PROpulsion

PROpulsion

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.

Episodes

May 21, 2022 34 min

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...

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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 televi...

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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 cli...

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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...

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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 ...

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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.

Som...

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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 w...

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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 Z...

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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 ...

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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 episo...

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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 success...

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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/propu...

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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...

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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 ...

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    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 se...

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    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.

    ...

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    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...

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    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 d...

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    July 3, 2021 33 min

    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

    PROp...

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    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....

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