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!
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Episodes
Ep. 11 - Building a partnership practice in a tied environment and valuable lessons from the Financial Planner of the Year Competition with Henri le Grange
June 11, 2019 04:00 - 52 minutes - 24.2 MBFrom the moment I met Henri le Grange, CFP® I was intrigued by the way they are building their practice, especially because it is inside a tied environment (not a franchise!) with a large well-known life assurance company. In 2018 Henri entered the prestigious Financial Planner of the Year Competition and was one of the top five finalists. We speak in depth about the competition, the lessons he learned and how they are using these lessons to better the practice. A specific aspect that sto...
Ep. 10 - New financial planning software in South Africa that enhances client engagement with Kirsty du Toit
June 04, 2019 05:00 - 42 minutes - 19.3 MBThis is our tenth episode, but the first episode dedicated to talking about technology for financial advisers and planners. Kirsty du Toit, CFP® together with Bennie Gouws, CFP®, Gary Winslow, CFP®, and Jonathan Brummer, CFA, CFP® recently started Work.That.Matters. Their entire purpose is to help financial advisors have better conversations with clients. Essentially, they are setting out to connect not only the head and the hands but also the heart. They believe that technology can be a ...
Ep. 9 - How to leverage radio, television and social media to build your brand and new firm with Mduduzi Luthuli
May 28, 2019 10:00 - 58 minutes - 26.8 MBMduduzi Luthuli started Luthuli Capital, with his wife Trudy, two and a half years ago after he couldn't find the kind of wealth management job he envisioned. He went through a horrendous ordeal in 2014 that strengthened his views, commitment and determination to become the best financial adviser and investment manager he can be to his clients. Mduduzi managed to become a regular on both radio and television in this short space of time. We delve deep into how he managed to do that and sha...
Ep. 8 - Financial Wellness for Financial Advisers - Walking our own talk with Francois du Toit
May 21, 2019 10:00 - 23 minutes - 10.7 MBFinancial wellness is a topic we often discuss in relation to clients and consumers. However, a challenge for many financial advisers, especially in the early days, is to manage their own finances while building a new practice and ensuring their own financial wellness. Francois du Toit, CFP® discusses the first step that financial advisers can take to ensure financial wellness in their own lives. He goes on to discuss good and bad debt for financial advisers, the "fake it 'till you make i...
Ep. 7 - Everything you want to know about running a fee-based practice with Arno Burger
May 14, 2019 10:00 - 57 minutes - 26.3 MBArno Burger, CFP® started his practice as a young, 25-year old in a flatlet at the back of his house in 1992. His clear vision and strong work-ethic quickly got him to move to bigger offices. In 1994 he started charging fees, and although it was by no means perfect, he pioneered the business model in South Africa in his own unique way. We discuss what led him to make the change and the journey and learnings over the years and we get into detail about his model. We discuss setting prices,...
Ep. 6 - How Mariette Tappan Became the First Certified Financial Transitionist® in Africa
May 07, 2019 10:00 - 1 hour - 28 MBWith a career spanning over 25 years, Mariette Tappan decided to take herself out of her comfort zone. To challenge herself. With the aim of providing her clients with a powerful proposition by helping them through significant changes in their lives, so they can move forward. This led her to the Financial Transitionist® Institute in America, founded by Susan Bradley. It took her 12 months and lots of effort to receive her certification and to become the first Certified Financial Transiti...
Ep. 5 - How do we attract, accommodate and support young financial planners with Wessel Oosthuizen
April 30, 2019 10:00 - 1 hour - 37.3 MBWessel Oosthuizen, CFP® was the Director for the Centre for Financial Planning Law at the University of the Free State. A Centre entrusted with delivering financial planning education at undergraduate and postgraduate level to more than 1 000 students per year. Today he is the Managing Director of Verso Wealth in Cape Town. In the interview, we cover many aspects and challenges numerous people face in the financial planning profession and industry. Wessel shares how he pushed himself from...
Ep. 4 - How Russell Ho employs technology and automation to create efficiency and productivity in his one-man practice
April 23, 2019 10:00 - 1 hour - 36.5 MBRussell Ho is a young, energetic, focused, driven and ambitious financial planner from Port Elizabeth. Listening to him, it is hard to believe he has been in the financial planning profession for only 6 years. This self-admitted addict of learning has amazing insights and valuable ideas, thoughts and advice for all financial professionals. Russell talks about the experience he offers his clients and the process he follows to ensure he delivers every time. Apart from talking about this in...
Ep. 3 - Building a new national independent FSP from scratch in 2019 with Lizette Gerber
April 16, 2019 10:00 - 1 hour - 31.3 MBMany are considering to start their own FSP, brokerage or practice in 2019. Of those, several want to build a bigger business employing a team of financial advisers. Many are afraid to take the plunge in 2019 because of the uncertain times we are living in today. In this episode we talk to Lizette Gerber CFP®, MBA, Head of Operations at Financial Solutions for Professionals, FS4P for short, a new independent financial services provider she is helping to build. She discusses their chall...
Ep. 2 - How Kobus Kleyn builds his strong personal brand through Social Media and how he runs his highly successful practice
April 08, 2019 22:00 - 1 hour - 43.3 MBKobus Kleyn is a well-known financial planner who built his personal brand using the power of social media. More specifically, Linkedin. In this episode, Kobus opens the proverbial kimono and shares everything he does, how he does it, why he does it and how other financial professionals can do it as well. We get to know the man behind the well-known brand he created for himself. Kobus reveals information about himself that has not been discussed on any other platform before, and why he ...
Ep. 1 - How a clear vision helps André Steenkamp build All-Gen Group that employs more than 70 people in just 6 years
March 30, 2019 22:00 - 1 hour - 45.5 MBThe inspirational journey of André Steenkamp and how he is building All-Gen Group. In just 6 years he built the business from scratch and currently employs more than 70 people. Join us as we go deep to find out how André is doing it and what his vision is all about.
Ep. 0 - Introducing PROpulsion to Financial Professionals
March 29, 2019 22:00 - 13 minutes - 6.35 MB2 years in the making... and we finally get to introduce PROpulsion, the Financial Professional's catalyst to exponential growth. In Episode 0, Francois du Toit introduces the new show to all driven and ambitious Financial Professionals. He talks about the reason for the new podcast, who it is aimed at, the PROpulsion mission, the format, guests, and how it came about that he finally took action to start the podcast. Visit propulsion.co.za for more and to subscribe to our podcast.