Latest Franchise principal Podcast Episodes
Embrace technology to grow your practice and take back your life ft. Gustav Neethling
PROpulsion LIVE - April 02, 2022 06:00 - 42 minutesMany 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 le...
Costly mistakes to avoid in your financial planning practice
PROpulsion LIVE - March 26, 2022 11:00 - 33 minutesMistakes 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 h...
Delivering a new required level of customer experience
PROpulsion LIVE - March 19, 2022 05:00 - 32 minutesThe 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 ...
Carving out a niche and owning it across all aspects ft. Stefan Bothma & Werner Hattingh
PROpulsion LIVE - March 12, 2022 06:00 - 37 minutesStefan 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....
5 top must-have technology tools for your practice in 2022
PROpulsion LIVE - March 05, 2022 06:00 - 40 minutesTechnology 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...
Financial Planner Productivity and Time Management Secrets
PROpulsion LIVE - February 26, 2022 20:00 - 35 minutesWhat 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://...
Unbelievable lessons for financial planners from a Pro MTB coach ft. Barry Austin
PROpulsion LIVE - February 19, 2022 06:00 - 38 minutesI 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...
The value and the curse of free in practice
PROpulsion LIVE - February 12, 2022 11:00 - 24 minutesWe 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...
Overcoming patterns that keep you stuck ft. Lisa Linfield
PROpulsion LIVE - July 16, 2021 10:00 - 35 minutesLisa 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 ...
Staying in the helicopter ft. Juanita Vorster
PROpulsion LIVE - July 09, 2021 14:00 - 47 minutesThe 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 Afric...
S2E16 - Slow down to go faster
PROpulsion LIVE - July 03, 2021 13:00 - 33 minutesSounds 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 gro...
S2E15 - Midlife Money Makeover ft. Kim Potgieter
PROpulsion LIVE - July 03, 2021 13:00 - 32 minutesIt 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, a...
Slow down to go faster
PROpulsion LIVE - July 03, 2021 13:00 - 32 minutesSounds 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 gro...
S2E14 - Understanding your client's Financial DNA® using Money EQ ft. Robyn Clay and Hendrik Crafford
PROpulsion LIVE - July 03, 2021 13:00 - 37 minutesMoney 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 ena...
S2E13 - 7 books that will positively impact your life
PROpulsion LIVE - May 10, 2021 18:00 - 54 minutesThis 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 accou...
S2E12 - The one key you need for success
PROpulsion LIVE - May 01, 2021 09:00 - 50 minutesThis 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 min...
S2E11 - The latest on SA Exchange Control and Tax Changes ft. Hugo van Zyl
PROpulsion LIVE - April 24, 2021 07:00 - 58 minutesThis 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 a...
S2E10 - The value of (your) financial advice to clients
PROpulsion LIVE - April 17, 2021 04:00 - 30 minutesThis 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 u...
S2E9 - Free Tools for Financial Advisers
PROpulsion LIVE - April 10, 2021 04:00 - 57 minutesThis 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 a...
S2E8 - South Africa's road to recovery ft. David Ansara
PROpulsion LIVE - March 27, 2021 20:00 - 1 hourThis 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 Develo...
S2E7 - We celebrate our first birthday!
PROpulsion LIVE - March 20, 2021 13:00 - 56 minutesThis 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 min...
S2E6 - Aloha Financial Advising ft. Stephen Kagawa
PROpulsion LIVE - March 13, 2021 05:00 - 58 minutesThis 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 min...
S2E5 - Your client onboarding experience
PROpulsion LIVE - March 06, 2021 04:00 - 58 minutesThis 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 mind...
S2E4 - The art of failing forward ft. Tanya Kunze
PROpulsion LIVE - February 27, 2021 04:00 - 54 minutesThis 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 m...
S2E3 - Clever and low-effort marketing tactics
PROpulsion LIVE - February 20, 2021 04:00 - 53 minutesThis 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 m...
S2E2 - Staying connected
PROpulsion LIVE - February 13, 2021 04:00 - 48 minutesThis 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 m...
S2E1 - Building brand and trust with adwiser.co.za ft. Brian Jervis
PROpulsion LIVE - February 06, 2021 04:00 - 56 minutesThis 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 account...
Ep. 24 - Financial Abuse with Michelle Hoskin
PROpulsion LIVE - September 17, 2020 02:00 - 53 minutesI 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 becomin...
Ep. 23 - Running a virtual financial planning practice with Derek Notman
PROpulsion LIVE - September 02, 2020 09:00 - 45 minutesDerek 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 fina...
Ep. 22 - Successfully Building a Financial Planning Practice Aligned to What Clients Really Want with Kate Holmes
PROpulsion LIVE - June 20, 2020 04:00 - 53 minutesIn 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 evol...
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