PROpulsion

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/zZSY2y5jkQ4Click 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.zaPROpulsion LIVE Portal: https://hello.profileme.co.za/propulsionWhatsapp: https://www.propulsion.co.za/whatsappTwitter:  https://twitter.com/propulsionliveLinkedIn:  https://www.linkedin.com/in/francoisdtzaInstagram: https://www.instagram.com/propulsionlive#economy #financialplanning #southafricaA 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:

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.zaAbout 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/hDgRCKrGyXYClick 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.zaPROpulsion LIVE Portal: https://hello.profileme.co.za/propulsionWhatsapp: https://www.propulsion.co.za/whatsappTwitter:  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:

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/gwyIGcRLXEAClick 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.zaPROpulsion LIVE Portal: https://hello.profileme.co.za/propulsionWhatsapp: https://www.propulsion.co.za/whatsappTwitter:  https://twitter.com/propulsionliveLinkedIn:  https://www.linkedin.com/in/francoisdtzaInstagram: https://www.instagram.com/propulsionlive#compliance #financialplanning #regulationA 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:

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:

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.zaAbout 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 2022Apply 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.zaPROpulsion LIVE Portal: https://hello.profileme.co.za/propulsionWhatsapp: https://www.propulsion.co.za/whatsappTwitter:  https://twitter.com/propulsionliveLinkedIn:  https://www.linkedin.com/in/francoisdtzaInstagram: https://www.instagram.com/propulsionlive#financialplanning #investing #platformA 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:

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.mediaWebsite:  https://avirtual.co.uk / https://primepixels.mediaAbout 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/qzD51efToz4Click 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.zaPROpulsion LIVE Portal: https://hello.profileme.co.za/propulsionWhatsapp: https://www.propulsion.co.za/whatsappTwitter:  https://twitter.com/propulsionliveLinkedIn:  https://www.linkedin.com/in/francoisdtzaInstagram: https://www.instagram.com/propulsionlive#virtualassistant #financialplanning #financialadvisor #financialplannerA 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:

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/oKIRRgDwyZUClick 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.zaPROpulsion LIVE Portal: https://hello.profileme.co.za/propulsionWhatsapp: https://www.propulsion.co.za/whatsappTwitter:  https://twitter.com/propulsionliveLinkedIn:  https://www.linkedin.com/in/francoisdtzaInstagram: https://www.instagram.com/propulsionlive#practicemanagement #financialplanner #fpoy2022A 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:

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_vZBPMClick 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.zaPROpulsion LIVE Portal: https://hello.profileme.co.za/propulsionWhatsapp: https://www.propulsion.co.za/whatsappTwitter:  https://twitter.com/propulsionliveLinkedIn:  https://www.linkedin.com/in/francoisdtzaInstagram: 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/O4LwZrqUFbsClick 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.zaPROpulsion LIVE Portal: https://hello.profileme.co.za/propulsionWhatsapp: https://www.propulsion.co.za/whatsappTwitter:  https://twitter.com/propulsionliveLinkedIn:  https://www.linkedin.com/in/francoisdtzaInstagram: 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/BhaBXg0mrCoWhile 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.zaPROpulsion LIVE Portal: https://hello.profileme.co.za/propulsionWhatsapp: https://www.propulsion.co.za/whatsappTwitter:  https://twitter.com/propulsionliveLinkedIn:  https://www.linkedin.com/in/francoisdtzaInstagram: 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/xjdqlFwoakcClick 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.zaPROpulsion LIVE Portal: https://hello.profileme.co.za/propulsionWhatsapp: https://www.propulsion.co.za/whatsappTwitter:  https://twitter.com/propulsionliveLinkedIn:  https://www.linkedin.com/in/francoisdtzaInstagram: https://www.instagram.com/propulsionliveTikTok: 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/xM6FwuKF6mUClick 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.zaPROpulsion LIVE Portal: https://hello.profileme.co.za/propulsionWhatsapp: https://www.propulsion.co.za/whatsappTwitter:  https://twitter.com/propulsionliveLinkedIn:  https://www.linkedin.com/in/francoisdtzaInstagram: https://www.instagram.com/propulsionliveTikTok: 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 Channelhttps://www.propulsion.co.za/liveClick 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.zaPROpulsion LIVE Portal: https://hello.profileme.co.za/propulsionWhatsapp: https://www.propulsion.co.za/whatsappTwitter:  https://twitter.com/propulsionliveLinkedIn:  https://www.linkedin.com/in/francoisdtzaInstagram: https://www.instagram.com/propulsionliveTikTok: 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 Channelhttps://www.propulsion.co.za/liveClick 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.zaPROpulsion LIVE Portal: https://hello.profileme.co.za/propulsionWhatsapp: https://www.propulsion.co.za/whatsappTwitter:  https://twitter.com/propulsionliveLinkedIn:  https://www.linkedin.com/in/francoisdtzaInstagram: https://www.instagram.com/propulsionliveTikTok: https://www.tiktok.com/@propulsionlive

