PROpulsion LIVE

In this episode of the Propulsion podcast, host Francois Du Toit interviews financial planner and wealth coach, Ursula Molefe, about her experience at a Lean In Circle vision board session. Ursula shares the importance of reflecting on values and beliefs when creating a vision for the future, as well as the significance of a support system in achieving goals. She also recounts a touching experience where her advice helped a client diagnosed with cancer. The conversation sheds light on the deeper meanings and motivations behind success and financial planning. Listeners are encouraged to consider their own values and goals as they pursue financial health.Join us at PROpulsion Tech, a live virtual event focused on technology for the financial planning profession. This 2-day event taking place on 7 & 8 March 2023 will feature punchy keynotes, insightful panel discussions, and live demos and showcases from industry experts. With a focus on staying up-to-date with the latest technology trends, this is an opportunity you don't want to miss.

In this episode of Propulsion, host Francois Du Toit talks with key account specialist, Tumelo Thwala, about her experience with creating a personal vision board at a Lean In Circle session for women in financial planning. Tumelo discusses how the process of putting together a vision board helped her to answer personal questions and develop a plan for achieving her goals in both her career and personal life. She also highlights the importance of keeping the vision board visible and using it as a tool for taking actionable steps toward achieving her goals. Tumelo shares her positive experience with the Lean In Circle, describing it as a collaborative and supportive environment for growth and learning in the challenging financial planning industry. Join us at PROpulsion Tech, a live virtual event focused on technology for the financial planning profession. This 2-day event taking place on 7 & 8 March 2023 will feature punchy keynotes, insightful panel discussions, and live demos and showcases from industry experts. With a focus on staying up-to-date with the latest technology trends, this is an opportunity you don't want to miss.

In this episode of the Propulsion podcast, host Francois Du Toit interviews Amanda Dusse, the owner of a Liberty franchise specializing in financial planning. Amanda shares her personal story of why she entered the financial planning industry and how the loss of her brother motivated her to educate others about the importance of financial planning. The interview takes place during a Lean In vision board session, where Amanda discusses the benefits of creating a vision board and how it has helped her be more intentional in her thoughts and actions. She also talks about the role of vision boards in her financial planning practice, including potentially using them to help clients with their financial planning. Amanda also shares her positive experiences with the Lean In community and the value of being able to share openly and learn from others. Join us at PROpulsion Tech, a live virtual event focused on technology for the financial planning profession. This 2-day event taking place on 7 & 8 March 2023 will feature punchy keynotes, insightful panel discussions, and live demos and showcases from industry experts. With a focus on staying up-to-date with the latest technology trends, this is an opportunity you don't want to miss.

In this episode of the Propulsion podcast, host Francois Du Toit speaks with Zee Gumede, a financial adviser specializing in healthcare. Zee discusses her passion for serving others and her desire to continually improve herself and her craft. She shares her experience attending a Lean In Circle vision board session and how it helped her assess where she is and what she needs to do to better herself. Zee emphasizes the importance of being truthful to oneself and prioritizing what is important to each individual, whether it is work, family, or something else.Zee also talks about her involvement in Lean In Circle, a community that supports women in financial planning and encourages them to uplift and hold each other up. She praises the uniqueness of the group, with women from various backgrounds and experiences coming together to find common ground and help each other succeed.The episode concludes with a reminder that creating a vision board is not just a one-time thing but a continuous process of reassessment and improvement. Join us at PROpulsion Tech, a live virtual event focused on technology for the financial planning profession. This 2-day event taking place on 7 & 8 March 2023 will feature punchy keynotes, insightful panel discussions, and live demos and showcases from industry experts. With a focus on staying up-to-date with the latest technology trends, this is an opportunity you don't want to miss.

