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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 Jun 01, 2022
Wednesday Jun 01, 2022
Geoffrey is the co-founder and CEO of Lifedocs. He and Louis discuss the origins of Lifedocs, using technology to simplify estate planning and an advisers role in easing the process.
Geoffrey Harmuth LinkedIn: https://www.linkedin.com/in/geoffrey-harmuth/
Lifedocs Website: https://lifedocs.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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