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Many individuals and families are usually unprepared for emergencies and their inevitable passing. Loved ones are often left with no idea of where assets, liabilities, and important information are found.

Financial Advisors are frequently at a disconnect in understanding their customers’ holistic life position and struggle with effective communication and document sharing capabilities, even with their best efforts and intentions.

Some interesting facts:

🔒 Generational wealth lost due to unknown and unclaimed policies in SA is sitting at R44.9 billion in unclaimed pension funds alone.

🔒 Costly and prolonged winding up of an estate. Executors often have to start with no will in place and it can take years to eventually wind up an estate. Debit orders continue to run, rates and taxes pile up, etc.

🔒 Families can be left destitute if a single breadwinner has not managed his/her legacy.

🔒 Financial Advisors and Estate Planners struggle to have a holistic up-to-date view of their customers’ data. When the time comes to act, it’s a challenge to get all the right information and people together.

Lifedocs created a secure, digitally connected document management system that gives Financial Advisors and Estate Planners a centralised and easier way to plan for life and legacy with their clients.

In this episode, Francois du Toit talks to Geoffrey Harmuth CA(SA), co-founder and CEO of Lifedocs. They unpack the challenges and solution to the problem when it comes to keeping track of a client's entire estate before it is too late.

---- Connect with Geoffrey and Lifedocs ----

LinkedIn: https://www.linkedin.com/in/geoffrey-harmuth/

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

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Many financial advisors and planners do not have a plan.

We still believe in the old adage that we must treat everyone the same. That is what they deserve, right? So we never segment our clients, understand each segment, and deliver a custom value proposition to each of the segments.

😓 This leads to financial advisors and planners continually taking on more new clients with little regard to the existing clients and how they will be serviced.

😓 The longer this continues, the more stressed, burnt out, and financially and emotionally bankrupt we become.

The solution is to engage with technology to improve 1% across a range of facets and aspects of the business.

Financial advisors and planners need to be flexible and accommodating to a changing environment. We must embrace change and integrate technology to improve efficiencies.

In this episode, Francois du Toit speaks to Gustav Neethling, the Director of The Financial Emporium as well as WealthPro, to unpack all of this and to discuss solutions and practical approaches to growing with confidence but without stress.

---- Connect with Gustav ----

Financial Emporium: http://www.financialemporium.com/

WealthPro: http://www.wealthpro.co.za/

LinkedIn: https://www.linkedin.com/in/gustav-neethling-49728a50/

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#technology #financialplanners #practicemanagement

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Mistakes whether big or small, once-off or ongoing, knowing or unknowing are costly. Not only in terms of money. It impacts many different aspects.

In this episode, we highlight several mistakes that are costing you, your practice, and your clients. Not only that, we also discuss solutions to help you avoid these mistakes.

An insightful episode awaits!

---- Other episodes to watch that relates ----

Adopting technology with Barrie van Zyl (S1E13) - https://youtu.be/pjKaIv7gLho

Staying in the helicopter with Juanita Vorster S2E17) - https://youtu.be/fQo1Mioh5Y4

Carving out a niche with Stefan & Werner (S3E5) - https://youtu.be/132kkceIBNk

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The game has changed. Client expectations have changed. The fundamentals may have stayed the same but the way in which we deliver requires new thinking, new solutions, and a new way of consistently meeting and exceeding client expectations.

In this episode, we discuss several different ways in which we can level up our customer experience.

---- GFPC22 ----

https://www.propulsion.co.za/gfpc22

---- Introduction to PROpulsion Pro Session ----

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

---- Please subscribe to the YouTube channel ----

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

---- 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
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Stefan Bothma and Werner Hattingh are a duo with their sights set on changing the way financial planning and advice are delivered to a very specific niche of professionals.

They have always said that they do not want to be everything for everyone, but they do want to be everything for somebody.

Their vision, business structure, marketing approach, value proposition, and success in their chosen niche are in the spotlight in this episode. Expect an energetic, insightful, and inspiring discussion with my amazing guests.

---- Connect with Money and Medicine ----

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

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---- Global Financial Planning Conference Tickets ----

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---- 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

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Technology is critical for financial planning and other professional practices that must reinvent and reimagine their businesses, their value propositions, and how they deliver these to their clients on an ongoing basis.

Staying at the forefront whilst increasing efficiency and effectiveness is no easy task. Employing more staff is not always the answer. Buying technology that everyone else is using is also rarely helpful or successful.

