PROpulsion LIVE
Episodes
The Power of Outsourcing to Get Your Time Back
27 Sep 2022
Contributed by Lukas
Send us a textEvery financial planner and financial adviser is complaining that they do not have enough time to spend with clients. Instead, their tim...
Getting the most out of technology for your financial planning practice
20 Sep 2022
Contributed by Lukas
Send us a textFinancial planners and advisers are forever looking for new technology. Technology that is friendlier and easier to use. Technology that...
Is this what the future holds for Independent Financial Advisors?
13 Sep 2022
Contributed by Lukas
Send us a textHaving observed some interesting trends over the last while, having been part of several conversations... it seems that the future of th...
True client engagement - the key
06 Sep 2022
Contributed by Lukas
Send us a textHow do you define client engagement? What does it look like in your mind? Are you intentionally creating an environment and opportunity ...
Stop waiting for things to change
30 Aug 2022
Contributed by Lukas
Send us a textHope is a dangerous thing. Hoping that anything would change provides a false and temporary sense of confidence. Belief is such a crucia...
Communicating your financial planning business's values effectively
20 Aug 2022
Contributed by Lukas
Send us a textIf you want people to work with you and your business, you have to be clear on what you stand for. You can get clear by spending time ar...
What it takes to be in the 1% and why you must care
13 Aug 2022
Contributed by Lukas
Send us a textIt is way too easy to become complacent. To accept and settle for where we are. To do what everybody else is doing. To give up on dreams...
Living beyond 100 - the changing retirement landscape ft Wynand Gouws
12 Aug 2022
Contributed by Lukas
Send us a textThe likelihood of living beyond 100 is becoming a massive reality. We hear of more and more people celebrating their 100th birthday. Wil...
How hedge funds are entering the financial advice space ft Alan Yates
30 Jul 2022
Contributed by Lukas
Send us a textHedge funds are making their way into the retail financial advice space. What does this mean? Why is this happening and how are they gai...
Pursuing their passion for helping people ft. PJ and Geo Botha
23 Jul 2022
Contributed by Lukas
Send us a textThe dynamic duo. Brothers PJ and Geo Botha.The old adage that the Oak tree does not grow in the shadow of the Cypress applies to the rel...
Building your financial planning brand and business with content marketing
16 Jul 2022
Contributed by Lukas
Send us a textThe goal of content marketing is simple. It is to provide solutions to the problems of the person you are talking to. To add value. To m...
Remain profitable and competitively positioned in a rapidly changing world ft Mandy Murphy
09 Jul 2022
Contributed by Lukas
Send us a textSuccess is rarely a straight line upward; it is often interrupted by factors, in the form of opportunities and threats, that are constan...
Helping clients live their passion and fulfil their mission in the world ft Marguerite Engelbrecht
02 Jul 2022
Contributed by Lukas
Send us a textMarguerite Engelbrecht is a Lifestyle Financial Planner and Coach at MyJourney2Freedom and her story is one of inspiration and a stark r...
Building trust and creating value that unlocks opportunity ft Tim Vieyra
25 Jun 2022
Contributed by Lukas
Send us a textOne of the unintended consequences of what financial professionals have been advising for decades turned out to be a challenge when tryi...
5 rules for when doing work for free makes sense and unlocks value for you and your business
25 Jun 2022
Contributed by Lukas
Send us a textWill 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...
Building incredible solutions with the right partnerships ft. Georgina Smith
04 Jun 2022
Contributed by Lukas
Send us a textINN8 is changing the way investments are done. An innovative, built from the ground up, investment platform.Join Francois du Toit and Ge...
Being an early adopter and exploring the new digital frontier ft. Kobus Kleyn
28 May 2022
Contributed by Lukas
Send us a textHow, when, and where financial planners engage with their clients have dramatically changed since 2020. Client expectations are complete...
Financial planning practice efficiencies
21 May 2022
Contributed by Lukas
Send us a textEfficiency means a lot of things. It unlocks a lot of opportunities and possibilities.Efficiency gives you more time. Efficiency creates...
Building the Financial Planning Practice of your Dreams ft. Terence Tobin
15 May 2022
Contributed by Lukas
Send us a textTerence 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 hel...
Time to bring financial marketing into the 21st century ft. Dan Graham
07 May 2022
Contributed by Lukas
Send us a textDan 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 ...
How to reach your full potential today ft. Ronel Jooste
30 Apr 2022
Contributed by Lukas
Send us a textDo 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 r...
