Practice Management Archives - PROpulsion Podcast

Ep. 14 – The ultimate solution to manage, split, track and analyse commission and revenue with Johan Vosloo

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 for most. Managing the FSP's…

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19/08/2019

Financial Planning Software / Podcasts / Practice Management / Technology

Ep. 13 – How being simple by design has resulted in atWork becoming the most loved system for Financial Advisers with Trevor Stacey

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 the…

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23/07/2019

CPD / Podcasts / Practice Management

Ep. 12 – The key to increasing your value and crucial aspects all FSPs, key individuals and representatives must know about the 2019/2020 CPD cycle with Francois du Toit

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 light bulb go on. We discuss why CPD was introduced and why it plays a crucial role. We…

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09/07/2019

Building a business / Podcasts / Practice Management / Technology

Ep. 11 – Building a partnership practice in a tied environment and valuable lessons from the Financial Planner of the Year Competition with Henri le Grange

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,…

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11/06/2019

Building a business / Fee-Based Practice / Podcasts / Practice Management

Ep. 7 – Everything you want to know about running a fee-based practice with Arno Burger

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…

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14/05/2019

Mentoring / Podcasts / Practice Management

Ep. 5 – How do we attract, accommodate and support young financial planners with Wessel Oosthuizen

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 numerous people face…

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30/04/2019

Podcasts / Practice Management / Technology

Ep. 4 – How Russell Ho employs technology and automation to create efficiency and productivity in his one-man practice

Russell Ho is a young, energetic, focused, driven and ambitious financial planner from Port Elizabeth. Listening to him, it is hard to believe he has been in the financial planning profession for only 6 years. This self-admitted addict of learning has amazing insights and valuable ideas, thoughts and advice for all financial professionals. Russell talks about the experience he offers his clients and the process…

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23/04/2019