As trusted financial planners we take good care of our adult clients through holistic long-term financial planning while building strong relationships. In addition, there are many of us delivering added value by taking it a step further to include all family members in the conversation, including children. Doing so opens up the possibility to build a long-term pipeline with our clients’ children who could be our clients of the future. This also provides crucial education and drives awareness of … [Read more...]
About the Author
Kobus Kleyn, CFP, is a 5-year MDRT member and Director at Kainos Financial Services, a Liberty Group Affiliate. He obtained his Post Graduate Diploma in Financial Planning at the University of Free State and his Business Administration and Management at UNISA in South Africa. Kobus has authored the book “Passion for the profession- Mastering the 9 P’s to Professionalism” as a non-profit publication to the financial profession to give back. He is currently Chairpersons of the FPI Risk Competency Committee, FIA RDR Intermediary Workgroup, Liberty Ethics Committee and serve on the Million Dollar Round Table (MDRT) Income Replacement Committee, FPI Annual Convention Committee 2017 and holds the position of Assistant-Director for the MDRT PGA Annual Convention 2017 Task Force Committee.