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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 Jan 18, 2023
Wednesday Jan 18, 2023
Vincent is the CEO and Co-Founder of Wealthstack. He joins Louis to discuss how he started his business, scaling advice without scaling your clients, and simplifying the insurance implementation process.
Vincent Heys LinkedIn: https://www.linkedin.com/in/vincentheys/
Vincent Heys Website: https://vincentheys.com/
Wealthstack Website: https://wealthstack.ca/
For more information on PortfolioMetrix reach out to our team, or visit our website: https://www.portfoliometrix.com/en-za/
Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo https://www.commspace.co.za/
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