The Financial Caddie®
Financial Services - Cape Town, Western Cape, South Africa
The Financial Caddie® Employees
The Financial Caddie® Senior Management
The Financial Caddie® Details
You're a forward-thinking, client-facing financial planner. You're unfulfilled with your work, worried about your value proposition and/or feeling undervalued by your clients. You've heard the theory and you're ready to embrace a financial planning and coaching value proposition, but you're not sure where to start. Step 1: The Evolution of Financial Planning program will help you see where you are and where we're going. Step 2: The Future Financial Planner program is a 3 month foundational program that will help you turn the theory into practical change. Step 3: The Stage 4 Accelerator program is a 12 month development program that takes you through the delivery of transformational planning and coaching conversations. When you reach mastery, we want to celebrate your success and help you find more clients who are seeking what you're capable of delivering, and are willing to pay for it.
The Financial Caddie® Technologies
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