PROpulsion LIVE

In this episode, we get stuck into the value-adding touchpoints in the financial advice client journey. The discussion focuses on being intentional in client interactions, identifying moments where the most value can be added through human interaction, and complementing these moments with technological support.We explore how to effectively map out the client journey from the initial contact to ongoing management, pinpointing critical stages where intentional interactions can significantly enhance the client experience. The role of technology is also examined, highlighting tools that can improve communication and personalisation without overshadowing the essential human element.The discussion offers practical advice on what to avoid in client relationships and provides steps for adding maximum value at various stages of the financial advice process. We conclude with actionable steps that financial advisors can implement to refine their client engagement strategies and enhance overall service delivery.Join us to gain insights into creating a more client-centric approach that balances efficiency and personalised service, ensuring that every interaction adds substantial value to the client journey.Subscribe to our channel for more episodes that provide practical advice and strategies for financial advisors looking to elevate their practice.Leave us a comment with your thoughts and questions.--- Find our content valuable? Please subscribe to the YouTube channel ---Click here to SUBSCRIBE:https://www.youtube.com/@PROpulsionLiveDisclaimer: 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.--- Join the Financial Advisor Playbook Waitlist ---Join here: https://www.propulsion.co.za/book--- Learn more about PROpulsion ---👉 https://www.propulsion.co.za/community

We sit down with Marc Sydow, a lifestyle financial planning expert from Adviceworx, who runs his practice out of Portugal focusing on female executives and early to mid-stage founders. Marc shares his philosophy on building a business that not only sustains but enhances your lifestyle, emphasising the need to start with a clear end in mind. He delves into the strategic choices that define his service delivery, including his strict adherence to fixed fee planning and proactive client engagement.We also explore with Marc the pivotal role of technology in streamlining his operations, which allows him more freedom to live intentionally and focus on what truly matters. From using advanced tools like Xplan and Fathom to simpler solutions like Calendly and Zoom, he demonstrates how integrating the right systems can transform the efficiency of any financial planning practice.Join us to discover how you can apply Marc's principles of lifestyle financial planning to your life and your business, and start moving towards a more intentional and fulfilling future. Don’t forget to subscribe to our channel for more episodes that bring professionals who are redefining success in various industries.--- Find our content valuable? Please subscribe to the YouTube channel ---Click here to SUBSCRIBE:https://www.youtube.com/@PROpulsionLiveDisclaimer: 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 Marc ---Marc on LinkedIn:   / marc-sydow  --- Join the Financial Advisor Playbook Waitlist ---Join here: https://www.propulsion.co.za/book--- Learn more about PROpulsion ---👉 https://www.propulsion.co.za/community

In this episode, we explore "The Five Rings for Lasting Success and the One Ring to Rule Them All," drawing inspiration from The Lord of the Rings to delve into essential aspects that forge a successful career in financial planning.Join us to learn about the Ring of Lore, the Ring of Craft, the Ring of Fellowship, the Ring of Treasury, and the Ring of Heraldry.Culminating the discussion, the Ring of Dominion, the one ring to rule them all, will be made known. This ring is the cornerstone that binds and guides the use of all other rings.Join us as we break down these complex concepts into clear, actionable strategies that can help financial planners and advisors build a robust, enduring career by mastering both the tangible and intangible aspects of the profession.Subscribe to our channel for more insights into financial planning and effective business strategies. Please leave your comments below; we value your thoughts and questions.Leave us a comment with your thoughts and questions.Click here to SUBSCRIBE: https://www.youtube.com/@PROpulsionLiveDisclaimer: 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.--- PROpulsion Tech ---Bringing everything tech to the financial planning profession.9, 11, and 16 April 2024.All the info: https://www.propulsion.co.za/propulsi...--- Learn more about PROpulsion ---👉 https://www.propulsion.co.za/community

In this episode, we explore "Seven Lessons I've Learned from Life and Business," diving into the universal truths that have emerged from personal experiences and professional journeys. Each lesson reflects on the pivotal moments and insights that have shaped a path to success and fulfilment. And often failure!Join us as we share these lessons, offering insights and reflections that resonate with anyone looking to navigate the complexities of life and business. This episode is a journey through the wisdom gained from both successes and challenges, aiming to inspire and guide you on your own path.Subscribe to our channel for more episodes that provide thoughtful discussions on life, business, and the lessons that connect them.Leave us a comment with your thoughts and questions.--- Find our content valuable? Please subscribe to the YouTube channel ---Click the SUBSCRIBE here:https://www.youtube.com/@PROpulsionLiveDisclaimer: 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.--- PROpulsion Tech ---Bringing everything tech to the financial planning profession.9, 11, and 16 April 2024.All the info: https://www.propulsion.co.za/propulsi...--- Learn more about PROpulsion ---👉 https://www.propulsion.co.za/community

