『PROpulsion LIVE』のカバーアート

PROpulsion LIVE

PROpulsion LIVE

著者： Francois du Toit
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 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!© 2023 PROpulsion LIVE 経済学
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  • 🎉Our 300th episode: Have We Been Using CRM Wrong This Whole Time? with Kobus Barnard

    🎉Our 300th episode: Have We Been Using CRM Wrong This Whole Time? with Kobus Barnard
    2025/06/07

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    🎉 This is our 300th episode of PROpulsion LIVE and we’re celebrating it in true style!

    In this week’s milestone interview, Francois sits down with Kobus Barnard, CEO and co-founder of Allegiance Consulting—the minds behind Avalon, a next-gen financial planning platform used by over 7,000 advisers.

    Together, they explore the real purpose of CRM in financial planning, how tech can create deeper human connection, and why the future of advice may lie in the seamless fusion of AI, client data, and behaviour-driven insights.

    This conversation challenges the status quo of how we manage relationships and scale advice—and gives you a glimpse of what’s next for one of SA’s top fintech innovators.

    Let us know your thoughts in the comments and help us celebrate 300 episodes of powering up the profession 🚀

    —

    🌟 Found this valuable? Hit SUBSCRIBE and don’t miss what’s next.

    —

    📘 Take the Professional Practice 10.0 Scorecard
    See how your business scores:
    https://www.propulsion.co.za/scoreyt

    📙 Get The Financial Adviser Playbook
    Hard Copy: https://www.takealot.com/the-financia...
    Digital: https://www.amazon.com/dp/B0D8BL2CGH

    💡 Learn more about PROpulsion
    https://www.propulsion.co.za/community

    🎥 Disclaimer: The views expressed by guests are their own and not endorsements of any product, service, or platform.
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    42 分
  • Turning a Skeptic into a Client: Overcoming Financial Adviser Resentment

    Turning a Skeptic into a Client: Overcoming Financial Adviser Resentment
    2025/05/31

    Send us a text

    In this episode of PROpulsion LIVE, we talk about one of the hardest — and most human — challenges in financial planning: earning the trust of a client who’s had a bad experience with a previous adviser.

    From scepticism and defensiveness to outright frustration, you’ll often sit across from people carrying baggage you didn’t pack. But how you respond can turn resentment into respect — and build a powerful new relationship.

    Join us as we explore why clients become resentful, how to recognise it, and what you can do to show them they’re in better hands now.

    Also featured in this episode:
    📰 Current Affairs by the FPI
    🎯 The Digital Savvy Adviser with Rizanne Oosthuisen-Botha
    🔥 Bulletproof Your Business with David Kop
    📣 Quick Announcements
    📌 Featured topic with Francois du Toit

    Leave a comment with your experience — how have you handled situations like this?

    Subscribe for more weekly insights that elevate your planning practice.

    ––––––––––––––––––––––––––––––––––––––
    🎟️GLOBAL FINANCIAL PLANNING CONFERENCE:
    Book your ticket now — limited in-person seats and virtual available:
    https://www.propulsion.co.za/global-f.. (https://www.youtube.com/redirect?even...) .

    📊 Take the Professional Practice 10.0 Scorecard
    See how your business scores:
    🎯 https://www.propulsion.co.za/scoreyt (https://www.youtube.com/redirect?even...)

    📘 Get the Financial Advisor Playbook
    • Physical Book: https://www.takealot.com/the-financia.. (https://www.youtube.com/redirect?even...) .
    • Digital Copy on Amazon:

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    30 分
  • The Human Side of Financial Planning with Rudolph Geldenhuys

    The Human Side of Financial Planning with Rudolph Geldenhuys
    2025/05/24

    Send us a text

    In this episode of PROpulsion LIVE, we’re joined by the 2024 Financial Planner of the Year, Rudolph Geldenhuys. Together, we dive into the tension between the technical and human sides of financial planning—and why embracing both is essential for success in today’s environment.

    Rudolph shares insights on developing deep client relationships, playing to your strengths, and how your personal wellbeing directly impacts the outcomes you deliver for clients. From values-based advice to strengths-based development and creating safe client spaces, this conversation will inspire financial professionals at every level.

    📥 Resources mentioned:

    • Personal Values Assessment: https://personalvalu.es/

    • CliftonStrengths Top 5: https://store.gallup.com/p/en-us/1010...

    💬 Leave a comment with your takeaways and reflections on the human side of advice.

    📌 Subscribe for weekly insights into financial planning, growth strategies, and the future of the profession.

    https://www.youtube.com/@PROpulsionLive

    ––––––––––––––––––––––––––––––––––––––
    🎟️GLOBAL FINANCIAL PLANNING CONFERENCE:
    Book your ticket now — limited in-person seats and virtual available:
    https://www.propulsion.co.za/global-f...

    📊 Take the Professional Practice 10.0 Scorecard
    See how your business scores:
    🎯 https://www.propulsion.co.za/scoreyt

    📘 Get the Financial Advisor Playbook
    • Physical Book: https://www.takealot.com/the-financia...
    • Digital Copy on Amazon: https://www.amazon.com/dp/B0D8BL2CGH

    🌐 Learn more about
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    44 分

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