PROpulsion LIVE

By: Francois du Toit
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  • Summary

  • Welcome to PROpulsion Live, your ultimate destination for all things related to building and running a successful financial planning business. Our weekly show is the essential resource for financial planners, advisors, paraplanners, and anyone in the financial services profession. Join us every Friday on YouTube for the live show as we explore the ins and outs of sales, marketing, technology, relationships, business strategy, personal development, and so much more.With over 200 episodes and counting, our show features both insightful solo presentations and engaging interviews with industry experts from around the globe. Our dynamic format includes a 5-minute intro and welcome, a current affairs segment hosted by the FPI, a coach's corner led by Norma Simons, a random topic discussion, quick announcements, a 30-minute main topic or interview, and a closing segment to wrap things up.Subscribe to PROpulsion Live and become a part of our growing community of 1200+ dedicated professionals. Together, we're shaping the future of the financial planning profession. Don't miss out on the valuable insights, tips, and strategies that will propel your business or practice to new heights. Be part of the change and the journey towards a prosperous and impactful financial planning profession!If this is speaking your language or you listened to a few episodes and found value, then please subscribe or follow now and never miss an episode of PROpulsion Live, the show that empowers financial planners like you to thrive!
    © 2023 PROpulsion LIVE
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Episodes
  • Preparing Your Financial Planning Business for 2025

    Preparing Your Financial Planning Business for 2025
    Sep 28 2024

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    In this episode of PROpulsion LIVE, we dive into a key topic: how financial planners can prepare their businesses for success in 2025. With the rapid pace of change in the industry, it’s essential to focus on the right areas—both personally and professionally.

    We explore the critical skills financial planners need to develop, strategies for building a sustainable and differentiated business, how to strengthen your team, and how technology will play an even greater role moving forward.

    Join us as we break down the key areas that will help you future-proof your financial planning business for 2025 and beyond.

    Subscribe for more insightful episodes: Click the SUBSCRIBE button HERE:
    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.

    - - Take the Professional Practice 10.0 Scorecard --

    See how your business scores:

    🎯 https://www.propulsion.co.za/scoreyt


    - - Get the Financial Advisor Playbook Now: --

    Physical Book: https://www.takealot.com/the-financia...

    Get the digital copy on Amazon:

    https://www.amazon.com/dp/B0D8BL2CGH


    - - Learn more about PROpulsion: --

    👉 https://www.propulsion.co.za/community
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    31 mins
  • Mastering the Biology of Success with Dr. Roddy Carter

    Mastering the Biology of Success with Dr. Roddy Carter
    Sep 21 2024

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    In this episode of PROpulsion LIVE, we sit down with Dr. Roddy Carter, an expert in neuroscience and human performance, to explore how understanding our brain can transform the way we make financial decisions.

    We’ll dive into how the brain affects our behaviour when it comes to investing and financial planning, and what steps we can take to gain control of our mental processes for better outcomes. Dr. Carter will share insights on how neuroscience can help investors manage emotions, avoid common mental traps, and make smarter financial choices.

    Don’t miss this fascinating discussion on the intersection of neuroscience and finance!

    Leave us a comment with your thoughts and questions.

    Subscribe for more insightful episodes: Click the SUBSCRIBE button HERE
    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.


    - - Connect with Dr. Roddy Carter - -

    Website: https://roddycarter.com


    - - Take the Professional Practice 10.0 Scorecard --

    See how your business scores:

    🎯 https://www.propulsion.co.za/scoreyt


    - - Get the Financial Advisor Playbook Now: --

    Physical Book: https://www.takealot.com/the-financia...

    Get the digital copy on Amazon:

    https://www.amazon.com/dp/B0D8BL2CGH


    - - Learn more about PROpulsion: --

    👉 https://www.propulsion.co.za/community
    Show more Show less
    37 mins
  • Mastering the Business of Financial Planning with David Kop

    Mastering the Business of Financial Planning with David Kop
    Sep 14 2024

    Send us a text

    In this episode of PROpulsion LIVE, we sit down with David Kop, a Certified Financial Planner® and business consultant, to discuss the challenges financial planners face when running their own businesses. Many financial planners start out doing everything themselves, from operations to client engagement, which quickly leads to burnout.

    David shares insights from his years of experience, breaking down the functional structure of a financial planning business into three key areas: operations, compliance, and client engagement. We’ll explore the roles within these areas, the importance of an Operations Manager, and how financial planners can get back to doing what they love—helping clients.

    Join us to learn how to build a better, more sustainable financial planning business and take control of your practice.

    Leave us a comment with your thoughts and questions.

    Subscribe for more insightful episodes: Click the SUBSCRIBE button HERE:
    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.

    Connect with David:
    David on LinkedIn: / davidkop

    - - Take the Professional Practice 10.0 Scorecard --

    See how your business scores:

    🎯 https://www.propulsion.co.za/scoreyt


    - - Get the Financial Advisor Playbook Now: --

    Physical Book: https://www.takealot.com/the-financia...

    Get the digital copy on Amazon:

    https://www.amazon.com/dp/B0D8BL2CGH


    - - Learn more about PROpulsion: --

    👉 https://www.propulsion.co.za/community
    Show more Show less
    29 mins
Economics
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