In this episode, we sit down with Russell Ho, a young and dynamic financial planner on a mission, to discuss "Mastering the Long Game." Russell shares his personal and professional journey, focusing on the principles of patience, authenticity, and strategic planning that have shaped his long-term success in the industry.We begin by exploring the initial challenges Russell faced, including his experiences with the allure of immediate rewards versus his commitment to a long-term vision for his career.Russell emphasises the importance of authenticity, detailing how being true to oneself over maintaining an appearance of success has been pivotal in building meaningful client relationships and driving professional growth.The conversation will then move to strategic financial planning, where Russell highlights the critical decisions made in his personal and professional life, including his approach to spending, saving, and investing. He shares the four essential questions he considers before making any financial decisions.Additionally, we delve into Russell's perspective on materialism and the comparison trap, discussing how these views have influenced his life and work ethos.A significant focus is placed on Russell's achievement of building his financial planning firm without resorting to loans, exploring the meticulous planning, sacrifices, and strategic decisions involved in this accomplishment.Finally, we discuss the crucial role of deferred gratification in Russell's career and the valuable lessons learned about prioritising long-term gains over short-term pleasures.Join us for this insightful episode that not only highlights Russell Ho's journey as a financial planner but also offers valuable lessons on the power of patience, authenticity, and strategic planning in achieving long-term success.Leave us a comment with your thoughts and questions.--- Find our content valuable? Please subscribe to the YouTube channel ---Click here to SUBSCRIBE:https://www.youtube.com/@PROpulsionLiveDisclaimer: 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 Russell ---Russell on LinkedIn:   / russellhocfp  --- PROpulsion Tech ---Bringing everything tech to the financial planning profession.9, 11, and 16 April 2024.All the info: https://www.propulsion.co.za/propulsi...--- Learn more about PROpulsion ---👉 https://www.propulsion.co.za/community

Welcome to our latest episode, where we delve into a topic that many financial planners and advisers find uncomfortable: selling. Despite the crucial role that sales play in growing a business, there's a widespread reluctance amongst professionals to see themselves as salespeople or to engage in sales activities. This episode aims to address this challenge and transform the way financial advisers view and approach selling.Come join me on a journey where I share and recount the moment my perception of selling was forever altered. It all started when I read Daniel Pink's "To Sell Is Human," which sparked something in me. Together, we'll dive into the world of selling financial advice. It's not just about pushing products but guiding clients toward smart decisions with advice that really speaks to them.We'll talk about why many in our industry are hesitant to see themselves as salespeople, even though selling is a big part of what we do. And we'll see why it's important to be transparent about our roles to best help those who trust us with their financial futures.But this isn't just about selling techniques. It's also about being genuine and caring in our conversations. We'll explore how sharing knowledge and telling stories can make finance less intimidating. And we'll talk about staying true to our values, especially in a world where AI is becoming more prevalent.Subscribe to our channel for more episodes aimed at helping financial professionals navigate the complexities of their field with confidence and integrity.Leave us a comment with your thoughts and questions.---- Find our content valuable? Please subscribe to the YouTube channel ----Click here to SUBSCRIBE:https://www.youtube.com/@PROpulsionLiveDisclaimer: 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.---- PROpulsion Tech ----Bringing everything tech to the financial planning profession.9, 11, and 16 April 2024.All the info: https://www.propulsion.co.za/propulsi...---- Learn more about PROpulsion ----👉 https://www.propulsion.co.za/community

