Podcast Johan Steyn terbaik (2024)

1
AI Trends and Challenges for the Future with Johan Steyn 29:28

22d ago29:28

29:28

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 S…

1
Are Small Independent Financial Advisors at a Crossroad? 28:47

1d ago28:47

28:47

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 solut…

1
Guiding Clients Through the Midlife Transition with Kim Potgieter 34:22

8d ago34:22

34:22

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 midlif…

1
Enhancing Client Engagement with Kirsty du Toit 26:47

15d ago26:47

26:47

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 pl…

1
The 2024 FPI Financial Planner of the Year Finalists 36:27

1M ago36:27

36:27

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 profes…

1
Helping Clients Make Small Changes for Big Results with Warren Ingram 31:15

1M ago31:15

31:15

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 i…

1
Simply Navigating Complexity with Lara Warburton 33:40

2M ago33:40

33:40

In this episode, we interview Lara Warburton, the FPI Financial Planner of the Year for 2023 and Managing Director of Integral Wealth Management. With 31 years of experience in financial services and 24 years as an independent financial planner, Lara shares her insights on the importance of independent financial advice, professionalism, and navigat…

1
This, that, and the other - A mix of issues and solutions for financial advisers 26:38

2M ago26:38

26:38

In this episode, we tackle a mix of crucial issues and solutions for financial advisers. Learn how to elevate your virtual meeting setup to create a great experience, and understand why the title you choose—whether Financial Planner, Financial Adviser, Broker, or something unique—matters more than you think. Discover the key differences between mar…

1
Aligning Value Propositions and Technology Solutions with Gareth Hopkins 35:13

3M ago35:13

35:13

In this episode, we interview Gareth Hopkins, an experienced operations and client support professional in the information technology sector. Gareth shares his insights on delivering value propositions, maintaining business continuity, and client retention through the use of technology. We discuss Gareth's journey in the IT sector and its intersect…

1
Making an Honest Living Through Lifestyle Financial Planning with Dirk Groeneveld 38:52

3M ago38:52

38:52

In this episode, we interview Dirk Groeneveld, a Financial Planner with nearly 34 years of experience, and a Lifestyle Financial Planner for the last 23 years. Dirk shares his passion for making a real difference in clients' lives and helping other planners to do the same. We begin by discussing Dirk's journey in the financial planning industry and…

1
Getting better at dealing with and adapting to change 28:35

3M ago28:35

28:35

In this episode, we delve into the topic of change management within the financial planning profession. We explore why managing change effectively is often challenging and what can be done to improve outcomes both for individuals and organisations. The discussion begins with an overview of the constant changes affecting the financial planning secto…

1
The realities of building a professional services business in 2024 30:20

4M ago30:20

30:20

In this episode, we talk about the intricacies of building a professional service business in 2024, focusing specifically on financial advisory firms. We explore the journey of a financial adviser through various stages of their career, understanding the financial adviser maturity curve and the business maturity curve. This dual perspective helps u…

1
Client Communication That Connects in the Digital Age with Tim Slatter 0:20

4M ago0:20

0:20

In this episode, we sit down with Tim Slatter, the founder of Slatter Communications and a seasoned expert in digital communication strategies tailored for financial planners. Tim shares his insights on how financial professionals can enhance their online presence and client interactions through strategic branding and communication. We begin by dis…

1
Strategies for Sustainable and Renewed Growth for Financial Advisory Firms 30:53

4M ago30:53

30:53

In this episode, we delve into the essential and relevant topic of business development for financial advisory firms. We start by distinguishing between business development and lead generation, clarifying how these concepts differ and the unique role each plays in the growth of a firm. We then explore the core purpose of business development, whic…

1
Global Trends in Financial Planning with FPI's CEO Lelané Bezuidenhout 33:59

4M ago33:59

33:59

In this episode, we speak with Lelané Bezuidenhout, CEO of the Financial Planning Institute of Southern Africa (FPI), exploring several key topics in the field of financial planning. We begin by discussing the role of credentialing in the industry, comparing the Certified Financial Planner (CFP) designation with emerging trends such as micro creden…

