PODCAST

PROpulsion

Francois du Toit

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.

Building the Financial Planning Practice of your Dreams ft. Terence Tobin
2d ago
34 mins
Time to bring financial marketing into the 21st century ft. Dan GrahamHow to reach your full potential today ft. Ronel Jooste
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 empowering people about various finance-related topics.The Ronel Jooste Dream Foundation aims to take financial literacy and entrepreneurship to the communities to prevent poverty, create jobs and create a better standard of living for everybody.Francois du Toit talks to Ronel about how we can unlock our full potential and achieve long-lasting success in all areas of our lives. Some of the topics they touch on include:👉 The importance of holistic well-being to achieve success and reach your full potential.👉 Why education is so important within the financial industry.👉 The Ronel Jooste Dream Foundation collaborates with the SA Council for Business Women helping 5 aspiring women entrepreneurs to start and grow a successful & sustainable business. Any Gauteng-based aspiring women entrepreneur or businesswoman in their first year of running a business can enter. ---- Connect with Ronel ----LinkedIn: https://www.linkedin.com/in/roneljooste/Website: www.financiallyfitlife.co.za / www.physeqfit.co.za Financially Fit YouTube Channel: https://www.youtube.com/channel/UCNxhoBjk_oaiB1td0u0A8ow---- Please subscribe to our YouTube channel ----https://www.propulsion.co.za/live---- Learn more about PROpulsion Pro ----https://www.propulsion.co.za/pro---- Connect with Us ----Website:  https://www.propulsion.co.zaPROpulsion LIVE Portal: https://hello.profileme.co.za/propulsionWhatsapp: https://www.propulsion.co.za/whatsappTwitter:  https://twitter.com/propulsionliveLinkedIn:  https://www.linkedin.com/in/francoisdtzaInstagram: https://www.instagram.com/propulsionliveTikTok: https://www.tiktok.com/@propulsionlive
Apr 30 2022
35 mins
Demonstrating the true value of financial advice ft. Edden KiftLifedocs helps you take control before it is too late ft. Geoffrey Harmuth
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 due to unknown and unclaimed policies in SA is sitting at R44.9 billion in unclaimed pension funds alone.🔒 Costly and prolonged winding up of an estate. Executors often have to start with no will in place and it can take years to eventually wind up an estate. Debit orders continue to run, rates and taxes pile up, etc.🔒 Families can be left destitute if a single breadwinner has not managed his/her legacy.🔒 Financial Advisors and Estate Planners struggle to have a holistic up-to-date view of their customers’ data. When the time comes to act, it’s a challenge to get all the right information and people together.Lifedocs created a secure, digitally connected document management system that gives Financial Advisors and Estate Planners a centralised and easier way to plan for life and legacy with their clients.In this episode, Francois du Toit talks to Geoffrey Harmuth CA(SA), co-founder and CEO of Lifedocs. They unpack the challenges and solution to the problem when it comes to keeping track of a client's entire estate before it is too late.---- Connect with Geoffrey and Lifedocs ----LinkedIn: https://www.linkedin.com/in/geoffrey-harmuth/Website: https://www.lifedocs.co.za/---- Lastpass - Password Manager ----https://www.propulsion.co.za/lastpass(affiliate link we earn a small commission and you help support the podcast)---- Please subscribe to the YouTube channel ----https://www.propulsion.co.za/live---- Learn more about PROpulsion Pro ----https://www.propulsion.co.za/pro---- Connect with Us ----Website:  https://www.propulsion.co.zaPROpulsion LIVE Portal: https://hello.profileme.co.za/propulsionTwitter:  https://twitter.com/propulsionliveLinkedIn:  https://www.linkedin.com/in/francoisdtzaInstagram: https://www.instagram.com/propulsionliveTikTok: https://www.tiktok.com/@propulsionlive
Apr 9 2022
38 mins
Embrace technology to grow your practice and take back your life ft. Gustav Neethling
