PROpulsion LIVE

By Francois du ToitBusiness Technology Education

PROpulsion LIVE episodes

November 28, 2022 Our 200th Episode! What the future holds for South Africa ft. Dawie Roodt
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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.za

About 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/hDgRCKrGyXY

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

#economy #financialplanning #southafrica
39 min
November 16, 2022 A fresh perspective on the value of compliance ft. Julie Anley
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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/gwyIGcRLXEA

Click 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.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

#compliance #financialplanning #regulation
37 min
November 08, 2022 Are you prepped and ready for the COFI Act ft. Anton Swanepoel
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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: http://www.propulsion.co.za
PROpulsion LIVE Portal:

40 min
November 01, 2022 Get ahead with understanding re-platforming and its impact ft. Mickey Gambale
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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.za

About 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 2022

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

#financialplanning #investing #platform
40 min
October 25, 2022 Important considerations when getting a virtual assistant ft. Henry Walton
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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: [email protected]
Website: https://avirtual.co.uk / https://primepixels.media
About 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/qzD51efToz4

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

#virtualassistant #financialplanning #financialadvisor #financialplanner
40 min
October 18, 2022 2022 Financial Planner of the Year Finalists ft. Palesa Dube, Hendrik Spies and Tom Brukman
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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
38 min
October 11, 2022 Adapting to the new world of financial advice and wealth management
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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

46 min
October 04, 2022 From financial adviser to business owner: making the shift
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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
35 min
September 27, 2022 The Power of Outsourcing to Get Your Time Back
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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/BhaBXg0mrCo

While 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.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 #financialplanning #outsourcing

28 min
September 20, 2022 Getting the most out of technology for your financial planning practice
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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

27 min

About PROpulsion LIVE

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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…