48 min
#42 Ben Charlton Ensombl Advice South Africa
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- Business
Ben is a Certified Financial Planner at Client Care. He and Louis talk about "financial overconfidence", and how you can better serve your clients by focusing on a niche market.
Ben Charlton LinkedIn: https://www.linkedin.com/in/ben-charlton-cfp%C2%AE-25a10824/Client Care Website: https://clientcare.co.za/
For more information on PortfolioMetrix reach out to our team or follow us on LinkedIn. https://www.portfoliometrix.com/za/
Asset-Map. Deliver advice, faster. https://www.asset-map.com/south-africa
Visit https://www.allangray.co.za/ to learn how they build long-term wealth for clients.
Join the XY platform:App Store: http://co.xyadviser.com/xyistoreGoogle Play: http://co.xyadviser.com/xygplayDesktop: https://www.xyadviser.com/
General Disclaimer – https://www.xyadviser.com/disclaimer/
Ben is a Certified Financial Planner at Client Care. He and Louis talk about "financial overconfidence", and how you can better serve your clients by focusing on a niche market.
Ben Charlton LinkedIn: https://www.linkedin.com/in/ben-charlton-cfp%C2%AE-25a10824/Client Care Website: https://clientcare.co.za/
For more information on PortfolioMetrix reach out to our team or follow us on LinkedIn. https://www.portfoliometrix.com/za/
Asset-Map. Deliver advice, faster. https://www.asset-map.com/south-africa
Visit https://www.allangray.co.za/ to learn how they build long-term wealth for clients.
Join the XY platform:App Store: http://co.xyadviser.com/xyistoreGoogle Play: http://co.xyadviser.com/xygplayDesktop: https://www.xyadviser.com/
General Disclaimer – https://www.xyadviser.com/disclaimer/
48 min