18.3K
Downloads
101
Episodes
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 21, 2023
Wednesday Jun 21, 2023
Lisa is an Independent Wealth Advisor and Coach at PWH Wealth Group UK. She joins Louis to chat about the process and challenges of setting up an office in the UK while still servicing South African clients.
Lisa Perry LinkedIn: https://www.linkedin.com/in/lisa-hughes-perry-cfp%E2%84%A2cfp%C2%AE-mcsi-45b93b2b/
PWH Wealth Group Website: https://www.pwhwg.com/
For more information on PortfolioMetrix, reach out to our team, or visit our website: https://www2.xyadviser.com/eq2eh3
Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo. https://www2.xyadviser.com/xsfel5
Join the Ensombl platform:
App Store: http://www.ensombl.com/apple
Google Play: http://www.ensombl.com/google
Desktop: https://www.ensombl.com/
General Disclaimer – https://www.ensombl.com/disclaimer/
Comments (0)
To leave or reply to comments, please download free Podbean or
No Comments
To leave or reply to comments,
please download free Podbean App.