PROpulsion LIVE
103 episodes - English - Latest episode: 8 days ago -Welcome to PROpulsion Live, your ultimate destination for all things related to building and running a successful financial planning business. Our weekly show is the essential resource for financial planners, advisors, paraplanners, and anyone in the financial services profession. Join us every Friday on YouTube for the live show as we explore the ins and outs of sales, marketing, technology, relationships, business strategy, personal development, and so much more.With over 200 episodes and counting, our show features both insightful solo presentations and engaging interviews with industry experts from around the globe. Our dynamic format includes a 5-minute intro and welcome, a current affairs segment hosted by the FPI, a coach's corner led by Norma Simons, a random topic discussion, quick announcements, a 30-minute main topic or interview, and a closing segment to wrap things up.Subscribe to PROpulsion Live and become a part of our growing community of 1200+ dedicated professionals. Together, we're shaping the future of the financial planning profession. Don't miss out on the valuable insights, tips, and strategies that will propel your business or practice to new heights. Be part of the change and the journey towards a prosperous and impactful financial planning profession!If this is speaking your language or you listened to a few episodes and found value, then please subscribe or follow now and never miss an episode of PROpulsion Live, the show that empowers financial planners like you to thrive!
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Episodes
Strategic Lifestyle Planning for Success with Marc Sydow
April 20, 2024 06:00 - 35 minutes - 24.2 MBWe 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 engageme...
The Five Essential Rings for Financial Advisors' Success
April 13, 2024 06:00 - 29 minutes - 20.3 MBIn 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...
7 Lessons I’ve Learned from Life and Business
April 06, 2024 06:00 - 28 minutes - 19.5 MBIn 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 thr...
Mastering the Long Game with Russell Ho
March 23, 2024 06:00 - 31 minutes - 21.9 MBIn 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 h...
From Reluctance to Results: Changing Your Mindset on Selling
March 16, 2024 06:00 - 26 minutes - 18.5 MBWelcome 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 pe...
Adapting to Financial Planning's Future with Wessel Oosthuizen
March 09, 2024 06:00 - 35 minutes - 24.2 MBWe 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 ...
Financial Advisors: Fun Ways to Segment, Personalise, and Wow Your Clients!
March 02, 2024 06:00 - 33 minutes - 23.2 MBWe 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 wh...
Powerful Lead Generation Strategies Any Professional Can Do
February 24, 2024 14:00 - 35 minutes - 24.1 MBWelcome 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 ...
The Tech Tipping Point: Financial Planning's Future with Adam Owen
February 17, 2024 06:00 - 33 minutes - 22.8 MBIn 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 ...
Is technology making things simpler or more complex for financial advisors with Adam Owen
February 17, 2024 06:00 - 33 minutes - 22.8 MBIn 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 ...
Money: I wouldn't start from here with Chris Budd
February 10, 2024 06:00 - 27 minutes - 19 MBIs 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 finance...
Grow your business and make your life easier by simplifying everything
February 03, 2024 06:00 - 26 minutes - 18.3 MBIn 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 ...
Beyond the Money: Creating a Vision with Ursula Molefe
March 03, 2023 04:00 - 14 minutes - 9.73 MBIn 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 th...
Creating a Clear Vision for Personal and Career Growth with Tumelo Thwala
March 02, 2023 04:00 - 12 minutes - 8.89 MBIn 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...
Creating a Vision for Financial Success with Amanda Dusse
March 01, 2023 04:00 - 12 minutes - 8.4 MBIn 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 ha...
Crafting a Personal Vision Board for Career and Life Success with Zee Gumede
February 28, 2023 04:00 - 13 minutes - 9.61 MBIn 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 importa...
Empowering Women to Create Generational Wealth: A Financial Planner's Journey with Tsungai Masendeke
February 27, 2023 04:00 - 13 minutes - 9.22 MBIn 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 ...
Biggest risks facing South Africa ft. David Ansara
November 29, 2022 00:00 - 41 minutes - 28.6 MBDavid 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, adv...
Our 200th Episode! What the future holds for South Africa ft. Dawie Roodt
November 28, 2022 04:00 - 38 minutes - 26.7 MBThis 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:...
A fresh perspective on the value of compliance ft. Julie Anley
November 16, 2022 07:00 - 37 minutes - 26.1 MBOh, 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 ...
A fresh perspective on the value of compliance ft. Julie Anley
November 16, 2022 07:00 - 36 minutes - 25.2 MBOh, 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 ...