In this episode of the Propulsion podcast, host Francois Du Toit speaks with Certified Financial Planner® Professional, Tsungai Masendeke, about her journey to financial planning and her passion for empowering women to create generational wealth.Tsungai shares how her experience of financial exclusion at university inspired her to learn more about wealth creation and financial planning. She also discusses her initiative, Moms and Money, which focuses on educating and empowering women to better manage their finances. The conversation touches on the importance of financial literacy for children and the benefits of goal-based investing. Tsungai also shares her experience as part of the Lean In Circle community, where she has found a sense of belonging and collaboration with other women in the male-dominated financial services industry. The episode ends with a discussion of the value of vision boards and setting clear goals to achieve success.Join us at PROpulsion Tech, a live virtual event focused on technology for the financial planning profession. This 2-day event taking place on 7 & 8 March 2023 will feature punchy keynotes, insightful panel discussions, and live demos and showcases from industry experts. With a focus on staying up-to-date with the latest technology trends, this is an opportunity you don't want to miss.

David Ansara returns to the show and he discusses current issues, what he sees for the future, and his new appointment as CEO of the FMF. We highlight key risks facing South Africa.--- Watch the full episode on our YouTube channel ---https://youtu.be/zZSY2y5jkQ4Click the SUBSCRIBE button while you're there ;)--- PROpulsion Tech 2023 ---Save the date: https://www.propulsion.co.za/tech--- Taxspace Software ---Taxspace is our own proprietary software helping financial planners, advisers, paraplanners, tax practitioners, etc. turn their client's tax into opportunity.PROpulsion Pro members get 10% off for the first 12 months.Website: https://www.taxspace.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/propulsionWhatsapp: https://www.propulsion.co.za/whatsappTwitter:  https://twitter.com/propulsionliveLinkedIn:  https://www.linkedin.com/in/francoisdtzaInstagram: https://www.instagram.com/propulsionlive#economy #financialplanning #southafricaJoin us at PROpulsion Tech, a live virtual event focused on technology for the financial planning profession. This 2-day event taking place on 7 & 8 March 2023 will feature punchy keynotes, insightful panel discussions, and live demos and showcases from industry experts. With a focus on staying up-to-date with the latest technology trends, this is an opportunity you don't want to miss.

This is our 200th episode! It is a milestone that was unthinkable a few short years ago.Join us in celebrating this momentous occasion!And we have a special guest!None other than renowned economist, Dawie Roodt!Francois du Toit and Dawie Roodt discusses the future of South Africa from an economic point of view and what Financial Planners must consider when giving advice and guidance to clients.Come celebrate with us!---- Connect with our guest ----Dawie Roodt - LinkedIn: https://www.linkedin.com/in/dawie-roodt-9a641913/Website: https://www.dawieroodt.co.za/ | https://www.efw.co.zaAbout Dawie: Dawie Roodt is a founder, Director and Chief Economist of the Efficient Group. He serves on a variety of investment committees within the Efficient Group. Dawie’s latest role is that of Chairmen of Efficient Private Clients, of which Efficient Group is the majority shareholder. Dawie is a nationally renowned economist, with over 30 years’ experience. He specialises in monetary-, fiscal policy and is currently doing extensive research on the possible impact of “crypto” currencies on monetary policy. He is closely involved with the management of client asset portfolios. His interest in international and local politics has grown and he has become knowledgeable in the field of politics as well. Dawie is ranked the most referenced economists in the country and received the prestigious Economist of the year award by Media 24, a media house. He has been the anchor presenter of the television program Ontbytsake for the past 19 years.---- Jersey Finance - Future Proofing Wealth ----Johannesburg: https://www.jerseyfinance.je/events/jersey-finance-future-proofing-wealth-johannesburg/Cape Town: https://www.jerseyfinance.je/events/jersey-finance-future-proofing-wealth-cape-town/---- Watch the full episode on our YouTube channel ----https://youtu.be/hDgRCKrGyXYClick the SUBSCRIBE button while you're there ;)---- PROpulsion Tech 2023 ----Save the date: https://www.propulsion.co.za/tech---- Taxspace Software ----Taxspace is our own proprietary software helping financial planners, advisers, paraplanners, tax practitioners, etc. turn their client's tax into opportunity.PROpulsion Pro members get 10% off for the first 12 months.Website: https://www.taxspace.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/propulsionWhatsapp: https://www.propulsion.co.za/whatsappTwitter:  hJoin us at PROpulsion Tech, a live virtual event focused on technology for the financial planning profession. This 2-day event taking place on 7 & 8 March 2023 will feature punchy keynotes, insightful panel discussions, and live demos and showcases from industry experts. With a focus on staying up-to-date with the latest technology trends, this is an opportunity you don't want to miss.