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 stressed, burnt out, and financially and emotionally bankrupt we become.The solution is to engage with technology to improve 1% across a range of facets and aspects of the business.Financial advisors and planners need to be flexible and accommodating to a changing environment. We must embrace change and integrate technology to improve efficiencies. In this episode, Francois du Toit speaks to Gustav Neethling, the Director of The Financial Emporium as well as WealthPro, to unpack all of this and to discuss solutions and practical approaches to growing with confidence but without stress.---- Connect with Gustav ----Financial Emporium: http://www.financialemporium.com/WealthPro: http://www.wealthpro.co.za/LinkedIn: https://www.linkedin.com/in/gustav-neethling-49728a50/---- Please subscribe to the YouTube channel ----https://www.propulsion.co.za/live---- Learn more about PROpulsion Pro ----https://www.propulsion.co.za/pro---- Connect with Us ----Website:  http://www.propulsion.co.zaPROpulsion LIVE Portal: https://hello.profileme.co.za/propulsionTwitter:  https://twitter.com/propulsionliveLinkedIn:  https://www.linkedin.com/in/francoisdtzaInstagram: https://www.instagram.com/propulsionliveTikTok: https://www.tiktok.com/@propulsionlive#technology #financialplanners #practicemanagement
Apr 2 2022
43 mins
Costly mistakes to avoid in your financial planning practiceDelivering a new required level of customer experienceCarving out a niche and owning it across all aspects ft. Stefan Bothma & Werner Hattingh5 top must-have technology tools for your practice in 2022
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 1998, we have seen the evolution of not only technology but the profession at large. We have seen the impact of both great tech solutions and inappropriate tech solutions on businesses.In today's episode, we share the top 5 technology tools to consider for your financial planning practice as well as their value and expected impact.---- Watch the full episode on YouTube ----https://youtu.be/dgBmXoFQMXc---- GLOBAL FINANCIAL PLANNING CONFERENCE 2022 ----17 to 18 May 2022Tickets: https://www.propulsion.co.za/gfpc22Sponsorships opportunity: https://www.propulsion.co.za/gfpc22sponsor---- ProfileMe ----https://profileme.app/---- Learn more about PROpulsion Pro ----https://www.propulsion.co.za/pro---- Connect with Us ----Website:  http://www.propulsion.co.zaPROpulsion LIVE Portal: https://hello.profileme.co.za/propulsionTwitter:  https://twitter.com/propulsionliveLinkedIn:  https://www.linkedin.com/in/francoisdtzaInstagram: https://www.instagram.com/propulsionliveTikTok: https://www.tiktok.com/@propulsionlive
Mar 5 2022
41 mins
Financial Planner Productivity and Time Management SecretsUnbelievable lessons for financial planners from a Pro MTB coach ft. Barry AustinThe value and the curse of free in practiceOvercoming patterns that keep you stuck ft. Lisa Linfield
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 thinking patterns that were keeping her stuck. As she worked with her clients to shift their financial positions, she realised they too struggled to change the thinking patterns that kept them financially stuck.And so she did what she always does when confronted with a puzzle. She researched how to solve it.The big frustration though was that all the books out there seemed to hold one piece of the puzzle. One helped you change habits. One spoke of achieving goals. One focussed on mindset. One was grounded in brain science. None brought all the pieces of the puzzle together.So she wrote that book. Deep Grooves: Overcoming Patterns That Keep You Stuck is the one book you need to make changes to your life that lasts a lifetime.Lisa Linfield is a personal finance expert, keynote speaker, course creator and host of her podcast Working Women’s Wealth. Lisa is a board Certified Financial Planner (CFP) and is CEO of a wealth and investment management business, Southern Pride Wealth. She has two honours degrees (one in Financial Planning) and has studied at Oxford, Insead and London Business School. ---- Get in touch with Lisa ----Website: https://www.lisalinfield.comLinkedIn: https://www.linkedin.com/in/lisa-linfield/Working Women's Wealth Podcast: https://workingwomenswealth.com/---- 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.zaPROpulsion LIVE Portal: https://hello.profileme.co.za/vcfTwitter:  https://twitter.com/francoisdtzaLinkedIn:  https://www.linkedin.com/in/francoisdtzaInstagram: https://www.instagram.com/francoisdtza ---- Learn with Us ---- Online CPD:  https://learn.circulus.co.za/courses/Webinars:  https://learn.circulus.co.za/course-category/webinars/Podcast: https://www.propulsion.co.za/category/podcasts/Articles:  https://www.propulsion.co.za/category/article/ ----Attribution---- Sound effects from Zapsplat.com
Jul 16 2021
36 mins
Staying in the helicopter ft. Juanita Vorster
