96 episodes

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!

PROpulsion LIVE Francois du Toit

    • Business

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!

    Mastering the Long Game with Russell Ho

    Mastering the Long Game with Russell Ho

    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.propulsion.co.za/community

    • 31 min
    From Reluctance to Results: Changing Your Mindset on Selling

    From Reluctance to Results: Changing Your Mindset on Selling

    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

    • 26 min
    Adapting to Financial Planning's Future with Wessel Oosthuizen

    Adapting to Financial Planning's Future with Wessel Oosthuizen

    We sit down with Wessel Oosthuizen, the Head of Financial Planning at Fiscal Private Clients, to discuss the future and evolution of the financial planning profession.

    In this episode, we delve into the ongoing changes within the financial planning field, touching on how the profession has grown and transformed over the years. Wessel shares his insights into the milestones that have shaped financial planning and how these changes impact both advisors and their clients.

    We also explore the crucial role of psychology in financial planning, examining how understanding clients' emotional and psychological needs can lead to better financial outcomes. Additionally, we tackle the sensitive topic of working with clients who contract dementia and similar conditions, discussing the best practices for advisors to navigate these challenging situations effectively.

    Looking ahead, Wessel shares his predictions for the profession, including the integration of technology and how it might alter the landscape of financial advice. We discuss what financial advisors can do today to prepare for the future changes in the profession.

    Subscribe to our channel for more episodes that bring insightful discussions on financial planning and advice directly to you.

    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.


    --- Wessel Oosthuizen ---

    Wessel on LinkedIn:   / woosthuizen 


    --- 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

    • 35 min
    Financial Advisors: Fun Ways to Segment, Personalise, and Wow Your Clients!

    Financial Advisors: Fun Ways to Segment, Personalise, and Wow Your Clients!

    We are unpacking the crucial topic of segmentation and aligning the value proposition and client service. In today's competitive landscape, understanding how to effectively segment your client base, tailor your value proposition, and align your client services accordingly is more important than ever. The focus of this episode is to simplify these concepts and provide you with actionable and practical strategies to enhance your financial advisory practice.
    This week, we'll look closely at who your ideal clients are. We'll go beyond just knowing their age or how much money they have. We'll dive into what they care about and how they make decisions. You'll see the magic that happens when you work with clients who really love what you do, and how it makes both of you feel excited. It's about making strong connections that help both your business and your clients grow.
    We'll finish up by talking about how to give great service. I'll give you tips on using technology and different ways to communicate to make your services even better. We'll also talk about how to make sure your clients are happy with what you provide.
    Join us for a session that will motivate you and give you the tools to make your business even better for your clients. Don't forget to subscribe and share with others who want to make their services the best they can be!

    Don't forget to subscribe to our channel for more insights and strategies tailored for financial advisors looking to elevate their practice and provide unmatched value to their clients.

    --- Click to SUBSCRIBE ---
    https://www.youtube.com/@PROpulsionLive

    Leave us a comment with your thoughts and questions.

    ---Click to learn more about PROPULSION ---
    http://www.propulsion.co.za

    #valueproposition #segmentation #clientservice

    • 33 min
    Powerful Lead Generation Strategies Any Professional Can Do

    Powerful Lead Generation Strategies Any Professional Can Do

    Welcome to our latest episode! Today, we're diving into the secrets of attracting more clients to your business. Forget about cold calling endlessly without results. Instead, we'll show you how personalized outreach based on research can completely change your approach.
    Learn how to keep a steady stream of clients coming in and adjust your business to do well in different markets. We'll give you tips on building strong one-on-one relationships and getting referrals. Plus, hear a story from 2016 about how customized presentations made a big impact in retirement planning.
    We'll also talk about using platforms like LinkedIn to connect with people in a meaningful way. It's not just about having a lot of contacts; it's about building deep connections that can turn into valuable partnerships.
    And don't miss out on the power of video and podcasts! We'll explain how these tools can help you educate your clients and keep them engaged. I'll even share how podcasts saved my business during tough times.
    Whether you're a financial advisor or planner, a consultant, or a professional in any field, these strategies are designed to help you attract and retain the clients you need to succeed. So, join us, take notes, and get ready to raise the bar of your approach to lead generation.

    Leave us a comment with your thoughts and questions.

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

    Click the SUBSCRIBE button above
    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

    • 35 min
    Is technology making things simpler or more complex for financial advisors with Adam Owen

    Is technology making things simpler or more complex for financial advisors with Adam Owen

    In this insightful and challenging episode of our series, we sit down with Adam Owen, the Head of Content at NextGen Planners, to dissect the complexities and simplicities of the future in financial advisory. As we delve into the topic "IS THE FUTURE SIMPLE OR NOT?", Adam shares his invaluable insights gained from years of experience.

    This episode peels back the layers of AI's influence on productivity and content creation, revealing a landscape where speed often trumps depth. We probe the question of whether our relentless pursuit of newness could be eroding the pillars of deep learning and if educational institutions might soon be antiquated relics. Listen as we reflect on the critical task of managing the deluge of data with intentionality, preserving the essence of quality in an age where AI-driven productivity is the new norm.

    Our candid conversation then takes a turn into the realm of client relationships within financial planning, under the looming shadow of AI's capabilities. Adam shares invaluable insights on the distinction between bombarding clients with AI-generated content and truly connecting with their unique needs. We unravel the potential for AI to simulate empathy and adamantly argue for the irreplaceable power of authentic human interactions. Wrapping up, we examine how businesses can thoughtfully harness technology to streamline operations, strategically grow, and keep a personal touch alive in a landscape increasingly dominated by automation.

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

    Click to SUBSCRIBE :
    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.

    ---- Adam Owen ----

    Adam on LinkedIn: https://www.linkedin.com/in/askadamowen/

    ---- 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

    #FinTech #FinancialPlanning #PROpulsionLive

    • 33 min

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