Lessons for financial planners from a Pro MTB coach ft. Barry Austin
Pro MTB coach shares lessons that translate seamlessly to what we do as financial planners and what we need to build and grow amazing businesses and practices.
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The value and the curse of free in practice
We are back with season 3 of the PROpulsion Podcast!
We kick off with a topic very near and dear to the heart.
A multi-dimensional take on “free”, freedom, value, and everything that goes with it!
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The one key you need for success
In this episode, we talk about which key is vital for success, why without it you are unlikely to achieve success, and how you can strategize and have a structure that helps you incorporate this key into everything you do.
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S2E11 – The latest on SA Exchange Control and Tax Changes ft. Hugo van Zyl
We discuss the latest changes in terms of the SA exchange control rules and their impact on expats and clients planning to emigrate.
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The value of (your) financial advice to clients
We discuss 3 steps that will help clients understand your value and move the focus away from fees to value
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Free Tools for Financial Advisers
The only thing better than a free tool is a free tool that works! In today’s episode, the featured topic is exactly that. Free tools that add immense value.
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South Africa’s road to recovery ft. David Ansara
David returns to the show to discuss what South Africa can do to get onto the road to recovery and to stay on this road.
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We celebrate our first birthday!
We celebrated the 1 year anniversary of starting PROpulsion LIVE or as it was originally called “Virtual Coffee with Francois”
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Aloha Financial Advising ft. Stephen Kagawa
Stephen about Stephen Kagawa talks to us about his journey and his brand-new book that was recently published, Aloha Financial Advising.
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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.
