Kim is an Author, and a Director and Head of Life Planning at Chartered Wealth Solutions. She and Louis discuss her journey into financial services, and the importance of empathy as a vital skill in the financial planning industry.
Kim Potgiter LinkedIn: https://www.linkedin.com/in/kim-potgieter-cfp%C2%AE-b8587916/Kim Potgieter Website: https://kimpotgieter.com/Chartered Wealth Solutions Website: https://charteredwealth.co.za/
For more information on PortfolioMetrix, reach out to our team, or visit our website: https://www2.xyadviser.com/1izs2x
Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo. https://www2.xyadviser.com/vdpfiu
Join the Ensombl platform:App Store: http://www.ensombl.com/appleGoogle Play: http://www.ensombl.com/googleDesktop: https://www.ensombl.com/
General Disclaimer – https://www.ensombl.com/disclaimer/
Podchaser is the ultimate destination for podcast data, search, and discovery. Learn More