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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 Apr 20, 2022
Wednesday Apr 20, 2022
Ben is a Certified Financial Planner at Client Care. He and Louis talk about "financial overconfidence", and how you can better serve your clients by focusing on a niche market.
Ben Charlton LinkedIn: https://www.linkedin.com/in/ben-charlton-cfp%C2%AE-25a10824/
Client Care Website: https://clientcare.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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