Oh, the compliance BURDEN! The high cost associated with compliance. Not only from a monetary point of view but especially from a time point of view.Clients could not be bothered with all the paperwork and are often frustrated by the process and the time involved. But it has to be done.We often hear financial advisers complain that we are over-regulated and that compliance is killing the profession and small financial advice businesses.Join Francois du Toit and Julie Anley, co-founder of Lemonaide, a RegTech business that developed Beeswax, a leading case management software for ease of compiling and generating customer due diligence reports.Julie shares a fresh perspective on the value of compliance and will make you rethink its role.---- Connect with our guest ----Julie Anley - LinkedIn: https://www.linkedin.com/in/julie-anley-1316933a/Website: https://lemonaideriskbureau.com/About Lemonaide: We are, at our core, an information technology business with a chosen specialization in the realm of Compliance.---- Jersey Finance - Future Proofing Wealth ----Johannesburg: https://www.jerseyfinance.je/events/jersey-finance-future-proofing-wealth-johannesburg/Cape Town: https://www.jerseyfinance.je/events/jersey-finance-future-proofing-wealth-cape-town/---- Please watch the full episode on our YouTube channel ----https://youtu.be/gwyIGcRLXEAClick the SUBSCRIBE button while you are there ;)---- PROpulsion Tech 2023 ----Save the date: https://www.propulsion.co.za/tech---- Taxspace Software ----Taxspace is our own proprietary software helping financial planners, advisers, paraplanners, tax practitioners, etc. turn their client's tax into opportunity.PROpulsion Pro members get 10% off for the first 12 months.Website: https://www.taxspace.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/propulsionWhatsapp: https://www.propulsion.co.za/whatsappTwitter:  https://twitter.com/propulsionliveLinkedIn:  https://www.linkedin.com/in/francoisdtzaInstagram: https://www.instagram.com/propulsionlive#compliance #financialplanning #regulationJoin us at PROpulsion Tech, a live virtual event focused on technology for the financial planning profession. This 2-day event taking place on 7 & 8 March 2023 will feature punchy keynotes, insightful panel discussions, and live demos and showcases from industry experts. With a focus on staying up-to-date with the latest technology trends, this is an opportunity you don't want to miss.

Since 2004, Financial Advisers in South Africa have been adapting to the FAIS Act as the main legislation regulating the industry and profession. We have come a long way. And now things are set to change again.The COFI Bill (Conduct of Financial Institutions) aims to significantly streamline the legal landscape for conduct regulation in the financial sector, and to give legislative effect to the market conduct policy approach.Join Francois du Toit and Anton Swanepoel, renowned practice management and compliance coach, for an update on this important looming change.---- Connect with our guest ----Anton Swanepoel - LinkedIn: https://www.linkedin.com/in/anton-swa...Website: https://www.trustedadvisor.co.za/About Trusted Advisor: Our purpose is to equip, support, inspire, and encourage every financial advisor and an intermediary who aspires to be a Trusted Advisor and desires to establish and grow a successful practice.---- Please watch the full episode on our YouTube channel ----Click the SUBSCRIBE button wile you are there ;)---- PROpulsion Tech 2023 ----Save the date: https://www.propulsion.co.za/tech---- Taxspace Software ----Taxspace is our own proprietary software helping financial planners, advisers, paraplanners, tax practitioners, etc. turn their client's tax into opportunity.PROpulsion Pro members get 10% off for the first 12 months.Website: https://www.taxspace.app---- Learn more about PROpulsion Pro ----https://www.propulsion.co.za/pro---- Connect with Us ----Website:  Join us at PROpulsion Tech, a live virtual event focused on technology for the financial planning profession. This 2-day event taking place on 7 & 8 March 2023 will feature punchy keynotes, insightful panel discussions, and live demos and showcases from industry experts. With a focus on staying up-to-date with the latest technology trends, this is an opportunity you don't want to miss.