We sit down with Wessel Oosthuizen, the Head of Financial Planning at Fiscal Private Clients, to discuss the future and evolution of the financial planning profession.In this episode, we delve into the ongoing changes within the financial planning field, touching on how the profession has grown and transformed over the years. Wessel shares his insights into the milestones that have shaped financial planning and how these changes impact both advisors and their clients.We also explore the crucial role of psychology in financial planning, examining how understanding clients' emotional and psychological needs can lead to better financial outcomes. Additionally, we tackle the sensitive topic of working with clients who contract dementia and similar conditions, discussing the best practices for advisors to navigate these challenging situations effectively.Looking ahead, Wessel shares his predictions for the profession, including the integration of technology and how it might alter the landscape of financial advice. We discuss what financial advisors can do today to prepare for the future changes in the profession.Subscribe to our channel for more episodes that bring insightful discussions on financial planning and advice directly to you.Leave us a comment with your thoughts and questions.--- Find our content valuable? Please subscribe to the YouTube channel ---Click here to SUBSCRIBE:https://www.youtube.com/@PROpulsionLiveDisclaimer: 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.--- Wessel Oosthuizen ---Wessel on LinkedIn:   / woosthuizen  --- PROpulsion Tech ---Bringing everything tech to the financial planning profession.9, 11, and 16 April 2024.All the info: https://www.propulsion.co.za/propulsi...--- Learn more about PROpulsion ---👉 https://www.propulsion.co.za/community

We are unpacking the crucial topic of segmentation and aligning the value proposition and client service. In today's competitive landscape, understanding how to effectively segment your client base, tailor your value proposition, and align your client services accordingly is more important than ever. The focus of this episode is to simplify these concepts and provide you with actionable and practical strategies to enhance your financial advisory practice.This week, we'll look closely at who your ideal clients are. We'll go beyond just knowing their age or how much money they have. We'll dive into what they care about and how they make decisions. You'll see the magic that happens when you work with clients who really love what you do, and how it makes both of you feel excited. It's about making strong connections that help both your business and your clients grow.We'll finish up by talking about how to give great service. I'll give you tips on using technology and different ways to communicate to make your services even better. We'll also talk about how to make sure your clients are happy with what you provide.Join us for a session that will motivate you and give you the tools to make your business even better for your clients. Don't forget to subscribe and share with others who want to make their services the best they can be!Don't forget to subscribe to our channel for more insights and strategies tailored for financial advisors looking to elevate their practice and provide unmatched value to their clients.--- Click to SUBSCRIBE ---https://www.youtube.com/@PROpulsionLiveLeave us a comment with your thoughts and questions.---Click to learn more about PROPULSION ---http://www.propulsion.co.za#valueproposition #segmentation #clientservice

Welcome to our latest episode! Today, we're diving into the secrets of attracting more clients to your business. Forget about cold calling endlessly without results. Instead, we'll show you how personalized outreach based on research can completely change your approach.Learn how to keep a steady stream of clients coming in and adjust your business to do well in different markets. We'll give you tips on building strong one-on-one relationships and getting referrals. Plus, hear a story from 2016 about how customized presentations made a big impact in retirement planning.We'll also talk about using platforms like LinkedIn to connect with people in a meaningful way. It's not just about having a lot of contacts; it's about building deep connections that can turn into valuable partnerships.And don't miss out on the power of video and podcasts! We'll explain how these tools can help you educate your clients and keep them engaged. I'll even share how podcasts saved my business during tough times.Whether you're a financial advisor or planner, a consultant, or a professional in any field, these strategies are designed to help you attract and retain the clients you need to succeed. So, join us, take notes, and get ready to raise the bar of your approach to lead generation.Leave us a comment with your thoughts and questions.---- Find our content valuable? Please subscribe to the YouTube channel ----Click the SUBSCRIBE button abovehttps://www.youtube.com/@PROpulsionLiveDisclaimer: 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.---- PROpulsion Tech ----Bringing everything tech to the financial planning profession.9, 11, and 16 April 2024.All the info: https://www.propulsion.co.za/propulsi...---- Learn more about PROpulsion ----👉 https://www.propulsion.co.za/community

In this insightful and challenging episode of our series, we sit down with Adam Owen, the Head of Content at NextGen Planners, to dissect the complexities and simplicities of the future in financial advisory. As we delve into the topic "IS THE FUTURE SIMPLE OR NOT?", Adam shares his invaluable insights gained from years of experience.This episode peels back the layers of AI's influence on productivity and content creation, revealing a landscape where speed often trumps depth. We probe the question of whether our relentless pursuit of newness could be eroding the pillars of deep learning and if educational institutions might soon be antiquated relics. Listen as we reflect on the critical task of managing the deluge of data with intentionality, preserving the essence of quality in an age where AI-driven productivity is the new norm.Our candid conversation then takes a turn into the realm of client relationships within financial planning, under the looming shadow of AI's capabilities. Adam shares invaluable insights on the distinction between bombarding clients with AI-generated content and truly connecting with their unique needs. We unravel the potential for AI to simulate empathy and adamantly argue for the irreplaceable power of authentic human interactions. Wrapping up, we examine how businesses can thoughtfully harness technology to streamline operations, strategically grow, and keep a personal touch alive in a landscape increasingly dominated by automation.---- Find our content valuable? Please subscribe to the YouTube channel ----Click to SUBSCRIBE :http://www.youtube.com/@PROpulsionLiveDisclaimer: 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.---- Adam Owen ----Adam on LinkedIn: https://www.linkedin.com/in/askadamowen/---- PROpulsion Tech ----Bringing everything tech to the financial planning profession.9, 11, and 16 April 2024.All the info: https://www.propulsion.co.za/propulsi...---- Learn more about PROpulsion ----👉 https://www.propulsion.co.za/community#FinTech #FinancialPlanning #PROpulsionLive