Demonstrating the true value of financial advice ft. Edden Kift
23 Apr 2022
Contributed by Lukas
Send us a textAs a financial planner and adviser, you know how valuable the advice is that we provide our clients. It is intuitive. However, we often ...
Lifedocs helps you take control before it is too late ft. Geoffrey Harmuth
09 Apr 2022
Contributed by Lukas
Send us a textMany individuals and families are usually unprepared for emergencies and their inevitable passing. Loved ones are often left with no ide...
Embrace technology to grow your practice and take back your life ft. Gustav Neethling
02 Apr 2022
Contributed by Lukas
Send us a textMany 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 ...
Costly mistakes to avoid in your financial planning practice
26 Mar 2022
Contributed by Lukas
Send us a textMistakes whether big or small, once-off or ongoing, knowing or unknowing are costly. Not only in terms of money. It impacts many differe...
Delivering a new required level of customer experience
19 Mar 2022
Contributed by Lukas
Send us a textThe game has changed. Client expectations have changed. The fundamentals may have stayed the same but the way in which we deliver requir...
Carving out a niche and owning it across all aspects ft. Stefan Bothma & Werner Hattingh
12 Mar 2022
Contributed by Lukas
Send us a textStefan Bothma and Werner Hattingh are a duo with their sights set on changing the way financial planning and advice are delivered to a v...
5 top must-have technology tools for your practice in 2022
05 Mar 2022
Contributed by Lukas
Send us a textTechnology is critical for financial planning and other professional practices that must reinvent and reimagine their businesses, their ...
Financial Planner Productivity and Time Management Secrets
26 Feb 2022
Contributed by Lukas
Send us a textWhat is the secret to high productivity, great time management, and efficiency for financial planners?We answer these questions and we s...
Unbelievable lessons for financial planners from a Pro MTB coach ft. Barry Austin
19 Feb 2022
Contributed by Lukas
Send us a textI 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 ...
The value and the curse of free in practice
12 Feb 2022
Contributed by Lukas
Send us a textWe 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...
Overcoming patterns that keep you stuck ft. Lisa Linfield
16 Jul 2021
Contributed by Lukas
Send us a textLisa 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 l...
Staying in the helicopter ft. Juanita Vorster
09 Jul 2021
Contributed by Lukas
Send us a textThe winners in this new game of business are those that can see through the noise and keep it simple because business at its core is sim...
Slow down to go faster
03 Jul 2021
Contributed by Lukas
Send us a textSounds counter-intuitive, but extremely powerful!Join us for a riveting discussion about how slowing down can help you go further faster...
S2E15 - Midlife Money Makeover ft. Kim Potgieter
03 Jul 2021
Contributed by Lukas
Send us a textIt is never too late for a makeover, and midlife is the perfect opportunity to redesign your life exactly as you want it. You do have ...
S2E14 - Understanding your client's Financial DNA® using Money EQ ft. Robyn Clay and Hendrik Crafford
03 Jul 2021
Contributed by Lukas
Send us a textMoney EQ is an international behavioural discovery process that allows financial advisors to identify their clients’ financial persona...
S2E13 - 7 books that will positively impact your life
10 May 2021
Contributed by Lukas
Send us a textThis is the unedited original audio from our LIVE online show called PROpulsion LIVE broadcasted on Friday 7 May 2021.News segment prese...
S2E12 - The one key you need for success
01 May 2021
Contributed by Lukas
Send us a textThis is the unedited original audio from our LIVE online show called PROpulsion LIVE broadcasted on Friday 30 April 2021.News segment: p...
S2E11 - The latest on SA Exchange Control and Tax Changes ft. Hugo van Zyl
24 Apr 2021
Contributed by Lukas
Send us a textThis is the unedited original audio from our LIVE online show called PROpulsion LIVE broadcasted on Friday 23 April 2021.News segment pr...
S2E10 - The value of (your) financial advice to clients
17 Apr 2021
Contributed by Lukas
Send us a textThis is the unedited original audio from our LIVE online show called PROpulsion LIVE broadcasted on Friday 16 April 2021.News segment pr...
S2E9 - Free Tools for Financial Advisers
10 Apr 2021
Contributed by Lukas
Send us a textThis is the unedited original audio from our LIVE online show called PROpulsion LIVE broadcasted on Friday 9 April 2021. News segment p...
