Time to bring financial marketing into the 21st century ft. Dan Graham

05/07/22 • 31 min

Dan 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 he is:
💥 Helping financial service heroes thrive | 💥 Popping docs for financial planners | 💥 Head of Community at NextGen Planners | 💥 Co-founder of docVinci
Dan brings a new fresh way to do marketing. Making finance and financial planning fun for advisers and their clients alike.
In this episode, Francois talks with Dan about how financial planners and advisers can bring their marketing into the 21st century.
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---- Connect with Dan ----
LinkedIn: https://www.linkedin.com/in/dan-graham-788a7656/
Website: https://www.docvinci.co.uk/

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How to reach your full potential today ft. Ronel Jooste

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Do 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 reaching your full potential? As if something is still missing?
Our special guest is Ronel Jooste CA(SA). Ronel is a SACBW Business Woman of the Year (Gauteng), a Business & Financial Consultant and owns PhysEQFiT Wellness, Guesthouse, and Spa.
She also has her own podcast called Ronel Talks Money. The show is focused on educating and empowering people about various finance-related topics.
The Ronel Jooste Dream Foundation aims to take financial literacy and entrepreneurship to the communities to prevent poverty, create jobs and create a better standard of living for everybody.
Francois du Toit talks to Ronel about how we can unlock our full potential and achieve long-lasting success in all areas of our lives. Some of the topics they touch on include:
👉 The importance of holistic well-being to achieve success and reach your full potential.
👉 Why education is so important within the financial industry.
👉 The Ronel Jooste Dream Foundation collaborates with the SA Council for Business Women helping 5 aspiring women entrepreneurs to start and grow a successful & sustainable business. Any Gauteng-based aspiring women entrepreneur or businesswoman in their first year of running a business can enter.
---- Connect with Ronel ----
LinkedIn: https://www.linkedin.com/in/roneljooste/
Website: www.financiallyfitlife.co.za / www.physeqfit.co.za
Financially Fit YouTube Channel: https://www.youtube.com/channel/UCNxhoBjk_oaiB1td0u0A8ow
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https://www.propulsion.co.za/pro
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PROpulsion LIVE Portal: https://hello.profileme.co.za/propulsion
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Building the Financial Planning Practice of your Dreams ft. Terence Tobin

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Terence 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 helps young families make sense of their financial needs and ensure they are able to provide for themselves and their kids.
Wow. Clarity is everything! And not only that, he built his practice around a fee-based model that works for him and his clients.
Terence has also been featured on radio and television and he has his own podcast.
In today's episode, Francois du Toit talks with Terence about his journey, the fact that fee-based planning is happening, and why all Independent Financial Advisers must offer this as part of their proposition.
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---- Connect with Terence ----
LinkedIn: https://www.linkedin.com/in/terencetobinfinancialcoach/

Website: https://www.richideas.co.za/
---- FPI Awards Website ----
All the info and nominations: https://fpi.co.za/fpi-awards/
---- Learn more about PROpulsion Pro ----
https://www.propulsion.co.za/pro
---- Connect with Us ----
Website: https://www.propulsion.co.za
PROpulsion LIVE Portal: https://hello.profileme.co.za/propulsion
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Twitter: https://twitter.com/propulsionlive
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