Skip to content
Episode details

Grant is a Practice Management Expert and President of Advisor Practice Management. He and Louis talk about building your ideal practice and eliminating the perceived urgency around financial planning.

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

Episode links

More from the South Africa

The latest