Latest Franchise principal Podcast Episodes
Ep. 21 - Essential update on expat tax, new issues that are being uncovered and the new directive process with Hugo van Zyl
PROpulsion LIVE - April 10, 2020 07:00 - 58 minutesHugo 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; Announce...
Ep. 20 - How financial planning businesses should approach the adoption of technology with Barrie van Zyl
PROpulsion LIVE - April 03, 2020 04:00 - 30 minutesBarrie 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 ta...
Ep. 19 - Set yourself apart and make things simple for your client using ProfileMe with Rizanne Oosthuisen
PROpulsion LIVE - February 21, 2020 04:00 - 1 hourFirst, 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...
Ep. 18 - Playing from your strengths with Johan Oosthuizen
PROpulsion LIVE - November 22, 2019 04:00 - 48 minutesJohan 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 ...
Ep. 17 - Taking Financial Planning into the Future with Lelane Bezuidenhout and David Kop
PROpulsion LIVE - November 08, 2019 04:00 - 47 minutesLelane 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 alongs...
Ep. 16 - South African Expat Tax Changes and What Expats Must Do Before 1 March 2020 with Hugo van Zyl
PROpulsion LIVE - October 10, 2019 04:00 - 1 hourHugo 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 t...
Ep. 15 - 3 Powerful Habits to Build a Legendary Financial Services Practice with Francois du Toit
PROpulsion LIVE - September 23, 2019 04:00 - 26 minutesWe 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 aspir...
Ep. 14 - The ultimate solution to manage, split, track and analyse commission and revenue with Johan Vosloo
PROpulsion LIVE - August 19, 2019 04:00 - 51 minutesThe 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...
Ep. 13 - How being simple by design has resulted in atWork becoming the most loved system for Financial Advisers with Trevor Stacey
PROpulsion LIVE - July 23, 2019 04:00 - 57 minutesatWork 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 wit...
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
PROpulsion LIVE - July 09, 2019 04:00 - 27 minutesMuch 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 in...
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
PROpulsion LIVE - June 11, 2019 04:00 - 52 minutesFrom 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 Comp...
Ep. 10 - New financial planning software in South Africa that enhances client engagement with Kirsty du Toit
PROpulsion LIVE - June 04, 2019 05:00 - 42 minutesThis 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 ...
Ep. 9 - How to leverage radio, television and social media to build your brand and new firm with Mduduzi Luthuli
PROpulsion LIVE - May 28, 2019 10:00 - 58 minutesMduduzi 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 advis...
Ep. 8 - Financial Wellness for Financial Advisers - Walking our own talk with Francois du Toit
PROpulsion LIVE - May 21, 2019 10:00 - 23 minutesFinancial 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® d...
Ep. 7 - Everything you want to know about running a fee-based practice with Arno Burger
PROpulsion LIVE - May 14, 2019 10:00 - 57 minutesArno 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 m...
Ep. 6 - How Mariette Tappan Became the First Certified Financial Transitionist® in Africa
PROpulsion LIVE - May 07, 2019 10:00 - 1 hourWith 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 ...
Ep. 5 - How do we attract, accommodate and support young financial planners with Wessel Oosthuizen
PROpulsion LIVE - April 30, 2019 10:00 - 1 hourWessel 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...
Ep. 4 - How Russell Ho employs technology and automation to create efficiency and productivity in his one-man practice
PROpulsion LIVE - April 23, 2019 10:00 - 1 hourRussell 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, thoug...
Ep. 3 - Building a new national independent FSP from scratch in 2019 with Lizette Gerber
PROpulsion LIVE - April 16, 2019 10:00 - 1 hourMany 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 Li...
Ep. 2 - How Kobus Kleyn builds his strong personal brand through Social Media and how he runs his highly successful practice
PROpulsion LIVE - April 08, 2019 22:00 - 1 hourKobus 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...
Ep. 1 - How a clear vision helps André Steenkamp build All-Gen Group that employs more than 70 people in just 6 years
PROpulsion LIVE - March 30, 2019 22:00 - 1 hourThe 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
PROpulsion LIVE - March 29, 2019 22:00 - 13 minutes2 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...
Related Franchise principal Topics