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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. 14 - The ultimate solution to manage, split, track and analyse commission and revenue with Johan Vosloo

8/19/2019
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The biggest challenge (and frustration) for any FSP of any size is to manage commissions, ongoing fees, and other revenue. Each product provider has its own unique format for commission statements and even what they call different commissions. Commissions come in, commissions go out. Managing splits to advisors in the FSP or referral fees to outside professionals is a nightmare for most. Managing the FSP's finances is critical. Whether you are an independent working alone or whether you run...

Duration:00:51:49

Ep. 13 - How being simple by design has resulted in atWork becoming the most loved system for Financial Advisers with Trevor Stacey

7/23/2019
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atWork was the first cloud-based CRM system for Financial Advisers. The software was developed for the first time in 1998, long before the cloud became a thing and when users struggled with dial-up modems and the cost of making a call instead of the data they used. In this episode, we talk with Trevor Stacey, Director: Business Development for atWork to learn everything about the software and why they became so popular. We discuss the humble beginnings and the growth they went through over...

Duration:00:57:22

Ep. 12 - The key to increasing your value and crucial aspects all FSPs, key individuals and representatives must know about the 2019/2020 CPD cycle with Francois du Toit

7/9/2019
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Much has transpired in the last 6 weeks as the first CPD cycle came to an end on 31 May 2019. In this episode, we talk about what happened when the 2-month exemption was announced, Francois's Linkedin post that went viral and the comment that made the lightbulb go on. We discuss why CPD was introduced and why it plays a crucial role. We bust several myths that started to do the rounds, we clarify the exact requirements that must be adhered to and what FSPs and key individuals must have in...

Duration:00:27:17

Ep. 11 - Building a partnership practice in a tied environment and valuable lessons from the Financial Planner of the Year Competition with Henri le Grange

6/11/2019
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From the moment I met Henri le Grange, CFP® I was intrigued by the way they are building their practice, especially because it is inside a tied environment (not a franchise!) with a large well-known life assurance company. In 2018 Henri entered the prestigious Financial Planner of the Year Competition and was one of the top five finalists. We speak in depth about the competition, the lessons he learned and how they are using these lessons to better the practice. A specific aspect that...

Duration:00:52:40

Ep. 10 - New financial planning software in South Africa that enhances client engagement with Kirsty du Toit

6/4/2019
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This is our tenth episode, but the first episode dedicated to talking about technology for financial advisers and planners. Kirsty du Toit, CFP® together with Bennie Gouws, CFP®, Gary Winslow, CFP®, and Jonathan Brummer, CFA, CFP® recently started Work.That.Matters. Their entire purpose is to help financial advisors have better conversations with clients. Essentially, they are setting out to connect not only the head and the hands but also the heart. They believe that technology can be a...

Duration:00:42:01

Ep. 9 - How to leverage radio, television and social media to build your brand and new firm with Mduduzi Luthuli

5/28/2019
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Mduduzi Luthuli started Luthuli Capital, with his wife Trudy, two and a half years ago after he couldn't find the kind of wealth management job he envisioned. He went through a horrendous ordeal in 2014 that strengthened his views, commitment and determination to become the best financial adviser and investment manager he can be to his clients. Mduduzi managed to become a regular on both radio and television in this short space of time. We delve deep into how he managed to do that and...

Duration:00:58:22

Ep. 8 - Financial Wellness for Financial Advisers - Walking our own talk with Francois du Toit

5/21/2019
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Financial wellness is a topic we often discuss in relation to clients and consumers. However, a challenge for many financial advisers, especially in the early days, is to manage their own finances while building a new practice and ensuring their own financial wellness. Francois du Toit, CFP® discusses the first step that financial advisers can take to ensure financial wellness in their own lives. He goes on to discuss good and bad debt for financial advisers, the "fake it 'till you make it"...

Duration:00:23:11

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