Being an early adopter and exploring the new digital frontier ft. Kobus Kleyn

We sit down with Wessel Oosthuizen, the Head of Financial Planning at Fiscal Private Clients, to discuss the future and evolution of the financial planning profession.

In this episode, we delve into the ongoing changes within the financial planning field, touching on how the profession has grown and transformed over the years. Wessel shares his insights into the milestones that have shaped financial planning and how these changes impact both advisors and their clients.

We also explore the crucial role of psychology in financial planning, examining how understanding clients' emotional and psychological needs can lead to better financial outcomes. Additionally, we tackle the sensitive topic of working with clients who contract dementia and similar conditions, discussing the best practices for advisors to navigate these challenging situations effectively.

Looking ahead, Wessel shares his predictions for the profession, including the integration of technology and how it might alter the landscape of financial advice. We discuss what financial advisors can do today to prepare for the future changes in the profession.

Subscribe to our channel for more episodes that bring insightful discussions on financial planning and advice directly to you.

Leave us a comment with your thoughts and questions.


--- Find our content valuable? Please subscribe to the YouTube channel ---

Click here to SUBSCRIBE:
https://www.youtube.com/@PROpulsionLive


Disclaimer: The views and opinions expressed by guests on our show do not reflect the official stance of our platform. We do not endorse or promote any guest, their views, or any products and services they might represent.


--- Wessel Oosthuizen ---

Wessel on LinkedIn:   / woosthuizen 


--- PROpulsion Tech ---

Bringing everything tech to the financial planning profession.

9, 11, and 16 April 2024.

All the info: https://www.propulsion.co.za/propulsi...



--- Learn more about PROpulsion ---

👉 https://www.propulsion.co.za/community

We are unpacking the crucial topic of segmentation and aligning the value proposition and client service. In today's competitive landscape, understanding how to effectively segment your client base, tailor your value proposition, and align your client services accordingly is more important than ever. The focus of this episode is to simplify these concepts and provide you with actionable and practical strategies to enhance your financial advisory practice.

This week, we'll look closely at who your ideal clients are. We'll go beyond just knowing their age or how much money they have. We'll dive into what they care about and how they make decisions. You'll see the magic that happens when you work with clients who really love what you do, and how it makes both of you feel excited. It's about making strong connections that help both your business and your clients grow.

We'll finish up by talking about how to give great service. I'll give you tips on using technology and different ways to communicate to make your services even better. We'll also talk about how to make sure your clients are happy with what you provide.

Join us for a session that will motivate you and give you the tools to make your business even better for your clients. Don't forget to subscribe and share with others who want to make their services the best they can be!

Don't forget to subscribe to our channel for more insights and strategies tailored for financial advisors looking to elevate their practice and provide unmatched value to their clients.

--- Click to SUBSCRIBE ---
https://www.youtube.com/@PROpulsionLive

Leave us a comment with your thoughts and questions.

---Click to learn more about PROPULSION ---
http://www.propulsion.co.za

#valueproposition #segmentation #clientservice

Welcome to our latest episode! Today, we're diving into the secrets of attracting more clients to your business. Forget about cold calling endlessly without results. Instead, we'll show you how personalized outreach based on research can completely change your approach.

Learn how to keep a steady stream of clients coming in and adjust your business to do well in different markets. We'll give you tips on building strong one-on-one relationships and getting referrals. Plus, hear a story from 2016 about how customized presentations made a big impact in retirement planning.

We'll also talk about using platforms like LinkedIn to connect with people in a meaningful way. It's not just about having a lot of contacts; it's about building deep connections that can turn into valuable partnerships.

And don't miss out on the power of video and podcasts! We'll explain how these tools can help you educate your clients and keep them engaged. I'll even share how podcasts saved my business during tough times.

Whether you're a financial advisor or planner, a consultant, or a professional in any field, these strategies are designed to help you attract and retain the clients you need to succeed. So, join us, take notes, and get ready to raise the bar of your approach to lead generation.

Leave us a comment with your thoughts and questions.

