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(US/CA) LIFE20 - The Life Centered Financial Planning Summit (US/CA) LIFE20 - The Life Centered Financial Planning Summit

Kim Potgieter CFP®

Chartered Wealth Solutions, South Africa

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Experiences and Successes Financial Psychology First Meeting Skills Demonstrating Value Practical Coaching Skills Behavioural Coaching

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Advisor Success - Braver Conversations

Kim Potgieter

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