Latest Francois du toit Podcast Episodes
Client Communication That Connects in the Digital Age with Tim Slatter
PROpulsion LIVE - May 18, 2024 06:00 - 20 secondsIn this episode, we sit down with Tim Slatter, the founder of Slatter Communications and a seasoned expert in digital communication strategies tailored for financial planners. Tim shares his insights on how financial professionals can enhance their online presence and client interactions through...
Strategies for Sustainable and Renewed Growth for Financial Advisory Firms
PROpulsion LIVE - May 11, 2024 06:00 - 30 minutesIn this episode, we delve into the essential and relevant topic of business development for financial advisory firms. We start by distinguishing between business development and lead generation, clarifying how these concepts differ and the unique role each plays in the growth of a firm. We then...
Global Trends in Financial Planning with FPI's CEO Lelané Bezuidenhout
PROpulsion LIVE - May 04, 2024 06:00 - 33 minutesIn this episode, we speak with Lelané Bezuidenhout, CEO of the Financial Planning Institute of Southern Africa (FPI), exploring several key topics in the field of financial planning. We begin by discussing the role of credentialing in the industry, comparing the Certified Financial Planner (CFP...
Improving Financial Advice with Strategic Client Touchpoints
PROpulsion LIVE - April 27, 2024 20:00 - 34 minutesIn this episode, we get stuck into the value-adding touchpoints in the financial advice client journey. The discussion focuses on being intentional in client interactions, identifying moments where the most value can be added through human interaction, and complementing these moments with techno...
Strategic Lifestyle Planning for Success with Marc Sydow
PROpulsion LIVE - April 20, 2024 06:00 - 35 minutesWe 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, emphasisi...
The Five Essential Rings for Financial Advisors' Success
PROpulsion LIVE - April 13, 2024 06:00 - 29 minutesIn 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, th...
7 Lessons I’ve Learned from Life and Business
PROpulsion LIVE - April 06, 2024 06:00 - 28 minutesIn 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...
Mastering the Long Game with Russell Ho
PROpulsion LIVE - March 23, 2024 06:00 - 31 minutesIn 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-ter...
From Reluctance to Results: Changing Your Mindset on Selling
PROpulsion LIVE - March 16, 2024 06:00 - 26 minutesWelcome 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...
Adapting to Financial Planning's Future with Wessel Oosthuizen
PROpulsion LIVE - March 09, 2024 06:00 - 35 minutesWe 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 grow...
Financial Advisors: Fun Ways to Segment, Personalise, and Wow Your Clients!
PROpulsion LIVE - March 02, 2024 06:00 - 33 minutesWe 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 ...
Powerful Lead Generation Strategies Any Professional Can Do
PROpulsion LIVE - February 24, 2024 14:00 - 35 minutesWelcome 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 stea...
Is technology making things simpler or more complex for financial advisors with Adam Owen
PROpulsion LIVE - February 17, 2024 06:00 - 33 minutesIn 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 i...
The Tech Tipping Point: Financial Planning's Future with Adam Owen
PROpulsion LIVE - February 17, 2024 06:00 - 33 minutesIn 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 i...
Money: I wouldn't start from here with Chris Budd
PROpulsion LIVE - February 10, 2024 06:00 - 27 minutesIs 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'...
Grow your business and make your life easier by simplifying everything
PROpulsion LIVE - February 03, 2024 06:00 - 26 minutesIn 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 financi...
Beyond the Money: Creating a Vision with Ursula Molefe
PROpulsion LIVE - March 03, 2023 04:00 - 14 minutesIn 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, ...
Creating a Clear Vision for Personal and Career Growth with Tumelo Thwala
PROpulsion LIVE - March 02, 2023 04:00 - 12 minutesIn 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 hel...
Creating a Vision for Financial Success with Amanda Dusse
PROpulsion LIVE - March 01, 2023 04:00 - 12 minutesIn 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 ed...
Crafting a Personal Vision Board for Career and Life Success with Zee Gumede
PROpulsion LIVE - February 28, 2023 04:00 - 13 minutesIn 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 ...
Empowering Women to Create Generational Wealth: A Financial Planner's Journey with Tsungai Masendeke
PROpulsion LIVE - February 27, 2023 04:00 - 13 minutesIn 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 e...
Biggest risks facing South Africa ft. David Ansara
PROpulsion LIVE - November 29, 2022 00:00 - 41 minutesDavid 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 wh...
Our 200th Episode! What the future holds for South Africa ft. Dawie Roodt
PROpulsion LIVE - November 28, 2022 04:00 - 38 minutesThis 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...
A fresh perspective on the value of compliance ft. Julie Anley
PROpulsion LIVE - November 16, 2022 07:00 - 37 minutesOh, 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 of...
A fresh perspective on the value of compliance ft. Julie Anley
PROpulsion LIVE - November 16, 2022 07:00 - 36 minutesOh, 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 of...
Are you prepped and ready for the COFI Act ft. Anton Swanepoel
PROpulsion LIVE - November 08, 2022 00:00 - 39 minutesSince 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 t...
Get ahead with understanding re-platforming and its impact ft. Mickey Gambale
PROpulsion LIVE - November 01, 2022 00:00 - 39 minutesSo 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-plat...
Important considerations when getting a virtual assistant ft. Henry Walton
PROpulsion LIVE - October 25, 2022 00:00 - 39 minutesYou 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 proba...
2022 Financial Planner of the Year Finalists ft. Palesa Dube, Hendrik Spies and Tom Brukman
PROpulsion LIVE - October 18, 2022 00:00 - 37 minutesWe 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 the...
Adapting to the new world of financial advice and wealth management
PROpulsion LIVE - October 11, 2022 00:00 - 45 minutesThe 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 longe...
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