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 Channelhttps://www.propulsion.co.za/liveClick 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.zaPROpulsion LIVE Portal: https://hello.profileme.co.za/propulsionWhatsapp: https://www.propulsion.co.za/whatsappTwitter:  https://twitter.com/propulsionliveLinkedIn:  https://www.linkedin.com/in/francoisdtzaInstagram: https://www.instagram.com/propulsionliveTikTok: https://www.tiktok.com/@propulsionliveThe inaugural PROpulsion Summit taking place Tuesday 23 August 2022All the info: http://propulsionsummit.comThe inaugural PROpulsion Summit taking place Tuesday 23 August 2022All the info: http://propulsionsummit.comThe inaugural PROpulsion Summit taking place Tuesday 23 August 2022All 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 Channelhttps://www.propulsion.co.za/liveClick 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.zaPROpulsion LIVE Portal: https://hello.profileme.co.za/propulsionWhatsapp: https://www.propulsion.co.za/whatsappTwitter:  https://twitter.com/propulsionliveLinkedIn:  https://www.linkedin.com/in/francoisdtzaInstagram: https://www.instagram.com/propulsionliveTikTok: https://www.tiktok.com/@propulsionliveThe inaugural PROpulsion Summit taking place Tuesday 23 August 2022All the info: http://propulsionsummit.comThe inaugural PROpulsion Summit taking place Tuesday 23 August 2022All 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 Channelhttps://www.propulsion.co.za/liveClick 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.zaPROpulsion LIVE Portal: https://hello.profileme.co.za/propulsionWhatsapp: https://www.propulsion.co.za/whatsappTwitter:  https://twitter.com/propulsionliveLinkedIn:  https://www.linkedin.com/in/francoisdtzaInstagram: https://www.instagram.com/propulsionliveTikTok: https://www.tiktok.com/@propulsionliveThe inaugural PROpulsion Summit takes place Tuesday 23 August 2022All the info: http://propulsionsummit.comThe inaugural PROpulsion Summit taking place Tuesday 23 August 2022All 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:

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 Channelhttps://www.propulsion.co.za/liveClick 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.zaPROpulsion LIVE Portal: https://hello.profileme.co.za/propulsionWhatsapp: https://www.propulsion.co.za/whatsappTwitter:  https://twitter.com/propulsionliveLinkedIn:  https://www.linkedin.com/in/francoisdtzaInstagram: https://www.instagram.com/propulsionliveTikTok: https://www.tiktok.com/@propulsionliveThe inaugural PROpulsion Summit taking place Tuesday 23 August 2022All 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 Channelhttps://www.propulsion.co.za/liveClick 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.zaPROpulsion LIVE Portal: https://hello.profileme.co.za/propulsionWhatsapp: https://www.propulsion.co.za/whatsappTwitter:  https://twitter.com/propulsionliveLinkedIn:  https://www.linkedin.com/in/francoisdtzaInstagram: https://www.instagram.com/propulsionliveTikTok: https://www.tiktok.com/@propulsionliveThe inaugural PROpulsion Summit taking place Tuesday 23 August 2022All 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 Channelhttps://www.propulsion.co.za/liveClick 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.zaPROpulsion LIVE Portal: https://hello.profileme.co.za/propulsionWhatsapp: https://www.propulsion.co.za/whatsappTwitter:  https://twitter.com/propulsionliveLinkedIn:  https://www.linkedin.com/in/francoisdtzaInstagram: https://www.instagram.com/propulsionliveTikTok: https://www.tiktok.com/@propulsionliveThe inaugural PROpulsion Summit taking place Tuesday 23 August 2022All 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 Channelhttps://www.propulsion.co.za/liveClick 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.zaPROpulsion LIVE Portal: https://hello.profileme.co.za/propulsionWhatsapp: https://www.propulsion.co.za/whatsappTwitter:  https://twitter.com/propulsionliveLinkedIn:  https://www.linkedin.com/in/francoisdtzaInstagram: https://www.instagram.com/propulsionliveTikTok: https://www.tiktok.com/@propulsionliveThe inaugural PROpulsion Summit taking place Tuesday 23 August 2022All the info: http://propulsionsummit.com