---- Find our content valuable? Please subscribe to the YouTube channel ----

Click the SUBSCRIBE button above
https://www.youtube.com/@PROpulsionLive

Disclaimer: The views and opinions expressed by guests on our show do not reflect the official stance of our platform. We do not endorse or promote any guest, their views, or any products and services they might represent.

---- PROpulsion Tech ----

Bringing everything tech to the financial planning profession.

9, 11, and 16 April 2024.

All the info: https://www.propulsion.co.za/propulsi...

---- Learn more about PROpulsion ----

👉 https://www.propulsion.co.za/community

In this insightful and challenging episode of our series, we sit down with Adam Owen, the Head of Content at NextGen Planners, to dissect the complexities and simplicities of the future in financial advisory. As we delve into the topic "IS THE FUTURE SIMPLE OR NOT?", Adam shares his invaluable insights gained from years of experience.

This episode peels back the layers of AI's influence on productivity and content creation, revealing a landscape where speed often trumps depth. We probe the question of whether our relentless pursuit of newness could be eroding the pillars of deep learning and if educational institutions might soon be antiquated relics. Listen as we reflect on the critical task of managing the deluge of data with intentionality, preserving the essence of quality in an age where AI-driven productivity is the new norm.

Our candid conversation then takes a turn into the realm of client relationships within financial planning, under the looming shadow of AI's capabilities. Adam shares invaluable insights on the distinction between bombarding clients with AI-generated content and truly connecting with their unique needs. We unravel the potential for AI to simulate empathy and adamantly argue for the irreplaceable power of authentic human interactions. Wrapping up, we examine how businesses can thoughtfully harness technology to streamline operations, strategically grow, and keep a personal touch alive in a landscape increasingly dominated by automation.

---- Find our content valuable? Please subscribe to the YouTube channel ----

Click to SUBSCRIBE :
http://www.youtube.com/@PROpulsionLive

Disclaimer: The views and opinions expressed by guests on our show do not reflect the official stance of our platform. We do not endorse or promote any guest, their views, or any products and services they might represent.

---- Adam Owen ----

Adam on LinkedIn: https://www.linkedin.com/in/askadamowen/

---- PROpulsion Tech ----

Bringing everything tech to the financial planning profession.

9, 11, and 16 April 2024.

All the info: https://www.propulsion.co.za/propulsi...

---- Learn more about PROpulsion ----

👉 https://www.propulsion.co.za/community

#FinTech #FinancialPlanning #PROpulsionLive

Is chasing money making us unhappy? Join us as we talk with Chris Budd, the writer of "The Four Cornerstones of Financial Wellbeing," to dive into how our bank balance affects our happiness. This chat isn't about how to get rich quickly. Instead, we're looking into what makes us truly happy. We'll question the common belief that more money means more happiness and suggest that feeling good about ourselves and finding meaning in what we do might be the real keys to being okay with our finances.

Chris will share his thoughts on why traditional ways of managing money might not be the best for our happiness. We'll talk about why setting goals just to get rich might not make us feel fulfilled and look at how important it is to align our financial plans with what we really care about.

Expect to hear some eye-opening stories and facts from studies, including a famous one from Harvard University, that show why it's crucial to include our personal dreams and goals in our financial planning. This episode is all about understanding that guiding people to manage their money in a way that matches their true desires can lead to a happier and more satisfying life. Tune in to rethink how you view money and happiness.

  Leave us a comment with your thoughts and questions.

--- Find our content valuable? Please subscribe to the YouTube channel ---

Click here SUBSCRIBE:
https://www.youtube.com/@PROpulsionLive

Disclaimer: The views and opinions expressed by guests on our show do not reflect the official stance of our platform. We do not endorse or promote any guest, their views, or any products and services they might represent.

---- Chris Budd and The Institute for Financial Wellbeing ----

Chris on LinkedIn: https://www.linkedin.com/in/chris-budd-80b75413/

IFW on Linkedin: https://www.linkedin.com/company/instituteforfinancialwellbeing/

IFW Website: https://instituteforfinancialwellbeing.com/

--- PROpulsion Tech ---

Bringing everything tech to the financial planning profession.

9, 11, and 16 April 2024.

All the info: https://www.propulsion.co.za/propulsi...