1
Improving Financial Advice with Strategic Client Touchpoints 34:05

4M ago34:05

34:05

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…

1
Strategic Lifestyle Planning for Success with Marc Sydow 35:12

5M ago35:12

35:12

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 delv…

1
The Five Essential Rings for Financial Advisors' Success 29:29

5M ago29:29

29:29

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 Rin…

1
7 Lessons I’ve Learned from Life and Business 28:23

5M ago28:23

28:23

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, off…

1
Mastering the Long Game with Russell Ho 31:52

6M ago31:52

31:52

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 i…

1
From Reluctance to Results: Changing Your Mindset on Selling 26:49

6M ago26:49

26:49

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 c…

1
Adapting to Financial Planning's Future with Wessel Oosthuizen 35:14

6M ago35:14

35:14

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 ins…

1
Financial Advisors: Fun Ways to Segment, Personalise, and Wow Your Clients! 33:42

6M ago33:42

33:42

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 c…

1
Powerful Lead Generation Strategies Any Professional Can Do 35:01

7M ago35:01

35:01

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…

1
Is technology making things simpler or more complex for financial advisors with Adam Owen 33:11

7M ago33:11

33:11

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 …

1
Money: I wouldn't start from here with Chris Budd 27:35

7M ago27:35

27:35

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 mo…

1
Grow your business and make your life easier by simplifying everything 26:38

7M ago26:38

26:38

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 b…

1
Beyond the Money: Creating a Vision with Ursula Molefe 14:06

1+ y ago14:06

14:06

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 achie…

1
Creating a Clear Vision for Personal and Career Growth with Tumelo Thwala 12:53

1+ y ago12:53

12:53

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 …

1
Creating a Vision for Financial Success with Amanda Dusse 12:11

1+ y ago12:11

12:11

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.…

1
Crafting a Personal Vision Board for Career and Life Success with Zee Gumede 13:56

1+ y ago13:56

13:56

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 wher…

1
Empowering Women to Create Generational Wealth: A Financial Planner's Journey with Tsungai Masendeke 13:22

1+ y ago13:22

13:22

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…

1
Biggest risks facing South Africa ft. David Ansara 41:35

2y ago41:35

41:35

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/zZSY2y5jkQ4 Click the SUBSCRIBE button while you're there ;) --- PROpulsion Tech 2023 --- Save th…

1
Our 200th Episode! What the future holds for South Africa ft. Dawie Roodt 38:51

2y ago38:51

38:51

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 c…

1
A fresh perspective on the value of compliance ft. Julie Anley 36:40

2y ago36:40

36:40

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-re…

1
Are you prepped and ready for the COFI Act ft. Anton Swanepoel 39:07

2y ago39:07

39:07

Since 2004, Financial Advisers in South Africa have been adapting to the FAIS Act as the main legislation regulating the industry and profession. We have come a long way. And now things are set to change again. The COFI Bill (Conduct of Financial Institutions) aims to significantly streamline the legal landscape for conduct regulation in the financ…

1
Get ahead with understanding re-platforming and its impact ft. Mickey Gambale 39:10

2y ago39:10

39:10

So should you really care about this as a financial adviser who uses investment platforms or even as an end client invested via an investment platform into the market? Well, that answer is a resounding YES. Yes, you should care because whether you like to believe it or not, changing or re-platforming an investment platform business is not for the f…

1
Important considerations when getting a virtual assistant ft. Henry Walton 39:22

2y ago39:22

39:22

You are at a point where you have too much work to do yourself and you have to make the decision whether you are going to appoint someone or outsource to a virtual assistant. In the new connected virtual world, it has become more feasible to make use of virtual services. However, you have probably never done this before. You may be feeling unsure a…

1
2022 Financial Planner of the Year Finalists ft. Palesa Dube, Hendrik Spies and Tom Brukman 37:19

2y ago37:19

37:19

We are excited to host the 3 Financial Planner of the Year for 2022 finalists on PROpulsion Live this week. Join us and meet Palesa Dube, Hendrik Spies, and Tom Brukman. 3 dynamic young financial planners who will share their journeys and stories with us, what the process has been like for them this year, and what the biggest value was they got out…

