How, when, and where financial planners engage with their clients have dramatically changed since 2020. Client expectations are completely different from before.

Furthermore, Zoom (and Teams, Google Meet, etc.) Fatigue is a real thing and financial planners must find new and exciting ways to engage and meet with clients.

Overlay the ability to now working from anywhere, whilst traveling the country or the world. No longer is it needed to be confined to an office. Or to drive to clients.

Kobus Kleyn is at the forefront of adopting the new way of working and embracing the new opportunities it brings for both his clients and his practice.

Join Francois du Toit and Kobus Kleyn as they discuss this new world and how to approach and embrace what is at our doorstep.

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Kobus ProfileMe App: https://hello.profileme.co.za/kobuskleyn

LinkedIn: https://www.linkedin.com/in/kobuskleynfinancialplanner/

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Author

  • Francois du Toit, CFP®

    Francois du Toit, CFP® holds a B. Com degree in Risk Management as well as the Post-Graduate Diploma in Financial Planning. He is an avid miniature figure painter with a passion for helping others succeed and for professionalising the Financial Services Industry. He holds the certification of CERTIFIED FINANCIAL PLANNER® or CFP® in good standing with the Financial Planning Institute of Southern Africa as well as being a registered Tax Practitioner with them and SARS. Francois offers a unique and powerful proposition to businesses employing Financial Advisers and Broker Consultants that leads to significant improvement in production and reduced advice risk. His practical experience, success, technical knowledge and understanding the challenges and opportunities in this field, ensure immediate practical application in the target market. Francois has designed and created very successful online courses for the Financial Planning Institute and has trained hundreds of financial planners, advisers and other trainers for among others Old Mutual, PPS, Liberty, Iress and atWork. His ability to answer questions that relate to practical on-the-ground issues is what sets him apart from traditional trainers who may not have been in practice.

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