For Financial Planners

Changing Client Behaviour towards a Successful Financial Life

September 24, 2019

Podcasts

For Financial Planners

Changing Client Behaviour towards a Successful Financial Life

September 24, 2019

Interviewed by

Tony van Niekerk

More and more Planners are beginning to change their value proposition to clients. Clients must be invested in the Financial Plan, but also need to know that their needs are being listened to and that that their money will enable the life they envision.

When it comes to your money,
Be inspired,
Be brave,
Be on purpose.

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CONTACT

Telephone:
011 502 2800
Email:
info@kimpotgieter.com

Tel: 011 502 2800
Email: info@kimpotgieter.com

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