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• Georgina's Guiness World Record breaking swim -

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In this episode of PROpulsion LIVE, we sit down with Rizanne Oosthuisen, founder and CEO of ProfileMe.app. Rizanne shares her entrepreneurial journey, from founding a start-up to leading the most innovative advice technology platform.

We’ll explore how she built ProfileMe from the ground up, the lessons she learned as a woman in tech, and the strategies she used to create a strong team and culture. Rizanne also shares valuable advice for aspiring entrepreneurs and how to navigate the challenges of live tech innovation.

Join us to learn more about Rizanne’s journey and the entrepreneurial insights she has gained along the way.

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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.

• 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

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In this special episode of PROpulsion LIVE, we dive deep into the crucial topic of personal development for financial professionals and business owners. Whether you're a financial planner, adviser, firm owner, or part of the broader financial services industry, this episode is designed to help you map out your own personal development journey.

We’ll discuss why personal development is essential for professional success and how it can enhance client relationships, team management, and business outcomes. Plus, we'll provide a practical framework and tools to help you start or improve your growth journey immediately.

Join us as we explore how to foster a growth mindset and lead by example, ensuring that your personal development not only benefits you but also helps your team and clients thrive.

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.

- - 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-financial-advisor-s-playbook/PLID95960184

Get the digital copy on Amazon:

https://www.amazon.com/dp/B0D8BL2CGH


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In this episode of PROpulsion LIVE, we dive into a key topic: how financial planners can prepare their businesses for success in 2025. With the rapid pace of change in the industry, it’s essential to focus on the right areas—both personally and professionally.

We explore the critical skills financial planners need to develop, strategies for building a sustainable and differentiated business, how to strengthen your team, and how technology will play an even greater role moving forward.

Join us as we break down the key areas that will help you future-proof your financial planning business for 2025 and beyond.

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.

- - 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: --

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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!

Leave us a comment with your thoughts and questions.

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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


- - 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 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.

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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.

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- - Take the Professional Practice 10.0 Scorecard --

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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

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