Is chasing money making us unhappy? Join us as we talk with Chris Budd, the writer of "The Four Cornerstones of Financial Wellbeing," to dive into how our bank balance affects our happiness. This chat isn't about how to get rich quickly. Instead, we're looking into what makes us truly happy. We'll question the common belief that more money means more happiness and suggest that feeling good about ourselves and finding meaning in what we do might be the real keys to being okay with our finances.Chris will share his thoughts on why traditional ways of managing money might not be the best for our happiness. We'll talk about why setting goals just to get rich might not make us feel fulfilled and look at how important it is to align our financial plans with what we really care about.Expect to hear some eye-opening stories and facts from studies, including a famous one from Harvard University, that show why it's crucial to include our personal dreams and goals in our financial planning. This episode is all about understanding that guiding people to manage their money in a way that matches their true desires can lead to a happier and more satisfying life. Tune in to rethink how you view money and happiness.  Leave us a comment with your thoughts and questions.--- Find our content valuable? Please subscribe to the YouTube channel ---Click here SUBSCRIBE:https://www.youtube.com/@PROpulsionLiveDisclaimer: 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. ---- Chris Budd and The Institute for Financial Wellbeing ----Chris on LinkedIn: https://www.linkedin.com/in/chris-budd-80b75413/IFW on Linkedin: https://www.linkedin.com/company/instituteforfinancialwellbeing/IFW Website: https://instituteforfinancialwellbeing.com/ --- PROpulsion Tech ---Bringing everything tech to the financial planning profession.9, 11, and 16 April 2024.All the info: https://www.propulsion.co.za/propulsi...--- Learn more about PROpulsion ---👉 https://www.propulsion.co.za/community #FinancialWellbeing #FinancialPlanning #PROpulsionLive 

In today's episode, we're diving into the art of simplification in financial advisory practices. Whether you're a financial planner, advisor, firm owner, or stakeholder in the financial advisory world.🔍 We Discuss:Financial Product Offerings: We start by tackling the complex world of financial products. Learn how to streamline your offerings to better serve your clients and simplify decision-making.Client Book and Ideal Client Profile: Next, we explore your client book and the concept of an ideal client profile. Discover effective ways to analyse and refine your client base for a more targeted approach.Regulatory Compliance: Navigating the maze of compliance can be daunting. We share tips and tools to make this process smoother and more manageable.Technology and Software: Technology should make life easier, not more complicated! We discuss integrating and optimising your tech tools for greater efficiency.Client Communication: Lastly, we delve into client communication strategies. Find out how to keep your communication clear, consistent, and effective.🌐 Why Listen?Simplifying these key areas of your financial advisory practice can lead to better efficiency, stronger client relationships, and a more robust business model. We break down each topic into simple, actionable steps you can start applying right away!👍 Like, Share, and SubscribeIf you find this episode helpful, don’t forget to like, share it with your colleagues, and subscribe for more insightful episodes every week!📣 Join the ConversationHave questions or insights about simplifying financial advisory practices? Drop a comment below, or join our live chat during the broadcast. Let's learn and grow together!🕒 Tune in Every Friday at 8 AM SAST LIVE on YouTubeLeave us a comment with your thoughts and questions.--- Find our content valuable? Please subscribe to the YouTube channel ---Click to SUBSCRIBEhttps://www.youtube.com/@PROpulsionLiveDisclaimer: 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.--- PROpulsion Tech ---Bringing everything tech to the financial planning profession.9, 11, and 16 April 2024.All the info: https://www.propulsion.co.za/propulsi...--- Learn more about PROpulsion ---👉 https://www.propulsion.co.za/community

In this episode of the Propulsion podcast, host Francois Du Toit interviews financial planner and wealth coach, Ursula Molefe, about her experience at a Lean In Circle vision board session. Ursula shares the importance of reflecting on values and beliefs when creating a vision for the future, as well as the significance of a support system in achieving goals. She also recounts a touching experience where her advice helped a client diagnosed with cancer. The conversation sheds light on the deeper meanings and motivations behind success and financial planning. Listeners are encouraged to consider their own values and goals as they pursue financial health.

