Russell is a Certified Financial Planner at Succession Financial Planning. He joins Louis to discuss his journey to becoming a Financial Planner, and how to add human value to your clients in order to stand out from the pack.
Russell Ho LinkedIn: https://www.linkedin.com/in/russellhocfp%C2%AE/
Russell Ho Website: https://russellho.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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Visit https://www.allangray.co.za/ to learn how we build long-term wealth for clients.
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You can get a transcript of this podcast here
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