PROpulsion LIVE

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This is the unedited original audio from our LIVE online show called PROpulsion LIVE broadcasted on Friday 19 March 2021.

News segment presented by David Kop, Executive Director: Relevance of the Financial Planning Institute of SA.

Personal Development segment: presented by Norma Simons, a mindset and accountability coach talking about self-confidence.

Featured Topic:  We celebrated the 1 year anniversary of starting PROpulsion LIVE or as it was originally called “Virtual Coffee with Francois”. It was amazing to do this on the live show this morning, champagne and impromptu guests popping in to share in the momentous occasion!

Hearing the feedback from the audience about what the show means to them, the impact it has on their lives and their businesses and sharing some of their stories were the highlight of the show!

Wrap Up segment presented by Francois du Toit, Director of PROpulsion Learning and Technology.

—- Learn more about PROpulsion Pro—-

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

—- Support the show —-

Your voluntary support enables the show to grow. To support the show and receive additional benefits:

https://www.patreon.com/vcf

—- Connect with Us —-

Website:  http://www.propulsion.co.za

PROpulsion LIVE Portal: https://www.propulsion.co.za/portal

Twitter:  https://twitter.com/francoisdtza

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

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—-

Sound effects from Zapsplat.com 

Send us Fan Mail

This is the unedited original audio from our LIVE online show called PROpulsion LIVE broadcasted on Friday 12 March 2021.

News segment presented by David Kop, Executive Director: Relevance of the Financial Planning Institute of SA.

Personal Development segment: presented by Norma Simons, a mindset and accountability coach talking about powerful questions we must ask ourselves if we want to progress.

Featured Guest:  Stephen Kagawa,  founder and CEO of The Pacific Bridge Companies, a comprehensive wealth management organization that is focused on global financial navigation, as well as helping ethnic communities from Asia in the U.S. 

In this episode, Francois du Toit talks to Stephen about his journey and his brand-new book that was recently published, Aloha Financial Advising.

Financial Coaching segment: Hendrik Crafford, owner of Craffies Coaching, talks about what sustainable financial planning looks like and the role financial coaching plays to keep clients from deviating from their plans.

Wrap Up segment presented by Francois du Toit, Director of PROpulsion Learning and Technology.

----Register for our live launch event----

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

—- Learn more about Ignite 2021—-

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

—- Support the show —-

Your voluntary support enables the show to grow. To support the show and receive additional benefits:

https://www.patreon.com/vcf

—- Connect with Us —-

Website:  http://www.propulsion.co.za

PROpulsion LIVE Portal: https://www.propulsion.co.za/portal

Twitter:  https://twitter.com/francoisdtza

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

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—-

Sound effects from Zapsplat.com 

Send us Fan Mail

This is the unedited original audio from our LIVE online show called PROpulsion LIVE broadcasted on Friday 5 March 2021.

News segment: presented by Seema Naicker,  Technical & CPD Manager at the Financial Planning Institute of SA.

Personal Development segment: presented by Norma Simons, a mindset and accountability coach talking about the impact of our beliefs on our lives and the results we want to achieve.

Featured Topic:  First impressions last! Meaning that most of the time we only have one opportunity to wow a client.

A solid onboarding process is critical to lay a solid foundation right from the start and to reinforce that the client made the right decision to choose you amongst so many other options.

But what does an onboarding process entail? How do you design one? What is valuable and what is not?

In this episode, Francois du Toit discusses all of this and more.

Marketing and Branding Segment: Rizanne Oosthuisen, founder of ProfileMe, discusses the importance of consistency and recognition when it comes to building a brand.

Wrap Up segment presented by Francois du Toit, Director of PROpulsion Learning and Technology.

—-Attribution—-

Sound effects from Zapsplat.com 

—- Learn more about Ignite 2021—-

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

—- Support the show —-

Your voluntary support enables the show to grow. To support the show and receive additional benefits:

https://www.patreon.com/vcf

—- Connect with Us —-

Website:  http://www.propulsion.co.za

PROpulsion LIVE Portal: https://www.propulsion.co.za/portal

Twitter:  https://twitter.com/francoisdtza

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

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/

Send us Fan Mail

This is the unedited original audio from our LIVE online show called PROpulsion LIVE broadcasted on Friday 26 February 2021.