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 their latest book, Staying in the helicopter® - the key to sustained profitable growth, that is just being launched. Expect a lively conversation packed with practical advice you can implement in your business or practice today.---- More about Juanita Vorster ----Get the books: https://www.theceoexperts.com/books.html About Juanita Vorster: https://www.juanitavorster.com/about-juanita.html About Roger Harrop: https://www.rogerharrop.com/about_roger/ ---- 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.zaPROpulsion LIVE Portal: https://hello.profileme.co.za/vcfTwitter:  https://twitter.com/francoisdtzaLinkedIn:  https://www.linkedin.com/in/francoisdtzaInstagram: https://www.instagram.com/francoisdtza ---- Learn with Us ---- Online CPD:  https://learn.circulus.co.za/courses/Webinars:  https://learn.circulus.co.za/course-category/webinars/Podcast: https://www.propulsion.co.za/category/podcasts/Articles:  https://www.propulsion.co.za/category/article/ ----Attribution---- Sound effects from Zapsplat.com
Jul 9 2021
48 mins
Slow down to go fasterS2E15 - Midlife Money Makeover ft. Kim PotgieterS2E14 - Understanding your client's Financial DNA® using Money EQ ft. Robyn Clay and Hendrik Crafford
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- Discovering their behavioural biases- Assessing your clients' market mood- Improving goals discovery- Collaboration to articulate your clients' quality-of-life desiresJoin us for an insightful discussion with Robyn Clay from Hadeda and also hear from Hendrik Crafford CFP® Certified Integral Coach® on his experience using Money EQ with his clients.---- Connect with the guests ----Hadeda - https://www.hadeda.co.za/Connect with Robyn Clay on LinkedInConnect with Hendrik Crafford on LinkedIn---- 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.zaPROpulsion LIVE Portal: https://hello.profileme.co.za/vcfTwitter:  https://twitter.com/francoisdtzaLinkedIn:  https://www.linkedin.com/in/francoisdtzaInstagram: https://www.instagram.com/francoisdtza ---- Learn with Us ----Online CPD:  https://learn.circulus.co.za/courses/Webinars:  https://learn.circulus.co.za/course-category/webinars/Podcast: https://www.propulsion.co.za/category/podcasts/Articles:  https://www.propulsion.co.za/category/article/ ----Attribution---- Sound effects from Zapsplat.com
Jul 3 2021
38 mins
S2E13 - 7 books that will positively impact your life
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 audiobooks, they are the way we learn, share, become enlightened, gain new insights, and ultimately grow through the conversations we have on the back of our newfound knowledge and the things we implement into our lives.In today's episode, we share 7 books that will positively impact your life.Financial Coaching segment presented by Hendrik Crafford from Craffies Coaching.----Watch the episode on YouTube----https://youtu.be/F1Jh__yQLCc—- 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.zaPROpulsion LIVE Portal: https://www.propulsion.co.za/portalTwitter:  https://twitter.com/francoisdtzaLinkedIn:  https://www.linkedin.com/in/francoisdtzaInstagram: https://www.instagram.com/francoisdtza—- Learn with Us —-Online CPD:  https://learn.circulus.co.za/courses/Webinars:  https://learn.circulus.co.za/course-category/webinars/Podcast: https://www.propulsion.co.za/category/podcasts/Articles:  https://www.propulsion.co.za/category/article/—-Attribution—-Sound effects from Zapsplat.com
May 10 2021
55 mins
S2E12 - The one key you need for success
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 things to different people. Success looks different for different people. There are several things needed to achieve long-term and sustainable success. However, there is ONE key that is critical to achieving success.In this episode, we talk about which key it is, why without it you are unlikely to achieve success, and how you can strategize and have a structure that helps you incorporate this key into everything you do.With the ultimate aim to achieve long-term, sustainable success as you see it.Update segment presented by Francois du Toit, Director of PROpulsion Learning and Technology.—-Watch the episode on YouTube—-https://youtu.be/LBFsx28d-VE—- 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.zaPROpulsion LIVE Portal: https://www.propulsion.co.za/portalTwitter:  https://twitter.com/francoisdtzaLinkedIn:  https://www.linkedin.com/in/francoisdtzaInstagram: https://www.instagram.com/francoisdtza—- Learn with Us —-Online CPD:  https://learn.circulus.co.za/courses/Webinars:  https://learn.circulus.co.za/course-category/webinars/Podcast: https://www.propulsion.co.za/category/podcasts/Articles:  https://www.propulsion.co.za/category/article/—-Attribution—-Sound effects from Zapsplat.com
May 1 2021
51 mins