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PROpulsion LIVE
PROpulsion LIVE episodes
- Is this what the future holds for Independent Financial Advisors?
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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 #financialplanners23 min - True client engagement - the key
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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/@propulsionlive22 min - Stop waiting for things to change
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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/@propulsionlive25 min - Communicating your financial planning business's values effectively
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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/@propulsionliveThe inaugural PROpulsion Summit taking place Tuesday 23 August 2022
All the info: http://propulsionsummit.comThe inaugural PROpulsion Summit taking place Tuesday 23 August 2022
All the info: http://propulsionsummit.com21 min - What it takes to be in the 1% and why you must care
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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/@propulsionliveThe inaugural PROpulsion Summit taking place Tuesday 23 August 2022
All the info: http://propulsionsummit.com21 min - Living beyond 100 - the changing retirement landscape ft Wynand Gouws
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The likelihood of living beyond 100 is becoming a massive reality. We hear of more and more people celebrating their 100th birthday. Will your and your client's money last as long too?
Wynand Gouws wrote a book on this! He joins us for a great discussion on the increase in longevity and its impact on planning for retirement.
We also get into being intentional in your journey as a Financial Planner.
---- Connect with our guest ----
Website: https://gminvestments.co.za/
LinkedIn: https://www.linkedin.com/in/wynand-gouws-cfp%C2%AE-author-to-hundred-and-beyond-0921136/
---- 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/@propulsionliveThe inaugural PROpulsion Summit takes place Tuesday 23 August 2022
All the info: http://propulsionsummit.com34 min - How hedge funds are entering the financial advice space ft Alan Yates
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Hedge funds are making their way into the retail financial advice space. What does this mean? Why is this happening and how are they gaining traction?
There are many misconceptions when it comes to hedge funds.
Join Francois du Toit and Alan Yates, Head of Distributions at Peregrine Capital, for a discussion on the topic. Some of the aspects we cover, include:
💸 Hedge fund basics
💸 Where hedge funds fit into the advice framework
💸 Misconceptions around hedge fund risks, liquidity, availability, and avoidance
---- Connect with our guest ----
Website: https://www.peregrine.co.za/
LinkedIn: https://www.linkedin.com/company/peregrine-capital-pty-ltd
---- 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/@propulsionlive40 min - Pursuing their passion for helping people ft. PJ and Geo Botha
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The dynamic duo. Brothers PJ and Geo Botha.
The old adage that the Oak tree does not grow in the shadow of the Cypress applies to the relationship between Geo and PJ. Both. They rarely step on each other's toes.
PJ is the analytical thinker who established new structures within the Bovest wealth company. Whereas Iron Man athlete Geo is the dreamer with a strong inkling toward marketing with a passion to move toward the marketing field. Both have the same DNA when it comes to company values.
Dr Riaan Botha turned this financial company into a wealth generator company but never dreamed that Bovest, a family-orientated company, would have his two sons working together, shoulder to shoulder, alongside him.
Through their series Welvaartskeppers on KykNet and podcast, the F word, they are living their passion to educate as many South African as possible.
Join Francois du Toit for an insightful conversation with PJ and Geo Botha about their journey, the lessons learned, and their role in a business started by their father.
---- Connect with our guests ----
PJ's Website: https://www.pjbotha.co.za/
Geo's Website: http://www.geobotha.co.za/
Bovest's Website: https://bovest.co.za/
---- 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/@propulsionlive41 min - Building your financial planning brand and business with content marketing
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The goal of content marketing is simple. It is to provide solutions to the problems of the person you are talking to. To add value. To make a difference.
One would think (and believe) that once you have given a solution through the content you created, then the business opportunity is lost. Alas!
Join Francois du Toit for a discussion about content marketing that hits the spot, makes a difference, and content that opens opportunities you could never foresee.
---- 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/@propulsionlive29 min - Remain profitable and competitively positioned in a rapidly changing world ft Mandy Murphy
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Success is rarely a straight line upward; it is often interrupted by factors, in the form of opportunities and threats, that are constantly reshaping our operating environment.
The speed and frequency of these shifts require a fresh and flexible approach to building business profitability and asset value.
Mandy Murphy is a Business Coach at Old Mutual Wealth Business Coaches.
They bring a wealth of knowledge and experience to their partner practices, helping them anticipate, design, and rapidly implement key strategies and tactics across the business, so that they remain profitable and competitively positioned in a rapidly changing world.
Join Francois du Toit and Mandy Murphy for an insightful conversation on the topic.
---- Connect with our guest ----
LinkdedIn: https://www.linkedin.com/in/mandycmurphy/
Website: http://www.omwealth.co.za/
Website: http://www.knowmore.co.za/
---- 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/@propulsionlive42 min
About PROpulsion LIVE
From the publisher's feed
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 counting, our show features both insightful solo presentations and engaging interviews with industry experts from around the globe. Our dynamic format includes a 5-minute intro and welcome, a current affairs segment hosted by the FPI, a coach's corner led by Norma Simons, a random topic discussion, quick announcements, a 30-minute main topic or interview, and a closing segment to wrap things up.Subscribe to PROpulsion Live and become a part of our growing community of 1200+ dedicated professionals. Together, we're shaping the future of the financial planning profession. Don't miss out on the valuable insights, tips, and strategies that will propel your business or practice to new heights. Be part of the change and the journey towards a prosperous and impactful financial planning profession!If this is speaking your language or you listened to a few episodes and found value, then please subscribe or follow now and never miss an episode of PROpulsion Live, the show that empowers financial planners like you to thrive!
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