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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
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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
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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
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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
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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
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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
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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
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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/
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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/PWH Wealth Group Website: https://www.pwhwg.com/
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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/
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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/
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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
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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/
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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/
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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
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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/
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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/
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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
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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/
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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/
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- Visa fler
