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Marguerite Engelbrecht is a Lifestyle Financial Planner and Coach at MyJourney2Freedom and her story is one of inspiration and a stark reminder.

Join Francois du Toit and Margeurite Engelbrecht for their conversation on:

- Marguerite's journey
- Building a values-led business
- Growing your business through collaboration and merging
- Financial coaching

---- Connect with our guest ----

LinkedIn: https://www.linkedin.com/in/financial-freedom-coach/

Website: https://www.myjourney2freedom.com/

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Website:  https://www.propulsion.co.za
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One of the unintended consequences of what financial professionals have been advising for decades turned out to be a challenge when trying to make sense of one's entire wealth position.

The advice is sound. However, it makes reporting on the progress extremely difficult.

In this episode, Francois du Toit talks with the co-founder and CEO of Comotion Business Solutions and Seed Analytics, Tim Vieyra about this challenge, the importance of solving the problem, and the trust and value that is created in the process.

---- Connect with our guest ----

LinkedIn: https://www.linkedin.com/in/timalive/

Website: https://seedanalyitics.info

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Website:  https://www.propulsion.co.za
PROpulsion LIVE Portal: https://hello.profileme.co.za/propulsion
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Will you do the work for free? It will be great exposure for you! You can get a lot of great insights and feedback. This will be a great marketing opportunity for you. We don't have the budget right now. This will lead to more opportunities.

Sounds great, right? We have all been offered these "fantastic offerings".

Even worse, in financial services, we have been cultivating a culture and a standard of doing things for free since the beginning of time. So much so that most financial planners and advisers have no idea how to change this today.

It has gone so far that we even expect everything for free. Training. CPD. Events. Ideation. Referrals. Name it.

Many have built their value proposition with FREE at its core. Offering everything for "free" in order to make a sale of some sort at the end of the day.

All of this said. There are times when doing work for free is extremely valuable. However, there are rules!

In this episode, we discuss the 5 G's - 5 rules for when doing work for free makes sense and unlocks value for you and your business.

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It is free and you will see our latest episodes and videos

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Website:  http://www.propulsion.co.za
PROpulsion LIVE Portal: https://hello.profileme.co.za/propulsion
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LinkedIn:  https://www.linkedin.com/in/francoisdtza
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INN8 is changing the way investments are done. An innovative, built from the ground up, investment platform.

Join Francois du Toit and Georgina Smith, Head of Distribution: Investment Platform at INN8 for a discussion about the INN8 journey, how they partner with advisers, and how they are helping advisers with practice management.

We discuss what advisers need to thrive in today's environment.

---- Connect with our guest ----

LinkedIn: https://www.linkedin.com/in/georgina-smith-3685801/

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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
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How, when, and where financial planners engage with their clients have dramatically changed since 2020. Client expectations are completely different from before.

Furthermore, Zoom (and Teams, Google Meet, etc.) Fatigue is a real thing and financial planners must find new and exciting ways to engage and meet with clients.

Overlay the ability to now working from anywhere, whilst traveling the country or the world. No longer is it needed to be confined to an office. Or to drive to clients.

Kobus Kleyn is at the forefront of adopting the new way of working and embracing the new opportunities it brings for both his clients and his practice.

Join Francois du Toit and Kobus Kleyn as they discuss this new world and how to approach and embrace what is at our doorstep.

---- Connect with our guest ----

Kobus ProfileMe App: https://hello.profileme.co.za/kobuskleyn

LinkedIn: https://www.linkedin.com/in/kobuskleynfinancialplanner/

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---- Learn more about PROpulsion Pro ----

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---- 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
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Efficiency means a lot of things. It unlocks a lot of opportunities and possibilities.

Efficiency gives you more time. Efficiency creates better customer experiences. Efficiency increases profitability. Efficiency helps you move faster than the competition.

How does one create efficiency? Two ways are to employ fit for your practice technology and outsourcing functions that are not core to what you offer.

Join Francois du Toit and his two guests, Elmarie Fourie (Independent Investment Solutions) and Johan Bester (AdviceTech), as they discuss a technology- and an outsource solution that will help you find and drive efficiency in your practice.

Independent Investment Solutions and AdviceTech recently sponsored the Global Financial Planning Conference 2022 and are on the show as part of their sponsorship agreement.

