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Adapting to Financial Planning's Future with Wessel Oosthuizen
Adapting to Financial Planning's Future with Wessel Oosthuizen

Season 5 Episode 6

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

2 years, 1 month ago

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Financial Advisors: Fun Ways to Segment, Personalise, and Wow Your Clients!
Financial Advisors: Fun Ways to Segment, Personalise, and Wow Your Clients!

Season 5 Episode 5

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We are unpacking the crucial topic of segmentation and aligning the value proposition and client service. In today's competitive land…

2 years, 1 month ago

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Powerful Lead Generation Strategies Any Professional Can Do
Powerful Lead Generation Strategies Any Professional Can Do

Season 5 Episode 4

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Welcome to our latest episode! Today, we're diving into the secrets of attracting more clients to your business. Forget about cold ca…

2 years, 1 month ago

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Is technology making things simpler or more complex for financial advisors with Adam Owen
Is technology making things simpler or more complex for financial advisors with Adam Owen

Season 5 Episode 3

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In this insightful and challenging episode of our series, we sit down with Adam Owen, the Head of Content at NextGen Planners, to dis…

2 years, 2 months ago

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Money: I wouldn't start from here with Chris Budd
Money: I wouldn't start from here with Chris Budd

Season 5 Episode 2

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Is chasing money making us unhappy? Join us as we talk with Chris Budd, the writer of "The Four Cornerstones of Financial Wellbeing,"…

2 years, 2 months ago

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Grow your business and make your life easier by simplifying everything
Grow your business and make your life easier by simplifying everything

Season 5 Episode 1

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In today's episode, we're diving into the art of simplification in financial advisory practices. Whether you're a financial planner, …

2 years, 2 months ago

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Beyond the Money: Creating a Vision with Ursula Molefe

Season 4 Episode 5

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In this episode of the Propulsion podcast, host Francois Du Toit interviews financial planner and wealth coach, Ursula Molefe, about …

3 years, 1 month ago

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Creating a Clear Vision for Personal and Career Growth with Tumelo Thwala

Season 4 Episode 4

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In this episode of Propulsion, host Francois Du Toit talks with key account specialist, Tumelo Thwala, about her experience with crea…

3 years, 1 month ago

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Creating a Vision for Financial Success with Amanda Dusse

Season 4 Episode 3

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In this episode of the Propulsion podcast, host Francois Du Toit interviews Amanda Dusse, the owner of a Liberty franchise specializi…

3 years, 1 month ago

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Crafting a Personal Vision Board for Career and Life Success with Zee Gumede

Season 4 Episode 2

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In this episode of the Propulsion podcast, host Francois Du Toit speaks with Zee Gumede, a financial adviser specializing in healthca…

3 years, 1 month ago

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