Personal Vision Board

Creating a Clear Vision for Personal and Career Growth with Tumelo Thwala. 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.

Join PROpulsion Community – Become a Member

Join PROpulsion Community and be part of the vision to become the ultimate destination for financial planning professionals and business owners. Join our Financial Planners 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.

Become a PROpulsion Member

Join PROpulsion today, and be part of a dynamic and visionary community of financial professionals who are dedicated to supporting, inspiring, and empowering each other. By joining, you will have the opportunity to connect with like-minded professionals who are passionate about growth and success, and to continuously learn and improve your skills and knowledge.

As a member of PROpulsion, you will also have the chance to push the boundaries of what is possible, to pioneer new ideas and thinking, and to participate in global events that are shaping the future of the financial planning profession. And, most importantly, you will have the chance to have fun, to be inspired, and to achieve the success that you deserve. Don’t miss out on this unique opportunity – join PROpulsion today!

Author

  • Francois du Toit, CFP® holds a B. Com degree in Risk Management as well as the Post-Graduate Diploma in Financial Planning. He is an avid miniature figure painter with a passion for helping others succeed and for professionalising the Financial Services Industry. He holds the certification of CERTIFIED FINANCIAL PLANNER® or CFP® in good standing with the Financial Planning Institute of Southern Africa as well as being a registered Tax Practitioner with them and SARS. Francois offers a unique and powerful proposition to businesses employing Financial Advisers and Broker Consultants that leads to significant improvement in production and reduced advice risk. His practical experience, success, technical knowledge and understanding the challenges and opportunities in this field, ensure immediate practical application in the target market. Francois has designed and created very successful online courses for the Financial Planning Institute and has trained hundreds of financial planners, advisers and other trainers for among others Old Mutual, PPS, Liberty, Iress and atWork. His ability to answer questions that relate to practical on-the-ground issues is what sets him apart from traditional trainers who may not have been in practice.

    View all posts

Similar Posts

S3E19 – Building trust and creating value that unlocks opportunity ft Tim Vieyra
| | | |

S3E19 – Building trust and creating value that unlocks opportunity ft Tim Vieyra

ByFrancois du Toit, CFP®

Francois du Toit talks with the co-founder and CEO of Comotion Business Solutions and Seed Analytics, Tim Vieyra about the challenge of data and reporting on investments, the importance of solving the problem, and the trust and value that is created in the process.

Ep. 11 – Building a partnership practice in a tied environment and valuable lessons from the Financial Planner of the Year Competition with Henri le Grange
| |

Ep. 11 – Building a partnership practice in a tied environment and valuable lessons from the Financial Planner of the Year Competition with Henri le Grange

ByFrancois du Toit, CFP®

From the moment I met Henri le Grange, CFP® I was intrigued by the way they are building their practice, especially because it is inside a tied environment (not a franchise!) with a large well-known life assurance company. In 2018 Henri entered the prestigious Financial Planner of the Year Competition and was one of the…

Getting the most out of technology for your financial planning practice – S3E31
| | | | | | | |

Getting the most out of technology for your financial planning practice – S3E31

ByLené Naudé

A discussion about solid principles and approaches you can and should follow to ensure you get the most out of the technology you implement and use in your practice.