In this episode of Propulsion, host Francois Du Toit talks with key account specialist, Tumelo Thwala, about her experience with creating a personal vision board at a Lean In Circle session for women in financial planning. Tumelo discusses how the process of putting together a vision board helped her to answer personal questions and develop a plan for achieving her goals in both her career and personal life. She also highlights the importance of keeping the vision board visible and using it as a tool for taking actionable steps toward achieving her goals. Tumelo shares her positive experience with the Lean In Circle, describing it as a collaborative and supportive environment for growth and learning in the challenging financial planning industry. 

In this episode of the Propulsion podcast, host Francois Du Toit interviews Amanda Dusse, the owner of a Liberty franchise specializing in financial planning. Amanda shares her personal story of why she entered the financial planning industry and how the loss of her brother motivated her to educate others about the importance of financial planning. The interview takes place during a Lean In vision board session, where Amanda discusses the benefits of creating a vision board and how it has helped her be more intentional in her thoughts and actions. She also talks about the role of vision boards in her financial planning practice, including potentially using them to help clients with their financial planning. Amanda also shares her positive experiences with the Lean In community and the value of being able to share openly and learn from others. 

In this episode of the Propulsion podcast, host Francois Du Toit speaks with Zee Gumede, a financial adviser specializing in healthcare. Zee discusses her passion for serving others and her desire to continually improve herself and her craft. She shares her experience attending a Lean In Circle vision board session and how it helped her assess where she is and what she needs to do to better herself. Zee emphasizes the importance of being truthful to oneself and prioritizing what is important to each individual, whether it is work, family, or something else.Zee also talks about her involvement in Lean In Circle, a community that supports women in financial planning and encourages them to uplift and hold each other up. She praises the uniqueness of the group, with women from various backgrounds and experiences coming together to find common ground and help each other succeed.The episode concludes with a reminder that creating a vision board is not just a one-time thing but a continuous process of reassessment and improvement. 

In this episode of the Propulsion podcast, host Francois Du Toit speaks with Certified Financial Planner® Professional, Tsungai Masendeke, about her journey to financial planning and her passion for empowering women to create generational wealth.Tsungai shares how her experience of financial exclusion at university inspired her to learn more about wealth creation and financial planning. She also discusses her initiative, Moms and Money, which focuses on educating and empowering women to better manage their finances. The conversation touches on the importance of financial literacy for children and the benefits of goal-based investing. Tsungai also shares her experience as part of the Lean In Circle community, where she has found a sense of belonging and collaboration with other women in the male-dominated financial services industry. The episode ends with a discussion of the value of vision boards and setting clear goals to achieve success.

David Ansara returns to the show and he discusses current issues, what he sees for the future, and his new appointment as CEO of the FMF. We highlight key risks facing South Africa.--- Watch the full episode on our YouTube channel ---https://youtu.be/zZSY2y5jkQ4Click the SUBSCRIBE button while you're there ;)--- PROpulsion Tech 2023 ---Save the date: https://www.propulsion.co.za/tech--- Taxspace Software ---Taxspace is our own proprietary software helping financial planners, advisers, paraplanners, tax practitioners, etc. turn their client's tax into opportunity.PROpulsion Pro members get 10% off for the first 12 months.Website: https://www.taxspace.app--- Learn more about PROpulsion Pro ---https://www.propulsion.co.za/pro--- Connect with Us ---Website:  http://www.propulsion.co.zaPROpulsion LIVE Portal: https://hello.profileme.co.za/propulsionWhatsapp: https://www.propulsion.co.za/whatsappTwitter:  https://twitter.com/propulsionliveLinkedIn:  https://www.linkedin.com/in/francoisdtzaInstagram: https://www.instagram.com/propulsionlive#economy #financialplanning #southafrica

