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Is chasing money making us unhappy? Join us as we talk with Chris Budd, the writer of "The Four Cornerstones of Financial Wellbeing," to dive into how our bank balance affects our happiness. This chat isn't about how to get rich quickly. Instead, we're looking into what makes us truly happy. We'll question the common belief that more money means more happiness and suggest that feeling good about ourselves and finding meaning in what we do might be the real keys to being okay with our finances.

Chris will share his thoughts on why traditional ways of managing money might not be the best for our happiness. We'll talk about why setting goals just to get rich might not make us feel fulfilled and look at how important it is to align our financial plans with what we really care about.

Expect to hear some eye-opening stories and facts from studies, including a famous one from Harvard University, that show why it's crucial to include our personal dreams and goals in our financial planning. This episode is all about understanding that guiding people to manage their money in a way that matches their true desires can lead to a happier and more satisfying life. Tune in to rethink how you view money and happiness.

  Leave us a comment with your thoughts and questions.

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Disclaimer: The views and opinions expressed by guests on our show do not reflect the official stance of our platform. We do not endorse or promote any guest, their views, or any products and services they might represent.

---- Chris Budd and The Institute for Financial Wellbeing ----

Chris on LinkedIn: https://www.linkedin.com/in/chris-budd-80b75413/

IFW on Linkedin: https://www.linkedin.com/company/instituteforfinancialwellbeing/

IFW Website: https://instituteforfinancialwellbeing.com/

--- PROpulsion Tech ---

Bringing everything tech to the financial planning profession.

9, 11, and 16 April 2024.

All the info: https://www.propulsion.co.za/propulsi...

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#FinancialWellbeing #FinancialPlanning #PROpulsionLive 

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In today's episode, we're diving into the art of simplification in financial advisory practices. Whether you're a financial planner, advisor, firm owner, or stakeholder in the financial advisory world.

🔍 We Discuss:

Financial Product Offerings: We start by tackling the complex world of financial products. Learn how to streamline your offerings to better serve your clients and simplify decision-making.

Client Book and Ideal Client Profile: Next, we explore your client book and the concept of an ideal client profile. Discover effective ways to analyse and refine your client base for a more targeted approach.

Regulatory Compliance: Navigating the maze of compliance can be daunting. We share tips and tools to make this process smoother and more manageable.

Technology and Software: Technology should make life easier, not more complicated! We discuss integrating and optimising your tech tools for greater efficiency.

Client Communication: Lastly, we delve into client communication strategies. Find out how to keep your communication clear, consistent, and effective.

🌐 Why Listen?

Simplifying these key areas of your financial advisory practice can lead to better efficiency, stronger client relationships, and a more robust business model. We break down each topic into simple, actionable steps you can start applying right away!

👍 Like, Share, and Subscribe

If you find this episode helpful, don’t forget to like, share it with your colleagues, and subscribe for more insightful episodes every week!

📣 Join the Conversation

Have questions or insights about simplifying financial advisory practices? Drop a comment below, or join our live chat during the broadcast. Let's learn and grow together!

🕒 Tune in Every Friday at 8 AM SAST LIVE on YouTube

Leave us a comment with your thoughts and questions.

--- Find our content valuable? Please subscribe to the YouTube channel ---

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Disclaimer: The views and opinions expressed by guests on our show do not reflect the official stance of our platform. We do not endorse or promote any guest, their views, or any products and services they might represent.

--- PROpulsion Tech ---

Bringing everything tech to the financial planning profession.

9, 11, and 16 April 2024.

All the info: https://www.propulsion.co.za/propulsi...

--- Learn more about PROpulsion ---

👉 https://www.propulsion.co.za/community

Send us a text

In this episode of the Propulsion podcast, host Francois Du Toit interviews financial planner and wealth coach, Ursula Molefe, about her experience at a Lean In Circle vision board session. 

Ursula shares the importance of reflecting on values and beliefs when creating a vision for the future, as well as the significance of a support system in achieving goals. She also recounts a touching experience where her advice helped a client diagnosed with cancer. 

The conversation sheds light on the deeper meanings and motivations behind success and financial planning. Listeners are encouraged to consider their own values and goals as they pursue financial health.

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In this episode of Propulsion, host Francois Du Toit talks with key account specialist, Tumelo Thwala, about her experience with creating a personal vision board at a Lean In Circle session for women in financial planning. 

Tumelo discusses how the process of putting together a vision board helped her to answer personal questions and develop a plan for achieving her goals in both her career and personal life. 

She also highlights the importance of keeping the vision board visible and using it as a tool for taking actionable steps toward achieving her goals. 

Tumelo shares her positive experience with the Lean In Circle, describing it as a collaborative and supportive environment for growth and learning in the challenging financial planning industry. 

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In this episode of the Propulsion podcast, host Francois Du Toit interviews Amanda Dusse, the owner of a Liberty franchise specializing in financial planning. 

Amanda shares her personal story of why she entered the financial planning industry and how the loss of her brother motivated her to educate others about the importance of financial planning. 

The interview takes place during a Lean In vision board session, where Amanda discusses the benefits of creating a vision board and how it has helped her be more intentional in her thoughts and actions. 

She also talks about the role of vision boards in her financial planning practice, including potentially using them to help clients with their financial planning. Amanda also shares her positive experiences with the Lean In community and the value of being able to share openly and learn from others. 

