PROpulsion LIVE

Francois du Toit

Welcome to PROpulsion Live, your ultimate destination for all things related to building and running a successful financial planning business. Our weekly show is the essential resource for financial planners, advisors, paraplanners, and anyone in the financial services profession. Join us every Friday on YouTube for the live show as we explore the ins and outs of sales, marketing, technology, relationships, business strategy, personal development, and so much more.With over 200 episodes and counting, our show features both insightful solo presentations and engaging interviews with industry experts from around the globe. Our dynamic format includes a 5-minute intro and welcome, a current affairs segment hosted by the FPI, a coach's corner led by Norma Simons, a random topic discussion, quick announcements, a 30-minute main topic or interview, and a closing segment to wrap things up.Subscribe to PROpulsion Live and become a part of our growing community of 1200+ dedicated professionals. Together, we're shaping the future of the financial planning profession. Don't miss out on the valuable insights, tips, and strategies that will propel your business or practice to new heights. Be part of the change and the journey towards a prosperous and impactful financial planning profession!If this is speaking your language or you listened to a few episodes and found value, then please subscribe or follow now and never miss an episode of PROpulsion Live, the show that empowers financial planners like you to thrive!

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Top 10 PROpulsion LIVE Episodes

Goodpods has curated a list of the 10 best PROpulsion LIVE episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to PROpulsion LIVE for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite PROpulsion LIVE episode by adding your comments to the episode page.

Lessons for Financial Advisers from Rizanne Oosthuisen’s ProfileMe Journey

PROpulsion LIVE

10/12/24 • 27 min

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In this episode of PROpulsion LIVE, we sit down with Rizanne Oosthuisen, founder and CEO of ProfileMe.app. Rizanne shares her entrepreneurial journey, from founding a start-up to leading the most innovative advice technology platform.
We’ll explore how she built ProfileMe from the ground up, the lessons she learned as a woman in tech, and the strategies she used to create a strong team and culture. Rizanne also shares valuable advice for aspiring entrepreneurs and how to navigate the challenges of live tech innovation.
Join us to learn more about Rizanne’s journey and the entrepreneurial insights she has gained along the way.
Subscribe to our channel for more episodes featuring leaders in the financial services industry.
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https://www.youtube.com/@PROpulsionLive
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.

Take the Professional Practice 10.0 Scorecard --

See how your business scores:
🎯 https://www.propulsion.co.za/scoreyt

Get the Financial Advisor Playbook Now: --

Physical Book: https://www.takealot.com/the-financia...
Get the digital copy on Amazon:
https://www.amazon.com/dp/B0D8BL2CGH

Learn more about PROpulsion: --

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

Aligning Value Propositions and Technology Solutions with Gareth Hopkins

PROpulsion LIVE

06/22/24 • 35 min

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In this episode, we interview Gareth Hopkins, an experienced operations and client support professional in the information technology sector. Gareth shares his insights on delivering value propositions, maintaining business continuity, and client retention through the use of technology.
We discuss Gareth's journey in the IT sector and its intersection with financial services - how his diverse experience across different roles has shaped his approach to business solutions.
We delve into the concept of value propositions and their importance for businesses. We share methods for identifying and developing value propositions within an organization.
We take a look at their cloud-based technology platform, designed to facilitate the delivery of an organization's value proposition.
Finally, we discuss how businesses can ensure continuity and client retention through technology, emphasizing the importance of centralizing stakeholders, relationships, and records.
Join us to gain valuable insights from Gareth Hopkins on how to leverage technology to deliver your value proposition and maintain business continuity and client retention.
Subscribe to our channel for more episodes that provide practical advice and strategies for financial advisors looking to elevate their practice.
Leave us a comment with your thoughts and questions.
- Find our content valuable? Please subscribe to the YouTube channel --
Click the SUBSCRIBE button HERE:
http://www.youtube.com/@PROpulsionLive
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.
-- Connect with Gareth --
Gareth on LinkedIn: / gareth-hopkins-95703724
/ pfirestormtech
-- Join the Financial Advisor Playbook Waitlist --
Join here: https://www.propulsion.co.za/book
-- Learn more about PROpulsion --
👉 https://www.propulsion.co.za/community

