Latest Francois du toit Podcast Episodes
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...
From financial adviser to business owner: making the shift
PROpulsion LIVE - October 04, 2022 00:00 - 35 minutesHere is a truth no financial adviser can deny: At some point, you will want to exit your practice (for whatever reason) and then you need your financial advisory practice to be worth as much as possible. Simply doing the work of a financial adviser well, building assets under management, chargi...
From financial adviser to business owner: making the shift
PROpulsion LIVE - October 04, 2022 00:00 - 34 minutesHere is a truth no financial adviser can deny: At some point, you will want to exit your practice (for whatever reason) and then you need your financial advisory practice to be worth as much as possible. Simply doing the work of a financial adviser well, building assets under management, chargi...
The Power of Outsourcing to Get Your Time Back
PROpulsion LIVE - September 27, 2022 00:00 - 27 minutesEvery financial planner and financial adviser is complaining that they do not have enough time to spend with clients. Instead, their time is consumed by administration, compliance, emails, preparation, and staff issues. In almost all cases it is evident that the financial planner or adviser fee...
Getting the most out of technology for your financial planning practice
PROpulsion LIVE - September 20, 2022 00:00 - 26 minutesFinancial planners and advisers are forever looking for new technology. Technology that is friendlier and easier to use. Technology that fosters more engagement. Technology that can automate more tasks and processes. Many financial planners and advisers have even gone so far as to develop their...
Is this what the future holds for Independent Financial Advisors?
PROpulsion LIVE - September 13, 2022 00:00 - 22 minutesHaving observed some interesting trends over the last while, having been part of several conversations... it seems that the future of the independent financial advisor (IFA) we have discussed 2 years ago has started to come true... Does the question beckon if this will be the fate for some, for...
True client engagement - the key
PROpulsion LIVE - September 06, 2022 00:00 - 21 minutesHow do you define client engagement? What does it look like in your mind? Are you intentionally creating an environment and opportunity for your clients to be fully engaged during their interactions with you? Are they co-creating their financial plan with you? There is nothing more dangerous th...
Stop waiting for things to change
PROpulsion LIVE - August 30, 2022 00:00 - 24 minutesHope is a dangerous thing. Hoping that anything would change provides a false and temporary sense of confidence. Belief is such a crucial part of success, right? All I need to do is believe. Hoping does not change anything. In this episode, we talk about change, how to effect change with purpo...
Communicating your financial planning business's values effectively
PROpulsion LIVE - August 20, 2022 07:00 - 20 minutesIf you want people to work with you and your business, you have to be clear on what you stand for. You can get clear by spending time articulating your values but then those values must be communicated to clients and the market in which you want to operate. A lot goes into values. It is not onl...
What it takes to be in the 1% and why you must care
PROpulsion LIVE - August 13, 2022 03:00 - 20 minutesIt is way too easy to become complacent. To accept and settle for where we are. To do what everybody else is doing. To give up on dreams or to tell ourselves that this is as good as it gets! Raising the bar is much more than a tagline, slogan, or saying. It is a strong call to action that only...
Living beyond 100 - the changing retirement landscape ft Wynand Gouws
PROpulsion LIVE - August 12, 2022 17:00 - 33 minutesThe likelihood of living beyond 100 is becoming a massive reality. We hear of more and more people celebrating their 100th birthday. Will your and your client's money last as long too? Wynand Gouws wrote a book on this! He joins us for a great discussion on the increase in longevity and its imp...
How hedge funds are entering the financial advice space ft Alan Yates
PROpulsion LIVE - July 30, 2022 05:00 - 39 minutesHedge funds are making their way into the retail financial advice space. What does this mean? Why is this happening and how are they gaining traction? There are many misconceptions when it comes to hedge funds. Join Francois du Toit and Alan Yates, Head of Distributions at Peregrine Capital, f...
Pursuing their passion for helping people ft. PJ and Geo Botha
PROpulsion LIVE - July 23, 2022 12:00 - 40 minutesThe dynamic duo. Brothers PJ and Geo Botha. The old adage that the Oak tree does not grow in the shadow of the Cypress applies to the relationship between Geo and PJ. Both. They rarely step on each other's toes. PJ is the analytical thinker who established new structures within the Bovest weal...
Building your financial planning brand and business with content marketing
PROpulsion LIVE - July 16, 2022 06:00 - 28 minutesThe goal of content marketing is simple. It is to provide solutions to the problems of the person you are talking to. To add value. To make a difference. One would think (and believe) that once you have given a solution through the content you created, then the business opportunity is lost. Ala...
Remain profitable and competitively positioned in a rapidly changing world ft Mandy Murphy
PROpulsion LIVE - July 09, 2022 06:00 - 41 minutesSuccess is rarely a straight line upward; it is often interrupted by factors, in the form of opportunities and threats, that are constantly reshaping our operating environment. The speed and frequency of these shifts require a fresh and flexible approach to building business profitability and a...
Helping clients live their passion and fulfil their mission in the world ft Marguerite Engelbrecht
PROpulsion LIVE - July 02, 2022 09:00 - 41 minutesMarguerite Engelbrecht is a Lifestyle Financial Planner and Coach at MyJourney2Freedom and her story is one of inspiration and a stark reminder. Join Francois du Toit and Margeurite Engelbrecht for their conversation on: - Marguerite's journey - Building a values-led business - Growing your bu...
5 rules for when doing work for free makes sense and unlocks value for you and your business
PROpulsion LIVE - June 25, 2022 06:00 - 26 minutesWill 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 "...
Building trust and creating value that unlocks opportunity ft Tim Vieyra
PROpulsion LIVE - June 25, 2022 06:00 - 34 minutesOne 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, Franc...
Building incredible solutions with the right partnerships ft. Georgina Smith
PROpulsion LIVE - June 04, 2022 05:00 - 37 minutesINN8 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 help...
Being an early adopter and exploring the new digital frontier ft. Kobus Kleyn
PROpulsion LIVE - May 28, 2022 11:00 - 41 minutesHow, 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 en...
Financial planning practice efficiencies
PROpulsion LIVE - May 21, 2022 08:00 - 33 minutesEfficiency 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 ...
Building the Financial Planning Practice of your Dreams ft. Terence Tobin
PROpulsion LIVE - May 15, 2022 17:00 - 34 minutesTerence 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 on...
Time to bring financial marketing into the 21st century ft. Dan Graham
PROpulsion LIVE - May 07, 2022 05:00 - 31 minutesDan 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...
How to reach your full potential today ft. Ronel Jooste
PROpulsion LIVE - April 30, 2022 06:00 - 34 minutesDo 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),...
Demonstrating the true value of financial advice ft. Edden Kift
PROpulsion LIVE - April 23, 2022 04:00 - 37 minutesAs 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 P...
Lifedocs helps you take control before it is too late ft. Geoffrey Harmuth
PROpulsion LIVE - April 09, 2022 06:00 - 37 minutesMany 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’ holist...
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...
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