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PODCAST

PROpulsion LIVE

Francois du Toit

Welcome to PROpulsion Live, your ultimate destination for all things related to building and running a successful financial planning business. Our weekly show is the essential resource for financial planners, advisors, paraplanners, and anyone in the financial services profession. Join us every Friday on YouTube for the live show as we explore the ins and outs of sales, marketing, technology, relationships, business strategy, personal development, and so much more.With over 200 episodes and

business

All Episodes

24:40

The Year to Explore: Mindset, Growth & Innovation

PROpulsion LIVE ·

2025/02/08

Send us a text Welcome to Season 6 of PROpulsion LIVE! This year’s theme is "Explore", and in this episode, we unpack what that means for financial planners in 2025. Francois du Toit from PROpulsion discusses: 🔹 Mindset shifts – The key to growth. 🔹 Learning as an adventure – Moving beyond compliance. 🔹 Experimentation – Testing and adapting for success. 🔹 Collaboration – Learning from others. 🔹 Technology & AI – The next frontier. 🔹 Letting go & doing the uncomfortable –

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30:48

2024's Top Lessons for Financial Planners

PROpulsion LIVE ·

2024/11/30

Send us a textIn this season finale of PROpulsion LIVE, we look back at 2024 and share the top lessons for financial planners. From simplifying processes to embracing new strategies, this episode captures the most impactful insights from the past year.We’ll cover the key takeaways that can help financial planners build better businesses, foster stronger client relationships, and achieve personal and professional growth. Whether you’re a financial planner, adviser, or firm owner, this episode is

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30:52

Move Beyond Financial Advice

PROpulsion LIVE ·

2024/11/24

Send us a textIn this episode of PROpulsion LIVE, we explore the journey from financial advice to comprehensive financial planning. We unpack the distinctions between brokers, financial advisers, and financial planners, highlighting how financial planning provides a deeper, more holistic approach to serving clients.Discover why moving beyond advice to a full planning model benefits both professionals and their clients. We’ll share actionable insights, practical steps, and real-world examples to help

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34:23

Business Financial Planning with Errol Meyer

PROpulsion LIVE ·

2024/11/16

Send us a textIn this episode of PROpulsion LIVE, we’re joined by Errol Meyer, a financial expert with over 30 years of industry experience and author of Business Financial Planning. Errol dives deep into the importance of business succession planning, the role of life insurance, and strategies for ensuring a strong financial future for businesses. With insights from his latest book, Errol shares practical guidance for advisers and business owners on creating robust plans that secure long-term

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34:32

Treating Advisers Fairly with Guy Holwill and Zeyn Ally

PROpulsion LIVE ·

2024/11/09

Send us a textIn this episode, we host an insightful panel discussion with Guy Holwill, CEO and founder of Fairbairn Consult, and Zeyn Ally, a senior leader with decades of experience in financial services. Together, they explore the power of Client Experience (CX) as a transformative tool for financial advisory success.Guy shares his perspective on how CX has evolved to become the ‘new marketing’ for advisors, and Zeyn dives into Fairbairn’s unique approach to creating an advisor-centric

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26:02

Alternative Revenue Streams for Financial Advisers...

PROpulsion LIVE ·

2024/11/02

Send us a textIn this episode of PROpulsion LIVE, we explore how financial advisers and planners can expand their income with alternative revenue streams. As the industry evolves, traditional models like asset-based fees and commissions aren’t always enough. Many advisers are finding value in diversifying their offerings to include subscription-based services, stand-alone planning, digital products, content creation, and consultancy.Gain valuable insights on creating a resilient and future-ready

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31:38

The Power of Life Insurance in Holistic Financial...

PROpulsion LIVE ·

2024/10/26

Send us a textIn this episode, we interview Mickey Gambale, a dynamic leader in financial services with experience across investments, insurance, and asset management. Mickey will share his insights on the crucial role of life insurance in holistic financial planning, offering practical advice for financial advisers on how to balance risk cover with investments.Mickey discusses how life insurance serves as the bedrock of financial planning, why it’s essential for protecting wealth, and how it can be

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31:05

How Pushing Physical Limits Fuels Business Success...

PROpulsion LIVE ·

2024/10/19

Send us a textGeorgina's Guiness World Record breaking swim - Watch Here - 19 April 2024 Donate to Georgina's cause -https://www.givengain.com/campaign/wa...Attend PROpulsion Ascend -Info: https://www.propulsion.co.za/propulsi...Agenda: https://www.propulsion.co.za/propulsi...Tickets: https://www.propulsion.co.za/propulsi...Take the Professional Practice 10.0 Scorecard --See how your business scores:🎯 https://www.propulsion.co.za/scoreytGet the Financial Advisor Playbook Now:

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27:35

Lessons for Financial Advisers from Rizanne...

PROpulsion LIVE ·

2024/10/12

Send us a textIn this episode of PROpulsion LIVE, we sit down with Rizanne Oosthuisen, founder and CEO of ProfileMe.app. Rizanne shares her entrepreneurial journey, from founding a start-up to leading the most innovative advice technology platform.We’ll explore how she built ProfileMe from the ground up, the lessons she learned as a woman in tech, and the strategies she used to create a strong team and culture. Rizanne also shares valuable advice for aspiring entrepreneurs and how to navigate the

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30:43

Mapping Your Personal Development Journey

PROpulsion LIVE ·

2024/10/05

Send us a textIn this special episode of PROpulsion LIVE, we dive deep into the crucial topic of personal development for financial professionals and business owners. Whether you're a financial planner, adviser, firm owner, or part of the broader financial services industry, this episode is designed to help you map out your own personal development journey.We’ll discuss why personal development is essential for professional success and how it can enhance client relationships, team management,

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30:32

Preparing Your Financial Planning Business for 2025

PROpulsion LIVE ·

2024/09/28

Send us a textIn this episode of PROpulsion LIVE, we dive into a key topic: how financial planners can prepare their businesses for success in 2025. With the rapid pace of change in the industry, it’s essential to focus on the right areas—both personally and professionally.We explore the critical skills financial planners need to develop, strategies for building a sustainable and differentiated business, how to strengthen your team, and how technology will play an even greater role moving

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37:24

Mastering the Biology of Success with Dr. Roddy Carter

PROpulsion LIVE ·

2024/09/21

Send us a textIn 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 emotions,

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29:00

Mastering the Business of Financial Planning with...

PROpulsion LIVE ·

2024/09/14

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: operations,

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28:47

Are Small Independent Financial Advisors at a Crossroad?

PROpulsion LIVE ·

2024/09/07

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 technology, branding, and

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34:22

Guiding Clients Through the Midlife Transition with...

PROpulsion LIVE ·

2024/08/31

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 meaning and

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26:47

Enhancing Client Engagement with Kirsty du Toit

PROpulsion LIVE ·

2024/08/24

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 can radically

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29:28

AI Trends and Challenges for the Future with Johan Steyn

PROpulsion LIVE ·

2024/08/17

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 challenges and

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36:27

The 2024 FPI Financial Planner of the Year Finalists

PROpulsion LIVE ·

2024/08/03

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 community involvement

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31:15

Helping Clients Make Small Changes for Big Results...

PROpulsion LIVE ·

2024/07/27

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 positive

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33:40

Simply Navigating Complexity with Lara Warburton

PROpulsion LIVE ·

2024/07/20

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 PROpulsion, and the role

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