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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/
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:
General Disclaimer – https://www.ensombl.com/disclaimer/
By Ensombl5
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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/
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:
General Disclaimer – https://www.ensombl.com/disclaimer/