S2E5 – Your client onboarding experience
A solid onboarding process is critical to lay a solid foundation right from the start and to reinforce that the client made the right decision to choose you amongst so many other options.
S2E4 – The art of failing forward ft. Tanya Kunze
In this episode’s featured guest segment, we discuss the importance of failing in great detail. An energetic, fun and inspiring conversation you will greatly benefit from.
S2E3 – Clever and low effort marketing tactics
In this episode’s featured topic segment, Francois du Toit discusses easy ways that you can utilise tools you are already using, to drive marketing without you even thinking about it.
S2E2 – Staying connected
In this episode’s featured topic segment, Francois du Toit discusses why we have this need, how to stay connected in all areas of your life, and what you can do to stay connected.
S2E1 – Building brand and trust with adwiser.co.za ft. Brian Jervis
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-connected world. We take advice and…
Ep. 24 – Financial Abuse with Michelle Hoskin
We learn about financial abuse, the different abusers and the new Financial Abuse Specialist™ Certification available to enable you to help victims and abusers alike.
Ep. 23 – Running a virtual financial planning practice with Derek Notman
We discuss the benefits of- and how to run a virtual financial planning practice
Ep. 22 – Successfully Building a Financial Planning Practice Aligned to What Clients Want with Kate Holmes
The inspirational story of how Kate Holmes built her financial planning practice that was truly aligned to what clients want
Ep. 21 – Essential update on expat tax, new issues that are being uncovered and the new directive process with Hugo van Zyl
We discuss new problems and challenges that were identified and that may become applicable to people who already emigrated and we discuss the new IRP3(q) directive for PAYE
Ep. 20 – How financial planning businesses should approach the adoption of technology with Barrie van Zyl
We discuss technology in financial services, how financial planning businesses of all sizes should approach the adoption of technology and some lessons learned in the recent past.