In this episode of Propulsion, host Francois Du Toit talks with key account specialist, Tumelo Thwala, about her experience with creating a personal vision board at a Lean In Circle session for women in financial planning.
Tumelo discusses how the process of putting together a vision board helped her to answer personal questions and develop a plan for achieving her goals in both her career and personal life.
She also highlights the importance of keeping the vision board visible and using it as a tool for taking actionable steps toward achieving her goals.
Tumelo shares her positive experience with the Lean In Circle, describing it as a collaborative and supportive environment for growth and learning in the challenging financial planning industry.
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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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