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PROpulsion

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PROpulsion

Francois du Toit

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The Financial Professional's catalyst to exponential growth.PROpulsion is aimed at ambitious and driven Financial Professionals like Financial Planners, Financial Advisers, Accountants, Bookkeepers, Tax Practitioners as well as managers and consultants working in the Financial Services space.We go deep to help these professionals with starting, building and growing their practices, business- and personal branding, marketing and professional selling skills, technical knowledge and skills, sui ...
 
Welcome to the show that highlights the career journeys of finance professionals on their way to the CFO. In this show I ask the following questions to the guest speakers: Why did you choose finance as a profession? What were some of the pivotal moments in your career? What are you currently passionate about within finance?If you're an aspiring finance professional or if you want to get to know your peers better, then this is the podcast for you!
 
Join Caleb Brown, CFP and Co-founder of New Planner Recruiting to learn how to enter the profession and find your right fit. Whether you’re a CFP program student or transitioning from another career, this podcast is designed to help new Planners gain a solid understanding of the profession, the career options available, and how to accelerate their success in the long term. Tune in weekly for new episodes! Find more tools and resources for Planners and get the free Financial Planner Career Ro ...
 
Welcome to The Business of Being Well. If you're a hands-on practitioner who wants to grow a profitable business without working your life away, you're in the right place. So sit back, take a deep breath, and enjoy the show.
 
A podcast hosted by Mpumi K. Mbonane, a Purpose Alignment Strategist, who helps young professionals who are stuck in careers they settled for and jobs they quite frankly hate, to discover their purpose and turn it into a fulfilling, impactful and sustainable profession. Whether it is through her Masterclasses, Challenges, or Signature Programme - Purpose to Profession - Mpumi guides her clients through the multiple professions that purpose can be fulfilled in, i.e. Business, Corporate, Non-p ...
 
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Coffee With Cott

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Coffee With Cott

The Options Insider Radio Network

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Welcome to Coffee with Cott where advisors can find out what is brewing in the options space. Your host is OIC’s Director of Education Eric Cott. Please go ahead and fill up your cups with a hot beverage of your choice. Whether you’re a cold brew, a double espresso or a mocha cappuccino grande-type, we have you covered. On this show we pour over topics that relate to your practice, your clients and options.
 
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show series
 
On this episode of The CPA Marketing Genius, Salim is joined by author, academic, and expert on leadership in business, Dr Michael Useem. Together, he and Salim discuss the habits, mindset, and the skills needed to be an effective business leader in today's world! Also, we get some insight into the lessons Dr. Useem learned while interviewing 9 thr…
 
Luis Rosa and Emlen Miles-Mattingly join the show today to discuss the BLX internship program they co-created with Chloe Moore and Shawn Tydlaska. In this episode, Luis and Emlen share the "why" behind the BLX program, which stems from their personal struggles in entering the financial planning profession, a desire to increase the number of Black a…
 
Deanna Tomasetti and Sophie Leahy of Burt Wealth Advisors join me today to discuss the ins and outs of re-entering the workforce after an extended leave of absence. If you’re a career changer and you’re looking to pivot to a financial planning career, this is an episode you won’t want to miss! Listen in as Deanna and Sophie discuss how they got sta…
 
Emily Boyd and Brandon Gutierrez are Financial Advisors with Browne, Draper & Land Financial Concepts in Dalton, GA. Today they join the show to discuss how they learned about the profession, including what intrigued them to become involved in the industry, what their roles look like day-to-day, and how these tasks have changed as their careers hav…
 
In this episode of "The CPA Marketing Genius," Salim is joined by Terry Dean, who went from delivering pizzas to becoming one of the earliest online marketers in what Terry refers to as the "stone ages" of the world wide web! Join Terry and Salim as they discuss the power of having a strong email list, strategies for standing out from your competit…
 
Dr. Jared Pickens is the Director of Applied Economics at Texas A&M University - Commerce, and he joins the show today to share why he pivoted away from a teaching and football career to get his start in the financial planning industry. If you’re on the fence about whether a lead financial planner position is the right fit for you, this is an episo…
 
Molly Rimes is a Financial Planning Associate at InsMed Loan Advisory Services who pivoted away from a career in politics to pursue financial planning. She joins the show today to discuss her journey to the financial planning industry and what she has learned along the way. Listen in as Molly shares what it was like getting hired in the middle of t…
 
In this episode of The CPA Marketing Genius, Salim is joined by tax resolution expert Jassen Bowman. Jassen shares with Salim his story of how he went from being homeless to traveling the world while operating his own remote practice! Listen along as Jassen provides insight into the world of tax resolutions and shares some useful tips and strategie…
 
Sam Nguyen is the Senior Tax Manager at XY Planning Network, an organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Today, Sam joins the show to share his journey from CFP educational program to getting his foot in the door with an RIA, including what it was like trying to enter the fin…
 
