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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 Feb 23, 2022
Wednesday Feb 23, 2022
Mariette is a Certified Financial Transitionsist Planner at Adviceworx and Financial Transitionist Institute. She joins Louis to talk about Transitional Planning, and how to guide clients during the most vulnerable times in their life.
Mariette Tappan LinkedIn: https://www.linkedin.com/in/mariette-tappan-cfp%C2%AE-ceft%C2%AE-b6a8136/
Adviceworx Website: https://adviceworx.co.za/
Financial Transitionist Institute: https://www.financialtransitionist.com/
Mariette Tappan Website: https://mariettetappan.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.
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