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Enhancing Client Engagement with Kirsty du Toit
Manage episode 435947267 series 2503255
In this episode, we interview Kirsty du Toit, Director of Financial Planning for Asset-Map South Africa. Kirsty is a Certified Financial Planner (CFP®) and an Integral Coach (ACC) who is passionate about transforming the way financial planners engage with their clients.
Kirsty shares her innovative approach to shifting from traditional financial planning to advice engagement, focusing on the importance of simplicity, visualisation, and communication. We discuss how these elements can radically enhance client interactions and help clients make informed decisions that move them forward in their financial lives.
Join us to learn practical strategies for enhancing client engagement and delivering advice that truly resonates with your clients.
Subscribe to our channel for more episodes that provide practical advice and strategies for financial advisors looking to elevate their practice.
-- Find our content valuable? Please subscribe to the YouTube channel --
Click the SUBSCRIBE button HERE
https://www.youtube.com/@PROpulsionLive
Disclaimer: The views and opinions expressed by guests on our show do not reflect the official stance of our platform. We do not endorse or promote any guest, their views, or any products and services they might represent.
Connect with Kirsty:
Kirsty on LinkedIn: https://www.linkedin.com/in/kirsty-du-toit-cfp-%C2%AE-7698a717/
- - Day of CPD Tickets --
More info: https://www.propulsion.co.za/day-of-cpd
Agenda: https://www.propulsion.co.za/day-of-c...
Tickets: https://www.propulsion.co.za/day-of-c...
- - Take the Professional Practice 10.0 Scorecard --
See how your business scores:
🎯 https://www.propulsion.co.za/scoreyt
- - Join the Financial Advisor Playbook Waitlist: --
Join here: https://www.propulsion.co.za/book
Get the digital copy on Amazon:
https://www.amazon.com/dp/B0D8BL2CGH
- - Learn more about PROpulsion: --
👉 https://www.propulsion.co.za/community
章节
1. Enhancing Client Engagement with Kirsty du Toit (00:00:00)
2. Shifting to Advice Engagement in Finance (00:00:07)
3. Enhancing Client Engagement Through Visualizations (00:07:30)
4. Uncovering Client Goals Through Coaching (00:18:32)
116集单集
Manage episode 435947267 series 2503255
In this episode, we interview Kirsty du Toit, Director of Financial Planning for Asset-Map South Africa. Kirsty is a Certified Financial Planner (CFP®) and an Integral Coach (ACC) who is passionate about transforming the way financial planners engage with their clients.
Kirsty shares her innovative approach to shifting from traditional financial planning to advice engagement, focusing on the importance of simplicity, visualisation, and communication. We discuss how these elements can radically enhance client interactions and help clients make informed decisions that move them forward in their financial lives.
Join us to learn practical strategies for enhancing client engagement and delivering advice that truly resonates with your clients.
Subscribe to our channel for more episodes that provide practical advice and strategies for financial advisors looking to elevate their practice.
-- Find our content valuable? Please subscribe to the YouTube channel --
Click the SUBSCRIBE button HERE
https://www.youtube.com/@PROpulsionLive
Disclaimer: The views and opinions expressed by guests on our show do not reflect the official stance of our platform. We do not endorse or promote any guest, their views, or any products and services they might represent.
Connect with Kirsty:
Kirsty on LinkedIn: https://www.linkedin.com/in/kirsty-du-toit-cfp-%C2%AE-7698a717/
- - Day of CPD Tickets --
More info: https://www.propulsion.co.za/day-of-cpd
Agenda: https://www.propulsion.co.za/day-of-c...
Tickets: https://www.propulsion.co.za/day-of-c...
- - Take the Professional Practice 10.0 Scorecard --
See how your business scores:
🎯 https://www.propulsion.co.za/scoreyt
- - Join the Financial Advisor Playbook Waitlist: --
Join here: https://www.propulsion.co.za/book
Get the digital copy on Amazon:
https://www.amazon.com/dp/B0D8BL2CGH
- - Learn more about PROpulsion: --
👉 https://www.propulsion.co.za/community
章节
1. Enhancing Client Engagement with Kirsty du Toit (00:00:00)
2. Shifting to Advice Engagement in Finance (00:00:07)
3. Enhancing Client Engagement Through Visualizations (00:07:30)
4. Uncovering Client Goals Through Coaching (00:18:32)
116集单集
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