Having worked with financial planners since 1998, we have seen the evolution of not only technology but the profession at large. We have seen the impact of both great tech solutions and inappropriate tech solutions on businesses.

In today's episode, we share the top 5 technology tools to consider for your financial planning practice as well as their value and expected impact.

---- Watch the full episode on YouTube ----

https://youtu.be/dgBmXoFQMXc

---- GLOBAL FINANCIAL PLANNING CONFERENCE 2022 ----

17 to 18 May 2022

Tickets: https://www.propulsion.co.za/gfpc22

Sponsorships opportunity: https://www.propulsion.co.za/gfpc22sponsor

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Website:  http://www.propulsion.co.za
PROpulsion LIVE Portal: https://hello.profileme.co.za/propulsion
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What is the secret to high productivity, great time management, and efficiency for financial planners?

We answer these questions and we share effective tips to help you get it right and to raise the bar for your business. All in this episode.

---- 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

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I spent a lot of time with Barry Austin in December 2021 and the conversations we had simply blew my mind. His approach to coaching Pro mountain bike riders from across the world was a fresh and new approach that opened my mind to so many new possibilities and a powerful mindset. I simply had to talk to him on PROpulsion LIVE.

Barry is a Level 3 UCI Certified Coach & UCI Certified Sporting Director. His passion is to connect the energy and goals of athletes via their bikes to their environments for optimal experiences and results.

“The art of harnessing energy to transform chaos into flow” is a powerful quote from his website.

His lessons translate seamlessly to what we do as financial planners and what we need to build and grow amazing businesses and practices.

---- Connect with Barry ----

https://www.instagram.com/barryaustin_is_curious/

---- 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
Twitter:  https://twitter.com/propulsionlive
LinkedIn:  https://www.linkedin.com/in/francoisdtza
Instagram: https://www.instagram.com/propulsionlive
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We are back with season 3 of the PROpulsion Podcast!

We kick off with a topic very near and dear to the heart.

A multi-dimensional take on "free", freedom, value, and everything that goes with it!

• The different forms of free
• The value of free
• The curse of free
• How it starts with me and you

Link to the article mentioned in the podcast I wrote about "free":

https://www.propulsion.co.za/not-all-things-free-are-free/

---- Watch the full episode on YouTube ----

https://www.youtube.com/watch?v=O11RkYJ5WJ8

---- 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

Raise the bar!

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Lisa Linfield has a goal to equip, engage and empower 1 Million Women to live a financially free life -so that they too may be able to live a life of purpose and choice.

In order to do this, she walked away from a 20-year corporate career to start her own wealth management business – believing that this was her purpose and her passion, and she had all she needed to succeed. How hard could it be?

And then the enormity of the change set in.

Leaving corporate illuminated so many thinking patterns that were keeping her stuck. As she worked with her clients to shift their financial positions, she realised they too struggled to change the thinking patterns that kept them financially stuck.

And so she did what she always does when confronted with a puzzle. She researched how to solve it.

The big frustration though was that all the books out there seemed to hold one piece of the puzzle. One helped you change habits. One spoke of achieving goals. One focussed on mindset. One was grounded in brain science. None brought all the pieces of the puzzle together.

So she wrote that book. Deep Grooves: Overcoming Patterns That Keep You Stuck is the one book you need to make changes to your life that lasts a lifetime.

Lisa Linfield is a personal finance expert, keynote speaker, course creator and host of her podcast Working Women’s Wealth. Lisa is a board Certified Financial Planner (CFP) and is CEO of a wealth and investment management business, Southern Pride Wealth. She has two honours degrees (one in Financial Planning) and has studied at Oxford, Insead and London Business School.
 
---- Get in touch with Lisa ----

Website: https://www.lisalinfield.com
LinkedIn: https://www.linkedin.com/in/lisa-linfield/
Working Women's Wealth Podcast: https://workingwomenswealth.com/

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

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---- Connect with Us ----

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Instagram: https://www.instagram.com/francoisdtza

---- Learn with Us ----

 Online CPD:  https://learn.circulus.co.za/courses/

Webinars:  https://learn.circulus.co.za/course-category/webinars/

Podcast: https://www.propulsion.co.za/category/podcasts/

Articles:  https://www.propulsion.co.za/category/article/

----Attribution----

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