Business Financial Planning with Errol Meyer

PROpulsion LIVE

11/16/24 • 34 min

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In this episode of PROpulsion LIVE, we’re joined by Errol Meyer, a financial expert with over 30 years of industry experience and author of Business Financial Planning. Errol dives deep into the importance of business succession planning, the role of life insurance, and strategies for ensuring a strong financial future for businesses. With insights from his latest book, Errol shares practical guidance for advisers and business owners on creating robust plans that secure long-term stability and financial security.
Don’t miss this valuable conversation with Errol Meyer, designed to provide financial professionals with actionable insights to enhance their advisory skills and support business clients in securing their legacies.
Disclaimer: The views expressed by guests are their own and do not reflect the official stance of this platform.
Connect with Errol:
Errol on LinkedIn: / errol-gottfried-meyer-68840b146
Leave us a comment with your thoughts and questions.
-- Find our content valuable? Please subscribe to the YouTube channel --
Click the SUBSCRIBE button above
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.
Take the Professional Practice 10.0 Scorecard --
See how your business scores:
🎯 https://www.propulsion.co.za/scoreyt
Get the Financial Advisor Playbook Now: --
Physical Book: https://www.takealot.com/the-financia...
Get the digital copy on Amazon:
https://www.amazon.com/dp/B0D8BL2CGH
Learn more about PROpulsion: --
👉 https://www.propulsion.co.za/community

Simply Navigating Complexity with Lara Warburton

PROpulsion LIVE

07/20/24 • 33 min

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In this episode, we interview Lara Warburton, the FPI Financial Planner of the Year for 2023 and Managing Director of Integral Wealth Management. With 31 years of experience in financial services and 24 years as an independent financial planner, Lara shares her insights on the importance of independent financial advice, professionalism, and navigating an increasingly complex environment.
Lara discusses her journey in the financial planning industry, the value of networks like PROpulsion, and the role of mentorship in upskilling young advisers. She also shares practical client stories and emphasizes the importance of simple, effective solutions in financial planning.
Join us to gain valuable insights from Lara Warburton on how to stay current, provide capable advice, and support the next generation of financial planners.
Subscribe to our channel for more episodes that provide practical advice and strategies for financial advisors looking to elevate their practice.
Click the SUBSCRIBE button HERE:
https://www.youtube.com/@PROpulsionLive
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.
-- Connect with Lara: --
Lara on LinkedIn: https://www.linkedin.com/in/larawarbu...
-- Blue Chip Digital Round Table Discussions --
Offshore investing discussion: https://bluechipdigital.co.za/round-t...
DFM discussion: https://bluechipdigital.co.za/round-t...
-- Join the Financial Advisor Playbook Waitlist: --
Join here: https://www.propulsion.co.za/book
-- Learn more about PROpulsion:--
👉 https://www.propulsion.co.za/community

Global Trends in Financial Planning with FPI's CEO Lelané Bezuidenhout

PROpulsion LIVE

05/04/24 • 33 min

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In this episode, we speak with Lelané Bezuidenhout, CEO of the Financial Planning Institute of Southern Africa (FPI), exploring several key topics in the field of financial planning.
We begin by discussing the role of credentialing in the industry, comparing the Certified Financial Planner (CFP) designation with emerging trends such as micro credentialing and recognition of prior learning. Lelané shares her insights on how these elements are expected to integrate and evolve in the future.
The conversation then shifts to the use of artificial intelligence in financial planning. We examine the differences between free and paid AI tools, delving into the risks associated with each and the importance of using these tools responsibly to protect client interests.
We also discuss the global recognition of the CFP® designation and how financial planners can leverage this for international practice, followed by an analysis of recent changes in retirement systems. We draw parallels between the reforms in the Netherlands and South Africa's new Two Pot System, discussing how these changes position South Africa on a global scale and the need for holistic financial planning.
Lastly, we touch on the current issue regarding the Certified Financial Planner® versus Chartered Financial Planner designations and its implications for the industry and profession.
Join us to gain valuable insights into these pressing topics and understand how they are shaping the future of financial planning.
Subscribe to our channel for more episodes that provide practical advice and strategies for financial advisors looking to elevate their practice.
Leave us a comment with your thoughts and questions.
--- Find our content valuable? Please subscribe to the YouTube channel ---
Click here to SUBSCRIBE:
https://www.youtube.com/@PROpulsionLive
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.
--- Connect with Lelané ---
Lelané on LinkedIn: / lelan%c3%a9-bezuidenhout-cfp%c2%ae-83789b28
--- Learn more about PROpulsion ---
👉 https://www.propulsion.co.za/community

