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S2E9 – Free Tools for Financial Advisers

This is the unedited original audio from our LIVE online show called PROpulsion LIVE broadcasted on Friday 9 April 2021.

News segment presented by Nici Macdonald, HOD: Certification at the Financial Planning Institute of SA.

Personal Development segment: presented by Norma Simons, a mindset and accountability coach talking about confirmation bias.

Featured Topic: The only thing better than a free tool is a free tool that works!

Building technology stacks and integrating best-of-breed tools and systems can be costly. Being able to use solid and valuable tools that play well with the rest of your system is a massive bonus and win for your practice or business.

In today’s episode, the featured topic is exactly that. Free tools that add immense value.

Update segment presented by Francois du Toit, Director of PROpulsion Learning and Technology.

—-Watch the episode on YouTube—-


—Links to everything we speak about in the episode —-

ProfileMe – https://www.profileme.co.za
PROpulsion Pro Portal: https://hello.profileme.co.za/vcf
Canva – https://www.propulsion.co.za/canva
Trello – https://www.trello.com
KanbanFlow – https://www.kanbanflow.com
Mailerlite – https://www.mailerlite.com
Mailchimp – https://www.mailchimp.om
Notion – https://www.notion.so

—- Learn more about PROpulsion Pro—-


—- Support the show —-

Your voluntary support enables the show to grow. To support the show and receive additional benefits:


—- Connect with Us —-

Website:  http://www.propulsion.co.za

PROpulsion LIVE Portal: https://www.propulsion.co.za/portal

Twitter:  https://twitter.com/francoisdtza

LinkedIn:  https://www.linkedin.com/in/francoisdtza

Instagram: https://www.instagram.com/francoisdtza

—- Learn with Us —-

Online CPD:  https://learn.circulus.co.za/courses/

Webinars:  https://learn.circulus.co.za/course-category/webinars/

Podcast: https://www.propulsion.co.za/category/podcasts/

Articles:  https://www.propulsion.co.za/category/article/


Sound effects from Zapsplat.com 


  • Francois du Toit, CFP®

    Francois du Toit, CFP® holds a B. Com degree in Risk Management as well as the Post-Graduate Diploma in Financial Planning. He is an avid miniature figure painter with a passion for helping others succeed and for professionalising the Financial Services Industry. He holds the certification of CERTIFIED FINANCIAL PLANNER® or CFP® in good standing with the Financial Planning Institute of Southern Africa as well as being a registered Tax Practitioner with them and SARS. Francois offers a unique and powerful proposition to businesses employing Financial Advisers and Broker Consultants that leads to significant improvement in production and reduced advice risk. His practical experience, success, technical knowledge and understanding the challenges and opportunities in this field, ensure immediate practical application in the target market. Francois has designed and created very successful online courses for the Financial Planning Institute and has trained hundreds of financial planners, advisers and other trainers for among others Old Mutual, PPS, Liberty, Iress and atWork. His ability to answer questions that relate to practical on-the-ground issues is what sets him apart from traditional trainers who may not have been in practice.

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