Skip to content
Episode details

Outside of hosting the Ensombl Advice South Africa Podcast, Louis is a Director and Financial Planner at WealthUp. He shares some of his recent research into the psychology of financial planning and building trust in a professional relationship.

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