Rob is the Head of Strategic Advisory Services at Fundhouse. He and Louis chat about lifestyle financial planning, the role of an advisor in the balance between life and finance, and how this balance is even more vital in a time of AI and "cyborg" advisors.
Rob Macdonald LinkedIn: https://www.linkedin.com/in/rob-macdonald-9384b3168/
Fundhouse Website: http://www.fundhouse.co.za/
Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo https://www.commspace.co.za/
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Information
- Show
- FrequencyUpdated Weekly
- PublishedMarch 15, 2023 at 5:19 AM UTC
- Length49 min
- Episode79
- RatingClean