News segment presented by David Kop, Executive Director: Relevance of the Financial Planning Institute of SA.

Personal Development segment presented by Norma Simons, a mindset and accountability coach talking about the importance of setting priorities.

Featured Guest: Tanya Kunze, Internationally recognized, neuroscience-based, executive & business optimization coach, author, motivator, anchor and keynote speaker.

Tanya recently shared a 2-minute thought on her LinkedIn feed about John Maxwell's approach to failing forward.

In this episode's featured guest segment, we discuss this in great detail. An energetic, fun and inspiring conversation you will greatly benefit from.

Fun Segment: Francois du Toit takes you on a behind-the-scenes tour of his live streaming studio. You can watch that segment here if you prefer to see it.

Wrap Up segment presented by Francois du Toit, Director of PROpulsion Learning and Technology.

----Attribution----

Sound effects from Zapsplat.com 

---- Learn more about Ignite 2021----

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

---- Support the show ----

Your voluntary support enables the show to grow. To support the show and receive additional benefits:

https://www.patreon.com/vcf

---- Connect with Us ----

Website:  http://www.propulsion.co.za

PROpulsion LIVE Portal: https://www.propulsion.co.za/portal

Twitter:  https://twitter.com/francoisdtza

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

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/

Send us Fan Mail

This is the unedited original audio from our LIVE online show called PROpulsion LIVE broadcasted on Friday 19 February 2021.

News segment presented by David Kop, Executive Director: Relevance of the Financial Planning Institute of SA.

Personal Development segment presented by Norma Simons, a mindset and accountability coach talking about emotions and their impact on our actions.

Featured Topic: Clever marketing tactics

In this episode's featured topic segment, Francois du Toit discusses easy ways that you can utilise tools you are already using, to drive marketing without you even thinking about it.

Technology Segment: Francois du Toit discusses fit-for-purpose CRM systems versus customized CRM systems.

Wrap Up segment presented by Francois du Toit, Director of PROpulsion Learning and Technology.

----Attribution----

Sound effects from Zapsplat.com 

---- Learn more about Ignite ----

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

---- Support the show ----

Your voluntary support enables the show to grow. To support the show and receive additional benefits:

https://www.patreon.com/vcf

---- Connect with Us ----

Website:  http://www.propulsion.co.za

PROpulsion LIVE Portal: https://hello.profileme.co.za/vcf

Twitter:  https://twitter.com/francoisdtza

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

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/

Send us Fan Mail

This is the unedited original audio from our LIVE online show called PROpulsion LIVE broadcasted on Friday 12 February 2021.

News segment presented by David Kop, Executive Director: Relevance of the Financial Planning Institute of SA.

Personal Development segment presented by Norma Simons, a mindset and accountability coach asking us if we are comfortable with discomfort.

Feature Topic: Staying Connected

The need to belong. The need to be a part of something. The need to contribute. The need to feel connected. The need to be connected. It is all built into our human DNA.

In this episode's featured topic segment, Francois du Toit discusses why we have this need, how to stay connected in all areas of your life, and what you can do to stay connected.

Wrap Up segment presented by Francois du Toit, Director of PROpulsion Learning and Technology.

----Attribution----

 Sound effects from Zapsplat.com 

 ---- Learn more about Ignite ----

 https://www.propulsion.co.za/ignite

 ---- Support the show ----

 Your voluntary support enables the show to grow. To support the show and receive additional benefits:

https://www.patreon.com/vcf

 ---- Connect with Us ----

 Website:  http://www.propulsion.co.za

PROpulsion LIVE Portal: https://hello.profileme.co.za/vcf

Twitter:  https://twitter.com/francoisdtza

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

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/

Send us Fan Mail

This is the unedited original audio from our LIVE online show called PROpulsion LIVE broadcasted on Friday 5 February 2021.

News segment presented by Lelané Bezuidenhout, CEO of the Financial Planning Institute of SA

Personal Development segment presented by Norma Simons, a mindset and accountability coach

Feature Guest: Brian Jervis from adwiser.co.za

We live in a hyper-connected world. We take advice and guidance from friends, family, and communities on social media at large.

Where does this leave you when clients are looking for someone like you?

