For Financial Planners

Innovating Advice

June 1, 2020

Podcasts

For Financial Planners

Innovating Advice

June 1, 2020
There’s a perception that coaching is separate from financial planning but it’s integral to true financial planning. It’s an essential element of the process with clients of all ages, incomes and asset levels.
In this episode, Kim Potgieter of Chartered Wealth Solutions in South Africa shares their innovative approach to Retiremeant, the key role that coaching plays and how she’s helping visionary financial planners.

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

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CONTACT

CONTACT

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

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

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