47 min
#71 Carmen Venter Ensombl Advice South Africa
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- Business
Carmen is a Certified Financial Planner and the Founder of Synergia Learning. Carmen has a deep passion for the financial planning profession, and she and Louis talk about her transition to an online practice, the changes in the advice landscape, and how she creates nonrestrictive plans for clients.
Carmen Venter LinkedIn: https://www.linkedin.com/in/carmen-venter-245502244/Synergia Learning Website: https://synergialearning.co.za/
For more information on PortfolioMetrix reach out to our team, or visit our website: https://www.portfoliometrix.com/en-za/
Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo https://www.commspace.co.za/
Join the Ensombl platform:App Store: http://co.xyadviser.com/xyistoreGoogle Play: http://co.xyadviser.com/xygplayDesktop: https://www.ensombl.com/
General Disclaimer – https://www.xyadviser.com/disclaimer/
Carmen is a Certified Financial Planner and the Founder of Synergia Learning. Carmen has a deep passion for the financial planning profession, and she and Louis talk about her transition to an online practice, the changes in the advice landscape, and how she creates nonrestrictive plans for clients.
Carmen Venter LinkedIn: https://www.linkedin.com/in/carmen-venter-245502244/Synergia Learning Website: https://synergialearning.co.za/
For more information on PortfolioMetrix reach out to our team, or visit our website: https://www.portfoliometrix.com/en-za/
Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo https://www.commspace.co.za/
Join the Ensombl platform:App Store: http://co.xyadviser.com/xyistoreGoogle Play: http://co.xyadviser.com/xygplayDesktop: https://www.ensombl.com/
General Disclaimer – https://www.xyadviser.com/disclaimer/
47 min