Episoder
-
To celebrate 100 podcast episodes, Louis is joined by Andy Hart, Founder of Humans Under Management and Maven Adviser. They discuss how he got into advice, some of the biggest issues advisors face, and the balance between content and creation.
Andy Hart LinkedIn: https://www.linkedin.com/in/mavenadviser/Humans Under Management Website: https://www.humansundermanagement.com/Maven Adviser Website: https://www.mavenadviser.com/Maven Money Podcast: https://podcasts.apple.com/au/podcast/maven-money-personal-finance-podcast/id1244045361
For more information on PortfolioMetrix, reach out to our team, or visit our website: https://ensombl.com/go/1-20230823
Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo. https://ensombl.com/go/2-20230823
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/
-
Juan is an Investment Specialist. He and Louis discuss his journey into the financial planning world, and the advice he has for younger financial advisors.
Juan Mirfin LinkedIn: https://www.linkedin.com/in/juan-mirfin/
For more information on PortfolioMetrix, reach out to our team, or visit our website: https://ensombl.com/go/1-20230809
Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo. https://ensombl.com/go/2-20230809
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/
-
Manglende episoder?
-
Dylan is the Business Development Manager at Wealthbit. He and Louis discuss the development of Wealthbit and changing the Financial Service industry for the better.
Dylan Verreynne LinkedIn: https://www.linkedin.com/in/dylan-verreynne/Wealthbit Website: https://www.wealthbit.co/
For more information on PortfolioMetrix, reach out to our team, or visit our website: https://ensombl.com/go/1-20230802
Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo. https://ensombl.com/go/2-20230802
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/
-
Outside of hosting the Ensombl Advice South Africa Podcast, Louis is a Director and Financial Planner at WealthUp. He shares some of his recent research into the psychology of financial planning and building trust in a professional relationship.
Louis van der Merwe LinkedIn: https://www.linkedin.com/in/louisvandermerwe/WealthUp Website: https://www.wealthup.co.za/Linktree: https://linktr.ee/louisvdmerwe
For more information on PortfolioMetrix, reach out to our team, or visit our website: https://ensombl.com/go/1-20230726
Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo. https://ensombl.com/go/2-20230726
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/
-
Mark is the CEO and a Certified Financial Planner at Hedderman Financial Solutions. He and Louis talk about the weight of operating in a family business, the role of a financial planner as a leader, and putting the client first.
Mark Hedderman LinkedIn: https://www.linkedin.com/in/mark-hedderman-cfp%C2%AE-85278645/Hedderman Financial Solutions Website: http://www.heddermanfinancial.ie/Financial Planners of Ireland Website: https://fpireland.ie/
For more information on PortfolioMetrix, reach out to our team, or visit our website: https://ensombl.com/go/1-20230719
Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo. https://ensombl.com/go/2-20230719
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/
-
Grant is a Practice Management Expert and President of Advisor Practice Management. He and Louis talk about building your ideal practice and eliminating the perceived urgency around financial planning.
Grant Hicks LinkedIn: https://www.linkedin.com/in/advisorpracticemanagement/Advisor Practice Management Website: https://www.advisorpracticemanagement.com/
For more information on PortfolioMetrix, reach out to our team, or visit our website: https://ensombl.com/go/1-20230712
Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo. https://ensombl.com/go/2-20230712
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/
-
This week, Louis talks with Ashley Quamme, Family and Financial Therapist. They chat about managing emotional bandwidth and emotional intelligence, setting boundaries in a therapeutic space, and the difference between sympathy and empathy.
Ashley Quamme LinkedIn: https://www.linkedin.com/in/ashley-quamme-lmft-fbs%C2%AE-cft-i%E2%84%A2%EF%B8%8F-7a4b4722/Therapy by Ashley Website: https://therapybyashley.com/BAM Financial Consulting Website: https://bamfcc.com/
For more information on PortfolioMetrix, reach out to our team, or visit our website: https://ensombl.com/go/1-20230705
Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo. https://ensombl.com/go/2-20230705
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/
-
Kevin is the Manager | Distribution Development at Allan Gray. He and Louis discuss the global challenge financial planners face, and if the independent financial planning space is under threat.
Kevin Feather LinkedIn: https://www.linkedin.com/in/kevin-feather-35688627/Allan Gray Website: https://www.allangray.co.za/
For more information on PortfolioMetrix, reach out to our team, or visit our website: https://www2.xyadviser.com/7j9lrm
Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo. https://www2.xyadviser.com/dh8e6o
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/
-
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/
-
Kathi is the Founder of Grief Smart Advisor. She and Louis discuss becoming grief literate to empower planners to start productive yet empathetic conversations, and the bests ways to connect with a grieving client.
Kathi Balasek LinkedIn: https://www.linkedin.com/in/kathibalasek/Kathi Balasek Website: https://www.kathibalasek.com/
For more information on PortfolioMetrix, reach out to our team, or visit our website: https://www2.xyadviser.com/cd2xqc
Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo. https://www2.xyadviser.com/ufnocc
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/
-
Bari is a Financial Therapist, Author and the Founder of "The Art of Money". She and Louis discuss the "Body Check-In" technique, and its importance to your personal money work.
