Send us a text In this episode of PROpulsion LIVE, we sit down with Dr. Roddy Carter, an expert in neuroscience and human performance, to explore how understanding our brain can transform the way we make financial decisions. We’ll dive into how the brain affects our behaviour when it comes to investing and financial planning, and what steps we can take to gain control of our mental processes for better outcomes. Dr. Carter will share insights on how neuroscience can help investors manage emotion...
Sep 21, 2024•37 min•Season 5Ep. 29
Send us a text In this episode of PROpulsion LIVE, we sit down with David Kop, a Certified Financial Planner® and business consultant, to discuss the challenges financial planners face when running their own businesses. Many financial planners start out doing everything themselves, from operations to client engagement, which quickly leads to burnout. David shares insights from his years of experience, breaking down the functional structure of a financial planning business into three key areas: o...
Sep 14, 2024•29 min•Season 5Ep. 28
Send us a text In this episode of PROpulsion LIVE, we explore the critical crossroads faced by small independent financial advisor (IFA) firms. Whether to maintain independence, merge with other IFAs, or even exit the profession—this decision is pivotal. We dive into the options available, from joining another FSP or becoming a tied agent to more innovative solutions like creating a virtual advisory firm. We’ll also discuss how to build longevity into an IFA business through the use of technolog...
Sep 07, 2024•29 min•Season 5Ep. 27
Send us a text In this episode, we interview Kim Potgieter, Director and Head of Life Planning at Chartered Wealth Solutions. Kim is a Professional Certified Coach, CERTIFIED FINANCIAL PLANNER®, and author, known for her passion for improving people’s relationships with money and guiding them through significant life transitions. Kim shares her insights on midlife transition, a challenging phase that many clients face as they navigate career pressures, family responsibilities, and the search for...
Aug 31, 2024•34 min•Season 5Ep. 26
Send us a text In this episode, we interview Kirsty du Toit, Director of Financial Planning for Asset-Map South Africa. Kirsty is a Certified Financial Planner (CFP®) and an Integral Coach (ACC) who is passionate about transforming the way financial planners engage with their clients. Kirsty shares her innovative approach to shifting from traditional financial planning to advice engagement, focusing on the importance of simplicity, visualisation, and communication. We discuss how these elements ...
Aug 24, 2024•27 min•Season 5Ep. 25
Send us a text In this episode, we interview Johan Steyn, an advocate for Human-Centered Artificial Intelligence and a key figure in the development of South Africa’s national AI strategy. Johan brings extensive experience in AI regulation and innovation, having served on working groups with the National Advisory Council on Innovation (NACI) and the Council for Scientific and Industrial Research (CSIR). Johan shares his insights on South Africa’s positioning in the global AI landscape, the chall...
Aug 17, 2024•29 min•Season 5Ep. 24
Send us a text In this special episode, we interview the three finalists for the 2024 FPI Financial Planner of the Year: Gareth Collier, René van de Spreng, and Rudolph Geldenhuys. Each finalist brings a unique perspective on financial planning, shaped by their diverse backgrounds and experiences. Gareth Collier discusses the importance of independence and professionalism in financial planning, as well as the challenges of regulatory compliance. Rudolph Geldenhuys shares insights on balancing co...
Aug 03, 2024•36 min•Season 5Ep. 23
Send us a text In this episode, we interview Warren Ingram, co-founder of Galileo Capital and author of four personal finance books. With over 25 years of experience in financial planning, Warren shares his insights on the importance of changing clients' money behaviours to achieve better financial outcomes. We discuss Warren's journey in the financial planning industry, the impact of destructive financial behaviours, and practical strategies financial planners can use to help clients make posit...
Jul 27, 2024•31 min•Season 5Ep. 22
Send us a text In this episode, we interview Lara Warburton, the FPI Financial Planner of the Year for 2023 and Managing Director of Integral Wealth Management. With 31 years of experience in financial services and 24 years as an independent financial planner, Lara shares her insights on the importance of independent financial advice, professionalism, and navigating an increasingly complex environment. Lara discusses her journey in the financial planning industry, the value of networks like PROp...
Jul 20, 2024•34 min•Season 5Ep. 21
Send us a text In this episode, we tackle a mix of crucial issues and solutions for financial advisers. Learn how to elevate your virtual meeting setup to create a great experience, and understand why the title you choose—whether Financial Planner, Financial Adviser, Broker, or something unique—matters more than you think. Discover the key differences between marketing and prospecting, and how to balance both for optimal growth. We also delve into the challenges faced by the next generation of f...
Jun 29, 2024•27 min•Season 5Ep. 20
Send us a text In this episode, we interview Gareth Hopkins, an experienced operations and client support professional in the information technology sector. Gareth shares his insights on delivering value propositions, maintaining business continuity, and client retention through the use of technology. We discuss Gareth's journey in the IT sector and its intersection with financial services - how his diverse experience across different roles has shaped his approach to business solutions. We delve...
