PROpulsion LIVE
112 episodes - English - Latest episode: 14 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!
Homepage Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Episodes
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...
Lifedocs helps you take control before it is too late ft. Geoffrey Harmuth
April 09, 2022 06:00 - 37 minutes - 25.8 MBMany individuals and families are usually unprepared for emergencies and their inevitable passing. Loved ones are often left with no idea of where assets, liabilities, and important information are found. Financial Advisors are frequently at a disconnect in understanding their customers’ holistic life position and struggle with effective communication and document sharing capabilities, even with their best efforts and intentions. Some interesting facts: 🔒 Generational wealth lost due to u...
Embrace technology to grow your practice and take back your life ft. Gustav Neethling
April 02, 2022 06:00 - 42 minutes - 29.6 MBMany financial advisors and planners do not have a plan. We still believe in the old adage that we must treat everyone the same. That is what they deserve, right? So we never segment our clients, understand each segment, and deliver a custom value proposition to each of the segments. 😓 This leads to financial advisors and planners continually taking on more new clients with little regard to the existing clients and how they will be serviced. 😓 The longer this continues, the more stressed,...
Costly mistakes to avoid in your financial planning practice
March 26, 2022 11:00 - 33 minutes - 22.8 MBMistakes whether big or small, once-off or ongoing, knowing or unknowing are costly. Not only in terms of money. It impacts many different aspects. In this episode, we highlight several mistakes that are costing you, your practice, and your clients. Not only that, we also discuss solutions to help you avoid these mistakes. An insightful episode awaits! ---- Other episodes to watch that relates ---- Adopting technology with Barrie van Zyl (S1E13) - https://youtu.be/pjKaIv7gLho Staying in...
Delivering a new required level of customer experience
March 19, 2022 05:00 - 32 minutes - 22.4 MBThe 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...
Carving out a niche and owning it across all aspects ft. Stefan Bothma & Werner Hattingh
March 12, 2022 06:00 - 37 minutes - 25.9 MBStefan 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 discus...
5 top must-have technology tools for your practice in 2022
March 05, 2022 06:00 - 40 minutes - 27.9 MBTechnology 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 ...
Financial Planner Productivity and Time Management Secrets
February 26, 2022 20:00 - 35 minutes - 24.6 MBWhat 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.za PROpulsion LIVE Portal: https://hello.profileme.co.za/propulsion Twitter: https://twitter.com/propulsionlive...
Unbelievable lessons for financial planners from a Pro MTB coach ft. Barry Austin
February 19, 2022 06:00 - 38 minutes - 26.7 MBI 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 environm...
The value and the curse of free in practice
February 12, 2022 11:00 - 24 minutes - 16.5 MBWe are back with season 3 of the PROpulsion Podcast! We kick off with a topic very near and dear to the heart. A multi-dimensional take on "free", freedom, value, and everything that goes with it! The different forms of free The value of free The curse of free How it starts with me and you Link to the article mentioned in the podcast I wrote about "free": https://www.propulsion.co.za/not-all-things-free-are-free/ ---- Watch the full episode on YouTube ---- https://www.youtube.com/w...
Overcoming patterns that keep you stuck ft. Lisa Linfield
July 16, 2021 10:00 - 35 minutes - 24.4 MBLisa 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 pat...
Staying in the helicopter ft. Juanita Vorster
July 09, 2021 14:00 - 47 minutes - 32.6 MBThe 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...
S2E16 - Slow down to go faster
July 03, 2021 13:00 - 33 minutes - 23.3 MBSounds counter-intuitive, but extremely powerful! Join us for a riveting discussion about how slowing down can help you go further faster. ---- Learn more about PROpulsion Pro ---- https://www.propulsion.co.za/pro ---- Support the show ---- Your voluntary support enables the show to grow. To support the show and receive additional benefits: https://www.patreon.com/vcf ---- Connect with Us ---- Website: http://www.propulsion.co.za PROpulsion LIVE Portal: https://hello.profi...
S2E15 - Midlife Money Makeover ft. Kim Potgieter
July 03, 2021 13:00 - 32 minutes - 22.7 MBIt 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 g...
Slow down to go faster
July 03, 2021 13:00 - 32 minutes - 22.7 MBSounds counter-intuitive, but extremely powerful! Join us for a riveting discussion about how slowing down can help you go further faster. ---- Learn more about PROpulsion Pro ---- https://www.propulsion.co.za/pro ---- Support the show ---- Your voluntary support enables the show to grow. To support the show and receive additional benefits: https://www.patreon.com/vcf ---- Connect with Us ---- Website: http://www.propulsion.co.za PROpulsion LIVE Portal: https://hello.profi...
