Ep. 10 – New financial planning software in South Africa that enhances client engagement with Kirsty du Toit
New financial planning software in South Africa This is our tenth episode, but the first episode dedicated to talking about technology for financial advisors and planners. Kirsty du Toit, CFP® together with Bennie Gouws, CFP®, Gary Winslow, CFP®, and Jonathan Brummer, CFA, CFP® recently started Work.That.Matters. Their entire purpose is to help financial advisors have…