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Ensombl Advice South Africa

Hosted by Ensombl · EN

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/

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#53 Carl Richards
Aug 24, 2022Tap to summarize
Carl is a Certified Financial Planner, the creator of the Behavior Gap, and creator of the The New York Times Sketch Guy column. He and Louis talk about finding and servicing your "tribe" when it comes to clients, and the challenges of serving those clients on a global scale. Carl Richards LinkedIn: https://www.linkedin.com/in/thinkingcarl/ Behavior Gap Website: https://behaviorgap.com/ Sketch Guy Column: https://www.nytimes.com/column/sketch-guy For more information on PortfolioMetrix reach out to our team or follow us on LinkedIn. 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/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/
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Ensombl Advice South Africa

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#53 Carl Richards