Lisa is an Independent Wealth Advisor and Coach at PWH Wealth Group UK. She joins Louis to chat about the process and challenges of setting up an office in the UK while still servicing South African clients.
Lisa Perry LinkedIn: https://www.linkedin.com/in/lisa-hughes-perry-cfp%E2%84%A2cfp%C2%AE-mcsi-45b93b2b/PWH Wealth Group Website: https://www.pwhwg.com/
For more information on PortfolioMetrix, reach out to our team, or visit our website: https://www2.xyadviser.com/eq2eh3
Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo. https://www2.xyadviser.com/xsfel5
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/
Podchaser is the ultimate destination for podcast data, search, and discovery. Learn More