This is our 200th episode! It is a milestone that was unthinkable a few short years ago.Join us in celebrating this momentous occasion!And we have a special guest!None other than renowned economist, Dawie Roodt!Francois du Toit and Dawie Roodt discusses the future of South Africa from an economic point of view and what Financial Planners must consider when giving advice and guidance to clients.Come celebrate with us!---- Connect with our guest ----Dawie Roodt - LinkedIn: https://www.linkedin.com/in/dawie-roodt-9a641913/Website: https://www.dawieroodt.co.za/ | https://www.efw.co.zaAbout Dawie: Dawie Roodt is a founder, Director and Chief Economist of the Efficient Group. He serves on a variety of investment committees within the Efficient Group. Dawie’s latest role is that of Chairmen of Efficient Private Clients, of which Efficient Group is the majority shareholder. Dawie is a nationally renowned economist, with over 30 years’ experience. He specialises in monetary-, fiscal policy and is currently doing extensive research on the possible impact of “crypto” currencies on monetary policy. He is closely involved with the management of client asset portfolios. His interest in international and local politics has grown and he has become knowledgeable in the field of politics as well. Dawie is ranked the most referenced economists in the country and received the prestigious Economist of the year award by Media 24, a media house. He has been the anchor presenter of the television program Ontbytsake for the past 19 years.---- Jersey Finance - Future Proofing Wealth ----Johannesburg: https://www.jerseyfinance.je/events/jersey-finance-future-proofing-wealth-johannesburg/Cape Town: https://www.jerseyfinance.je/events/jersey-finance-future-proofing-wealth-cape-town/---- Watch the full episode on our YouTube channel ----https://youtu.be/hDgRCKrGyXYClick the SUBSCRIBE button while you're there ;)---- PROpulsion Tech 2023 ----Save the date: https://www.propulsion.co.za/tech---- Taxspace Software ----Taxspace is our own proprietary software helping financial planners, advisers, paraplanners, tax practitioners, etc. turn their client's tax into opportunity.PROpulsion Pro members get 10% off for the first 12 months.Website: https://www.taxspace.app---- Learn more about PROpulsion Pro ----https://www.propulsion.co.za/pro---- Connect with Us ----Website:  http://www.propulsion.co.zaPROpulsion LIVE Portal: https://hello.profileme.co.za/propulsionWhatsapp: https://www.propulsion.co.za/whatsappTwitter:  https://twitter.com/propulsionliveLinkedIn:  https://www.linkedin.com/in/francoisdtzaInstagram: https://www.instagram.com/propulsionlive#economy #financialplanning #southafrica

Oh, the compliance BURDEN! The high cost associated with compliance. Not only from a monetary point of view but especially from a time point of view.Clients could not be bothered with all the paperwork and are often frustrated by the process and the time involved. But it has to be done.We often hear financial advisers complain that we are over-regulated and that compliance is killing the profession and small financial advice businesses.Join Francois du Toit and Julie Anley, co-founder of Lemonaide, a RegTech business that developed Beeswax, a leading case management software for ease of compiling and generating customer due diligence reports.Julie shares a fresh perspective on the value of compliance and will make you rethink its role.---- Connect with our guest ----Julie Anley - LinkedIn: https://www.linkedin.com/in/julie-anley-1316933a/Website: https://lemonaideriskbureau.com/About Lemonaide: We are, at our core, an information technology business with a chosen specialization in the realm of Compliance.---- Jersey Finance - Future Proofing Wealth ----Johannesburg: https://www.jerseyfinance.je/events/jersey-finance-future-proofing-wealth-johannesburg/Cape Town: https://www.jerseyfinance.je/events/jersey-finance-future-proofing-wealth-cape-town/---- Please watch the full episode on our YouTube channel ----https://youtu.be/gwyIGcRLXEAClick the SUBSCRIBE button while you are there ;)---- PROpulsion Tech 2023 ----Save the date: https://www.propulsion.co.za/tech---- Taxspace Software ----Taxspace is our own proprietary software helping financial planners, advisers, paraplanners, tax practitioners, etc. turn their client's tax into opportunity.PROpulsion Pro members get 10% off for the first 12 months.Website: https://www.taxspace.app---- Learn more about PROpulsion Pro ----https://www.propulsion.co.za/pro---- Connect with Us ----Website:  http://www.propulsion.co.zaPROpulsion LIVE Portal: https://hello.profileme.co.za/propulsionWhatsapp: https://www.propulsion.co.za/whatsappTwitter:  https://twitter.com/propulsionliveLinkedIn:  https://www.linkedin.com/in/francoisdtzaInstagram: https://www.instagram.com/propulsionlive#compliance #financialplanning #regulation