Skip to content
PROpulsion
  • About PROpulsionExpand
    • PROpulsion FAQs
  • CommunityExpand
    • Become a Member
    • Paid Member Login
  • EventsExpand
    • Our Events
    • AI and AutomationExpand
      • PROpulsion AI and Automation
    • AI TrainingExpand
      • AI Training Information
      • PROpulsion AI Training for Financial Advisers #1: A Gentle Introduction
      • PROpulsion AI Training for Financial Advisers #2: Prompt Like a Pro
      • PROpulsion AI Training for Financial Advisers #3: Let’s Build Custom GPTs
    • AscendExpand
      • Ascend Info
      • Ascend Agenda
      • Ascend Tickets
    • PROpulsion TechExpand
      • PROpulsion Tech Info
      • PROpulsion Tech Agenda
      • PROpulsion Tech Tickets
    • Global Financial Planning ConferenceExpand
      • GFPC Info
      • GFPC Agenda
      • GFPC Tickets
    • Day of CPDExpand
      • Day of CPD Info
      • Day of CPD Agenda
      • Day of CPD Tickets
  • Education
  • RecordingsExpand
    • PROpulsion Kick Off 2025
    • Day of CPD RecordingsExpand
      • Day of CPD March 2025 Recordings
      • Day of CPD February 2025 Recordings
      • Day of CPD September 2024 Recordings
      • Day of CPD July 2024 Recordings
    • Masterclass: Unlock New Value Streams
  • PROpulsion LIVE
  • The BookExpand
    • Financial Advisor’s Playbook Hard Copy
    • Financial Advisor’s Playbook Digital
  • BlogExpand
    • Advisor Lounge
    • Articles
PROpulsion

crm

  • Clever and low effort marketing tactics
    Marketing | Podcasts | Self Development

    Clever and low effort marketing tactics

    ByFrancois du Toit, CFP® February 20, 2021June 10, 2025

    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.

    Read More Clever and low effort marketing tacticsContinue

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

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

    ByFrancois du Toit, CFP® July 23, 2019June 23, 2025

    How 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…

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

CONNECT WITH US

Facebook X YouTube Instagram Linkedin TikTok WhatsApp

Copyright © 2016 -2025 PROpulsion / SEO by the SEO coach

  • About PROpulsion
    • PROpulsion FAQs
  • Community
    • Become a Member
    • Paid Member Login
  • Events
    • Our Events
    • AI and Automation
      • PROpulsion AI and Automation
    • AI Training
      • AI Training Information
      • PROpulsion AI Training for Financial Advisers #1: A Gentle Introduction
      • PROpulsion AI Training for Financial Advisers #2: Prompt Like a Pro
      • PROpulsion AI Training for Financial Advisers #3: Let’s Build Custom GPTs
    • Ascend
      • Ascend Info
      • Ascend Agenda
      • Ascend Tickets
    • PROpulsion Tech
      • PROpulsion Tech Info
      • PROpulsion Tech Agenda
      • PROpulsion Tech Tickets
    • Global Financial Planning Conference
      • GFPC Info
      • GFPC Agenda
      • GFPC Tickets
    • Day of CPD
      • Day of CPD Info
      • Day of CPD Agenda
      • Day of CPD Tickets
  • Education
  • Recordings
    • PROpulsion Kick Off 2025
    • Day of CPD Recordings
      • Day of CPD March 2025 Recordings
      • Day of CPD February 2025 Recordings
      • Day of CPD September 2024 Recordings
      • Day of CPD July 2024 Recordings
    • Masterclass: Unlock New Value Streams
  • PROpulsion LIVE
  • The Book
    • Financial Advisor’s Playbook Hard Copy
    • Financial Advisor’s Playbook Digital
  • Blog
    • Advisor Lounge
    • Articles
We use cookies to ensure that we give you the best experience on our website. If you continue to use this site we will assume that you are happy with it.