Skip to content
Episode details

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
Alexander Forbes Website

For more information on PortfolioMetrix, reach out to our team, or visit our website.

Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo.

Join the Ensombl platform:
App Store
Google Play

You can get a transcript of this podcast here

More from the South Africa

The latest