Dr. Vickie Hampton is a Certified Financial Planner and Department Chair for the Personal Financial Planning program at Texas Tech University. Throughout her long and tenured career in academia, Vickie has gained valuable insights and experiences, and she joins me today to share some of her wisdom. Listen in as she discusses the difference between …
 
In this episode of The CPA Marketing Genius, Salim discusses the importance of having strong and meaningful relationships with your clients. By establishing a strong client touch plan, you can create ample opportunities for client referrals, client retention, and an increase in work flow for existing clients! If you don't have this yet, listen to t…
 
Taynia Vakapuna is a paraplanner with Everspire in Midvale, UT. Today she joins the show to discuss her journey going from a biology major to a paraplanner in a financial planning firm, including why she ended up not going through with a degree in the sciences and what led her to consider a change in direction. Listen in as she talks about how the …
 
Jared Tobin is an Associate Financial Planner, and Klint Olive is the Founder and CEO of Olive Wealth Management based out of Houston, TX. Klint hired Jared straight out of school, and today he shares what stood out about Jared and what makes him such a great fit, even after just six months. If you are wondering what you could be doing in the indus…
 
In this episode of The CPA Marketing Genius, Salim shares three critical tools you can use to attain and maintain true success! Throughout the episode, Salim emphasizes the importance of following his rule of 72, avoiding falling for the shiny object syndrome, and the crucial importance of truly focusing on your tasks at hand. By using these method…
 
Pietro Messina is a financial planner with Christopher Street Financial in New York City. As a part of the LGBTQ+ community, Pietro wanted to join a firm that matched his values, and today he shares his path into financial planning, including why he chose the career, what education he pursued, and how he secured his internships. Listen in as we tal…
 
Today we're back with part two of my conversation with Brandon Odell, a Partner at the consulting firm Ensemble Practice, which specializes in financial planning firms. In this episode, we continue the discussion on career growth for new planners. Listen in as we talk about the biggest mistakes that many new planners make when it comes to their car…
 
In this episode of The CPA Marketing Genius, Salim reflects on the two main reasons why those with their own firm may not be achieving their goals. Have you lost track of the reason behind starting your own firm? Are you operating in the right mindset to push towards and beyond your goals? Throughout the show, Salim provides insight on ways you can…
 
Brandon Odell is a Partner at Ensemble Practice, a consulting firm that specializes in financial planning firms. He joins us today to discuss his career path, going from an engineering major to consulting for financial advisory firms, and the education and skills combinations that are critical for growth in the industry. Listen in as we talk about …
 
In today's special episode, Jesse Lineberry joins me to talk all things planner compensation. Jesse is a CFP and Account Executive who works with a lot of our clients, and I’ve invited him on the show to talk about some of the placements we’ve made over the past few months, what the offers were, and what the compensation ultimately looked like. Lis…
 
The risk of burnout is very high for those of us who work in helping professions. The risk is even higher if you work in a healthcare setting. Most of the research available in Pubmed is limited to people who work in medicine as the subjects of the studies. But we know through lived experience that burnout can effect, educators, parents, and more. …
 
Sean Alford is a Senior Financial Planner and Investment Solutions Manager with CFO4Life, an RIA based out of Coppell, TX. He joins the show today to share his career path, from graduating from a CFP undergraduate program to finally finding a good career fit in his current firm and transitioning to a recruiting and hiring role within that firm. Lis…
 
Lisa Linfield has a goal to equip, engage and empower 1 Million Women to live a financially free life -so that they too may be able to live a life of purpose and choice. In order to do this, she walked away from a 20-year corporate career to start her own wealth management business – believing that this was her purpose and her passion, and she had …
 
IN THIS EPISODE, WE COVER: The effects of the energy that we create around our money and finances Mindset patterns that come up when we think about tax season and how these feelings may be limiting you financially The Drama Triangle and its relationship to your taxes and money Tips for shifting the next tax season from chaos to calm How Entrepreneu…
 
The winners in this new game of business are those that can see through the noise and keep it simple because business at its core is simple. Winning in business is no longer reserved for those running multi-national corporations with seemingly unlimited resources. Juanita Vorster, a South African entrepreneur, partnered with well-known UK-based bus…
 
Veronica Taylor is a financial planner at Northstar, a fully virtual organization that helps employees make better financial decisions. She joins the show to share her journey from graphic designer to financial planner, as well as what led her to start a financial coaching company to increase financial literacy and awareness and ultimately close th…
 
Can you imagine what it would be like to practice because you want to, not because you have to? How would you show up differently for your patients or clients? Would you be less in a rush and more present with them? Would they feel more heard in your office? Even if you can’t imagine what it would be like to practice because you want to (instead of…
 
It is never too late for a makeover, and midlife is the perfect opportunity to redesign your life exactly as you want it. You do have choices for every aspect of your life – including your money. Especially your money. This is a call to action to take control of both your life and your money, and to put money where it belongs – as an enabler of you…
 