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In this episode of the Propulsion podcast, host Francois Du Toit speaks with Zee Gumede, a financial adviser specializing in healthcare. Zee discusses her passion for serving others and her desire to continually improve herself and her craft. She shares her experience attending a Lean In Circle vision board session and how it helped her assess where she is and what she needs to do to better herself. 

Zee emphasizes the importance of being truthful to oneself and prioritizing what is important to each individual, whether it is work, family, or something else.

Zee also talks about her involvement in Lean In Circle, a community that supports women in financial planning and encourages them to uplift and hold each other up. She praises the uniqueness of the group, with women from various backgrounds and experiences coming together to find common ground and help each other succeed.

The episode concludes with a reminder that creating a vision board is not just a one-time thing but a continuous process of reassessment and improvement. 

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In this episode of the Propulsion podcast, host Francois Du Toit speaks with Certified Financial Planner® Professional, Tsungai Masendeke, about her journey to financial planning and her passion for empowering women to create generational wealth.

Tsungai shares how her experience of financial exclusion at university inspired her to learn more about wealth creation and financial planning. 

She also discusses her initiative, Moms and Money, which focuses on educating and empowering women to better manage their finances. 

The conversation touches on the importance of financial literacy for children and the benefits of goal-based investing. Tsungai also shares her experience as part of the Lean In Circle community, where she has found a sense of belonging and collaboration with other women in the male-dominated financial services industry. 

The episode ends with a discussion of the value of vision boards and setting clear goals to achieve success.

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David Ansara returns to the show and he discusses current issues, what he sees for the future, and his new appointment as CEO of the FMF. We highlight key risks facing South Africa.

--- Watch the full episode on our YouTube channel ---
https://youtu.be/zZSY2y5jkQ4

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--- PROpulsion Tech 2023 ---

Save the date: https://www.propulsion.co.za/tech

--- 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
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#economy #financialplanning #southafrica

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This is our 200th episode! It is a milestone that was unthinkable a few short years ago.

Join us in celebrating this momentous occasion!

And we have a special guest!

None other than renowned economist, Dawie Roodt!

Francois du Toit and Dawie Roodt discusses the future of South Africa from an economic point of view and what Financial Planners must consider when giving advice and guidance to clients.

Come celebrate with us!

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

Dawie Roodt - LinkedIn: https://www.linkedin.com/in/dawie-roodt-9a641913/

Website: https://www.dawieroodt.co.za/ | https://www.efw.co.za

About Dawie: Dawie Roodt is a founder, Director and Chief Economist of the Efficient Group. He serves on a variety of investment committees within the Efficient Group. Dawie’s latest role is that of Chairmen of Efficient Private Clients, of which Efficient Group is the majority shareholder.

Dawie is a nationally renowned economist, with over 30 years’ experience. He specialises in monetary-, fiscal policy and is currently doing extensive research on the possible impact of “crypto” currencies on monetary policy. He is closely involved with the management of client asset portfolios. His interest in international and local politics has grown and he has become knowledgeable in the field of politics as well.

Dawie is ranked the most referenced economists in the country and received the prestigious Economist of the year award by Media 24, a media house. He has been the anchor presenter of the television program Ontbytsake for the past 19 years.

---- Jersey Finance - Future Proofing Wealth ----

Johannesburg: https://www.jerseyfinance.je/events/jersey-finance-future-proofing-wealth-johannesburg/

Cape Town: https://www.jerseyfinance.je/events/jersey-finance-future-proofing-wealth-cape-town/


---- Watch the full episode on our YouTube channel ----
https://youtu.be/hDgRCKrGyXY

Click the SUBSCRIBE button while you're there ;)

---- PROpulsion Tech 2023 ----

Save the date: https://www.propulsion.co.za/tech


---- 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

#economy #financialplanning #southafrica

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Oh, the compliance BURDEN! The high cost associated with compliance. Not only from a monetary point of view but especially from a time point of view.

Clients could not be bothered with all the paperwork and are often frustrated by the process and the time involved. But it has to be done.

We often hear financial advisers complain that we are over-regulated and that compliance is killing the profession and small financial advice businesses.

Join Francois du Toit and Julie Anley, co-founder of Lemonaide, a RegTech business that developed Beeswax, a leading case management software for ease of compiling and generating customer due diligence reports.

Julie shares a fresh perspective on the value of compliance and will make you rethink its role.

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

Julie Anley - LinkedIn: https://www.linkedin.com/in/julie-anley-1316933a/

Website: https://lemonaideriskbureau.com/

About Lemonaide: We are, at our core, an information technology business with a chosen specialization in the realm of Compliance.

---- Jersey Finance - Future Proofing Wealth ----

Johannesburg: https://www.jerseyfinance.je/events/jersey-finance-future-proofing-wealth-johannesburg/

Cape Town: https://www.jerseyfinance.je/events/jersey-finance-future-proofing-wealth-cape-town/

---- Please watch the full episode on our YouTube channel ----
https://youtu.be/gwyIGcRLXEA

Click the SUBSCRIBE button while you are there ;)

---- PROpulsion Tech 2023 ----

Save the date: https://www.propulsion.co.za/tech

---- 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

#compliance #financialplanning #regulation