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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 22, 2023
Wednesday Feb 22, 2023
This week, Louis is joined by Kirsten de Wet, an Investment Specialist at PortfolioMetrix. She and Louis chat about how she recently became a CFA, and remaining authentic when dealing with tough client conversations.
Kirsten de Wet LinkedIn: https://www.linkedin.com/in/kirsten-de-wet-cfa-2a5a75142/
PortfolioMetrix Website: https://www.portfoliometrix.com/
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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