting the scene, we get into the details of ProfileMe and what it can do for individuals and advisory businesses. One of the aspects we love most is that it allows the client access to information they are interested in, in a number of ways. By simply clicking a button.
There is so much we discuss in the interview, so be sure to listen to the end.
Contact Rizanne
You can contact Rizanne:
- Her ProfileMe card
- Connect with her on Linkedin
Johan Oosthuizen is an International Coach Federation (ACC) member, a Results-Driven Gallup Certified Strengths Coach (Advanced), and a BP10 trained coach. Johan has more than 34 years of experience of which he spent 23 years as a top Financial Advisor at a major life assurance company and for the last 10 years he has been specialising as a Gallup-Advance Certified Strengths and Business Profile Coach helping financial advisors and other professionals become the best version of themselves.
In the 1950's a life assurance company asked Dr. Donald Clifton to do research and to determine why financial advisors left the industry so frequently. The study found that the reason financial advisors stay in the industry, is primarily because they are using their natural abilities and talents.
In this episode, we talk in-depth about talents, strengths, weaknesses and how one can go about becoming the best version of yourself. Which inevitably leads to greater results and lasting success.
Why should we stop trying to focus on and to fix our weaknesses?
We discuss the difference between talents and strengths.
Where do you start if you want to determine what your talents and strengths are? Some people intrinsically know, and there are several indicators, but many people have no clue.
Then, once you have determined your talents and natural abilities, what comes next? How do you turn these talents into strengths? There is a total of 7 milestones that one would want to reach in order to fully integrate everything you learn and to operate from a place of strength. We talk about the first 3 milestones that are the starting point and basis for the rest of the milestones.
But is a strength always an advantage? Do we always use it to our benefit?
People often mismanage some of their strengths and Johan shares which strengths are the easiest to mismanage.
We always hear how unique each one of us is. Is that also the case when it comes to our talents?
We also discuss successful advisors and if they tend to have a particular set of talents and strengths. The discussion around this will surprise you!
All of these aspects may seem fluffy or soft to you, so why should you care about getting to know your talents and developing them into strengths? This is one of the most important questions I ask Johan in the interview.
If you are ready for the journey, should you go at it alone or should you get help from someone who can help you through the journey? The answer to this was also interesting!
Another key message that we uncovered in the interview is that you don't have to be the best at everything. You don't have to do everything yourself. In fact, you shouldn't. So what is the strategy and answer here?
Another key question is when is it suitable to start a journey to learn your talents and start to turn them into strengths?
We end off the interview talking about different assessments and tools that are available to help you start your journey.
Johan can be contacted via:
- Whatsapp/Telephone - 0828293277
If you are interested in determining your Top 5 Talents (or even your full 34):
- Clifton Strengths Website
Lelane Bezuidenhout was appointed as the new CEO of the Financial Planning Institute of Southern Africa earlier in 2019, a welcomed move that brought back structure after some rough waters in 2018. David Kop is the Executive Director of Relevance, a critical new role and he works closely alongside Lelane.
In this interview, we discuss a variety of topical issues as well as the future (as far as 2050!), where things are headed, how financial planners must position themselves and what the FPI is doing to help guide them in the right direction.
We discuss the 4 areas that must be addressed:
- Regulator or Policy Maker
- The Consumer
- The Practitioner
- Employers of Financial Planners
David discusses some interesting statistics about consumers and the trust they have in the financial services industry and in financial planners.
An important aspect that is coming to the fore, is the regulation of FPTech (Financial Planning Technology). We talk about who will be regulated and the importance of changing the current curriculum to incorporate the new way of working and how to harness the benefits of FPTech.
There are three designations offered by the FPI. We discuss the roadmap for each designation as well as changes made since May 2019.
Financial Literacy is a crucial aspect that must be addressed, not only in South Africa but on a global level. We discuss the newly proposed framework, standards, and designation that will be introduced to ensure financial literacy facilitators adhere to the same levels of competence and standards. The aim is to create a new industry that will benefit everyone.
We end off with talking about the FPI's vision, their focus for the next 12 months and some of the learnings that Lelane brought back from the recently held FPSB global meeting which was attended by 25 affiliated territories.
Hugo van Zyl CA(SA) TEP MTP(SA) is well-known for his expertise in cross-border tax and financial planning. It is no surprise that his colleagues refer to him as “ask Hue’Gle” when all other resources fail. His track record speaks for itself.