S2E14 - Understanding your client's Financial DNA® using Money EQ ft. Robyn Clay and Hendrik Crafford
July 03, 2021 13:00 - 37 minutes - 26.1 MBMoney 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...
S2E13 - 7 books that will positively impact your life
May 10, 2021 18:00 - 54 minutes - 37.4 MBThis 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, th...
S2E12 - The one key you need for success
May 01, 2021 09:00 - 50 minutes - 34.5 MBThis is the unedited original audio from our LIVE online show called PROpulsion LIVE broadcasted on Friday 30 April 2021. News segment: presented by Seema Naicker, Technical & CPD Manager at the Financial Planning Institute of SA. Personal Development segment: presented by Norma Simons, a mindset and accountability coach talking about scarcity mindset and the impact it has on three areas of our lives. Featured Topic: presented by Francois du Toit. Success means different things to differ...
S2E11 - The latest on SA Exchange Control and Tax Changes ft. Hugo van Zyl
April 24, 2021 07:00 - 58 minutes - 40.3 MBThis is the unedited original audio from our LIVE online show called PROpulsion LIVE broadcasted on Friday 23 April 2021. News segment presented by Nici Macdonald, HOD: Certification at the Financial Planning Institute of SA. Personal Development segment: presented by Norma Simons, a mindset and accountability coach talking about consumption versus creation. Featured Topic: Hugo van Zyl, Cross Border Tax & Exchange Control Advisor Based in Cape Town and Dubai, Hugo runs his private tax p...
S2E10 - The value of (your) financial advice to clients
April 17, 2021 04:00 - 30 minutes - 21.2 MBThis is the unedited original audio from our LIVE online show called PROpulsion LIVE broadcasted on Friday 16 April 2021. News segment presented by David Kop, HOD: Certification at the Financial Planning Institute of SA. Featured Topic: Do your clients understand your value? Do you know and understand your value? In this episode, we discuss: How to build value and the critical component necessary for success 3 step process for building value Where you add value Overcoming price and f...
S2E9 - Free Tools for Financial Advisers
April 10, 2021 04:00 - 57 minutes - 39.9 MBThis is the unedited original audio from our LIVE online show called PROpulsion LIVE broadcasted on Friday 9 April 2021. News segment presented by Nici Macdonald, HOD: Certification at the Financial Planning Institute of SA. Personal Development segment: presented by Norma Simons, a mindset and accountability coach talking about confirmation bias. Featured Topic: The only thing better than a free tool is a free tool that works! Building technology stacks and integrating best-of-breed to...
S2E8 - South Africa's road to recovery ft. David Ansara
March 27, 2021 20:00 - 1 hour - 43.5 MBThis is the unedited original audio from our LIVE online show called PROpulsion LIVE broadcasted on Friday 26 March 2021. The broadcast was done offsite from Paarl in the Western Cape. News segment presented by Lelané Bezuidenhout, CEO of the Financial Planning Institute of SA. Personal Development segment: presented by Norma Simons, a mindset and accountability coach talking asking the question if you should quit when things get hard. Featured Guest: David Ansara from the Centre For Risk...
S2E7 - We celebrate our first birthday!
March 20, 2021 13:00 - 56 minutes - 38.6 MBThis is the unedited original audio from our LIVE online show called PROpulsion LIVE broadcasted on Friday 19 March 2021. News segment presented by David Kop, Executive Director: Relevance of the Financial Planning Institute of SA. Personal Development segment: presented by Norma Simons, a mindset and accountability coach talking about self-confidence. Featured Topic: We celebrated the 1 year anniversary of starting PROpulsion LIVE or as it was originally called “Virtual Coffee with Fran...
S2E6 - Aloha Financial Advising ft. Stephen Kagawa
March 13, 2021 05:00 - 58 minutes - 40.5 MBThis is the unedited original audio from our LIVE online show called PROpulsion LIVE broadcasted on Friday 12 March 2021. News segment presented by David Kop, Executive Director: Relevance of the Financial Planning Institute of SA. Personal Development segment: presented by Norma Simons, a mindset and accountability coach talking about powerful questions we must ask ourselves if we want to progress. Featured Guest: Stephen Kagawa, founder and CEO of The Pacific Bridge Companies, a compr...
S2E5 - Your client onboarding experience
March 06, 2021 04:00 - 58 minutes - 40.5 MBThis is the unedited original audio from our LIVE online show called PROpulsion LIVE broadcasted on Friday 5 March 2021. News segment: presented by Seema Naicker, Technical & CPD Manager at the Financial Planning Institute of SA. Personal Development segment: presented by Norma Simons, a mindset and accountability coach talking about the impact of our beliefs on our lives and the results we want to achieve. Featured Topic: First impressions last! Meaning that most of the time we only ha...
