PROpulsion LIVE

Send us Fan Mail This is the unedited original audio from our LIVE online show called PROpulsion LIVE broadcasted on Friday 5 March 2021. News segment: presented by Seema Naicker,   Technical & CPD Manager at the Financial Planning Institute of SA . Personal Development segment: presented by Norma Simons , a mindset and accountability coach talking about the impact of our beliefs on our lives...

Send us Fan Mail This is the unedited original audio from our LIVE online show called PROpulsion LIVE broadcasted on Friday 26 February 2021. News segment presented by David Kop, Executive Director: Relevance of the Financial Planning Institute of SA . Personal Development segment presented by Norma Simons , a mindset and accountability coach talking about the importance of setting priorities. Fea...

Send us Fan Mail This is the unedited original audio from our LIVE online show called PROpulsion LIVE broadcasted on Friday 19 February 2021. News segment presented by David Kop, Executive Director: Relevance of the Financial Planning Institute of SA . Personal Development segment presented by Norma Simons , a mindset and accountability coach talking about emotions and their impact on our actions....

Send us Fan Mail This is the unedited original audio from our LIVE online show called PROpulsion LIVE broadcasted on Friday 12 February 2021. News segment presented by David Kop, Executive Director: Relevance of the Financial Planning Institute of SA . Personal Development segment presented by Norma Simons , a mindset and accountability coach asking us if we are comfortable with discomfort. Featur...

Send us Fan Mail This is the unedited original audio from our LIVE online show called PROpulsion LIVE broadcasted on Friday 5 February 2021. News segment presented by Lelané Bezuidenhout, CEO of the Financial Planning Institute of SA Personal Development segment presented by Norma Simons , a mindset and accountability coach Feature Guest : Brian Jervis from adwiser.co.za We live in a hyper-connect...

Send us Fan Mail I speak to Michelle Hoskin , founder of Standards International . This is a conversation that any and everyone must listen to. Vital information and insights are discussed. We tackle the topic of financial abuse, one of the most common forms of abuse in the world. It is a problem that is becoming more visible every day. In this episode, we discuss: What is financial abuse? The sca...

Send us Fan Mail Derek Notman pivoted his financial planning practice from a face-to-face business to a completely virtual practice back in 2013. As Derek puts it, he has "many arrows in his back" from doing this. He learned a ton of lessons in the process which led to him creating a system that helps other financial advisers across the globe to go virtual without having to learn these (...

Send us Fan Mail In 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 one of the first completely virtual, fee-only, monthly retainer (no AUM) financial planning practices, Belmore Financial, in the US. As an advocate for evolving the financial planning profession, and being one of the first to create a new model...

Send us Fan Mail Hugo 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 2020. Hugo was a guest on episode 16 (our most popular and downloaded episode to date). In today's episode, we discuss: What it means to be resident; Announcements in the latest budget speech (26 Feb 2020) that impact South Africans working ab...

Send us Fan Mail Barrie van Zyl is the Head of Account Management at Iress in South Africa. We discuss several aspects related to the adoption or implementation of technology in financial planning businesses, although these aspects will apply to any kind of business looking to adopt technology. We start off talking about the rate of advancement and adoption.  Businesses struggle to choose the righ...

Send us Fan Mail First, we had email.  Then came websites.  Mobile phones evolved into smartphones. Not only did more people access information online, but they also started publishing more content online.  That sounds great, right?  More information at our fingertips.  However, it also means that it is becoming harder and harder to find exactly what we are looking for. Quickly and without effort....

Send us Fan Mail Johan Oosthuizen is an International Coach Federation (ACC) member, a Results-Driven Gallup Certified Strengths Coach (Advanced), and a BP10 trained coach.  Johan has more than 34 years of experience of which he spent 23 years as a top Financial Advisor at a major life assurance company and for the last 10 years he has been specialising as a Gallup-Advance Certified Strengths and...