Are you prepped and ready for the COFI Act ft. Anton Swanepoel
November 08, 2022 00:00 - 39 minutes - 26.9 MBSince 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 m...
Get ahead with understanding re-platforming and its impact ft. Mickey Gambale
November 01, 2022 00:00 - 39 minutes - 27 MBSo 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 d...
Important considerations when getting a virtual assistant ft. Henry Walton
October 25, 2022 00:00 - 39 minutes - 27.1 MBYou 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. J...
2022 Financial Planner of the Year Finalists ft. Palesa Dube, Hendrik Spies and Tom Brukman
October 18, 2022 00:00 - 37 minutes - 25.7 MBWe 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 whil...
Adapting to the new world of financial advice and wealth management
October 11, 2022 00:00 - 45 minutes - 31.6 MBThe 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: ✅ Tradi...
From financial adviser to business owner: making the shift
October 04, 2022 00:00 - 34 minutes - 23.6 MBHere 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...
From financial adviser to business owner: making the shift
October 04, 2022 00:00 - 35 minutes - 24.5 MBHere 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...
The Power of Outsourcing to Get Your Time Back
September 27, 2022 00:00 - 27 minutes - 19.1 MBEvery 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. Ho...
Getting the most out of technology for your financial planning practice
September 20, 2022 00:00 - 26 minutes - 18 MBFinancial 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 fin...
Is this what the future holds for Independent Financial Advisors?
September 13, 2022 00:00 - 22 minutes - 15.8 MBHaving 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 whi...
True client engagement - the key
September 06, 2022 00:00 - 21 minutes - 15.1 MBHow 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 ...
Stop waiting for things to change
August 30, 2022 00:00 - 24 minutes - 16.9 MBHope 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 ...
Communicating your financial planning business's values effectively
August 20, 2022 07:00 - 20 minutes - 14 MBIf 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 ...
What it takes to be in the 1% and why you must care
August 13, 2022 03:00 - 20 minutes - 14.1 MBIt 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 ...
Living beyond 100 - the changing retirement landscape ft Wynand Gouws
August 12, 2022 17:00 - 33 minutes - 22.8 MBThe 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://...
How hedge funds are entering the financial advice space ft Alan Yates
July 30, 2022 05:00 - 39 minutes - 27.1 MBHedge 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, availab...
Pursuing their passion for helping people ft. PJ and Geo Botha
July 23, 2022 12:00 - 40 minutes - 27.6 MBThe 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...
Building your financial planning brand and business with content marketing
July 16, 2022 06:00 - 28 minutes - 19.5 MBThe 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 ---- Cl...
Remain profitable and competitively positioned in a rapidly changing world ft Mandy Murphy
July 09, 2022 06:00 - 41 minutes - 28.4 MBSuccess 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 ...
Helping clients live their passion and fulfil their mission in the world ft Marguerite Engelbrecht
July 02, 2022 09:00 - 41 minutes - 28.7 MBMarguerite 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....
Building trust and creating value that unlocks opportunity ft Tim Vieyra
June 25, 2022 06:00 - 34 minutes - 23.4 MBOne 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...
5 rules for when doing work for free makes sense and unlocks value for you and your business
June 25, 2022 06:00 - 26 minutes - 18.3 MBWill 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 planner...
Building incredible solutions with the right partnerships ft. Georgina Smith
June 04, 2022 05:00 - 37 minutes - 25.5 MBINN8 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/...
Being an early adopter and exploring the new digital frontier ft. Kobus Kleyn
May 28, 2022 11:00 - 41 minutes - 28.5 MBHow, 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. ...
Financial planning practice efficiencies
May 21, 2022 08:00 - 33 minutes - 23.4 MBEfficiency 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 Sol...
Building the Financial Planning Practice of your Dreams ft. Terence Tobin
May 15, 2022 17:00 - 34 minutes - 23.5 MBTerence 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, Fra...
Time to bring financial marketing into the 21st century ft. Dan Graham
May 07, 2022 05:00 - 31 minutes - 21.8 MBDan 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 advi...
How to reach your full potential today ft. Ronel Jooste
April 30, 2022 06:00 - 34 minutes - 23.9 MBDo 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 abou...
Demonstrating the true value of financial advice ft. Edden Kift
April 23, 2022 04:00 - 37 minutes - 26.1 MBAs 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 pra...