#82 Clayton Daniel
#82 Clayton Daniel
#82 Clayton Daniel
This week, Louis is joined by Clayton Daniel, CEO at Ensombl. They discuss his beginnings as an advisor, the journey to Ensombl, and how financial planning is the bridge between rational and emotional.
Clayton Daniel Ensombl: https://app.ensombl.com/members/2189000Clayton Daniel LinkedIn: https://www.linkedin.com/in/claytondaniel1/
For more information on PortfolioMetrix, reach out to our team, or visit our website: http://www2.xyadviser.com/kw3tsb
Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo. http://www2.xyadviser.com/jidft0
Join the Ensombl platform:App Store: http://www.ensombl.com/appleGoogle Play: http://www.ensombl.com/googleDesktop: https://www.ensombl.com/
General Disclaimer – https://www.ensombl.com/disclaimer/
From The Podcast
Ensombl Advice South Africa
To join a peer development platform for financial advisers driving the positive evolution of financial advice https://ensombl.com/The information provided on the podcast is not intended to constitute legal, business, financial advice or other professional advice. It is provided as general information only and is not intended as a substitute for personal advice from a qualified professional who is familiar with the facts of your particular circumstances. Before making a decision, you should consider speaking with a financial advisor or financial planner.Join Podchaser to...
- Rate podcasts and episodes
- Follow podcasts and creators
- Create podcast and episode lists
- & much more
Episode Tags
Claim and edit this page to your liking.
Unlock more with Podchaser Pro
- Audience Insights
- Contact Information
- Demographics
- Charts
- Sponsor History
- and More!
- Account
- Register
- Log In
- Find Friends
- Resources
- Help Center
- Blog
- API
Podchaser is the ultimate destination for podcast data, search, and discovery. Learn More
- © 2024 Podchaser, Inc.
- Privacy Policy
- Terms of Service
- Contact Us