Amity Wealth Management Conference
Amity Wealth

Amity Wealth Management Conference

Kim Potgieter CFP? Kim Potgieter CFP?

Kim Potgieter CFP?

Managing Director at Chartered Wealth Solutions | Author | Speaker | ICF Professional Certified Coach

发布日期: 2018年10月17日
+ 关注

Thank you Amity Wealth for hosting me and for bringing Mitch Anthonyto South Africa! It was a pleasure presenting at such a thought leadership event and a momentous day being a fellow presenter with one of my role models - Mitch Anthony. Thank you Mitch for being such an inspiration in my life!

It is so rewarding to share ideas and insights with other Financial Planners on how to better connect with clients, and helping them to get a return on Life and a return on their Investments.

要查看或添加评论，请登录

Kim Potgieter CFP?的更多文章

  • How to lose a brand ambassador in 6 months
    2022年4月19日

    How to lose a brand ambassador in 6 months

    My personal experience with Mercedes-Benz Brand loyal for 20 years - owned many Mercedes cars I have always been proud…

    45 条评论
  • The power to decide
    2020年9月3日

    The power to decide

    In celebration of women’s month, under the theme Generation Equality: realising women’s rights for an equal future, I…

    1 条评论
  • InnerLifeSkills Financial Planner Programme
    2020年6月4日

    InnerLifeSkills Financial Planner Programme

    I have collaborated with my long-term mentor, coach and founder of InnerLifeSkills, Colleen-Joy, to start an on-line…

    1 条评论
  • Vulnerability is your greatest strength
    2019年4月29日

    Vulnerability is your greatest strength

    Attending Brené Browns’ Dare to Lead course in San Antonio, Texas, was one of the five fabulous things I planned as…

    5 条评论
  • Transitioning into your next chapter
    2019年4月4日

    Transitioning into your next chapter

    Transitioning in your next chapter I have just returned from El Pescadero in Mexico, learning with Chip Conley and…

    1 条评论
  • Dreaming, living and learning
    2019年1月12日

    Dreaming, living and learning

    What are you grateful for? Let your gratitude guide your journey to joy and fulfilment in 2019. Read article#

  • Top 5 Money Conversations
    2018年12月6日

    Top 5 Money Conversations

    Your money story is shaped by what you hear, see and believe while growing up. It's important to learn from these…

  • The Brave new You
    2018年11月22日

    The Brave new You

    Living a brave life is not always easy. Taking ownership and being in control of your money story is a very brave step…

  • Talking about money as a family
    2018年10月23日

    Talking about money as a family

    Listen to the podcast with Michael Avery hosting the interview with panel members including Ricardo Teixeira of BDO…

  • Living your New Money Story
    2018年10月19日

    Living your New Money Story

    To ‘know” something and then use that information to change your life, takes effort. In this blog I share some insights…

社区洞察

其他会员也浏览了