ProfileMe

🏆 April 2026 Top Viewed Profiles

Congratulations to our Top 3 Most Viewed Profiles for April 2026!

These profiles stood out during April, attracting the most attention and engagement from clients. A well-crafted profile helps clients get to know you, build trust in your expertise, and connect with your services more easily.

A special shoutout to:

⭐ Ruann Steyn
⭐ Pieter de Villiers, BVSc
⭐ Scott Snyman CFP®

Thank you for being part of the ProfileMe community and for leading the way in professional digital engagement.

Thank you so much, Thuvesh (Tee) Naidoo — we truly appreciate you sharing 😁

📌 https://herefordgroup.profileme.app/thuveshnaidoo

✨Spotlight on Terence Tobin, CFP®

A family-focused Certified Financial Planner® helping parents aged 30 to 40 achieve financial clarity and security, for themselves and their kids.

Here's how ProfileMe enhances his client experience:

🚀 Are you Estate Ready? – a powerful conversation starter helping clients understand where they stand
🚀 Terence in the Media – building credibility through thought leadership and public presence
🚀 Would you like to work with Terence? – a clear, welcoming entry point for prospective new clients
🚀 How I Add Value – helping clients understand the real difference great financial planning makes
🚀 My Fee Structure – transparent, upfront pricing that reflects his fee-based approach

📌 View Profile: https://hello.profileme.app/terencetobin

Thank you so much Jacques — we truly appreciate you sharing 🙂
📌 https://oldmutual.profileme.app/jacquesvanwyk

✨Spotlight on Dr Pravin Thakur, CFP® | The Hereford Group

Hereford Group, an affiliate of Liberty Life, helps individuals and corporates with risk, retirement, investment, healthcare, and estate planning.

Here's how ProfileMe enhances his client experience:

🚀 Request an Annual Review – keeping financial plans aligned with clients' evolving goals and circumstances
🚀 Book an Appointment – a seamless way for clients to take the next step toward professional financial advice
🚀 Liberty Login – secure, direct access to the Liberty client portal
🚀 Claim Stats – transparent claims data that builds trust and confidence in the advice process
🚀 Refer Me – easily recommend Dr Thakur to friends, family, or colleagues with a single tap

📌 View Profile: https://herefordgroup.profileme.app/drpravinthakur

The Rule of Repetition + ProfileMe 📲

Most advisers share their ProfileMe link once.
Maybe at a networking event. Maybe when someone asks.

But there are missed opportunities at every stage of the client relationship.

There's a better way. There's a system.

💡 Why it matters
• There's a principle in marketing called the Rule of 7.
• A potential client needs to see your name, your face, your message at least 7 times before they take action.
• In today's digital world, that number is even higher.
• These 5 touchpoints are how you clock up those impressions - naturally, professionally, without a single cold call.
• Every send is another reminder. Another reason to trust you.
• And trust is what converts a contact into a client.

📌 1. Right after first contact
Met in person? Had a call? Exchanged an email?
-> Send it immediately.

"It was great connecting with you today. I'd love to stay in touch - I've put together a digital profile that gives you a quick overview of who I am, what I do, and how I can add value. Feel free to explore it at your convenience: (Your ProfileMe link)

📌 2. The day before your first meeting

"I'm looking forward to meeting with you tomorrow. I wanted to share my digital profile again in advance - to gove you a quick overview of my background, the services I offer, and what some of my clients have to say. Please feel free to take a look before we meet:(Your ProfileMe link)

📌 3. After the meeting

"Thank you for taking the time to meet with me today. It was a pleasure getting to know you. I've included my digital profile below - it has everything you need to get in touch. Should you know anyone who may benefit from what I do, please feel free to pass my details on: (Your ProfileMe link)

📌 4. After the business is concluded

"Thank you for trusting me with your financial planning - it is a privilege to work with you. To make it as easy as possible to reach me at any time, you can save my profile directly to your phone's home screen for instant access: (Your ProfileMe link). Should you think of anyone who could benefit from what we do, you're always welcome to share my link with them."

📌 5. The referral ask

"I hope all is well. If you know of any friends, family, or colleagues who may benefit from financial planning, I would be grateful if you'd pass my details on. My profile has everything they need to get in touch: (Your ProfileMe link)

💾 Save these messages
Copy all five messages into your phone notes, a WhatsApp chat with yourself, or your CRM.

Label them Step 1 through Step 5. When the moment comes - and it will - you open, copy, personalise, and send. No thinking. No hesitation. Just a professional message in under 60 seconds.

🎯 Do this right now

Open your last 5 client conversations on WhatsApp. Did you send your ProfileMe link at every stage above? If not - go back. It's never too late.

Thank you so much Marike de Wet, CFP® — we truly appreciate you sharing 🙂