So should you really care about this as a financial adviser who uses investment platforms or even as an end client invested via an investment platform into the market? Well, that answer is a resounding YES. Yes, you should care because whether you like to believe it or not, changing or re-platforming an investment platform business is not for the faint-hearted. As we saw in the UK and other parts of the world, high project costs in the hundreds of millions (sterling, that is) and project delays seem par for the course. An unconventional executive with a need for speed (fast cars and even faster bikes), Mickey has over the last 20 years built up his business experience to include a vast range of financial service skills.He really has done everything – from starting a micro-lending and E-commerce business to being an executive at corporate level – and has the tertiary education to back it.Join Francois du Toit and Mickey Gambale, Executive at INN8, for a deep-dive discussion on this very important topic and get ahead with understanding the impact this will have and you, your practice, and your clients.Join us LIVE for the best experience and to engage with us.---- Connect with our guest ----Mickey Gambale - LinkedIn: https://www.linkedin.com/in/mickey-gambale-b578b53/Website: https://inn8.co.zaAbout INN8: We partner and support wealth managers of the future: the financial visionaries who guide their clients through new and uncertain times, providing tailored and invaluable advice that helps their clients achieve their investment vision.​ ---- Please subscribe to the YouTube channel ----Click the SUBSCRIBE button while you are there ;)---- Speaker and Influencer Programme 2023 Application ----Closes 31 October 2022Apply now: https://financialplanningconference.global---- PROpulsion Tech 2023 ----Save the date: https://www.propulsion.co.za/tech---- Taxspace Software ----Taxspace is our own proprietary software helping financial planners, advisers, paraplanners, tax practitioners, etc. turn their client's tax into opportunity.PROpulsion Pro members get 10% off for the first 12 months.Website: https://www.taxspace.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/propulsionWhatsapp: https://www.propulsion.co.za/whatsappTwitter:  https://twitter.com/propulsionliveLinkedIn:  https://www.linkedin.com/in/francoisdtzaInstagram: https://www.instagram.com/propulsionlive#financialplanning #investing #platformJoin us at PROpulsion Tech, a live virtual event focused on technology for the financial planning profession. This 2-day event taking place on 7 & 8 March 2023 will feature punchy keynotes, insightful panel discussions, and live demos and showcases from industry experts. With a focus on staying up-to-date with the latest technology trends, this is an opportunity you don't want to miss.

You are at a point where you have too much work to do yourself and you have to make the decision whether you are going to appoint someone or outsource to a virtual assistant.In the new connected virtual world, it has become more feasible to make use of virtual services. However, you have probably never done this before. You may be feeling unsure about where to start, what to consider, and who you can approach.Virtual assistance offers many benefits but it also may not be for everyone.Join Francois du Toit for a discussion with Henry Walton, founder of AVirtual and PrimePixels. These businesses enable SMEs to access high-quality marketing and administration professionals & services through monthly flexible & affordable retainers with no long-term contracts.We discuss important aspects that must be considered when you want to make use of virtual assistants and we share practical examples of what works well and what does not.---- Connect with our guest ----Henry Walton - Email:  henry@primepixels.mediaWebsite:  https://avirtual.co.uk / https://primepixels.mediaAbout AVirtual: We enable SMEs to access high-quality marketing and administration professionals & services through monthly flexible & affordable retainers with no long-term contracts. ---- Please watch the full episode on our YouTube channel ----https://youtu.be/qzD51efToz4Click the SUBSCRIBE button while you are there ;)---- Speaker and Influencer Programme 2023 Application ----Apply now: https://financialplanningconference.global---- PROpulsion Tech 2023 ----Save the date: https://www.propulsion.co.za/tech---- Taxspace Software ----Taxspace is our own proprietary software helping financial planners, advisers, paraplanners, tax practitioners, etc. turn their client's tax into opportunity.PROpulsion Pro members get 10% off for the first 12 months.Website: https://www.taxspace.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/propulsionWhatsapp: https://www.propulsion.co.za/whatsappTwitter:  https://twitter.com/propulsionliveLinkedIn:  https://www.linkedin.com/in/francoisdtzaInstagram: https://www.instagram.com/propulsionlive#virtualassistant #financialplanning #financialadvisor #financialplannerJoin us at PROpulsion Tech, a live virtual event focused on technology for the financial planning profession. This 2-day event taking place on 7 & 8 March 2023 will feature punchy keynotes, insightful panel discussions, and live demos and showcases from industry experts. With a focus on staying up-to-date with the latest technology trends, this is an opportunity you don't want to miss.