---- Connect with our guests ----

AdviceTech Website:

https://www.advicetech.co.za/

AdviceTech Video:

https://www.youtube.com/watch?v=_8pbHouwzrk

Independent Investment Solutions Website:

https://i2solutions.co.za

Independent Investment Solutions Video:

https://www.youtube.com/watch?v=ctE8902UEP8

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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
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TikTok: https://www.tiktok.com/@propulsionlive

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Terence Tobin started building the practice of his dreams from the ground up. He is very clear on what he does and who he serves: He helps young families make sense of their financial needs and ensure they are able to provide for themselves and their kids.

Wow. Clarity is everything! And not only that, he built his practice around a fee-based model that works for him and his clients.

Terence has also been featured on radio and television and he has his own podcast.

In today's episode, Francois du Toit talks with Terence about his journey, the fact that fee-based planning is happening, and why all Independent Financial Advisers must offer this as part of their proposition.

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---- Connect with Terence ----

LinkedIn: https://www.linkedin.com/in/terencetobinfinancialcoach/

Website: https://www.richideas.co.za/

---- FPI Awards Website ----

All the info and nominations: https://fpi.co.za/fpi-awards/

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---- 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
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TikTok: https://www.tiktok.com/@propulsionlive

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Dan Graham is a true mover and shaker! And boy, is he shaking things up.

Dan's LinkedIn headline explains best what he does and who he is:

💥 Helping financial service heroes thrive | 💥 Popping docs for financial planners | 💥 Head of Community at NextGen Planners | 💥 Co-founder of docVinci

Dan brings a new fresh way to do marketing. Making finance and financial planning fun for advisers and their clients alike.

In this episode, Francois talks with Dan about how financial planners and advisers can bring their marketing into the 21st century.

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---- Connect with Dan ----

LinkedIn: https://www.linkedin.com/in/dan-graham-788a7656/

Website: https://www.docvinci.co.uk/

---- FPI Awards Website ----

All the info and nominations: https://fpi.co.za/fpi-awards/

---- 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
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TikTok: https://www.tiktok.com/@propulsionlive

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Do you feel like you have big dreams, you are putting the blood, sweat, and tears to make them a reality yet you feel like you are not reaching your full potential? As if something is still missing?

Our special guest is Ronel Jooste CA(SA). Ronel is a SACBW Business Woman of the Year (Gauteng), a Business & Financial Consultant and owns PhysEQFiT Wellness, Guesthouse, and Spa.

She also has her own podcast called Ronel Talks Money. The show is focused on educating and empowering people about various finance-related topics.

The Ronel Jooste Dream Foundation aims to take financial literacy and entrepreneurship to the communities to prevent poverty, create jobs and create a better standard of living for everybody.

Francois du Toit talks to Ronel about how we can unlock our full potential and achieve long-lasting success in all areas of our lives. Some of the topics they touch on include:

👉 The importance of holistic well-being to achieve success and reach your full potential.

👉 Why education is so important within the financial industry.

👉 The Ronel Jooste Dream Foundation collaborates with the SA Council for Business Women helping 5 aspiring women entrepreneurs to start and grow a successful & sustainable business. Any Gauteng-based aspiring women entrepreneur or businesswoman in their first year of running a business can enter.

---- Connect with Ronel ----

LinkedIn: https://www.linkedin.com/in/roneljooste/

Website: www.financiallyfitlife.co.za / www.physeqfit.co.za

Financially Fit YouTube Channel: https://www.youtube.com/channel/UCNxhoBjk_oaiB1td0u0A8ow

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

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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
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As a financial planner and adviser, you know how valuable the advice is that we provide our clients. It is intuitive. However, we often grapple with how to demonstrate this to clients and to consumers at large.

Join Francois du Toit and special guest, Edden Kift, Head of Business Solutions at Portfoliometrix, for a conversation about how we can demonstrate (and deliver) our value to clients.

In addition to this conversation, we also discuss:

✅ Addressing business inefficiencies in our practices

---- Connect with Edden ----

LinkedIn: https://www.linkedin.com/in/edden-kift-23a39161

Website: https://www.portfoliometrix.com/

Download Value of Advice Whitepaper:
https://www.portfoliometrix.com/value-of-advice

Download Business Efficiency Guide:
https://www.portfoliometrix.com/business-efficiency-guide

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

This podcast here on the platform

---- 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
Twitter:  https://twitter.com/propulsionlive
LinkedIn:  https://www.linkedin.com/in/francoisdtza
Instagram: https://www.instagram.com/propulsionlive
TikTok: https://www.tiktok.com/@propulsionlive