S2E4 - The art of failing forward ft. Tanya Kunze
February 27, 2021 04:00 - 54 minutes - 37.2 MBThis is the unedited original audio from our LIVE online show called PROpulsion LIVE broadcasted on Friday 26 February 2021. News segment presented by David Kop, Executive Director: Relevance of the Financial Planning Institute of SA. Personal Development segment presented by Norma Simons, a mindset and accountability coach talking about the importance of setting priorities. Featured Guest: Tanya Kunze, Internationally recognized, neuroscience-based, executive & business optimization coac...
S2E3 - Clever and low-effort marketing tactics
February 20, 2021 04:00 - 53 minutes - 36.6 MBThis is the unedited original audio from our LIVE online show called PROpulsion LIVE broadcasted on Friday 19 February 2021. News segment presented by David Kop, Executive Director: Relevance of the Financial Planning Institute of SA. Personal Development segment presented by Norma Simons, a mindset and accountability coach talking about emotions and their impact on our actions. Featured Topic: Clever marketing tactics In this episode's featured topic segment, Francois du Toit discusses ...
S2E2 - Staying connected
February 13, 2021 04:00 - 48 minutes - 33.4 MBThis is the unedited original audio from our LIVE online show called PROpulsion LIVE broadcasted on Friday 12 February 2021. News segment presented by David Kop, Executive Director: Relevance of the Financial Planning Institute of SA. Personal Development segment presented by Norma Simons, a mindset and accountability coach asking us if we are comfortable with discomfort. Feature Topic: Staying Connected The need to belong. The need to be a part of something. The need to contribute. The ...
S2E1 - Building brand and trust with adwiser.co.za ft. Brian Jervis
February 06, 2021 04:00 - 56 minutes - 38.9 MBThis is the unedited original audio from our LIVE online show called PROpulsion LIVE broadcasted on Friday 5 February 2021. News segment presented by Lelané Bezuidenhout, CEO of the Financial Planning Institute of SA Personal Development segment presented by Norma Simons, a mindset and accountability coach Feature Guest: Brian Jervis from adwiser.co.za We live in a hyper-connected world. We take advice and guidance from friends, family, and communities on social media at large. Where do...
Ep. 24 - Financial Abuse with Michelle Hoskin
September 17, 2020 02:00 - 53 minutes - 36.8 MBI speak to Michelle Hoskin, founder of Standards International. This is a conversation that any and everyone must listen to. Vital information and insights are discussed. We tackle the topic of financial abuse, one of the most common forms of abuse in the world. It is a problem that is becoming more visible every day. In this episode, we discuss: What is financial abuse? The scale of the problem and if it is real Who is impacted by financial abuse Are financial advisers and like profe...
Ep. 23 - Running a virtual financial planning practice with Derek Notman
September 02, 2020 09:00 - 45 minutes - 31.1 MBDerek Notman pivoted his financial planning practice from a face-to-face business to a completely virtual practice back in 2013. As Derek puts it, he has "many arrows in his back" from doing this. He learned a ton of lessons in the process which led to him creating a system that helps other financial advisers across the globe to go virtual without having to learn these (sometimes expensive) lessons by themselves. In this episode, Derek and I talk about: What he's practice was like before g...
Ep. 22 - Successfully Building a Financial Planning Practice Aligned to What Clients Really Want with Kate Holmes
June 20, 2020 04:00 - 53 minutes - 36.6 MBIn this episode, I talk to Kate Holmes from the United States. Kate has an inspiring story and she is on a mission. In 2013, Kate started one of the first completely virtual, fee-only, monthly retainer (no AUM) financial planning practices, Belmore Financial, in the US. As an advocate for evolving the financial planning profession, and being one of the first to create a new model for doing so, she quickly became featured in the media, is an InvestmentNews 40 Under 40 alumni and serves on C...
Ep. 21 - Essential update on expat tax, new issues that are being uncovered and the new directive process with Hugo van Zyl
April 10, 2020 07:00 - 58 minutes - 40 MBHugo van Zyl returns to PROpulsion for an essential update on tax for expats now that the changes are in effect since the 1st of March 2020. Hugo was a guest on episode 16 (our most popular and downloaded episode to date). In today's episode, we discuss: What it means to be resident; Announcements in the latest budget speech (26 Feb 2020) that impact South Africans working abroad or considering emigration; Our opinions of how financial or formal emigration will be phased out by 1 March 2...
Ep. 20 - How financial planning businesses should approach the adoption of technology with Barrie van Zyl
April 03, 2020 04:00 - 30 minutes - 21.2 MBBarrie van Zyl is the Head of Account Management at Iress in South Africa. We discuss several aspects related to the adoption or implementation of technology in financial planning businesses, although these aspects will apply to any kind of business looking to adopt technology. We start off talking about the rate of advancement and adoption. Businesses struggle to choose the right technology and software and the process is very overwhelming. We discuss why this is the case and where busi...