We are excited to host the 3 Financial Planner of the Year for 2022 finalists on PROpulsion Live this week.Join us and meet Palesa Dube, Hendrik Spies, and Tom Brukman.3 dynamic young financial planners who will share their journeys and stories with us, what the process has been like for them this year, and what the biggest value was they got out of participating.---- Please watch the full episode on our YouTube channel ----https://youtu.be/oKIRRgDwyZUClick the SUBSCRIBE button while you are there ;)---- Speaker and Influencer Programme 2023 Application ----Apply now: https://financialplanningconference.global---- PROpulsion Tech 2023 ----Save the date: https://www.propulsion.co.za/tech---- Taxspace Software ----Taxspace is our own proprietary software helping financial planners, advisers, paraplanners, tax practitioners, etc. turn their client's tax into opportunity.PROpulsion Pro members get 10% off for the first 12 months.Website: https://www.taxspace.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/propulsionWhatsapp: https://www.propulsion.co.za/whatsappTwitter:  https://twitter.com/propulsionliveLinkedIn:  https://www.linkedin.com/in/francoisdtzaInstagram: https://www.instagram.com/propulsionlive#practicemanagement #financialplanner #fpoy2022Join us at PROpulsion Tech, a live virtual event focused on technology for the financial planning profession. This 2-day event taking place on 7 & 8 March 2023 will feature punchy keynotes, insightful panel discussions, and live demos and showcases from industry experts. With a focus on staying up-to-date with the latest technology trends, this is an opportunity you don't want to miss.

The advisory landscape changed significantly during the 2008 financial crisis. And now, it has done so again after the COVID-19 pandemic. Only this time the shift was even greater and much faster.The old way of running and building a financial planning or wealth management practice is no longer sustainable.In this episode, Francois du Toit talks with Ian van Schoor, CEO of Adviceworx, about the advisory landscape and how it is changing at a rapid pace.Francois and Ian discuss:✅ Traditional approach versus daring to be different✅ The importance of data✅ What it means to be truly technology-enabled advice- and client-led✅ The changing consumer✅ And more!---- Please watch the video on our YouTube channel ----https://youtu.be/pHaO7_vZBPMClick the SUBSCRIBE button while you're there ;)---- PROpulsion Tech 2023 ----Save the date: https://www.propulsion.co.za/tech---- Taxspace Software ----Taxspace is our own proprietary software helping financial planners, advisers, paraplanners, tax practitioners, etc. turn their client's tax into opportunity.PROpulsion Pro members get 10% off for the first 12 months.Website: https://www.taxspace.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/propulsionWhatsapp: https://www.propulsion.co.za/whatsappTwitter:  https://twitter.com/propulsionliveLinkedIn:  https://www.linkedin.com/in/francoisdtzaInstagram: https://www.instagram.com/propulsionlive#practicemanagement #financialadviser #businessJoin us at PROpulsion Tech, a live virtual event focused on technology for the financial planning profession. This 2-day event taking place on 7 & 8 March 2023 will feature punchy keynotes, insightful panel discussions, and live demos and showcases from industry experts. With a focus on staying up-to-date with the latest technology trends, this is an opportunity you don't want to miss.

