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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!

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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


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

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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:
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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

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In this episode of PROpulsion LIVE, we explore the critical crossroads faced by small independent financial advisor (IFA) firms. Whether to maintain independence, merge with other IFAs, or even exit the profession—this decision is pivotal. We dive into the options available, from joining another FSP or becoming a tied agent to more innovative solutions like creating a virtual advisory firm.

We’ll also discuss how to build longevity into an IFA business through the use of technology, branding, and client retention strategies. Lastly, we explore the importance of proper succession planning, including grooming potential successors and ensuring a smooth client transition.

Join us for practical insights and strategies to help small IFAs make informed decisions about their future.

Leave us a comment with your thoughts and questions.

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

- - Day of CPD Tickets --

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Agenda: https://www.propulsion.co.za/day-of-c...

Tickets: https://www.propulsion.co.za/day-of-c...


- - Take the Professional Practice 10.0 Scorecard --

See how your business scores:

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


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In this episode, we interview Kim Potgieter, Director and Head of Life Planning at Chartered Wealth Solutions. Kim is a Professional Certified Coach, CERTIFIED FINANCIAL PLANNER®, and author, known for her passion for improving people’s relationships with money and guiding them through significant life transitions.

Kim shares her insights on midlife transition, a challenging phase that many clients face as they navigate career pressures, family responsibilities, and the search for meaning and purpose. She debunks common midlife myths and provides truths that can empower clients to embrace this transformative stage of life.

We also discuss the role of financial planners in supporting clients through midlife, with a focus on empathetic conversations, personalised approaches, and practical tools from Kim’s books, 'Midlife Money Makeover' and 'Retiremeant™.' Kim’s learnings from Chip Conley and the Modern Elder Academy further enrich this conversation, offering valuable strategies for financial planners.

Join us to learn how to enhance your value proposition by effectively guiding clients through the midlife transition.

Subscribe to our channel for more episodes that provide practical advice and strategies for financial advisors looking to elevate their practice.

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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 Kim:
Kim on LinkedIn:
/ kim-potgieter-cfp%c2%ae-b8587916

Chartered Wealth Solutions on LinkedIn:
/ about

Kim's Downloads: https://kimpotgieter.com/downloads


- - Day of CPD Tickets --

More info: https://www.propulsion.co.za/day-of-cpd

Agenda:

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In this episode, we interview Kirsty du Toit, Director of Financial Planning for Asset-Map South Africa. Kirsty is a Certified Financial Planner (CFP®) and an Integral Coach (ACC) who is passionate about transforming the way financial planners engage with their clients.

Kirsty shares her innovative approach to shifting from traditional financial planning to advice engagement, focusing on the importance of simplicity, visualisation, and communication. We discuss how these elements can radically enhance client interactions and help clients make informed decisions that move them forward in their financial lives.

Join us to learn practical strategies for enhancing client engagement and delivering advice that truly resonates with your clients.

Subscribe to our channel for more episodes that provide practical advice and strategies for financial advisors looking to elevate their practice.

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

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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 Kirsty:
Kirsty on LinkedIn: https://www.linkedin.com/in/kirsty-du-toit-cfp-%C2%AE-7698a717/

- - Day of CPD Tickets --

More info: https://www.propulsion.co.za/day-of-cpd

Agenda: https://www.propulsion.co.za/day-of-c...

Tickets: https://www.propulsion.co.za/day-of-c...


- - Take the Professional Practice 10.0 Scorecard --

See how your business scores:

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


- - Join the Financial Advisor Playbook Waitlist: --

Join here: https://www.propulsion.co.za/book

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In this episode, we interview Johan Steyn, an advocate for Human-Centered Artificial Intelligence and a key figure in the development of South Africa’s national AI strategy. Johan brings extensive experience in AI regulation and innovation, having served on working groups with the National Advisory Council on Innovation (NACI) and the Council for Scientific and Industrial Research (CSIR).

Johan shares his insights on South Africa’s positioning in the global AI landscape, the challenges and opportunities in crafting a national AI strategy, and the future trends that will shape AI regulation across industries. We also delve into the importance of ethical considerations in AI and the role of media in influencing AI policy and public perception.

Join us for an in-depth discussion on how AI is transforming various sectors in South Africa and what the future holds for AI regulation and innovation.

Subscribe to our channel for more episodes that provide practical advice and strategies for professionals navigating the evolving world of technology.

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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 Johan:
Johan on LinkedIn: https://www.linkedin.com/in/johanosteyn/


- - Day of CPD Tickets --

More info: https://www.propulsion.co.za/day-of-cpd

Agenda: https://www.propulsion.co.za/day-of-cpd-agenda

Tickets: https://www.propulsion.co.za/day-of-cpd-tickets


- - Take the Professional Practice 10.0 Scorecard --

See how your business scores:

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


- - Join the Financial Advisor Playbook Waitlist: --

Join here: https://www.propulsion.co.za/book

Get the digital copy on Amazon:

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In this special episode, we interview the three finalists for the 2024 FPI Financial Planner of the Year: Gareth Collier, René van de Spreng, and Rudolph Geldenhuys. Each finalist brings a unique perspective on financial planning, shaped by their diverse backgrounds and experiences.

Gareth Collier discusses the importance of independence and professionalism in financial planning, as well as the challenges of regulatory compliance. Rudolph Geldenhuys shares insights on balancing community involvement with professional practice, the role of education in shaping financial strategies, and key investment principles. René van de Spreng focuses on the complexities of managing wealth for high net worth individuals, the importance of holistic financial planning, and the influence of his varied career experiences.

Join us to gain valuable insights from these leading financial planners on how to navigate the complexities of the financial planning profession and provide exceptional service to clients.

Subscribe to our channel for more episodes that provide practical advice and strategies for financial advisors looking to elevate their practice.

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

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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 the Finalists:

Gareth Collier on LinkedIn: / gareth-collier-cfp-%c2%ae-2887b15b

Crue Invest on LinkedIn:
/ crue-invest-pty-ltd


René van de Spreng on LinkedIn: / ren%c3%a9-van-de-spreng-6aaba7150

Apex Private Wealth LinkedIn:
/ apexprivatewealth

Rudolph Geldenhuys on LinkedIn:

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In this episode, we interview Warren Ingram, co-founder of Galileo Capital and author of four personal finance books. With over 25 years of experience in financial planning, Warren shares his insights on the importance of changing clients' money behaviours to achieve better financial outcomes.

We discuss Warren's journey in the financial planning industry, the impact of destructive financial behaviours, and practical strategies financial planners can use to help clients make positive changes. Warren also shares key takeaways from his book, "Small Changes for Big Results," and explains how small adjustments can lead to significant improvements in clients' financial health.

Join us to gain valuable insights from Warren Ingram on transforming money behaviours and enhancing your financial planning practice.

Subscribe to our channel for more episodes that provide practical advice and strategies for financial advisors looking to elevate their practice.

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

Click the SUBSCRIBE button HERE
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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 Warren:

Warren on LinkedIn: https://www.linkedin.com/in/warren-in...


-- Blue Chip Digital Round Table Discussions --

Offshore investing discussion: https://bluechipdigital.co.za/round-t...

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