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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 Aug 04, 2021
Wednesday Aug 04, 2021
Derek is the Founder at Conneqtor and the Founder/CEO at Intrepid Wealth Partners. He chats with Louis about becoming a Virtual CFP and how he move away from the brick and mortar practice to build a virtual team.
Derek Notman XY: https://www1.xyadviser.com/members/3643865
Intrepid Wealth Partners Website: https://www.intrepidwealthpartners.com/
Conneqtor Website: https://www.virtualadvisorsystem.com/
For more information on PortfolioMetrix reach out to our team or follow us on LinkedIn. https://www.portfoliometrix.com/za/
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