Empowering client conversations to enhance your value-add in Financial Planning

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.

This course includes the Brené Brown Dare to Lead™ work

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: