The podcast is out if you’d like to listen to yesterday’s discussion with Francois du Toit CFP® about whether small IFAs are finding themselves at a crossroads: Apple Podcast: https://lnkd.in/dwu5CYrF Spotify: https://lnkd.in/dkYEbTea Listen on any device.
PROpulsion
Financial Services
Mogale City, Gauteng 845 followers
A community where financial planning professionals belong, grow, and thrive through world-class training and resources.
About us
We help financial planning businesses, planners, and advisers belong, grow, and thrive. Our mission is to take financial planning business owners, planners, advisors, and their support teams to the next level. We believe in continuous growth and improvement, and we’re here to help make that happen. With us, you’ll have everything you need to supercharge your skills, your business, and the entire financial profession. Get ready to raise the bar! How do we do it? We deliver an unrivaled experience through: 👨👩👧👦 Community 👩🎓 Education 📚 Exclusive Programs 📺 The longest-standing live video and podcast show for the financial planning profession in South Africa, PROpulsion LIVE. Although we are South Africa-based, we serve the profession globally. Our Vision For our community to be the ultimate destination for financial planning professionals and business owners. The community of choice where you can belong, grow, and thrive. We aim to be the go-to source for fresh ideas, expert advice, and vital support. Our members help each other out and grow together, driven by a love for what we do. We’re a vibrant community of like-minded individuals, always pushing the boundaries and reaching for new heights. What do you gain from becoming a member? Join PROpulsion and get ready to unlock your full potential! As a member, you’ll gain access to: 👥 A vibrant community of like-minded professionals who will support and guide you every step of the way. 🚀 An opportunity to drive the financial planning profession forward and make a real impact. 💪 Support from a caring community that’s like having your own in-house team, always ready to lend a helping hand. 🌍 The chance to establish and build both local and international relationships that will open up new doors for you and your business. 🔥 Confidence and skills that will immediately help you identify new opportunities and raise your status with your clients. Visit our website for more.
- Website
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http://www.propulsion.co.za
External link for PROpulsion
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Mogale City, Gauteng
- Type
- Privately Held
- Founded
- 2015
- Specialties
- Content Creation, Live Show Production, Podcast Creation, Financial Planning Training, Technology Advice, Practice Management, Soft Skills for Financial Planners, Technology Adoption, CPD Content, CPD Administration, Learning Content, Training Facilitation, Webinars, Community Building, and Financial Planner Community
Locations
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Primary
Get directions
5 Jacob Mare Ave
Mogale City, Gauteng 1739, ZA
Employees at PROpulsion
Updates
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Are you a financial planning professional or work in the financial advisory space? Do you follow our YouTube channel? You should! With over 268 episodes of PROpulsion LIVE, you will have to go far to find a more comprehensive, insightful, inspirational, and valuable resource for you and your business. Visit our channel now: 👉 https://lnkd.in/dyehWdqJ See you there!
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We are looking forward to this special masterclass! Join us with the compliments of Asset-Map! Details below.
Guiding Financial Planners to Their Next Step with their Business | Tech and AI Enthusiast | Founder @ PROpulsion | Content Creator | Show Host | Speaker & MC | CFP®
Calling all financial planning professionals! Join us for a special and complimentary masterclass. The Future of Financial Planning: An In-Depth Look at the WEF’s July 2024 Report Dive into a dynamic session where we'll dissect the latest World Economic Forum report, highlighting the key trends that are defining the future of financial planning. Uncover the drivers of change within the sector, grasp their implications for your business, and master strategies to remain at the forefront. This masterclass is your gateway to mastering new technologies, client expectations, and regulatory changes, arming you with the knowledge and tools to excel in the ever-changing financial landscape. The masterclass is sponsored by Asset-Map and presented by Bennie Gouws, CFP® CA(SA) The masterclass is taking place: 🗓️ Tuesday, 27 August, from 11:30 AM to 12:30 PM SAST There is no cost to attend, but you must register: 👩💻 https://lnkd.in/dSvNAzXE The session will be recorded and made available. Don't miss this! #financialplanner #financialadvisor #financialprofession #PROpulsion #AssetMap #future
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PROpulsion reposted this
"We need women at all levels, including the top, to change the dynamic, reshape the conversation, to make sure women’s voices are heard and heeded, not overlooked and ignored." —Sheryl Sandberg Thankful for all the amazing women we get to work with, talk to, be inspired by, and who show us the way every day. #womensday2024 #womensday
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"We need women at all levels, including the top, to change the dynamic, reshape the conversation, to make sure women’s voices are heard and heeded, not overlooked and ignored." —Sheryl Sandberg Thankful for all the amazing women we get to work with, talk to, be inspired by, and who show us the way every day. #womensday2024 #womensday
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Have You Tried It Yet? The Professional Practice 10.0 Scorecard Score your business against 5 categories and receive a tailored report based on the scores. We just released the first version of our Professional Practice 10.0 scorecard and many have already completed it. How it works We created an online scorecard that you can complete online. You will be required to complete 27 questions that take just 5 minutes. You will be scored across 5 different categories in your business or practice: ✅ Value Proposition ✅ Marketing ✅ Connection ✅ Client Experience ✅ The Practice What you get Instant feedback about how you scored in each category. You also receive an email with your comprehensive, personalised, and tailored report in PDF format, based on your assessment, that contains: 🔎 Full explanations of each category 🔎 How you scored in each category 🔎 Guidance and advice you can consider implementing based on your specific circumstances 🔎 Some next steps to consider Where do you complete the assessment? You can go directly to the scorecard online: 👉 https://lnkd.in/dRvJtxq5 We would love to hear your feedback! Let us know what you think and what value you got from this. Raise the bar! #FinancialAdvisor #FinancialPlanner #FinancialProfessional #FinancialPlanning #Business #PROpulsion