Send us Fan Mail Lelane Bezuidenhout was appointed as the new CEO of the Financial Planning Institute of Southern Africa earlier in 2019, a welcomed move that brought back structure after some rough waters in 2018.  David Kop is the Executive Director of Relevance, a critical new role and he works closely alongside Lelane.  In this interview, we discuss a variety of topical issues as well as the f...

Send us Fan Mail Hugo 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 colleagues refer to him as “ask Hue’Gle” when all other resources fail.  His track record speaks for itself. In this episode, we get into the nitty-gritty of the changes to the so-called "expat tax" in South Africa.  With the new changes...

Send us Fan Mail We recently presented a webinar on " 7 powerful habits to build a legendary financial services practice ". In this episode, we share 3 of these habits.  This is not about how long it takes to form or change a habit but about practical actions and steps you can take to attain the success you aspire to. The habits required to build your practice is vastly different from th...

Send us Fan Mail The biggest challenge (and frustration) for any FSP of any size is to manage commissions, ongoing fees, and other revenue.  Each product provider has its own unique format for commission statements and even what they call different commissions.  Commissions come in, commissions go out.  Managing splits to advisors in the FSP or referral fees to outside professionals is a nightmare...

Send us Fan Mail atWork was the first cloud-based CRM system for Financial Advisers.  The software was developed for the first time in 1998, long before the cloud became a thing and when users struggled with dial-up modems and the cost of making a call instead of the data they used. In this episode, we talk with Trevor Stacey , Director: Business Development for atWork to learn everything about th...

Send us Fan Mail Much 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 happened when the 2-month exemption was announced, Francois's Linkedin post that went viral and the comment that made the lightbulb go on. We discuss why CPD was introduced and why it plays a crucial role. We bust several myths that started to do t...

Send us Fan Mail From the moment I met Henri le Grange, CFP® I was intrigued by the way they are building their practice, especially because it is inside a tied environment (not a franchise!) with a large well-known life assurance company. In 2018 Henri entered the prestigious Financial Planner of the Year Competition and was one of the top five finalists.  We speak in depth about the competition,...

Send us Fan Mail This is our tenth episode, but the first episode dedicated to talking about technology for financial advisers and planners.  Kirsty du Toit, CFP® together with Bennie Gouws, CFP®, Gary Winslow, CFP®, and Jonathan Brummer, CFA, CFP® recently started Work. That. Matters . Their entire purpose is to help financial advisors have better conversations with clients.  Essentially, they ar...

Send us Fan Mail Mduduzi Luthuli started Luthuli Capital , with his wife Trudy, two and a half years ago after he couldn't find the kind of wealth management job he envisioned.  He went through a horrendous ordeal in 2014 that strengthened his views, commitment and determination to become the best financial adviser and investment manager he can be to his clients. Mduduzi managed to become a r...

Send us Fan Mail Financial wellness is a topic we often discuss in relation to clients and consumers.  However, a challenge for many financial advisers, especially in the early days, is to manage their own finances while building a new practice and ensuring their own financial wellness. Francois du Toit, CFP ® discusses the first step that financial advisers can take to ensure financial wellness i...

Send us Fan Mail Arno 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 strong work-ethic quickly got him to move to bigger offices. In 1994 he started charging fees, and although it was by no means perfect, he pioneered the business model in South Africa in his own unique way. We discuss what led him to make the change a...

Send us Fan Mail With a career spanning over 25 years, Mariette Tappan decided to take herself out of her comfort zone.  To challenge herself.  With the aim of providing her clients with a powerful proposition by helping them through significant changes in their lives, so they can move forward. This led her to the Financial Transitionist® Institute in America, founded by Susan Bradley. It took her...

Send us Fan Mail Wessel Oosthuizen, CFP® was the Director for the Centre for Financial Planning Law at the University of the Free State. A Centre entrusted with delivering financial planning education at undergraduate and postgraduate level to more than 1 000 students per year. Today he is the Managing Director of Verso Wealth in Cape Town. In the interview, we cover many aspects and challenges nu...