As advisors we had to re-think the way in which we engage with our clients, especially during the past few months. Our clients and ourselves were faced with life changing circumstances and this necessitated us to evaluate what really matters.
Knowing ourselves and being able to meet the client where they are at when going through transitions.
Join Louis van der Merwe and Mariette Tappan, Africa’s first Financial Transitionist, in this informal but informative and empowering discussion. They discuss how to face this “new normal” with some practical tips and insights.
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