--- Learn more about PROpulsion ---

👉 https://www.propulsion.co.za/community

#FinancialWellbeing #FinancialPlanning #PROpulsionLive 

In today's episode, we're diving into the art of simplification in financial advisory practices. Whether you're a financial planner, advisor, firm owner, or stakeholder in the financial advisory world.

🔍 We Discuss:

Financial Product Offerings: We start by tackling the complex world of financial products. Learn how to streamline your offerings to better serve your clients and simplify decision-making.

Client Book and Ideal Client Profile: Next, we explore your client book and the concept of an ideal client profile. Discover effective ways to analyse and refine your client base for a more targeted approach.

Regulatory Compliance: Navigating the maze of compliance can be daunting. We share tips and tools to make this process smoother and more manageable.

Technology and Software: Technology should make life easier, not more complicated! We discuss integrating and optimising your tech tools for greater efficiency.

Client Communication: Lastly, we delve into client communication strategies. Find out how to keep your communication clear, consistent, and effective.

🌐 Why Listen?

Simplifying these key areas of your financial advisory practice can lead to better efficiency, stronger client relationships, and a more robust business model. We break down each topic into simple, actionable steps you can start applying right away!

👍 Like, Share, and Subscribe

If you find this episode helpful, don’t forget to like, share it with your colleagues, and subscribe for more insightful episodes every week!

📣 Join the Conversation

Have questions or insights about simplifying financial advisory practices? Drop a comment below, or join our live chat during the broadcast. Let's learn and grow together!

🕒 Tune in Every Friday at 8 AM SAST LIVE on YouTube

Leave us a comment with your thoughts and questions.

--- Find our content valuable? Please subscribe to the YouTube channel ---

Click to SUBSCRIBE
https://www.youtube.com/@PROpulsionLive

Disclaimer: The views and opinions expressed by guests on our show do not reflect the official stance of our platform. We do not endorse or promote any guest, their views, or any products and services they might represent.

--- PROpulsion Tech ---

Bringing everything tech to the financial planning profession.

9, 11, and 16 April 2024.

All the info: https://www.propulsion.co.za/propulsi...

--- Learn more about PROpulsion ---

👉 https://www.propulsion.co.za/community

In this episode of the Propulsion podcast, host Francois Du Toit interviews financial planner and wealth coach, Ursula Molefe, about her experience at a Lean In Circle vision board session. 

Ursula shares the importance of reflecting on values and beliefs when creating a vision for the future, as well as the significance of a support system in achieving goals. She also recounts a touching experience where her advice helped a client diagnosed with cancer. 

The conversation sheds light on the deeper meanings and motivations behind success and financial planning. Listeners are encouraged to consider their own values and goals as they pursue financial health.

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. 

In this episode of the Propulsion podcast, host Francois Du Toit interviews Amanda Dusse, the owner of a Liberty franchise specializing in financial planning. 

Amanda shares her personal story of why she entered the financial planning industry and how the loss of her brother motivated her to educate others about the importance of financial planning. 

The interview takes place during a Lean In vision board session, where Amanda discusses the benefits of creating a vision board and how it has helped her be more intentional in her thoughts and actions. 

She also talks about the role of vision boards in her financial planning practice, including potentially using them to help clients with their financial planning. Amanda also shares her positive experiences with the Lean In community and the value of being able to share openly and learn from others. 

In this episode of the Propulsion podcast, host Francois Du Toit speaks with Zee Gumede, a financial adviser specializing in healthcare. Zee discusses her passion for serving others and her desire to continually improve herself and her craft. She shares her experience attending a Lean In Circle vision board session and how it helped her assess where she is and what she needs to do to better herself. 

Zee emphasizes the importance of being truthful to oneself and prioritizing what is important to each individual, whether it is work, family, or something else.

Zee also talks about her involvement in Lean In Circle, a community that supports women in financial planning and encourages them to uplift and hold each other up. She praises the uniqueness of the group, with women from various backgrounds and experiences coming together to find common ground and help each other succeed.

The episode concludes with a reminder that creating a vision board is not just a one-time thing but a continuous process of reassessment and improvement.