Kim Potgieter, CFP® and Director at Chartered Wealth Solution, a captivating speaker with a deep passion and extensive experience in financial life planning, client engagement as well as retirement planning. She is a frequent speaker at FPI’s industry-leading event, the Annual FPI Professionals Convention, sharing tips on getting ahead in the financial planning game by being “Future Fit” and presented a brilliant concept of using a “Connection Tool Box” to engage better with clients.