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With a career spanning over 25 years, Mariette Tappan decided to take herself out of her comfort zone.  To challenge herself.  With the aim of providing her clients with a powerful proposition by helping them through significant changes in their lives, so they can move forward.

This led her to the Financial Transitionist® Institute in America, founded by Susan Bradley.

It took her 12 months and lots of effort to receive her certification and to become the first Certified Financial Transitionist® Planner in Africa.

In this episode, we talk to Mariette about her early business life where she ran a successful import and export business and where the Helderberg disaster had a significant and unforeseen impact on the business (she shares the story with us).

She then joined the financial services industry and we find out what is driving her.

We talk in depth about what a Financial Transitionist® is, the process of becoming one and what it truly means for her and her clients.  We also talk about the concept of adaptive planning and the importance of resilience.

Something Mariette learned early on in her career... if you stand still, you fall behind.

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Wessel Oosthuizen, CFP® was the Director for the Centre for Financial Planning Law at the University of the Free State. A Centre entrusted with delivering financial planning education at undergraduate and postgraduate level to more than 1 000 students per year.

Today he is the Managing Director of Verso Wealth in Cape Town.

In the interview, we cover many aspects and challenges numerous people face in the financial planning profession and industry.

Wessel shares how he pushed himself from being in education to running a business with multiple offices.  He provides the best explanation we have ever heard about what Treating Customers Fairly (TCF) is in its essence.

We talk about ways that planning tools can be improved to be more client-centric.

A big challenge for the industry and profession as a whole is attracting young people.  A further challenge is to ensure they are successful.  We discuss the ways in which we can attract, accommodate and support these youngsters to offer them the highest possibility of long-term success in great detail.  Wessel also shares strategies and tactics young financial planners can use to set themselves up for success.

We also get into the whole fee vs commission debate.  How much fun can we have in one episode?

We end off the episode revealing some interesting facts about Wessel that very few people know!

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Russell Ho is a young, energetic, focused, driven and ambitious financial planner from Port Elizabeth.  Listening to him, it is hard to believe he has been in the financial planning profession for only 6 years.

This self-admitted addict of learning has amazing insights and valuable ideas, thoughts and advice for all financial professionals.

Russell talks about the experience he offers his clients and the process he follows to ensure he delivers every time.  Apart from talking about this in detail, we also get into the technology he uses to simplify his business and how to spot opportunities to automate aspects of one's practice.

We further talk about opportunities that older, more experienced and settled financial professionals are not utilizing and what they can do about it.

Lastly, Russell shares his opinion on where the industry and profession are going in the next 5 years and beyond.

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Many are considering to start their own FSP, brokerage or practice in 2019.  Of those, several want to build a bigger business employing a team of financial advisers.  Many are afraid to take the plunge in 2019 because of the uncertain times we are living in today.

In this episode we talk to Lizette Gerber CFP®, MBA, Head of Operations at Financial Solutions for Professionals, FS4P for short, a new independent financial services provider she is helping to build.  

She discusses their challenges, value proposition, unique remuneration structures, their unorthodox approach to targets (or are they targets?) and the approach they followed to ensure speed to market.

We also discuss their approach to recruitment and how they try to ensure they appoint only the right people for their business.

At the end, Lizette reveals some crazy facts about herself that left us in awe!

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Kobus Kleyn is a well-known financial planner who built his personal brand using the power of social media.  More specifically, Linkedin.  In this episode, Kobus opens the proverbial kimono and shares everything he does, how he does it, why he does it and how other financial professionals can do it as well.

 We get to know the man behind the well-known brand he created for himself.  Kobus reveals information about himself that has not been discussed on any other platform before, and why he does what he does.

 His story is inspirational, his purpose is noble, and his reasons for doing what he does is sincere.  The episode is jam-packed with value and golden nuggets of wisdom are handed out at every turn.

 Visit www.propulsion.co.za/ep2 for a free copy of Kobus Kleyn's book!

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The inspirational journey of André Steenkamp and how he is building All-Gen Group.  In just 6 years he built the business from scratch and currently employs more than 70 people.

Join us as we go deep to find out how André is doing it and what his vision is all about.

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2 years in the making... and we finally get to introduce PROpulsion, the Financial Professional's catalyst to exponential growth.

In Episode 0, Francois du Toit introduces the new show to all driven and ambitious Financial Professionals.  He talks about the reason for the new podcast, who it is aimed at, the PROpulsion mission, the format, guests, and how it came about that he finally took action to start the podcast.

Visit propulsion.co.za for more and to subscribe to our podcast.