Testimony Category: Talks

Caterina Cannone

I am so inspired by how you shared Brené Brown’s teachings, yet made it so relevant to us at the conference. Delegates have been sending such positive affirmations about the conference, and about your segment in particular. Some commented on how your words really resonated with them, and the section about being vulnerable highlighted the need for their own personal growth. Thank you for making the experience so interactive, memorable, thought-provoking and enriching for us all.

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Deon Merz

Thank you for your talk on Cultivating Empathy for the FPI. I watched a recording yesterday and found it extremely entertaining and valuable.  I really enjoyed it. Just wanted to say thank you and it was brilliant.

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Nasrat Edoo Sirkissoon

Kim shared valuable insights on how behavioural finance and developing the coaching process through having daring conversations with clients will become the leading differentiator for financial planning. Kim’s knowledge, experience and authenticity makes her an exceptional speaker.

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Andy Hart

Once we decided to host a behavioural financial advice conference in South Africa we set out to find some great speakers. Kim was one of the first on the list, not only did Kim speak at the Humans Under Management conference in South Africa – Cape Town, she opened the show.

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Bridget Mmakarabo Moshoeshoe

It was such a pleasure listening to you as you talked about the proper and fair treatment of clients. Our black community is still struggling to understand the importance of the Financial Planning and many end up financially crippled or at best, living mediocre life’s.

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Mxolisi Alfred Sibaya CFP®

Thank you for the information you shared at the Old Mutual Apex summit in Sun City. You gave me a lot to think about. You must continue doing what you are doing. Continue encouraging us to do more for our clients.

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Lelane Bezuidenhout, CFP®

Kim is an exceptionally inspirational woman. She is a go-getter and serves the greater community by sharing her love and passion for the financial planning profession with others. She understands consumers of financial planning and that it is not always easy for others to tell their own life story – to become completely vulnerable. She naturally brings out the best in those who have to privilege to personally deal with her.

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Anni Hoare

Having attended a taste of Kim Potgieter’s Dare to Lead presentation to the JHB Chapters of WPO in Oct 2019, I am excited about the prospect of joining the full 3-day course in Feb 2020. My key take-away from the 90-minute presentation is that Kim gave me the courage to want to examine my own courage and will teach me how to live it with empathy and a brave heart.

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Irene Ackerman

I have used Kim at various events and she is always well received; empathetic, humorous and thought provoking! Her insights into retirement and how our earliest money memory – which we have never considered – has formed the basis for our relationship with money, is very thought provoking.

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


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