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Podcasts

Changing Client Behaviour towards a Successful Financial Life

COVER’s Tony van Niekerk was lucky enough to catch up with Kim Potgieter, Director at Chartered Wealth Solutions.

Tony chatted to Kim about changing client behaviour towards a successful financial life. Kim explains that if you just give cients a plan and send them on their way, chances are they will fail. She explains that this is why it is so important to rather change their behabviour by helping them understand the plan and become invested in it. Listen to the podcast to for more on her explanation.







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