How do you define client engagement? What does it look like in your mind? Are you intentionally creating an environment and opportunity for your clients to be fully engaged during their interactions with you? Are they co-creating their financial plan with you?
There is nothing more dangerous than hearing the words ” I don’t know, you are the expert, I will do what you tell me to do…”
These words are often great for our egos but it is a big red light we should take serious note of.
Join us for a discussion on what true client engagement looks like and the key to doing it successfully.
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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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