PROpulsion LIVE

Enhancing Client Engagement with Kirsty du Toit


Listen Later

Send us a text

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

...more
View all episodesView all episodes
Download on the App Store

PROpulsion LIVEBy Francois du Toit


More shows like PROpulsion LIVE

View all
Global News Podcast by BBC World Service

Global News Podcast

7,700 Listeners

The Art of Manliness by The Art of Manliness

The Art of Manliness

14,274 Listeners

The Joe Rogan Experience by Joe Rogan

The Joe Rogan Experience

227,771 Listeners

The Gareth Cliff Show by The Real Network

The Gareth Cliff Show

68 Listeners

The Money Show by Radio 702

The Money Show

34 Listeners

The Diary Of A CEO with Steven Bartlett by DOAC

The Diary Of A CEO with Steven Bartlett

8,223 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

240 Listeners

MoneywebNOW by Moneyweb Radio

MoneywebNOW

7 Listeners