This week, Louis is joined by Kirsten de Wet, an Investment Specialist at PortfolioMetrix. She and Louis chat about how she recently became a CFA, and remaining authentic when dealing with tough client conversations.
Kirsten de Wet LinkedIn: https://www.linkedin.com/in/kirsten-de-wet-cfa-2a5a75142/
PortfolioMetrix Website: https://www.portfoliometrix.com/
For more information on PortfolioMetrix reach out to our team, or visit our website: https://www.portfoliometrix.com/en-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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