The Five Essential Rings for Financial Advisors' Success

PROpulsion LIVE

04/13/24 • 29 min

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In this episode, we explore "The Five Rings for Lasting Success and the One Ring to Rule Them All," drawing inspiration from The Lord of the Rings to delve into essential aspects that forge a successful career in financial planning.
Join us to learn about the Ring of Lore, the Ring of Craft, the Ring of Fellowship, the Ring of Treasury, and the Ring of Heraldry.
Culminating the discussion, the Ring of Dominion, the one ring to rule them all, will be made known. This ring is the cornerstone that binds and guides the use of all other rings.
Join us as we break down these complex concepts into clear, actionable strategies that can help financial planners and advisors build a robust, enduring career by mastering both the tangible and intangible aspects of the profession.
Subscribe to our channel for more insights into financial planning and effective business strategies. Please leave your comments below; we value your thoughts and questions.
Leave us a comment with your thoughts and questions.
Click here to SUBSCRIBE:
https://www.youtube.com/@PROpulsionLive
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

7 Lessons I’ve Learned from Life and Business

PROpulsion LIVE

04/06/24 • 28 min

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In this episode, we explore "Seven Lessons I've Learned from Life and Business," diving into the universal truths that have emerged from personal experiences and professional journeys. Each lesson reflects on the pivotal moments and insights that have shaped a path to success and fulfilment. And often failure!
Join us as we share these lessons, offering insights and reflections that resonate with anyone looking to navigate the complexities of life and business. This episode is a journey through the wisdom gained from both successes and challenges, aiming to inspire and guide you on your own path.
Subscribe to our channel for more episodes that provide thoughtful discussions on life, business, and the lessons that connect them.
Leave us a comment with your thoughts and questions.
--- Find our content valuable? Please subscribe to the YouTube channel ---
Click the SUBSCRIBE here:
https://www.youtube.com/@PROpulsionLive
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

Mastering the Long Game with Russell Ho

PROpulsion LIVE

03/23/24 • 31 min

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In this episode, we sit down with Russell Ho, a young and dynamic financial planner on a mission, to discuss "Mastering the Long Game." Russell shares his personal and professional journey, focusing on the principles of patience, authenticity, and strategic planning that have shaped his long-term success in the industry.
We begin by exploring the initial challenges Russell faced, including his experiences with the allure of immediate rewards versus his commitment to a long-term vision for his career.
Russell emphasises the importance of authenticity, detailing how being true to oneself over maintaining an appearance of success has been pivotal in building meaningful client relationships and driving professional growth.
The conversation will then move to strategic financial planning, where Russell highlights the critical decisions made in his personal and professional life, including his approach to spending, saving, and investing. He shares the four essential questions he considers before making any financial decisions.
Additionally, we delve into Russell's perspective on materialism and the comparison trap, discussing how these views have influenced his life and work ethos.
A significant focus is placed on Russell's achievement of building his financial planning firm without resorting to loans, exploring the meticulous planning, sacrifices, and strategic decisions involved in this accomplishment.
Finally, we discuss the crucial role of deferred gratification in Russell's career and the valuable lessons learned about prioritising long-term gains over short-term pleasures.
Join us for this insightful episode that not only highlights Russell Ho's journey as a financial planner but also offers valuable lessons on the power of patience, authenticity, and strategic planning in achieving long-term success.
Leave us a comment with your thoughts and questions.
--- Find our content valuable? Please subscribe to the YouTube channel ---
Click here to SUBSCRIBE:
https://www.youtube.com/@PROpulsionLive
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.
--- Connect with Russell ---
Russell on LinkedIn: / russellhocfp
--- 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.prop

From Reluctance to Results: Changing Your Mindset on Selling

PROpulsion LIVE

03/16/24 • 26 min

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Welcome to our latest episode, where we delve into a topic that many financial planners and advisers find uncomfortable: selling. Despite the crucial role that sales play in growing a business, there's a widespread reluctance amongst professionals to see themselves as salespeople or to engage in sales activities. This episode aims to address this challenge and transform the way financial advisers view and approach selling.
Come join me on a journey where I share and recount the moment my perception of selling was forever altered. It all started when I read Daniel Pink's "To Sell Is Human," which sparked something in me. Together, we'll dive into the world of selling financial advice. It's not just about pushing products but guiding clients toward smart decisions with advice that really speaks to them.

We'll talk about why many in our industry are hesitant to see themselves as salespeople, even though selling is a big part of what we do. And we'll see why it's important to be transparent about our roles to best help those who trust us with their financial futures.

But this isn't just about selling techniques. It's also about being genuine and caring in our conversations. We'll explore how sharing knowledge and telling stories can make finance less intimidating. And we'll talk about staying true to our values, especially in a world where AI is becoming more prevalent.

Subscribe to our channel for more episodes aimed at helping financial professionals navigate the complexities of their field with confidence and integrity.
Leave us a comment with your thoughts and questions.
---- Find our content valuable? Please subscribe to the YouTube channel ----
Click here to SUBSCRIBE:
https://www.youtube.com/@PROpulsionLive
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