PROpulsion LIVE
PROpulsion LIVE
Francois du Toit
🎉Our 300th episode: Have We Been Using CRM Wrong This Whole Time? with Kobus Barnard
41 minutes Posted Jun 7, 2025 at 6:00 am.
0:00
41:32
Download MP3
Show notes
Send us Fan Mail 🎉 This is our 300th episode of PROpulsion LIVE and we’re celebrating it in true style! In this week’s milestone interview, Francois sits down with Kobus Barnard, CEO and co-founder of Allegiance Consulting—the minds behind Avalon, a next-gen financial planning platform used by over 7,000 advisers. Together, they explore the real purpose of CRM in financial planning, how tech can create deeper human connection, and why the future of advice may lie in the seamless fusion of A...