Bari Tessler LinkedIn: https://www.linkedin.com/in/bari-tessler/Bari Tessler Website: https://baritessler.com/
For more information on PortfolioMetrix, reach out to our team, or visit our website: https://www2.xyadviser.com/1r3xs8
Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo. https://www2.xyadviser.com/79j7rn
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/
-
David is the Co-founder of FI Consult. He joins Louis to talk about balancing the gap between the technical and human aspects of financial planning.
David Kop LinkedIn: https://www.linkedin.com/in/davidkop/FI Consult: https://www.linkedin.com/company/fi-consult/
For more information on PortfolioMetrix, reach out to our team, or visit our website: https://www2.xyadviser.com/ohkj9r
Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo. https://www2.xyadviser.com/gej1hn
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/
-
Kim is an Author, and a Director and Head of Life Planning at Chartered Wealth Solutions. She and Louis discuss her journey into financial services, and the importance of empathy as a vital skill in the financial planning industry.
Kim Potgiter LinkedIn: https://www.linkedin.com/in/kim-potgieter-cfp%C2%AE-b8587916/Kim Potgieter Website: https://kimpotgieter.com/Chartered Wealth Solutions Website: https://charteredwealth.co.za/
For more information on PortfolioMetrix, reach out to our team, or visit our website: https://www2.xyadviser.com/1izs2x
Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo. https://www2.xyadviser.com/vdpfiu
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/
-
Rory is the Founder and Managing Director at DoshGuide. He and Louis chat about how a negative experience with a financial advisor inspired him to create DoshGuide, and how he's pushing to create more positive connections between advisors and their clients.
Rory Brachner LinkedIn: https://www.linkedin.com/in/rorybrachner/DoshGuide Website: https://doshguide.co/
For more information on PortfolioMetrix, reach out to our team, or visit our website: https://www2.xyadviser.com/tiiabf
Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo. https://www2.xyadviser.com/phqzdy
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/
-
Susan is the Founder of the Sudden Money Institute. She and Louis discuss why the time is ripe for the financial planning profession to become aware of the human side of life transitions.
Susan Bradley LinkedIn: https://www.linkedin.com/in/susanbradleycfp/Sudden Money Institute Website: https://www.suddenmoney.com/
For more information on PortfolioMetrix, reach out to our team, or visit our website: http://www2.xyadviser.com/8sbn5e
Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo. http://www2.xyadviser.com/owcp1z
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/
-
Francois is the Founder and Head of Sales and Content at PROpulsion. He joins Louis to discuss the International Speaker and Influencer Programme, and the power and value of content creation.
Francois du Toit LinkedIn: https://www.linkedin.com/in/francoisdtza/PROpulsion Website: https://www.propulsion.co.za/
For more information on PortfolioMetrix, reach out to our team, or visit our website: http://www2.xyadviser.com/ywa0el
Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo. http://www2.xyadviser.com/f3ixxq
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/
-
Jason is a coach, consultant and cartoonist. He sits down with Louis to talk about his journey through the advice world, and standing out from the pack to potential clients.
Jason Bernic LinkedIn: https://www.linkedin.com/in/jasonbernic/Success Coaching Website: https://www.successcoaching.co.za/
For more information on PortfolioMetrix, reach out to our team, or visit our website: http://www2.xyadviser.com/lhep3q
Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo. http://www2.xyadviser.com/zqcp2n
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/
-
Estian is a Financial Planning Consultant at Alexander Forbes. He and Louis discuss client engagement, and how to play to your strengths when balancing the analytical side with the human side of advice.
Estian Visagie LinkedIn: https://www.linkedin.com/in/estianvisagie/Alexander Forbes Website: https://www.alexforbes.com/za/en/global/home-global.html
For more information on PortfolioMetrix, reach out to our team, or visit our website: http://www2.xyadviser.com/2ld2sc
Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo. http://www2.xyadviser.com/tyleml
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/
-
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/
-
Jeannie is a Senior Lecturer and Postdoc Fellow at Stellenbosch University. She and Louis chat about her transition from financial planning to lecturing and teaching, and her research into annuity decision-making.
Jeannie de Villiers-Strijdom LinkedIn: https://www.linkedin.com/in/dr-jeannie/Stellenbosch Business School Website: https://www.stellenboschbusiness.ac.za/
For more information on PortfolioMetrix reach out to our team, or visit our website: http://www2.xyadviser.com/lgwz3p
Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo http://www2.xyadviser.com/omre0p
Join the Ensombl platform:App Store: http://co.xyadviser.com/xyistoreGoogle Play: http://co.xyadviser.com/xygplayDesktop: https://www.ensombl.com/
General Disclaimer – https://www.xyadviser.com/disclaimer/
- Vis mere