Here is a truth no financial adviser can deny: At some point, you will want to exit your practice (for whatever reason) and then you need your financial advisory practice to be worth as much as possible.Simply doing the work of a financial adviser well, building assets under management, charging fees, and providing good service is not enough!Building a business that is exponentially worth more by the time you want to exit requires a different level of mindset, thinking, strategizing, and action.In this episode, we discuss making the leap from a financial adviser to a business owner, even if you still fulfill the role of a financial adviser in the business or practice.---- Please Watch the Full Episode on our YouTube channel ----https://youtu.be/O4LwZrqUFbsClick the SUBSCRIBE button while you are there ;)---- Taxspace Software ----Taxspace is our own proprietary software helping financial planners, advisers, paraplanners, tax practitioners, etc. turn their client's tax into opportunity.PROpulsion Pro members get 10% off for the first 12 months.Website: https://www.taxspace.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/propulsionWhatsapp: https://www.propulsion.co.za/whatsappTwitter:  https://twitter.com/propulsionliveLinkedIn:  https://www.linkedin.com/in/francoisdtzaInstagram: https://www.instagram.com/propulsionlive#practicemanagement #financialadviser #businessJoin us at PROpulsion Tech, a live virtual event focused on technology for the financial planning profession. This 2-day event taking place on 7 & 8 March 2023 will feature punchy keynotes, insightful panel discussions, and live demos and showcases from industry experts. With a focus on staying up-to-date with the latest technology trends, this is an opportunity you don't want to miss.

Every financial planner and financial adviser is complaining that they do not have enough time to spend with clients. Instead, their time is consumed by administration, compliance, emails, preparation, and staff issues.In almost all cases it is evident that the financial planner or adviser feels obligated and responsible to deal with each of these aspects personally. The cost of employing more staff both from a monetary and effort point of view seems not feasible to them in most cases.However, there are alternatives!In this episode, we discuss outsourcing as a solution. We uncover which areas are great to consider, the different options, other resources, and how to let go of the control most of us seek to maintain.---- Please Watch the Full Episode on our YouTube channel ----https://youtu.be/BhaBXg0mrCoWhile you're there hit the SUBSCRIBE button ;)---- Taxspace Software ----Taxspace is our own proprietary software helping financial planners, advisers, paraplanners, tax practitioners, etc. turn their client's tax into opportunity.PROpulsion Pro members get 10% off for the first 12 months.Website: https://www.taxspace.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/propulsionWhatsapp: https://www.propulsion.co.za/whatsappTwitter:  https://twitter.com/propulsionliveLinkedIn:  https://www.linkedin.com/in/francoisdtzaInstagram: https://www.instagram.com/propulsionlive#practicemanagement #financialplanning #outsourcingJoin us at PROpulsion Tech, a live virtual event focused on technology for the financial planning profession. This 2-day event taking place on 7 & 8 March 2023 will feature punchy keynotes, insightful panel discussions, and live demos and showcases from industry experts. With a focus on staying up-to-date with the latest technology trends, this is an opportunity you don't want to miss.

Financial planners and advisers are forever looking for new technology. Technology that is friendlier and easier to use. Technology that fosters more engagement. Technology that can automate more tasks and processes.Many financial planners and advisers have even gone so far as to develop their own software for their businesses. This works so well for them that they believe they built something that has been eluding everyone until now. And then they start selling their software to other financial planning businesses.But it hardly ever lasts.Join us for a discussion about solid principles and approaches you can and should follow to ensure you get the most out of the technology you implement and use in your practice.---- Please watch the full episode on YouTube ----https://youtu.be/xjdqlFwoakcClick the SUBSCRIBE button while you're there ;)---- Taxspace Software ----Taxspace is our own proprietary software helping financial planners, advisers, paraplanners, tax practitioners, etc. turn their client's tax into opportunity.PROpulsion Pro members get 10% off for the first 12 months.Website: https://www.taxspace.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/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#fintech #technology #financialplanningJoin us at PROpulsion Tech, a live virtual event focused on technology for the financial planning profession. This 2-day event taking place on 7 & 8 March 2023 will feature punchy keynotes, insightful panel discussions, and live demos and showcases from industry experts. With a focus on staying up-to-date with the latest technology trends, this is an opportunity you don't want to miss.

