18.3K
Downloads
101
Episodes
Welcome to the Ensombl Advice South Africa podcast, a show dedicated to driving the positive evolution of financial advice. Hosted by CFP Louis van der Merwe, this show is aimed at financial planners wanting to improve the quality and delivery of their advice. To join a professional network for financial advisers driving the positive evolution of financial advice https://ensombl.com/
Episodes
Wednesday Sep 29, 2021
Wednesday Sep 29, 2021
Terence is a Family Focused Financial Planner and Coach, and a Financial Planner at Rich Ideas. He and Louis chat about why clients don't just need a planner, but also someone who understands their journey and can act as an "accountability partner" in their life.
Terence Tobin LinkedIn: https://www.linkedin.com/in/terencetobinfinancialcoach/
Terence Tobin Website: https://www.terencetobin.co.za/
Rich Ideas Website: https://www.richideas.co.za/
For more information on PortfolioMetrix reach out to our team or follow us on LinkedIn. https://www.portfoliometrix.com/za/
Asset-Map. Deliver advice, faster. https://www.asset-map.com/south-africa
Visit https://www.allangray.co.za/ to learn how they build long-term wealth for clients.
Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/
General Disclaimer – https://www.xyadviser.com/disclaimer/
Comments (0)
To leave or reply to comments, please download free Podbean or
No Comments
To leave or reply to comments,
please download free Podbean App.