In this episode, Francois interviews Brian Jervis who talks about AdWiser, an online platform where clients can review and recommend (or not) you and any other adviser. We get into how AdWiser came about, how it works, and why financial advisers should consider making this part of their brand-building strategy.

Connect with Brian on LinkedIn or visit the adwiser.co.za website using the links above.

Marketing & Branding segment presented by Rizanne Oosthuisen, founder of ProfileMe

Wrap Up segment presented by Francois du Toit, Director of PROpulsion Learning and Technology

----Attribution----

 Sound effects from Zapsplat.com 

 ---- Support the show ----

 Your voluntary support enables the show to grow. To support the show and receive additional benefits:

 https://www.patreon.com/vcf

 ---- Connect with Us ----

 Website:  http://www.propulsion.co.za

Virtual Coffee with Francois Portal: https://hello.profileme.co.za/vcf

Twitter:  https://twitter.com/francoisdtza

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

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/

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I speak to Michelle Hoskin, founder of Standards International.

This is a conversation that any and everyone must listen to. Vital information and insights are discussed.

We tackle the topic of financial abuse, one of the most common forms of abuse in the world. It is a problem that is becoming more visible every day.

In this episode, we discuss:

• What is financial abuse?
• The scale of the problem and if it is real
• Who is impacted by financial abuse
• Are financial advisers and like professionals equipped to help victims and abusers suffering from financial abuse?
• The recently launched Financial Abuse Specialist™ Certification offered by Standard International
• Who will benefit from getting certified
• Could this become a new profession or career path?

For more information, visit the below links:

Financial Abuse Specialist™ Certification
Standards International
Connect with Michelle Hoskin on Linkedin
Contact Michelle Hoskin

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Derek Notman pivoted his financial planning practice from a face-to-face business to a completely virtual practice back in 2013. As Derek puts it, he has "many arrows in his back" from doing this. He learned a ton of lessons in the process which led to him creating a system that helps other financial advisers across the globe to go virtual without having to learn these (sometimes expensive) lessons by themselves.

In this episode, Derek and I talk about:

• What he's practice was like before going virtual
• What led to him making this change
• How it all works
• How his existing clients at the time reacted to the change (an how he approached it)
• Challenges he had to overcome
• Knowing what he knows now, how would he go about doing it today
• ConneqtorVAS and how it helps financial advisers do what Derek did (but without the time, expenses and lessons required)

You can also learn more at the following links:

• Conneqtor - Virtual Advisor System
• Conneqtor Financial Advisor Blog
• The Virtual Movement Proclamation eBook

You are welcome to connect with both Derek and me on Linkedin.

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In this episode, I talk to Kate Holmes from the United States.

Kate has an inspiring story and she is on a mission.

In 2013, Kate started one of the first completely virtual, fee-only, monthly retainer (no AUM) financial planning practices, Belmore Financial, in the US. As an advocate for evolving the financial planning profession, and being one of the first to create a new model for doing so, she quickly became featured in the media, is an InvestmentNews 40 Under 40 alumni and serves on CFP Board’s Women’s Initiative (WIN) Council.

We talk about:

• Kate's origin story
• Is there really a link between financial planning and financial coaching or is it two diverging paths
• All the signs Kate saw along the way that ultimately led to her starting her own practice and breaking away from her mom
• How she designed and finally launched Belmore Financial from scratch (p.s. we get into the nuts and bolts!)
• The problem with holistic financial planning
• Being virtual, employing automation and technology, being lean, and keeping record in a virtual environment
• Kate's time at the Financial Planning Standards Board
• Her new podcast, Innovating Advice, the only globally-focused show for financial advisers and financial planners
• The future of financial planning in the next 5 to 10 years according to Kate

Links related to the episode:

• Connect with Kate on LinkedIn
• Innovating Advice podcast website
• 4 must-listen-to episodes Innovating Advice (visit the website to listen to the episodes or search your preferred podcasting platform for the show):
  • Episode 1: IA001 Australia with Clayton Daniel of XY Adviser
  • Episode 6: IA006 Africa with Rufaro Mucheka
  • Episode 34: Evolve Or Dissolve: Rethinking What It Means To Be A Financial Planner with Cary List
  • Episode 35: Engaging Women In Finance: Shocking Research And How To Close The Gap with Dr Mara Harvey

Check out "Virtual Coffee with Francois" on YouTube.