EPISODE 87
Taking Stock of Technology with Louis van der Merwe
In this episode, Dan speaks to Louis van der Merwe CFP ® who is a financial planner and the owner of Wealthup in Western Cape, South Africa.
We discuss:
- How financial planners can become sidetracked by technology
- The state of financial planning in South Africa
- Some tips on completing the CFP
- Much, much more…
Enjoy!
Subscribe to our mailing list
Become a Member
CPD in a Box, A discount on the annual conference, NextGen Premium content & much more
Get in touch
If you have questions, queries or would like to make a suggestions, please don't hesitate to get in touch with us.