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 Channelhttps://www.propulsion.co.za/liveClick 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.zaPROpulsion LIVE Portal: https://hello.profileme.co.za/propulsionWhatsapp: https://www.propulsion.co.za/whatsappTwitter:  https://twitter.com/propulsionliveLinkedIn:  https://www.linkedin.com/in/francoisdtzaInstagram: https://www.instagram.com/propulsionliveTikTok: https://www.tiktok.com/@propulsionlive

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 buttonIt 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.zaPROpulsion LIVE Portal: https://hello.profileme.co.za/propulsionTwitter:  https://twitter.com/propulsionliveLinkedIn:  https://www.linkedin.com/in/francoisdtzaInstagram: https://www.instagram.com/propulsionlive

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/---- Please subscribe ----Click the SUBSCRIBE button on the channel YouTube Channelhttps://www.propulsion.co.za/liveClick 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.zaPROpulsion LIVE Portal: https://hello.profileme.co.za/propulsionWhatsapp: https://www.propulsion.co.za/whatsappTwitter:  https://twitter.com/propulsionliveLinkedIn:  https://www.linkedin.com/in/francoisdtzaInstagram: https://www.instagram.com/propulsionliveTikTok: https://www.tiktok.com/@propulsionlive

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/---- Please subscribe ----Click the SUBSCRIBE button on the channel YouTube Channelhttps://www.propulsion.co.za/liveClick 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.zaPROpulsion LIVE Portal: https://hello.profileme.co.za/propulsionWhatsapp: https://www.propulsion.co.za/whatsappTwitter:  https://twitter.com/propulsionliveLinkedIn:  https://www.linkedin.com/in/francoisdtzaInstagram: https://www.instagram.com/propulsionliveTikTok: https://www.tiktok.com/@propulsionlive

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=_8pbHouwzrkIndependent Investment Solutions Website:https://i2solutions.co.zaIndependent Investment Solutions Video:https://www.youtube.com/watch?v=ctE8902UEP8---- Please subscribe to the YouTube channel ----Click the SUBSCRIBE button on the channelhttps://www.propulsion.co.za/live---- Learn more about PROpulsion Pro ----https://www.propulsion.co.za/pro---- Connect with Us ----Website:  https://www.propulsion.co.zaPROpulsion LIVE Portal: https://hello.profileme.co.za/propulsionWhatsapp: https://www.propulsion.co.za/whatsappTwitter:  https://twitter.com/propulsionliveLinkedIn:  https://www.linkedin.com/in/francoisdtzaInstagram: https://www.instagram.com/propulsionliveTikTok: https://www.tiktok.com/@propulsionlive

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.---- Please subscribe to the YouTube channel ----Click the SUBSCRIBE button on the channelhttps://www.propulsion.co.za/live---- 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/---- Learn more about PROpulsion Pro ----https://www.propulsion.co.za/pro---- Connect with Us ----Website:  https://www.propulsion.co.zaPROpulsion LIVE Portal: https://hello.profileme.co.za/propulsionWhatsapp: https://www.propulsion.co.za/whatsappTwitter:  https://twitter.com/propulsionliveLinkedIn:  https://www.linkedin.com/in/francoisdtzaInstagram: https://www.instagram.com/propulsionliveTikTok: https://www.tiktok.com/@propulsionlive

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:

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:

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-23a39161Website: https://www.portfoliometrix.com/Download Value of Advice Whitepaper:https://www.portfoliometrix.com/value-of-adviceDownload Business Efficiency Guide:https://www.portfoliometrix.com/business-efficiency-guide---- Please subscribe ----YouTube channel: https://www.propulsion.co.za/liveThis podcast here on the platform---- Learn more about PROpulsion Pro ----https://www.propulsion.co.za/pro---- Connect with Us ----Website:  http://www.propulsion.co.zaPROpulsion LIVE Portal: https://hello.profileme.co.za/propulsionTwitter:  https://twitter.com/propulsionliveLinkedIn:  https://www.linkedin.com/in/francoisdtzaInstagram: https://www.instagram.com/propulsionliveTikTok: https://www.tiktok.com/@propulsionlive

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:

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.

