Estian is a Financial Planning Consultant at Alexander Forbes. He and Louis discuss client engagement, and how to play to your strengths when balancing the analytical side with the human side of advice.
Estian Visagie LinkedIn: https://www.linkedin.com/in/estianvisagie/
Alexander Forbes Website: https://www.alexforbes.com/za/en/global/home-global.html
For more information on PortfolioMetrix, reach out to our team, or visit our website: http://www2.xyadviser.com/2ld2sc
Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo. http://www2.xyadviser.com/tyleml
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/
Create your
podcast in
minutes
It is Free