S2E8 - South Africa's road to recovery ft. David Ansara
27 Mar 2021
Contributed by Lukas
Send us a textThis is the unedited original audio from our LIVE online show called PROpulsion LIVE broadcasted on Friday 26 March 2021. The broadcast ...
S2E7 - We celebrate our first birthday!
20 Mar 2021
Contributed by Lukas
Send us a textThis is the unedited original audio from our LIVE online show called PROpulsion LIVE broadcasted on Friday 19 March 2021.News segment pr...
S2E6 - Aloha Financial Advising ft. Stephen Kagawa
13 Mar 2021
Contributed by Lukas
Send us a textThis is the unedited original audio from our LIVE online show called PROpulsion LIVE broadcasted on Friday 12 March 2021.News segment pr...
S2E5 - Your client onboarding experience
06 Mar 2021
Contributed by Lukas
Send us a textThis is the unedited original audio from our LIVE online show called PROpulsion LIVE broadcasted on Friday 5 March 2021.News segment: pr...
S2E4 - The art of failing forward ft. Tanya Kunze
27 Feb 2021
Contributed by Lukas
Send us a textThis is the unedited original audio from our LIVE online show called PROpulsion LIVE broadcasted on Friday 26 February 2021.News segment...
S2E3 - Clever and low-effort marketing tactics
20 Feb 2021
Contributed by Lukas
Send us a textThis is the unedited original audio from our LIVE online show called PROpulsion LIVE broadcasted on Friday 19 February 2021.News segment...
S2E2 - Staying connected
13 Feb 2021
Contributed by Lukas
Send us a textThis is the unedited original audio from our LIVE online show called PROpulsion LIVE broadcasted on Friday 12 February 2021.News segment...
S2E1 - Building brand and trust with adwiser.co.za ft. Brian Jervis
06 Feb 2021
Contributed by Lukas
Send us a textThis is the unedited original audio from our LIVE online show called PROpulsion LIVE broadcasted on Friday 5 February 2021.News segment ...
Ep. 24 - Financial Abuse with Michelle Hoskin
17 Sep 2020
Contributed by Lukas
Send us a textI speak to Michelle Hoskin, founder of Standards International.This is a conversation that any and everyone must listen to. Vital inform...
Ep. 23 - Running a virtual financial planning practice with Derek Notman
02 Sep 2020
Contributed by Lukas
Send us a textDerek Notman pivoted his financial planning practice from a face-to-face business to a completely virtual practice back in 2013. As Dere...
Ep. 22 - Successfully Building a Financial Planning Practice Aligned to What Clients Really Want with Kate Holmes
20 Jun 2020
Contributed by Lukas
Send us a textIn 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 ...
Ep. 21 - Essential update on expat tax, new issues that are being uncovered and the new directive process with Hugo van Zyl
10 Apr 2020
Contributed by Lukas
Send us a textHugo van Zyl returns to PROpulsion for an essential update on tax for expats now that the changes are in effect since the 1st of March 2...
Ep. 20 - How financial planning businesses should approach the adoption of technology with Barrie van Zyl
03 Apr 2020
Contributed by Lukas
Send us a textBarrie van Zyl is the Head of Account Management at Iress in South Africa.We discuss several aspects related to the adoption or implemen...
Ep. 19 - Set yourself apart and make things simple for your client using ProfileMe with Rizanne Oosthuisen
21 Feb 2020
Contributed by Lukas
Send us a textFirst, we had email. Then came websites. Mobile phones evolved into smartphones. Not only did more people access information online,...
Ep. 18 - Playing from your strengths with Johan Oosthuizen
22 Nov 2019
Contributed by Lukas
Send us a textJohan Oosthuizen is an International Coach Federation (ACC) member, a Results-Driven Gallup Certified Strengths Coach (Advanced), and a ...
Ep. 17 - Taking Financial Planning into the Future with Lelane Bezuidenhout and David Kop
08 Nov 2019
Contributed by Lukas
Send us a textLelane Bezuidenhout was appointed as the new CEO of the Financial Planning Institute of Southern Africa earlier in 2019, a welcomed move...
Ep. 16 - South African Expat Tax Changes and What Expats Must Do Before 1 March 2020 with Hugo van Zyl
10 Oct 2019
Contributed by Lukas
Send us a textHugo van Zyl CA(SA) TEP MTP(SA) is well-known for his expertise in cross-border tax and financial planning. It is no surprise that his...
