Episode Details
Back to Episodes
🎉Our 300th episode: Have We Been Using CRM Wrong This Whole Time? with Kobus Barnard
Description
🎉 This is our 300th episode of PROpulsion LIVE and we’re celebrating it in true style!
In this week’s milestone interview, Francois sits down with Kobus Barnard, CEO and co-founder of Allegiance Consulting—the minds behind Avalon, a next-gen financial planning platform used by over 7,000 advisers.
Together, they explore the real purpose of CRM in financial planning, how tech can create deeper human connection, and why the future of advice may lie in the seamless fusion of AI, client data, and behaviour-driven insights.
This conversation challenges the status quo of how we manage relationships and scale advice—and gives you a glimpse of what’s next for one of SA’s top fintech innovators.
Let us know your thoughts in the comments and help us celebrate 300 episodes of powering up the profession 🚀
—
🌟 Found this valuable? Hit SUBSCRIBE and don’t miss what’s next.
—
📘 Take the Professional Practice 10.0 Scorecard
See how your business scores:
https://www.propulsion.co.za/scoreyt
📙 Get The Financial Adviser Playbook
Hard Copy: https://www.takealot.com/the-financia...
Digital: https://www.amazon.com/dp/B0D8BL2CGH
💡 Learn more about PROpulsion
https://www.propulsion.co.za/community
🎥 Disclaimer: The views expressed by guests are their own and not endorsements of any product, service, or platform.