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PROpulsion

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The Financial Professional's catalyst to exponential growth. PROpulsion is aimed at ambitious and driven Financial Professionals like Financial Planners, Financial Advisers, Accountants, Bookkeepers, Tax Practitioners as well as managers and consultants working in the Financial Services space. We go deep to help these professionals with starting, building and growing their practices, business- and personal branding, marketing and professional selling skills, technical knowledge and skills, suitable technology solutions, and staying informed on industry changes. Too many books, videos and blogs focus on what needs to be done, never sharing HOW to do it... step-by-step. That is what we do in PROpulsion. Through interviewing not only the well-known experts, but also Financial Professionals who are in the thick of building their practices, who have amazing stories to share and who have overcome many different challenges, we help to share the HOW-TO step-by-steps. If you are a Financial Professional wanting to break through to the next level, then PROpulsion is the show you have been waiting for.

The Financial Professional's catalyst to exponential growth. PROpulsion is aimed at ambitious and driven Financial Professionals like Financial Planners, Financial Advisers, Accountants, Bookkeepers, Tax Practitioners as well as managers and consultants working in the Financial Services space. We go deep to help these professionals with starting, building and growing their practices, business- and personal branding, marketing and professional selling skills, technical knowledge and skills, suitable technology solutions, and staying informed on industry changes. Too many books, videos and blogs focus on what needs to be done, never sharing HOW to do it... step-by-step. That is what we do in PROpulsion. Through interviewing not only the well-known experts, but also Financial Professionals who are in the thick of building their practices, who have amazing stories to share and who have overcome many different challenges, we help to share the HOW-TO step-by-steps. If you are a Financial Professional wanting to break through to the next level, then PROpulsion is the show you have been waiting for.
More Information

Location:

South Africa

Description:

The Financial Professional's catalyst to exponential growth. PROpulsion is aimed at ambitious and driven Financial Professionals like Financial Planners, Financial Advisers, Accountants, Bookkeepers, Tax Practitioners as well as managers and consultants working in the Financial Services space. We go deep to help these professionals with starting, building and growing their practices, business- and personal branding, marketing and professional selling skills, technical knowledge and skills, suitable technology solutions, and staying informed on industry changes. Too many books, videos and blogs focus on what needs to be done, never sharing HOW to do it... step-by-step. That is what we do in PROpulsion. Through interviewing not only the well-known experts, but also Financial Professionals who are in the thick of building their practices, who have amazing stories to share and who have overcome many different challenges, we help to share the HOW-TO step-by-steps. If you are a Financial Professional wanting to break through to the next level, then PROpulsion is the show you have been waiting for.

Language:

English

Contact:

27832758368


Episodes

Ep. 7 - Everything you want to know about running a fee-based practice with Arno Burger

5/14/2019
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Arno 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 model in South Africa in his own unique way. We discuss what led him to make the change and the journey and learnings over the years and we get into detail about his model. We discuss setting prices,...

Duration:00:57:27

Ep. 6 - How Mariette Tappan Became the First Certified Financial Transitionist® in Africa

5/7/2019
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With 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 the Financial Transitionist® Institute in America, founded by Susan Bradley. It took her 12 months and lots of effort to receive her certification and to become the first Certified Financial...

Duration:01:01:02

Ep. 5 - How do we attract, accommodate and support young financial planners with Wessel Oosthuizen

4/30/2019
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Wessel 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 of Verso Wealth in Cape Town. In the interview, we cover many aspects and challenges numerous people face in the financial planning profession and industry. Wessel shares how he pushed himself from...

Duration:01:21:28

Ep. 4 - How Russell Ho employs technology and automation to create efficiency and productivity in his one-man practice

4/23/2019
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Russell 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, thoughts and advice for all financial professionals. Russell talks about the experience he offers his clients and the process he follows to ensure he delivers every time. Apart from talking about this in...

Duration:01:19:37

Ep. 3 - Building a new national independent FSP from scratch in 2019 with Lizette Gerber

4/16/2019
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Many 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 Lizette Gerber CFP®, MBA, Head of Operations at Financial Solutions for Professionals, FS4P for short, a new independent financial services provider she is helping to build. She discusses their...

Duration:01:08:18

Ep. 2 - How Kobus Kleyn builds his strong personal brand through Social Media and how he runs his highly successful practice

4/8/2019
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Kobus 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 it as well. We get to know the man behind the well-known brand he created for himself. Kobus reveals information about himself that has not been discussed on any other platform before, and why he does...

Duration:01:34:26

Ep. 1 - How a clear vision helps André Steenkamp build All-Gen Group that employs more than 70 people in just 6 years

3/30/2019
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The 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.

Duration:01:39:13

Ep. 0 - Introducing PROpulsion to Financial Professionals

3/29/2019
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2 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 aimed at, the PROpulsion mission, the format, guests, and how it came about that he finally took action to start the podcast. Visit propulsion.co.za for more and to subscribe to our podcast.

Duration:00:13:47