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/pjKaIv7gLhoStaying in the helicopter with Juanita Vorster S2E17) - https://youtu.be/fQo1Mioh5Y4Carving out a niche with Stefan & Werner (S3E5) - https://youtu.be/132kkceIBNk---- Please subscribe to the YouTube channel ----Visit https://www.propulsion.co.za/live and click the SUBSCRIBE buttonIt 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.zaPROpulsion LIVE Portal: https://hello.profileme.co.za/propulsionTwitter:  https://twitter.com/propulsionliveLinkedIn:  https://www.linkedin.com/in/francoisdtzaInstagram: https://www.instagram.com/propulsionliveTikTok: https://www.tiktok.com/@propulsionlive

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---- Please subscribe to the YouTube channel ---- https://www.propulsion.co.za/live ---- Learn more about PROpulsion Pro ----https://www.propulsion.co.za/pro---- Connect with Us ----Website:  http://www.propulsion.co.zaPROpulsion LIVE Portal: https://hello.profileme.co.za/propulsionTwitter:  https://twitter.com/propulsionliveLinkedIn:  https://www.linkedin.com/in/francoisdtzaInstagram: https://www.instagram.com/propulsionliveTikTok: https://www.tiktok.com/@propulsionlive

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 ----https://www.propulsion.co.za/live---- Global Financial Planning Conference Tickets ----https://www.propulsion.co.za/gfpc22---- Learn more about PROpulsion Pro ---- https://www.propulsion.co.za/pro ---- Connect with Us ---- Website:  http://www.propulsion.co.zaPROpulsion LIVE Portal: https://hello.profileme.co.za/propulsionTwitter:  https://twitter.com/propulsionliveLinkedIn:  https://www.linkedin.com/in/francoisdtzaInstagram: https://www.instagram.com/propulsionliveTikTok: https://www.tiktok.com/@propulsionlive

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 2022Tickets: https://www.propulsion.co.za/gfpc22Sponsorships opportunity: https://www.propulsion.co.za/gfpc22sponsor---- ProfileMe ----https://profileme.app/---- Learn more about PROpulsion Pro ----https://www.propulsion.co.za/pro---- Connect with Us ----Website:  http://www.propulsion.co.zaPROpulsion LIVE Portal: https://hello.profileme.co.za/propulsionTwitter:  https://twitter.com/propulsionliveLinkedIn:  https://www.linkedin.com/in/francoisdtzaInstagram: https://www.instagram.com/propulsionliveTikTok: https://www.tiktok.com/@propulsionlive

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.---- Learn more about PROpulsion Pro ----https://www.propulsion.co.za/pro---- Connect with Us ----Website:  http://www.propulsion.co.zaPROpulsion LIVE Portal: https://hello.profileme.co.za/propulsionTwitter:  https://twitter.com/propulsionliveLinkedIn:  https://www.linkedin.com/in/francoisdtzaInstagram: https://www.instagram.com/propulsionliveTikTok: https://www.tiktok.com/@propulsionlive

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.zaPROpulsion LIVE Portal: https://hello.profileme.co.za/propulsionTwitter:  https://twitter.com/propulsionliveLinkedIn:  https://www.linkedin.com/in/francoisdtzaInstagram: https://www.instagram.com/propulsionliveTikTok: https://www.tiktok.com/@propulsionlive

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 freeThe value of freeThe curse of freeHow it starts with me and youLink 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.zaPROpulsion LIVE Portal: https://hello.profileme.co.za/propulsionTwitter:  https://twitter.com/propulsionliveLinkedIn:  https://www.linkedin.com/in/francoisdtzaInstagram: https://www.instagram.com/propulsionliveTikTok: https://www.tiktok.com/@propulsionliveRaise 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.comLinkedIn: 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.zaPROpulsion LIVE Portal: https://hello.profileme.co.za/vcfTwitter:  https://twitter.com/francoisdtzaLinkedIn:  https://www.linkedin.com/in/francoisdtzaInstagram: 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.zaPROpulsion LIVE Portal: https://hello.profileme.co.za/vcfTwitter:  https://twitter.com/francoisdtzaLinkedIn:  https://www.linkedin.com/in/francoisdtzaInstagram: 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.zaPROpulsion LIVE Portal: https://hello.profileme.co.za/vcfTwitter:  https://twitter.com/francoisdtzaLinkedIn:  https://www.linkedin.com/in/francoisdtzaInstagram: 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 LinkedInKim'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.zaPROpulsion LIVE Portal: https://hello.profileme.co.za/vcfTwitter:  https://twitter.com/francoisdtzaLinkedIn:  https://www.linkedin.com/in/francoisdtzaInstagram: 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 desiresJoin 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 LinkedInConnect 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.zaPROpulsion LIVE Portal: https://hello.profileme.co.za/vcfTwitter:  https://twitter.com/francoisdtzaLinkedIn:  https://www.linkedin.com/in/francoisdtzaInstagram: 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 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.zaPROpulsion LIVE Portal: https://www.propulsion.co.za/portalTwitter:  https://twitter.com/francoisdtzaLinkedIn:  https://www.linkedin.com/in/francoisdtzaInstagram: 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