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Ep. 23 - Running a virtual financial planning practice with Derek Notman
Episode 24
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Derek Notman pivoted his financial planning practice from a face-to-face business to a completely virtual practice back in 2013. As D…
5 years, 7 months ago
Ep. 22 - Successfully Building a Financial Planning Practice Aligned to What Clients Really Want with Kate Holmes
Episode 23
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In this episode, I talk to Kate Holmes from the United States.
Kate has an inspiring story and she is on a mission.
In 2013, Kate start…
5 years, 9 months ago
Ep. 21 - Essential update on expat tax, new issues that are being uncovered and the new directive process with Hugo van Zyl
Episode 22
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Hugo van Zyl returns to PROpulsion for an essential update on tax for expats now that the changes are in effect since the 1st of Marc…
6 years ago
Ep. 20 - How financial planning businesses should approach the adoption of technology with Barrie van Zyl
Episode 21
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Barrie van Zyl is the Head of Account Management at Iress in South Africa.
We discuss several aspects related to the adoption or imple…
6 years ago
Ep. 19 - Set yourself apart and make things simple for your client using ProfileMe with Rizanne Oosthuisen
Episode 20
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First, we had email. Then came websites. Mobile phones evolved into smartphones. Not only did more people access information online…
6 years, 1 month ago
Ep. 18 - Playing from your strengths with Johan Oosthuizen
Episode 19
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Johan Oosthuizen is an International Coach Federation (ACC) member, a Results-Driven Gallup Certified Strengths Coach (Advanced), and…
6 years, 4 months ago
Ep. 17 - Taking Financial Planning into the Future with Lelane Bezuidenhout and David Kop
Episode 18
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Lelane Bezuidenhout was appointed as the new CEO of the Financial Planning Institute of Southern Africa earlier in 2019, a welcomed m…
6 years, 5 months ago
Ep. 16 - South African Expat Tax Changes and What Expats Must Do Before 1 March 2020 with Hugo van Zyl
Episode 17
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Hugo van Zyl CA(SA) TEP MTP(SA) is well-known for his expertise in cross-border tax and financial planning. It is no surprise that h…
6 years, 6 months ago
Ep. 15 - 3 Powerful Habits to Build a Legendary Financial Services Practice with Francois du Toit
Episode 16
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We recently presented a webinar on "7 powerful habits to build a legendary financial services practice".
In this episode, we share 3 o…
6 years, 6 months ago
Ep. 14 - The ultimate solution to manage, split, track and analyse commission and revenue with Johan Vosloo
Episode 15
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The biggest challenge (and frustration) for any FSP of any size is to manage commissions, ongoing fees, and other revenue. Each prod…
6 years, 7 months ago