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 Nov 10, 2021
Wednesday Nov 10, 2021
Adam is the Founder and CEO at Asset-Map. He joins Louis to talk about the creation of Asset-Map, and how the visual aspect of advice can be used to efficiently communicate complicated information in a way that serves clients and empowers them to make better decisions.
H. Adam Holt LinkedIn: https://www.linkedin.com/in/hadamholt/
Asset-Map Website: https://www.asset-map.com/
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.