Ep. 19 - Set yourself apart and make things simple for your client using ProfileMe with Rizanne Oosthuisen
February 21, 2020 04:00 - 1 hour - 46.4 MBFirst, we had email. Then came websites. Mobile phones evolved into smartphones. Not only did more people access information online, but they also started publishing more content online. That sounds great, right? More information at our fingertips. However, it also means that it is becoming harder and harder to find exactly what we are looking for. Quickly and without effort. How do we know the information and the person is credible? Can we trust the person and the information? For man...
Ep. 18 - Playing from your strengths with Johan Oosthuizen
November 22, 2019 04:00 - 48 minutes - 33 MBJohan Oosthuizen is an International Coach Federation (ACC) member, a Results-Driven Gallup Certified Strengths Coach (Advanced), and a BP10 trained coach. Johan has more than 34 years of experience of which he spent 23 years as a top Financial Advisor at a major life assurance company and for the last 10 years he has been specialising as a Gallup-Advance Certified Strengths and Business Profile Coach helping financial advisors and other professionals become the best version of themselves. ...
Ep. 17 - Taking Financial Planning into the Future with Lelane Bezuidenhout and David Kop
November 08, 2019 04:00 - 47 minutes - 32.5 MBLelane Bezuidenhout was appointed as the new CEO of the Financial Planning Institute of Southern Africa earlier in 2019, a welcomed move that brought back structure after some rough waters in 2018. David Kop is the Executive Director of Relevance, a critical new role and he works closely alongside Lelane. In this interview, we discuss a variety of topical issues as well as the future (as far as 2050!), where things are headed, how financial planners must position themselves and what the F...
Ep. 16 - South African Expat Tax Changes and What Expats Must Do Before 1 March 2020 with Hugo van Zyl
October 10, 2019 04:00 - 1 hour - 53 MBHugo van Zyl CA(SA) TEP MTP(SA) is well-known for his expertise in cross-border tax and financial planning. It is no surprise that his colleagues refer to him as “ask Hue’Gle” when all other resources fail. His track record speaks for itself. In this episode, we get into the nitty-gritty of the changes to the so-called "expat tax" in South Africa. With the new changes already enacted into law, the implementation of the new changes has been deferred until 1 March 2020. Many expats have n...
Ep. 15 - 3 Powerful Habits to Build a Legendary Financial Services Practice with Francois du Toit
September 23, 2019 04:00 - 26 minutes - 18.3 MBWe recently presented a webinar on "7 powerful habits to build a legendary financial services practice". In this episode, we share 3 of these habits. This is not about how long it takes to form or change a habit but about practical actions and steps you can take to attain the success you aspire to. The habits required to build your practice is vastly different from the habits already successful people practice. Listen to the end where we share important information and how you can earn C...
Ep. 14 - The ultimate solution to manage, split, track and analyse commission and revenue with Johan Vosloo
August 19, 2019 04:00 - 51 minutes - 35.6 MBThe biggest challenge (and frustration) for any FSP of any size is to manage commissions, ongoing fees, and other revenue. Each product provider has its own unique format for commission statements and even what they call different commissions. Commissions come in, commissions go out. Managing splits to advisors in the FSP or referral fees to outside professionals is a nightmare for most. Managing the FSP's finances is critical. Whether you are an independent working alone or whether you...
Ep. 13 - How being simple by design has resulted in atWork becoming the most loved system for Financial Advisers with Trevor Stacey
July 23, 2019 04:00 - 57 minutes - 39.4 MBatWork was the first cloud-based CRM system for Financial Advisers. The software was developed for the first time in 1998, long before the cloud became a thing and when users struggled with dial-up modems and the cost of making a call instead of the data they used. In this episode, we talk with Trevor Stacey, Director: Business Development for atWork to learn everything about the software and why they became so popular. We discuss the humble beginnings and the growth they went through ove...
Ep. 12 - The key to increasing your value and crucial aspects all FSPs, key individuals and representatives must know about the 2019/2020 CPD cycle with Francois du Toit
July 09, 2019 04:00 - 27 minutes - 18.8 MBMuch has transpired in the last 6 weeks as the first CPD cycle came to an end on 31 May 2019. In this episode, we talk about what happened when the 2-month exemption was announced, Francois's Linkedin post that went viral and the comment that made the lightbulb go on. We discuss why CPD was introduced and why it plays a crucial role. We bust several myths that started to do the rounds, we clarify the exact requirements that must be adhered to and what FSPs and key individuals must have in...