Send us a text Efficiency 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 ways are to employ fit for your practice technology and outsourcing functions that are not core to what you offer. Join Francois du Toit and his two guests, Elmarie Fourie (Independent Invest...
May 21, 2022•34 min•Season 3Ep. 14
Send us a text Terence 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 only that, he built his practice around a fee-based model that works for him and his clients. Terence has also been featured on radio and television and he has his own podcast. In today's epis...
May 15, 2022•34 min•Season 3Ep. 13
Send us a text Dan 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 brings a new fresh way to do marketing. Making finance and financial planning fun for advisers and their clients alike. In this episode, Francois talks with Dan about how financial planne...
May 07, 2022•32 min•Season 3Ep. 12
Send us a text Do 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), a Business & Financial Consultant and owns PhysEQFiT Wellness, Guesthouse, and Spa. She also has her own podcast called Ronel Talks Money. The show is focused on educating and empowerin...
Apr 30, 2022•35 min•Season 3Ep. 11
Send us a text As 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 Portfoliometrix, for a conversation about how we can demonstrate (and deliver) our value to clients. In addition to this conversation, we also discuss: ✅ Addressing business inefficiencies in...
Apr 23, 2022•38 min•Season 3Ep. 10
Send us a text Many 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’ holistic life position and struggle with effective communication and document sharing capabilities, even with their best efforts and intentions. Some interesting facts: 🔒 Generational wealth lost...
Apr 09, 2022•38 min•Season 3Ep. 9
Send us a text Many 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 leads to financial advisors and planners continually taking on more new clients with little regard to the existing clients and how they will be serviced. 😓 The longer this continues, the more...
Apr 02, 2022•43 min•Season 3Ep. 8
Send us a text Mistakes 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 help you avoid these mistakes. An insightful episode awaits! ---- Other episodes to watch that relates ---- Adopting technology with Barrie van Zyl (S1E13) - https://youtu.be/pjKaIv7gLho Stay...
Mar 26, 2022•33 min•Season 3Ep. 7
Send us a text The 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 which we can level up our customer experience. ---- GFPC22 ---- https://www.propulsion.co.za/gfpc22 ---- Introduction to PROpulsion Pro Session ---- https://www.propulsion.co.za/intro ---- P...
Mar 19, 2022•33 min•Season 3Ep. 6
Send us a text Stefan 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. Their vision, business structure, marketing approach, value proposition, and success in their chosen niche are in the spotlight in this episode. Expect an energetic, insightful, and inspiri...
Mar 12, 2022•38 min•Season 3Ep. 5
Send us a text Technology 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 no easy task. Employing more staff is not always the answer. Buying technology that everyone else is using is also rarely helpful or successful. Having worked with financial planners since ...
Mar 05, 2022•41 min•Season 3Ep. 4
Send us a text What 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://www.propulsion.co.za/pro ---- Connect with Us ---- Website: http://www.propulsion.co.za PROpulsion LIVE Portal: https://hello.profileme.co.za/propulsion Twitter: https://twitter.com/propulsion...
Feb 26, 2022•36 min•Season 3Ep. 3
Send us a text I 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 talk to him on PROpulsion LIVE. Barry is a Level 3 UCI Certified Coach & UCI Certified Sporting Director. His passion is to connect the energy and goals of athletes via their bikes to ...
Feb 19, 2022•39 min•Season 3Ep. 2
Send us a text We 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 Link to the article mentioned in the podcast I wrote about "free": https://www.propulsion.co.za/not-all-things-free-are-free/ ---- Watch the full episode on YouTube ---- https://www.youtube.com/...
Feb 12, 2022•24 min•Season 3Ep. 1
Send us a text Lisa 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 that this was her purpose and her passion, and she had all she needed to succeed. How hard could it be? And then the enormity of the change set in. Leaving corporate illuminated so many thin...
Jul 16, 2021•35 min•Season 2Ep. 18
Send us a text The 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 African entrepreneur, partnered with well-known UK-based business advisor Roger Harrop to write to-the-point business books that pack a big punch. In today's episode, we talk to Juanita about the...
Jul 09, 2021•47 min•Season 2Ep. 17
Send us a text Sounds 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 grow. To support the show and receive additional benefits: https://www.patreon.com/vcf ---- Connect with Us ---- Website: http://www.propulsion.co.za PROpulsion LIVE Portal: https://hello.profileme.co....
Jul 03, 2021•33 min•Season 2Ep. 16
Send us a text It 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, and to put money where it belongs – as an enabler of your life. In this episode, we talk to Kim Potgieter about her journey, the business she helped build and her latest book. ---- Connect wi...
Jul 03, 2021•33 min•Season 2Ep. 15
Send us a text Money 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 enables: - Better advisor-client matchings - Enhanced advisor-client communication - Knowing more about what motivates your clients' spending decisions - Understanding their risk behaviour - Di...
Jul 03, 2021•38 min•Season 2Ep. 14
Send us a text This 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 accountability coach talking about scarcity mindset and the impact it has on three areas of our lives. Featured Topic : presented by Francois du Toit . Whether you read books or you listen to au...
May 10, 2021•54 min•Season 2Ep. 13
Send us a text This 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 mindset and accountability coach talking about scarcity mindset and the impact it has on three areas of our lives. Featured Topic : presented by Francois du Toit . Success means different t...
May 01, 2021•50 min•Season 2Ep. 12
Send us a text This 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 and accountability coach talking about consumption versus creation. Featured Topic : Hugo van Zyl , Cross Border Tax & Exchange Control Advisor Based in Cape Town and Dubai, Hugo runs hi...
Apr 24, 2021•59 min•Season 2Ep. 11
Send us a text This 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 understand your value? In this episode, we discuss: How to build value and the critical component necessary for success 3 step process for building value Where you add value Overcoming price ...
Apr 17, 2021•31 min•Season 2Ep. 10
Send us a text This 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 and accountability coach talking about confirmation bias. Featured Topic : The only thing better than a free tool is a free tool that works! Building technology stacks and integrating best-of...
Apr 10, 2021•58 min•Season 2Ep. 9
Send us a text This 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 Development segment: presented by Norma Simons , a mindset and accountability coach talking asking the question if you should quit when things get hard. Featured Guest : David Ansara from the Cent...
Mar 27, 2021•1 hr 3 min•Season 2Ep. 8
Send us a text This 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 mindset and accountability coach talking about self-confidence. Featured Topic : We celebrated the 1 year anniversary of starting PROpulsion LIVE or as it was originally called “Virtual Coffee...
Mar 20, 2021•56 min•Season 2Ep. 7
Send us a text This 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 mindset and accountability coach talking about powerful questions we must ask ourselves if we want to progress. Featured Guest : Stephen Kagawa , founder and CEO of The Pacific Bridge Companie...
Mar 13, 2021•59 min•Season 2Ep. 6
Send us a text This 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 mindset and accountability coach talking about the impact of our beliefs on our lives and the results we want to achieve. Featured Topic : First impressions last! Meaning that most of the ti...
Mar 06, 2021•59 min•Season 2Ep. 5
Send us a text This 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 mindset and accountability coach talking about the importance of setting priorities. Featured Guest : Tanya Kunze , Internationally recognized, neuroscience-based, executive & business o...
Feb 27, 2021•54 min•Season 2Ep. 4
Send us a text This 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 mindset and accountability coach talking about emotions and their impact on our actions. Featured Topic : Clever marketing tactics In this episode's featured topic segment, Francois du Toit ...
Feb 20, 2021•53 min•Season 2Ep. 3