In this episode, we get into the nitty-gritty of the changes to the so-called "expat tax" in South Africa. With the new changes already enacted into law, the implementation of the new changes has been deferred until 1 March 2020. Many expats have not considered the impact this will have on them. Financial Advisors are just as confused in many cases and are at a loss when having to point their clients in the right direction.
Some of the aspects we discuss include:
- Does cross-border tax and exchange control only apply to certain groups or individuals;
- Is it a requirement to give up your South African citizenship or to give up your South African passport when you immigrate;
- Section 10(1)(o)(ii) of the Income Tax Act change - the new R1m exemption on foreign employment income cap explained and who it applies to;
- How much of the foreign tax paid can be used as a credit against tax payable in South Africa;
- Financial Emigration - myth or solution;
- Who can use the 330-day rule;
- Double Tax Treaties - the big solution;
- Exit Tax payable on immigration and how much it is for different entities;
- The UAE and its treaty in detail;
- We answer 7 questions from our listeners
- What should financial advisors consider and what questions should they ask clients living and working abroad;
- Trustees of a trust who emigrate - what are the considerations;
- What should young professionals consider when moving abroad;
- What happens to tax already paid in the foreign country;
- What are the options for a person currently working in Zambia who is planning to retire in the next 3 years;
- What should a person do who works in Saudi Arabia, but their spouse is still living in South Africa;
- Foreign Investment Allowances;
We also discuss Circular 4 of 2014 that caters for life and living annuities to be paid directly to a foreign bank account if the Annuitant has a foreign FICA address. Such payments will not affect the person's discretionary travel allowance nor their R10m annual allowance.
Minutes after the interview, SARS issued an FAQ document that confirms everything we discussed in the interview. You can download it here.
Enjoy the episode!
We recently presented a webinar on "7 powerful habits to build a legendary financial services practice".
In this episode, we share 3 of these habits. This is not about how long it takes to form or change a habit but about practical actions and steps you can take to attain the success you aspire to.
The habits required to build your practice is vastly different from the habits already successful people practice.
Listen to the end where we share important information and how you can earn CPD for this webinar. Enjoy the episode.
The biggest challenge (and frustration) for any FSP of any size is to manage commissions, ongoing fees, and other revenue. Each product provider has its own unique format for commission statements and even what they call different commissions. Commissions come in, commissions go out. Managing splits to advisors in the FSP or referral fees to outside professionals is a nightmare for most.
Managing the FSP's finances is critical. Whether you are an independent working alone or whether you run an FSP with multiple advisors, each with their own unique agreement, a system to manage it all is a must.
Today we talk to Johan Vosloo, founder, and CEO of Commspace. We talk about how Commspace came about and their early day challenges.
Johan shares what makes Commspace unique and how they offer their White Glove Onboarding process to every new client and only once the client is happy then they start paying for the service.
We also discuss the use of technology in general and the importance of integration.
If you've been wondering how you can take control of your commission chaos or whether there are solutions available to manage and analyse commission... then this is the episode to listen to.
atWork was the first cloud-based CRM system for Financial Advisers. The software was developed for the first time in 1998, long before the cloud became a thing and when users struggled with dial-up modems and the cost of making a call instead of the data they used.
In this episode, we talk with Trevor Stacey, Director: Business Development for atWork to learn everything about the software and why they became so popular.
We discuss the humble beginnings and the growth they went through over the years. Two and half years ago they embarked on a re-write of the entire system, culminating in version 6 of the software that will launch later in 2019.
The new enhancements and configurability of version 6 take the software's competitiveness to a new level. And with over 7 000 users, they have no shortage in people helping to share their story and value offering.
Trevor tells us about their recent expansion internationally and how it came about and we talk in detail about their client portal functionality.
We also discuss the license fee structures and the training and support they provide to users.
If you are interested in talking to atWork or to book a demo, you can contact them on the information below:
Website www.atwork.co.za
atWORK information@work.za.com
atWORK 0861 289675
LinkedIn www.linkedin.com/in/trevorstacey/
Email trevor@work.za.com
Much has transpired in the last 6 weeks as the first CPD cycle came to an end on 31 May 2019.
In this episode, we talk about what happened when the 2-month exemption was announced, Francois's Linkedin post that went viral and the comment that made the lightbulb go on.
We discuss why CPD was introduced and why it plays a crucial role.
We bust several myths that started to do the rounds, we clarify the exact requirements that must be adhered to and what FSPs and key individuals must have in place to prove that the requirements have been met.
