Ensombl Advice South Africa

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/

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:

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:

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

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/

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:

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/

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:

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/

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:

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/

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:

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/

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:

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/

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:

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/

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/

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/

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:

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