Ep. 15 - 3 Powerful Habits to Build a Legendary Financial Services Practice with Francois du Toit
23 Sep 2019
Contributed by Lukas
Send us a textWe recently presented a webinar on "7 powerful habits to build a legendary financial services practice".In this episode, we sh...
Ep. 14 - The ultimate solution to manage, split, track and analyse commission and revenue with Johan Vosloo
19 Aug 2019
Contributed by Lukas
Send us a textThe biggest challenge (and frustration) for any FSP of any size is to manage commissions, ongoing fees, and other revenue. Each produc...
Ep. 13 - How being simple by design has resulted in atWork becoming the most loved system for Financial Advisers with Trevor Stacey
23 Jul 2019
Contributed by Lukas
Send us a textatWork was the first cloud-based CRM system for Financial Advisers. The software was developed for the first time in 1998, long before...
Ep. 12 - The key to increasing your value and crucial aspects all FSPs, key individuals and representatives must know about the 2019/2020 CPD cycle with Francois du Toit
09 Jul 2019
Contributed by Lukas
Send us a textMuch has transpired in the last 6 weeks as the first CPD cycle came to an end on 31 May 2019.In this episode, we talk about what happene...
Ep. 11 - Building a partnership practice in a tied environment and valuable lessons from the Financial Planner of the Year Competition with Henri le Grange
11 Jun 2019
Contributed by Lukas
Send us a textFrom the moment I met Henri le Grange, CFP® I was intrigued by the way they are building their practice, especially because it is insid...
Ep. 10 - New financial planning software in South Africa that enhances client engagement with Kirsty du Toit
04 Jun 2019
Contributed by Lukas
Send us a textThis is our tenth episode, but the first episode dedicated to talking about technology for financial advisers and planners. Kirsty du ...
Ep. 9 - How to leverage radio, television and social media to build your brand and new firm with Mduduzi Luthuli
28 May 2019
Contributed by Lukas
Send us a textMduduzi Luthuli started Luthuli Capital, with his wife Trudy, two and a half years ago after he couldn't find the kind of wealth ma...
Ep. 8 - Financial Wellness for Financial Advisers - Walking our own talk with Francois du Toit
21 May 2019
Contributed by Lukas
Send us a textFinancial wellness is a topic we often discuss in relation to clients and consumers. However, a challenge for many financial advisers,...
Ep. 7 - Everything you want to know about running a fee-based practice with Arno Burger
14 May 2019
Contributed by Lukas
Send us a textArno Burger, CFP® started his practice as a young, 25-year old in a flatlet at the back of his house in 1992. His clear vision and st...
Ep. 6 - How Mariette Tappan Became the First Certified Financial Transitionist® in Africa
07 May 2019
Contributed by Lukas
Send us a textWith a career spanning over 25 years, Mariette Tappan decided to take herself out of her comfort zone. To challenge herself. With th...
Ep. 5 - How do we attract, accommodate and support young financial planners with Wessel Oosthuizen
30 Apr 2019
Contributed by Lukas
Send us a textWessel Oosthuizen, CFP® was the Director for the Centre for Financial Planning Law at the University of the Free State. A Centre entrus...
Ep. 4 - How Russell Ho employs technology and automation to create efficiency and productivity in his one-man practice
23 Apr 2019
Contributed by Lukas
Send us a textRussell Ho is a young, energetic, focused, driven and ambitious financial planner from Port Elizabeth. Listening to him, it is hard to...
Ep. 3 - Building a new national independent FSP from scratch in 2019 with Lizette Gerber
16 Apr 2019
Contributed by Lukas
Send us a textMany are considering to start their own FSP, brokerage or practice in 2019. Of those, several want to build a bigger business employin...
Ep. 2 - How Kobus Kleyn builds his strong personal brand through Social Media and how he runs his highly successful practice
08 Apr 2019
Contributed by Lukas
Send us a textKobus Kleyn is a well-known financial planner who built his personal brand using the power of social media. More specifically, Linkedi...
Ep. 1 - How a clear vision helps André Steenkamp build All-Gen Group that employs more than 70 people in just 6 years
30 Mar 2019
Contributed by Lukas
Send us a textThe inspirational journey of André Steenkamp and how he is building All-Gen Group. In just 6 years he built the business from scratch...
Ep. 0 - Introducing PROpulsion to Financial Professionals
29 Mar 2019
Contributed by Lukas
Send us a text2 years in the making... and we finally get to introduce PROpulsion, the Financial Professional's catalyst to exponential growth.In...