Masterclass 1 | What is my true value as a financial planner?

Presented by

Sharon Moller, Stephan Le Roux, Mildred Ncube & Ntapo Rakumakoe - Financial Planning Coaches, Old Mutual Wealth

About this talk

Join our expert financial planning coaches as they delve into valuable techniques, such as effective questioning and active listening amongst others, to uncover your client’s desired lifestyle. Please use the approval number: FPI21070057 and submit this together with the BrightTALK viewing certificate to claim 1.5 CPD points for viewing this workshop.

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