Enhancing Client Engagement with Kirsty du Toit

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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.
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Connect with Kirsty:
Kirsty on LinkedIn: https://www.linkedin.com/in/kirsty-du-toit-cfp-%C2%AE-7698a717/
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Розділи

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)