1
Adapting to the new world of financial advice and wealth management 45:59

2y ago45:59

45:59

The advisory landscape changed significantly during the 2008 financial crisis. And now, it has done so again after the COVID-19 pandemic. Only this time the shift was even greater and much faster. The old way of running and building a financial planning or wealth management practice is no longer sustainable. In this episode, Francois du Toit talks …

1
From financial adviser to business owner: making the shift 34:18

2y ago34:18

34:18

Here is a truth no financial adviser can deny: At some point, you will want to exit your practice (for whatever reason) and then you need your financial advisory practice to be worth as much as possible. Simply doing the work of a financial adviser well, building assets under management, charging fees, and providing good service is not enough! Buil…

1
The Power of Outsourcing to Get Your Time Back 27:46

2y ago27:46

27:46

Every financial planner and financial adviser is complaining that they do not have enough time to spend with clients. Instead, their time is consumed by administration, compliance, emails, preparation, and staff issues. In almost all cases it is evident that the financial planner or adviser feels obligated and responsible to deal with each of these…

1
Getting the most out of technology for your financial planning practice 26:06

2y ago26:06

26:06

Financial planners and advisers are forever looking for new technology. Technology that is friendlier and easier to use. Technology that fosters more engagement. Technology that can automate more tasks and processes. Many financial planners and advisers have even gone so far as to develop their own software for their businesses. This works so well …

1
Is this what the future holds for Independent Financial Advisors? 22:55

2y ago22:55

22:55

Having observed some interesting trends over the last while, having been part of several conversations... it seems that the future of the independent financial advisor (IFA) we have discussed 2 years ago has started to come true... Does the question beckon if this will be the fate for some, for most, or for all IFAs? Join us for a discussion on the…

1
True client engagement - the key 21:57

2y ago21:57

21:57

How do you define client engagement? What does it look like in your mind? Are you intentionally creating an environment and opportunity for your clients to be fully engaged during their interactions with you? Are they co-creating their financial plan with you? There is nothing more dangerous than hearing the words " I don't know, you are the expert…

1
Stop waiting for things to change 24:30

2y ago24:30

24:30

Hope is a dangerous thing. Hoping that anything would change provides a false and temporary sense of confidence. Belief is such a crucial part of success, right? All I need to do is believe. Hoping does not change anything. In this episode, we talk about change, how to effect change with purpose, and how to stop waiting for change to happen. ---- P…

1
Communicating your financial planning business's values effectively 20:19

2y ago20:19

20:19

If you want people to work with you and your business, you have to be clear on what you stand for. You can get clear by spending time articulating your values but then those values must be communicated to clients and the market in which you want to operate. A lot goes into values. It is not only about coming up with values for a poster against the …

1
What it takes to be in the 1% and why you must care 20:27

2y ago20:27

20:27

It is way too easy to become complacent. To accept and settle for where we are. To do what everybody else is doing. To give up on dreams or to tell ourselves that this is as good as it gets! Raising the bar is much more than a tagline, slogan, or saying. It is a strong call to action that only a few will answer. Join me for a great discussion on th…

1
Living beyond 100 - the changing retirement landscape ft Wynand Gouws 33:06

2y ago33:06

33:06

The likelihood of living beyond 100 is becoming a massive reality. We hear of more and more people celebrating their 100th birthday. Will your and your client's money last as long too? Wynand Gouws wrote a book on this! He joins us for a great discussion on the increase in longevity and its impact on planning for retirement. We also get into being …

1
How hedge funds are entering the financial advice space ft Alan Yates 39:22

2y ago39:22

39:22

Hedge funds are making their way into the retail financial advice space. What does this mean? Why is this happening and how are they gaining traction? There are many misconceptions when it comes to hedge funds. Join Francois du Toit and Alan Yates, Head of Distributions at Peregrine Capital, for a discussion on the topic. Some of the aspects we cov…

Podcast Layak Disimak

Johan Steyn Podcast

Podcast Layak Disimak

Panduan Referensi Cepat