Download the publications we talk about in the episode:
- FAIS Notice 40 of 2019 - Exemption announced
- Communication 2 of 2019 - Clarifying CPD requirements
From the moment I met Henri le Grange, CFP® I was intrigued by the way they are building their practice, especially because it is inside a tied environment (not a franchise!) with a large well-known life assurance company.
In 2018 Henri entered the prestigious Financial Planner of the Year Competition and was one of the top five finalists. We speak in depth about the competition, the lessons he learned and how they are using these lessons to better the practice.
A specific aspect that stood out is how they are building the practice around the practice itself and not around Henri or one of the other partners. They extensively use Xplan in their business and we get Henri to share more about why they are using Xplan and the extent to which this is benefiting their practice.
Being situated in Kimberley, it was interesting to talk about how they get 95% of their clients, who sometimes have to drive 140 km, to have their meetings at the practice's office instead of going to see clients at their place of business or home. Their approach to getting quality referrals instead of quantity is also interesting.
We end off the interview with Henri sharing some real pearls of wisdom. Enjoy the episode!
This is our tenth episode, but the first episode dedicated to talking about technology for financial advisers and planners. Kirsty du Toit, CFP® together with Bennie Gouws, CFP®, Gary Winslow, CFP®, and Jonathan Brummer, CFA, CFP® recently started Work.That.Matters.
Their entire purpose is to help financial advisors have better conversations with clients. Essentially, they are setting out to connect not only the head and the hands but also the heart. They believe that technology can be a critical enabler for this.
They brought Asset-Map from America to South Africa. Asset-Map is software-as-a-service (SaaS) that puts the client and the professional advisor on one page in a way that humans can actually understand.
We discuss the changing landscape, how technology has evolved and where technology is going. We then discuss Asset-Map in detail and how it differs from the financial planning technology we have become accustomed to.
There is no "one system". In future, practices will create their own technology stack that will enable them to achieve the outcomes they want and to run the practice in the way they want instead of trying to mold their practice around the software they use.
We also talk about what clients really want from Financial Advisors today.
We end off the episode with four questions Financial Advisors must ask and answer when evaluating financial planning software for their practice.
If you are interested to learn more after listening to the episode:
Contact details: Assetmap@workthatmatters.co.za or Kirsty@workthatmatters.co.za
Website: www.workthatmatters.co.za
Mduduzi Luthuli started Luthuli Capital, with his wife Trudy, two and a half years ago after he couldn't find the kind of wealth management job he envisioned. He went through a horrendous ordeal in 2014 that strengthened his views, commitment and determination to become the best financial adviser and investment manager he can be to his clients.
Mduduzi managed to become a regular on both radio and television in this short space of time. We delve deep into how he managed to do that and shares open-heartedly of how others can do it too.
We also talk about the importance of content creation and what to prepare yourself for when putting yourself and your brand out into the world of media.
He also uses social media and has a very interesting approach in how he learns to use social media and how to find guidance on what to do next and how to get better at social media. He shares all of this in the podcast.
Mduduzi talks about being a Financial Therapist to clients and that the core function of a financial adviser is not creating strategies, determining asset allocation or finding the best opportunities. It is translating the finance world into a meaningful language for the client and managing their behavior.
Financial wellness is a topic we often discuss in relation to clients and consumers. However, a challenge for many financial advisers, especially in the early days, is to manage their own finances while building a new practice and ensuring their own financial wellness.
Francois du Toit, CFP® discusses the first step that financial advisers can take to ensure financial wellness in their own lives. He goes on to discuss good and bad debt for financial advisers, the "fake it 'till you make it" myth, the ramifications of financial unwellness on financial advisers, the two types of expenses and how it can help you make better money decisions, who financial advisers are taking advice from and he ends off with a solid strategy that will set financial advisers on the path of financial wellness. From day one.
Arno Burger, CFP® started his practice as a young, 25-year old in a flatlet at the back of his house in 1992. His clear vision and strong work-ethic quickly got him to move to bigger offices.
In 1994 he started charging fees, and although it was by no means perfect, he pioneered the business model in South Africa in his own unique way.
We discuss what led him to make the change and the journey and learnings over the years and we get into detail about his model. We discuss setting prices, something that is a challenge for most financial planners.
Arno discusses the structure of the business, FIDIUS, and their intentional approach to ensure clients do business with FIDIUS and not the individuals in the business. We talk about the FIDIUS client experience, all the technology they employ and we get to know Arno a little better and find out how he gets away from the business when not working.