Having observed some interesting trends over the last while, having been part of several conversations... it seems that the future of the independent financial advisor (IFA) we have discussed 2 years ago has started to come true...Does the question beckon if this will be the fate for some, for most, or for all IFAs?Join us for a discussion on the future of the independent financial advisor.---- Watch the full episode on YouTube ----https://youtu.be/xM6FwuKF6mUClick the SUBSCRIBE while you're at it ;) ---- Taxspace Software ----Taxspace is our own proprietary software helping financial planners, advisers, paraplanners, tax practitioners, etc. turn their client's tax into opportunity.PROpulsion Pro members get 10% off for the first 12 months.Website: https://www.taxspace.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/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#ifa #future #financialplannersJoin us at PROpulsion Tech, a live virtual event focused on technology for the financial planning profession. This 2-day event taking place on 7 & 8 March 2023 will feature punchy keynotes, insightful panel discussions, and live demos and showcases from industry experts. With a focus on staying up-to-date with the latest technology trends, this is an opportunity you don't want to miss.

How do you define client engagement? What does it look like in your mind? Are you intentionally creating an environment and opportunity for your clients to be fully engaged during their interactions with you? Are they co-creating their financial plan with you?There is nothing more dangerous than hearing the words " I don't know, you are the expert, I will do what you tell me to do..."These words are often great for our egos but it is a big red light we should take serious note of.Join us for a discussion on what true client engagement looks like and the key to doing it successfully.---- Please subscribe ----Click the SUBSCRIBE button on the channel YouTube Channelhttps://www.propulsion.co.za/liveClick the SUBSCRIBE button on your favourite podcasting platform---- 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/@propulsionliveJoin us at PROpulsion Tech, a live virtual event focused on technology for the financial planning profession. This 2-day event taking place on 7 & 8 March 2023 will feature punchy keynotes, insightful panel discussions, and live demos and showcases from industry experts. With a focus on staying up-to-date with the latest technology trends, this is an opportunity you don't want to miss.

Hope is a dangerous thing. Hoping that anything would change provides a false and temporary sense of confidence. Belief is such a crucial part of success, right? All I need to do is believe.Hoping does not change anything.In this episode, we talk about change, how to effect change with purpose, and how to stop waiting for change to happen.---- Please subscribe ----Click the SUBSCRIBE button on the channel YouTube Channelhttps://www.propulsion.co.za/liveClick the SUBSCRIBE button on your favourite podcasting platform---- 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/@propulsionliveJoin us at PROpulsion Tech, a live virtual event focused on technology for the financial planning profession. This 2-day event taking place on 7 & 8 March 2023 will feature punchy keynotes, insightful panel discussions, and live demos and showcases from industry experts. With a focus on staying up-to-date with the latest technology trends, this is an opportunity you don't want to miss.

If you want people to work with you and your business, you have to be clear on what you stand for. You can get clear by spending time articulating your values but then those values must be communicated to clients and the market in which you want to operate.A lot goes into values. It is not only about coming up with values for a poster against the office wall or ticking a box showing that you have a document with values on it.Join Francois du Toit for a discussion on business values, how to get clear on them, and how to communicate them effectively.---- Please subscribe ----Click the SUBSCRIBE button on the channel YouTube Channelhttps://www.propulsion.co.za/liveClick the SUBSCRIBE button on your favourite podcasting platform---- 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/@propulsionliveThe inaugural PROpulsion Summit taking place Tuesday 23 August 2022All the info: http://propulsionsummit.comThe inaugural PROpulsion Summit taking place Tuesday 23 August 2022All the info: http://propulsionsummit.comJoin us at PROpulsion Tech, a live virtual event focused on technology for the financial planning profession. This 2-day event taking place on 7 & 8 March 2023 will feature punchy keynotes, insightful panel discussions, and live demos and showcases from industry experts. With a focus on staying up-to-date with the latest technology trends, this is an opportunity you don't want to miss.