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.

Links and show notes at https://innovatingadvice.com/post/episode31.

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