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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/oKIRRgDwyZU

Click 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.za
PROpulsion LIVE Portal: https://hello.profileme.co.za/propulsion
Whatsapp: https://www.propulsion.co.za/whatsapp
Twitter:  https://twitter.com/propulsionlive
LinkedIn:  https://www.linkedin.com/in/francoisdtza
Instagram: https://www.instagram.com/propulsionlive

#practicemanagement #financialplanner #fpoy2022

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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_vZBPM

Click 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.za
PROpulsion LIVE Portal: https://hello.profileme.co.za/propulsion
Whatsapp: https://www.propulsion.co.za/whatsapp
Twitter:  https://twitter.com/propulsionlive
LinkedIn:  https://www.linkedin.com/in/francoisdtza
Instagram: https://www.instagram.com/propulsionlive

#practicemanagement #financialadviser #business

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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/O4LwZrqUFbs

Click 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.za
PROpulsion LIVE Portal: https://hello.profileme.co.za/propulsion
Whatsapp: https://www.propulsion.co.za/whatsapp
Twitter:  https://twitter.com/propulsionlive
LinkedIn:  https://www.linkedin.com/in/francoisdtza
Instagram: https://www.instagram.com/propulsionlive

#practicemanagement #financialadviser #business

Send us a text

Send us a text

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/xjdqlFwoakc

Click 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.za
PROpulsion LIVE Portal: https://hello.profileme.co.za/propulsion
Whatsapp: https://www.propulsion.co.za/whatsapp
Twitter:  https://twitter.com/propulsionlive
LinkedIn:  https://www.linkedin.com/in/francoisdtza
Instagram: https://www.instagram.com/propulsionlive
TikTok: https://www.tiktok.com/@propulsionlive

#fintech #technology #financialplanning

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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/xM6FwuKF6mU

Click 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.za
PROpulsion LIVE Portal: https://hello.profileme.co.za/propulsion
Whatsapp: https://www.propulsion.co.za/whatsapp
Twitter:  https://twitter.com/propulsionlive
LinkedIn:  https://www.linkedin.com/in/francoisdtza
Instagram: https://www.instagram.com/propulsionlive
TikTok: https://www.tiktok.com/@propulsionlive

#ifa #future #financialplanners

Send us a text

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 Channel

https://www.propulsion.co.za/live

Click 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.za
PROpulsion LIVE Portal: https://hello.profileme.co.za/propulsion
Whatsapp: https://www.propulsion.co.za/whatsapp
Twitter:  https://twitter.com/propulsionlive
LinkedIn:  https://www.linkedin.com/in/francoisdtza
Instagram: https://www.instagram.com/propulsionlive
TikTok: https://www.tiktok.com/@propulsionlive

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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 Channel

https://www.propulsion.co.za/live

Click 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.za
PROpulsion LIVE Portal: https://hello.profileme.co.za/propulsion
Whatsapp: https://www.propulsion.co.za/whatsapp
Twitter:  https://twitter.com/propulsionlive
LinkedIn:  https://www.linkedin.com/in/francoisdtza
Instagram: https://www.instagram.com/propulsionlive
TikTok: https://www.tiktok.com/@propulsionlive

Send us a text

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 Channel

https://www.propulsion.co.za/live

Click 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.za
PROpulsion LIVE Portal: https://hello.profileme.co.za/propulsion
Whatsapp: https://www.propulsion.co.za/whatsapp
Twitter:  https://twitter.com/propulsionlive
LinkedIn:  https://www.linkedin.com/in/francoisdtza
Instagram: https://www.instagram.com/propulsionlive
TikTok: https://www.tiktok.com/@propulsionlive

The inaugural PROpulsion Summit taking place Tuesday 23 August 2022

All the info: http://propulsionsummit.com

The inaugural PROpulsion Summit taking place Tuesday 23 August 2022

All the info: http://propulsionsummit.com

Send us a text

It is way too easy to become complacent. To accept and settle for where we are. To do what everybody else is doing. To give up on dreams or to tell ourselves that this is as good as it gets!

Raising the bar is much more than a tagline, slogan, or saying.

It is a strong call to action that only a few will answer.

Join me for a great discussion on this topic and hear what it takes and more importantly why you must care.

---- Please subscribe ----

Click the SUBSCRIBE button on the channel YouTube Channel

https://www.propulsion.co.za/live

Click 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.za
PROpulsion LIVE Portal: https://hello.profileme.co.za/propulsion
Whatsapp: https://www.propulsion.co.za/whatsapp
Twitter:  https://twitter.com/propulsionlive
LinkedIn:  https://www.linkedin.com/in/francoisdtza
Instagram: https://www.instagram.com/propulsionlive
TikTok: https://www.tiktok.com/@propulsionlive

The inaugural PROpulsion Summit taking place Tuesday 23 August 2022

All the info: http://propulsionsummit.com