Emily is the Head of Community at XY Adviser. She and Louis chat about managing client expectations and communication as we continue to embrace the digital advice world.
Emily Blanch XY: https://www1.xyadviser.com/members/2191186
Emily Blanch LinkedIn: https://www.linkedin.com/in/emilyblanch/
For more information on PortfolioMetrix reach out to our team or follow us on LinkedIn. https://www.portfoliometrix.com/za/
Asset-Map. Deliver advice, faster. https://www.asset-map.com/south-africa
Visit https://www.allangray.co.za/ to learn how they build long-term wealth for clients.
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