With a career spanning over 25 years, Mariette Tappan decided to take herself out of her comfort zone. To challenge herself. With the aim of providing her clients with a powerful proposition by helping them through significant changes in their lives, so they can move forward.
This led her to the Financial Transitionist® Institute in America, founded by Susan Bradley.
It took her 12 months and lots of effort to receive her certification and to become the first Certified Financial Transitionist® Planner in Africa.
In this episode, we talk to Mariette about her early business life where she ran a successful import and export business and where the Helderberg disaster had a significant and unforeseen impact on the business (she shares the story with us).
She then joined the financial services industry and we find out what is driving her.
We talk in depth about what a Financial Transitionist® is, the process of becoming one and what it truly means for her and her clients. We also talk about the concept of adaptive planning and the importance of resilience.
Something Mariette learned early on in her career... if you stand still, you fall behind.
Enjoy the episode!
Wessel Oosthuizen, CFP® was the Director for the Centre for Financial Planning Law at the University of the Free State. A Centre entrusted with delivering financial planning education at undergraduate and postgraduate level to more than 1 000 students per year.
Today he is the Managing Director of Verso Wealth in Cape Town.
In the interview, we cover many aspects and challenges numerous people face in the financial planning profession and industry.
Wessel shares how he pushed himself from being in education to running a business with multiple offices. He provides the best explanation we have ever heard about what Treating Customers Fairly (TCF) is in its essence.
We talk about ways that planning tools can be improved to be more client-centric.
A big challenge for the industry and profession as a whole is attracting young people. A further challenge is to ensure they are successful. We discuss the ways in which we can attract, accommodate and support these youngsters to offer them the highest possibility of long-term success in great detail. Wessel also shares strategies and tactics young financial planners can use to set themselves up for success.
We also get into the whole fee vs commission debate. How much fun can we have in one episode?
We end off the episode revealing some interesting facts about Wessel that very few people know!
Russell Ho is a young, energetic, focused, driven and ambitious financial planner from Port Elizabeth. Listening to him, it is hard to believe he has been in the financial planning profession for only 6 years.
This self-admitted addict of learning has amazing insights and valuable ideas, thoughts and advice for all financial professionals.
Russell talks about the experience he offers his clients and the process he follows to ensure he delivers every time. Apart from talking about this in detail, we also get into the technology he uses to simplify his business and how to spot opportunities to automate aspects of one's practice.
We further talk about opportunities that older, more experienced and settled financial professionals are not utilizing and what they can do about it.
Lastly, Russell shares his opinion on where the industry and profession are going in the next 5 years and beyond.
Many are considering to start their own FSP, brokerage or practice in 2019. Of those, several want to build a bigger business employing a team of financial advisers. Many are afraid to take the plunge in 2019 because of the uncertain times we are living in today.
In this episode we talk to Lizette Gerber CFP®, MBA, Head of Operations at Financial Solutions for Professionals, FS4P for short, a new independent financial services provider she is helping to build.
She discusses their challenges, value proposition, unique remuneration structures, their unorthodox approach to targets (or are they targets?) and the approach they followed to ensure speed to market.
We also discuss their approach to recruitment and how they try to ensure they appoint only the right people for their business.
At the end, Lizette reveals some crazy facts about herself that left us in awe!
Kobus Kleyn is a well-known financial planner who built his personal brand using the power of social media. More specifically, Linkedin. In this episode, Kobus opens the proverbial kimono and shares everything he does, how he does it, why he does it and how other financial professionals can do it as well.
We get to know the man behind the well-known brand he created for himself. Kobus reveals information about himself that has not been discussed on any other platform before, and why he does what he does.
His story is inspirational, his purpose is noble, and his reasons for doing what he does is sincere. The episode is jam-packed with value and golden nuggets of wisdom are handed out at every turn.
Visit www.propulsion.co.za/ep2 for a free copy of Kobus Kleyn's book!
The inspirational journey of André Steenkamp and how he is building All-Gen Group. In just 6 years he built the business from scratch and currently employs more than 70 people.
Join us as we go deep to find out how André is doing it and what his vision is all about.
2 years in the making... and we finally get to introduce PROpulsion, the Financial Professional's catalyst to exponential growth.
In Episode 0, Francois du Toit introduces the new show to all driven and ambitious Financial Professionals. He talks about the reason for the new podcast, who it is aimed at, the PROpulsion mission, the format, guests, and how it came about that he finally took action to start the podcast.
Visit propulsion.co.za for more and to subscribe to our podcast.