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.

—- Connect with our guest —-

Kobus ProfileMe App:


—- Please subscribe —-

Click the SUBSCRIBE button on the channel YouTube Channel

Click the SUBSCRIBE button on your favourite podcasting platform

—- Learn more about PROpulsion Pro —-

—- Connect with Us —-

PROpulsion LIVE Portal:

Similar Posts