Money EQ is an international behavioural discovery process that allows financial advisors to identify their clients’ financial personalities and decision-making styles – helping you to build that human connection. So during the process of getting to know your client and build trust, MoneyEQ enables: - Better advisor-client matchings - Enhanced advi…
 
Alex Jenkins is the Vice President, Relationship Director, and Investment Specialist with Avantis Investors based out of Charlotte, NC. He joins the show today to discuss his career path from engineering to finance and what it’s like in an institutional money management firm structure. Listen in as Alex shares what first got him interested in the p…
 
There are three ways of generating traffic for your business. I bet you know the first and third ways... but not the second! The three traffic sources are: Organic traffic Partner traffic Paid traffic I’m totally sure you’re already familiar with organic social media and online marketing. And you may have tried social media ads or paying to get mor…
 
Kelly Stanley is a Partner and Fiduciary Wealth Manager at Cogent Strategic Wealth, a firm based out of Chicago, IL that manages $200 million in AUM for 70 client families. She joins the show today to share her inspiring story and how she became a partner at her firm in just 5 years. Listen in as Kelly details her career trajectory, from first bein…
 
If you listen to this show, you’re probably already very familiar with what doulas do. But you’re probably just as unfamiliar as I was about the variety of business structures available for doulas. I wasn’t aware of any other options except for 1-1 service! And if you’re a doula yourself, you’re probably focused on growing your 1-1 service. But hav…
 
Dan Yergan is an associate financial planner with Valmark Securities in Akron, OH. Beginning in college with a corporate finance major before transitioning to personal financial planning and securing himself a fantastic internship opportunity, Dan has had an ambitious foray into the world of financial planning. He's a great example of what can happ…
 
Today on the CPA Marketing Genius Podcast we’re speaking with retired Disney executive and author Lee Cockerell. Lee tells us about how he went from college dropout to executive vice president, the secrets to building a great team, and how to insert some “Disney magic” into your own business. Thanks for listening to the CPA Marketing Genius Podcast…
 
Welcome to the first episode of The CPA Marketing Genius Podcast! In this episode we introduce you to our host, Salim Omar. We talk about his background, how he came up with CPA Marketing Genius, and about what you’re going to hear on future episodes of the podcast. If you’d like to hear more episodes, you can find them at cpamarketinggenius.simple…
 
Thanks for listening to the CPA Marketing Genius Podcast. If you’d like to hear more episodes, you can find them at cpamarketinggenius.simplecast.com or on your favorite podcast directory. Don’t forget to like and subscribe! If you want to learn more about Salim and CPA Marketing Genius, please visit cpamarketinggenius.com Thanks for tuning in; we’…
 
Over the last 6 years, I’ve given over 10,000 hours to helping women in chiropractic grow their practices. For the first couple of years, I wasn’t confident that what I was teaching my clients actually worked. I mean, it DID work but I was still feeling a LOT of imposter syndrome back then. In 2019, a coach that I hired advised me to collect case s…
 
Sameer Somal is the CEO of Blue Ocean Global Technology and the Chief Talent Officer of Girl Power Talk. He is also an entrepreneur, expert witness, and speaker who has presented his thoughts and knowledge around the world. In this episode, Sameer shares how he makes sure his interactions with others are memorable, how he builds relationships, and …
 
Have you ever found yourself thinking you know everyone in your industry, only to find shortly afterward that there’s still a slew of colleagues out there you’ve never met? That happened to me recently when someone from Leontief & Davis reached out to see if I’d like to interview the owners of their practice on the show. I had never heard the names…
 
Ben Peters is Partner and Chief Compliance Officer with Burton Enright Welch, a wealth management firm based out of Walnut Creek, CA. Ben initially started his career as an attorney, but he left that role to pursue a career in financial planning—despite having some misconceptions about the profession. Listen in as Ben shares the strategies he used …
 
Sometimes feeling burned out is simply because you’ve been hustling for wayyyyyyyy too long. Other times, feeling burned out is because you have superpowers that are unrecognized and you need better ways of managing them! In this episode, I chat with Neda The Official, an empath coach and mental health practitioner. I first encountered Neda in a Cl…
 
Shannon O’Toole is the founder of Shannon O’Toole Coaching, a coaching firm based on St. Louis that specializes in employee engagement and retention in the financial planning space. Shannon has 20 years of experience in the industry and has a wealth of knowledge about the good and bad of recruiting and human resources. In this episode, Shannon shar…
 
If you’re like me, you have a weak spot in your heart for animals. Especially baby animals! I’ve lost track of how many times I’ve spontaneously gone home with a stray puppy or homeless kitten. In chiropractic school, we didn’t have any formal training in our required curriculum about caring for animals. But there are post-graduate programs availab…
 
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