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Are you using technology to boost productivity in your financial practice? Are you working with professional partners to extend your reach? Is your value proposition well-defined and distinctive? These are some of the crucial questions you should be asking to ensure your practice thrives. Take our Professional Practice 10.0 quiz to evaluate your practice in key areas like marketing, client experience, and overall operations. This quiz will help you pinpoint areas for improvement and guide you towards greater success. /\/\/\/\/\ Don’t wait—take the quiz now: https://lnkd.in/dRvJtxq5 /\/\/\/\/\ #FinancialPractice #ProfessionalDevelopment #QuizTime #LinkedInLearning #PROpulsion
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At PROpulsion, we're dedicated to creating incredible programmes that continuously help our members, our businesses, and the entire financial planning profession to grow and to raise the bar. Our latest offering is a 6-week live event designed to master Excel, an essential tool for any financial planner. 🔍 What’s it about? This comprehensive programme covers: - Excel Basics and Navigation - Effective Data Entry and Formatting - Formulas and Functions for Financial Planning - Data Analysis and Visualisation - Advanced Excel Features Tailored for Financial Planners 👥 Who is it for? Our programmes are crafted for financial advisers and planners seeking to enhance their skills, streamline their processes, and make impactful data-driven decisions. 🎓 Programme Highlights: - Week 1: Introduction to Excel and Basic Navigation - Week 2: Data Entry and Formatting - Week 3: Formulas and Functions - Part 1 - Week 4: Formulas and Functions - Part 2 - Week 5: Data Analysis and Visualisation - Week 6: Advanced Excel Features for Financial Planners 🌟 About Liana Liana Ahrens Teixeira, a Certified Financial Planner (CFP®), Data Scientist, and Business Analyst, will be leading this programme. Her expertise and commitment to integrating data science and business analysis into actionable strategies make her the perfect guide for this journey. 📅 When will it run? Every Wednesday from 9 am to 10 am, starting today, 31 July 2024. 💰 What does it cost? This programme is included in your PROpulsion membership. At PROpulsion, we pride ourselves on raising the bar with every programme we offer. We are committed to continuous improvement and ensuring that our members have access to the best resources and training available. This is just one of the many ways we strive to empower our community and move the financial planning profession. Interested to join as a member? Go here 👉 https://lnkd.in/d3gtXs4T #FinancialPlanning #ExcelSkills #ProfessionalDevelopment #PROpulsionCommunity #RaisingTheBar
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Join us with the compliments of our sponsors!
Guiding Financial Planners to Their Next Step with their Business | Tech and AI Enthusiast | Founder @ PROpulsion | Content Creator | Show Host | Speaker & MC | CFP®
PROpulsion: Day of CPD - Continued Professional Development with Impact At PROpulsion, we don’t believe in CPD for CPD’s sake. We believe in continuous learning that is practical, that raises the bar, and that drives and pushes you, your business, and the profession forward. Above all, however, is CPD that enables you to provide clients with improved outcomes. We are bringing you a series of four half-day sessions spread throughout the year, designed specifically for financial planners and advisers. Join us for the inaugural Day of CPD. This unique event will provide you with the opportunity to earn verifiable CPD points while gaining valuable insights from industry experts. To celebrate this new series, the first event is FREE to attend, with the compliments of our amazing sponsors. A live-only virtual event that promises a new and exciting experience. Seats are limited, though! Secure your complimentary seat: 👉 https://lnkd.in/dm_4__qE ----- FAQ: ----- ❓When is the first event taking place? ✅Wednesday 10 July 2024 from 8:25 to 13:50 ❓What is on the agenda for the first event? ✅Please visit the agenda on our website ❓Will I earn verifiable CPD? ✅Yes. We will announce the number of points and the CPD categories on the Day of CPD website before the start of the event. ❓Will the event be recorded? 👉No. This is a live-only virtual event. ❓Will I earn 18 CPD points when attending this event? ✅No. You will need to attend all four events in the series. Our aim is to help you attain 18 verifiable CPD points or to get as close as possible to it. ❓Are all the events in the series free? ✅No. Only the first session is offered with compliments. ❓When are the other sessions taking place? ✅September, November, and February 2025 --------- Our Sponsors --------- Thank you for making this possible! 👏Asset-Map 👏Commspace 👏Fairbairn Consult 👏INN8 👏Old Mutual Wealth 👏ProfileMe #financialprofessionals #cpd #financialplanner #financialadvisor #PROpulsion #DayofCPD
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Podcast: Making an honest living through lifestyle financial planning with Dirk Groeneveld, CFP® In this episode, Francois du Toit CFP® talks to Dirk Groeneveld, a Financial Planner with nearly 34 years of experience, and a Lifestyle Financial Planner for the last 23 years. Dirk shares his journey in the financial planning industry and his transition to Lifestyle Financial Planning. He explains the core principles that differentiate Lifestyle Financial Planning from traditional financial planning and how he ensures that clients’ interests are always prioritised. Dirk discusses the challenges and rewards of promoting a client-first approach and the changes he believes are necessary for the profession. He offers advice to new financial planners and shares his thoughts on the future of financial planning. Join us for valuable insights from Dirk Groeneveld on prioritising clients in financial planning. Subscribe to our channel for more episodes with practical advice for financial advisors. Leave us a comment with your thoughts and questions. Listen on Apple Podcasts, Spotify, Google Podcast and many other platforms. Links in the comments below. Raise the bar! #podcast #financialadvisory #financialplanner #financialadvisor #financialprofessionals #PROpulsionLive
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