Jun 22, 2024•35 min•Season 5Ep. 19
Send us a text In this episode, we interview Dirk Groeneveld, a Financial Planner with nearly 34 years of experience, and a Lifestyle Financial Planner for the last 23 years. Dirk shares his passion for making a real difference in clients' lives and helping other planners to do the same. We begin by discussing Dirk's journey in the financial planning industry and how he transitioned to Lifestyle Financial Planning. Dirk explains the core principles that differentiate Lifestyle Financial Planning...
Jun 15, 2024•39 min•Season 5Ep. 18
Send us a text In this episode, we delve into the topic of change management within the financial planning profession. We explore why managing change effectively is often challenging and what can be done to improve outcomes both for individuals and organisations. The discussion begins with an overview of the constant changes affecting the financial planning sector, from regulatory updates to technological innovations and shifts in client expectations. We provide examples to illustrate these chan...
Jun 01, 2024•29 min•Season 5Ep. 17
Send us a text In this episode, we talk about the intricacies of building a professional service business in 2024, focusing specifically on financial advisory firms. We explore the journey of a financial adviser through various stages of their career, understanding the financial adviser maturity curve and the business maturity curve. This dual perspective helps us grasp the growth trajectory from both personal and business viewpoints. We start by examining the financial adviser maturity curve, w...
May 26, 2024•30 min•Season 5Ep. 16
Send us a text In 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 strategic branding and communication. We begin by discussing the significance of establishing a strong online brand for financial planners. Next, we delve into the key components of effect...
May 18, 2024•20 sec•Season 5Ep. 15
Send us a text In 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 explore the core purpose of business development, which is to ensure the long-term sustainability and competitive positioning of financial advisory services. This includes discussing the ke...
May 11, 2024•31 min•Season 5Ep. 14
Send us a text In 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) designation with emerging trends such as micro credentialing and recognition of prior learning. Lelané shares her insights on how these elements are expected to integrate and evolve in the...
May 04, 2024•34 min•Season 5Ep. 13
Send us a text In 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 technological support. We explore how to effectively map out the client journey from the initial contact to ongoing management, pinpointing critical stages where intentional interactions can sign...
Apr 27, 2024•34 min•Season 5Ep. 12
Send us a text We 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, emphasising the need to start with a clear end in mind. He delves into the strategic choices that define his service delivery, including his strict adherence to fixed fee planning and proactive clie...
Apr 20, 2024•35 min•Season 5Ep. 11
Send us a text In 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, the Ring of Fellowship, the Ring of Treasury, and the Ring of Heraldry. Culminating the discussion, the Ring of Dominion, the one ring to rule them all, will be made known. This ring is the co...
Apr 13, 2024•29 min•Season 5Ep. 10
Send us a text In 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 often failure! Join us as we share these lessons, offering insights and reflections that resonate with anyone looking to navigate the complexities of life and business. This episode is a j...
Apr 06, 2024•28 min•Season 5Ep. 9
Send us a text In 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-term success in the industry. We begin by exploring the initial challenges Russell faced, including his experiences with the allure of immediate rewards versus his commitment to a long-term vi...
Mar 23, 2024•32 min•Season 5Ep. 8
Send us a text Welcome 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 sales activities. This episode aims to address this challenge and transform the way financial advisers view and approach selling. Come join me on a journey where I share and recount the mo...
Mar 16, 2024•27 min•Season 5Ep. 7
Send us a text We 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 grown and transformed over the years. Wessel shares his insights into the milestones that have shaped financial planning and how these changes impact both advisors and their clients. We also exp...
Mar 09, 2024•35 min•Season 5Ep. 6
Send us a text We 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 ever. The focus of this episode is to simplify these concepts and provide you with actionable and practical strategies to enhance your financial advisory practice. This week, we'll look clo...
Mar 02, 2024•34 min•Season 5Ep. 5
Send us a text Welcome 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 steady stream of clients coming in and adjust your business to do well in different markets. We'll give you tips on building strong one-on-one relationships and getting referrals. Plus, hear a s...
Feb 24, 2024•35 min•Season 5Ep. 4
Send us a text In 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 insights gained from years of experience. This episode peels back the layers of AI's influence on productivity and content creation, revealing a landscape where speed often trumps depth. We ...
Feb 17, 2024•33 min•Season 5Ep. 3
Send us a text Is 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'll question the common belief that more money means more happiness and suggest that feeling good about ourselves and finding meaning in what we do might be the real keys to being okay with ...
Feb 10, 2024•28 min•Season 5Ep. 2
Send us a text In 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 financial products. Learn how to streamline your offerings to better serve your clients and simplify decision-making. Client Book and Ideal Client Profile: Next, we explore your client book and the...
Feb 03, 2024•27 min•Season 5Ep. 1
Send us a text In 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, as well as the significance of a support system in achieving goals. She also recounts a touching experience where her advice helped a client diagnosed with cancer. The conversation sheds ligh...
Mar 03, 2023•14 min•Season 4Ep. 5
