Each workshop includes interactive exercises, real-time live questionnaires and a personalised workbook for each participant. In addition, delegates receive a support pack containing vital information that includes, among others, useful financial tips and important items that should be contained in a will. Following the workshop, resources are made available for participants to further support their financial life-planning journey. These include newsletters, weekly tips, eBooks and dedicated bloggers on our web site.

Workshop 1

Dare to Lead

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About Dare to Lead™

This workshop is based on the research of Dr. Brené Brown, Dare to Lead™ is a specific courage building program that covers the four skill sets of courage: Rumbling with Vulnerability, Living into our Values, Braving Trust and Learning to Rise. These skills are teachable, measurable and observable.

Dare to Lead is about building courage. Courage requires vulnerability – and it makes you feel uncomfortable. But courage is about bringing your whole self to every situation – your thoughts, emotions and behaviour.

Who should attend?

If you want to be braver, willing to show up as your authentic self and leave the body armor at home, then Dare to Lead is for you! Discover and learn the skills needed to walk into the arena of life and change the way you show up with people.

Booking options

Book Kim for a 1-day workshop or 2-day workshop. The full curriculum is delivered over sixteen hours in the 2-day workshop. On completion of the 16-hour course over two days, you will receive a Dare to Lead Trained Certificate. All options include interactive exercises, video lessons by Brené Brown and learnings from Kim’s personal journey.

Workshop 2

Dare to Lead for Financial Planners

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The Call for Courageous Conversations with Clients

Your conversations with clients can be powerful – a thoughtful, insightful interpersonal connection. By engaging in brave conversations, we manage to impose meaning, familiarise ourselves with clients and gain an understanding of their values, defining experiences and future goals.

Dare to Lead for Financial Planners

Based on the research of Dr. Brené Brown, Dare to Lead™ is a specific courage-building program that covers the four skill sets of courage: Rumbling with Vulnerability, Living into our Values, Braving Trust and Learning to Rise. Financial Planners have a unique role, and indeed, responsibility, to understand their clients’ relationship with money so that they can enable them to change the behavior that no longer serves them – and put money in its rightful place. This requires:

  • Thought leadership
  • Facilitating poignant discussions tapping into deeply vulnerable topics that it often avoided (such asshame, fear, anger and sadness.)
  • Establishing deep interpersonal connections to serve clients
  • Personal growth and development.

Dare to Lead for Financial Planners is about being brave, being vulnerable and having the courage to show up and encourage clients to have these brave conversations.

Booking Options

Book Kim for a 1-day workshop or 2-day workshop. The full curriculum is delivered over sixteen hours in the 2-day workshop. On completion of the 16-hour course over two days, you will receive a Dare to Lead Trained Certificate. All options include interactive exercises, video lessons by Brené Brown and learnings from Kim’s personal journey.

Workshop 3

Your Money Story

This four-hour workshop is aimed at helping you understand your money story and the relationship you have with money. Your money story is the subconscious tale you tell yourself about who you are and it is reflected in what money means to you and the decisions you take around it. How you choose to think and feel about money will influence your relationship with money.

The workshop will take you through a five-step process that will help you make significant positive changes to the role of money in your life and how you feel about money. This process can be one of the most empowering things you do for your life. A clear understanding of your money journey can start a whole new chapter where you are able to change that story, rewrite that chapter and start making money serve you – instead of the other way around.

Workshop 4

Intentional Investing Workshop

Your journey to merging money with meaning

This six-hour workshop is for people who are still earning and creating their wealth legacy, typically between the ages of 35 and 50. It’s based on the philosophy that a holistic plan includes a Life Plan, Financial Plan (which includes Scenario Planning and an Investment Strategy,) and an Estate Plan. The purpose of including Life Planning in the Financial Planning process is to help you focus on investing time, energy and money consciously to create the life you want. The Financial Plan and the plan you have for your life are intertwined – this means that the way you structure your investments depends on what you want to do with your money. The workshop maps out the steps to devising an effective Life Plan, thereby creating a purposeful foundation for your Financial Plan.

Workshop 5

Retire Successfully Workshop

Your journey to living a meaningful and balanced life in retirement

This six-hour workshop is aimed at those approaching retirement, typically from age 50 and above, and is designed around the belief that this is a beginning and not an end. The workshop focusses on a new definition of Retiremeant™ – having the freedom to achieve your yet unfulfilled dreams and goals, on your terms and in your own time.

The workshop includes interactive exercises to get the participants to think about the aspects of their life that influence their goals, dreams and hence their financial futures. The workshop is structured around a personalised workbook for each participant, a support pack take-away that contains vital information including useful tips, such as how to choose a Financial Planner and what a valid Will should contain.

Kim Potgieter has presented workshops and talks for numerous corporate companies. Below are some of the testimonials we have received. Please feel free to request any contact details for references:
  • Excellent day, thank you so much! I appreciate it – you made me feel less old and more excited for retirement read more

    Anglo American
  • Thank you for adding to the overall success of the programme, the overall rating for your session as rated by attendees is 94% read more

    Refilwe Selepe, Programme Manager: Open Programmes, The University of Pretoria’s Gordon Institute of Business Science
  • Kim Potgieter first addressed members of the SAB Provident Fund who are approaching retirement back in 2015 and because of her powerful and inspirational message around life planning, she continues to be the pillar of these annual retirement workshops. read more

    Nondumiso Zulu, Benefits Specialist, SAB
  • Kim presented at 2 sessions for us: One focused on Intentional Investing as a Young Partner, and the other, on Retirement planning for those nearing retirement age. read more

    Katherine Craig, Associate, Deloitte South Africa