Testimony Category: Life Planning

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.

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.

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.

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.