Amy is the CEO at Corgenius, and Author of "No Longer Awkward" and "A Friend Indeed". She and Louis discuss grief and life transitions, and building stronger relationships with clients through supporting healthy grieving.

Amy Florian LinkedIn: https://www.linkedin.com/in/amyflorian/

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Lelané is the Chief Executive Officer at the Financial Planning Institute of Southern Africa. She joins Louis to discuss some of the changes to the South African fiduciary standards and requirements, being aware of your own biases and understanding your self-awareness.

Lelané Bezuidenhout LinkedIn: https://www.linkedin.com/in/lelan%C3%A9-bezuidenhout-cfp%C2%AE-83789b28/

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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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Gratitude is a Private Wealth Advisor at RMB Private Bank. She sits down with Louis to discuss the current state of financial planning in South Africa, how it's evolving, and how financial literacy plays a vital role in changing people's lives.

Gratitude Mahlangu LinkedIn: https://www.linkedin.com/in/gratitude-mahlangu-cfp%C2%AE-2955ba124/

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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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Alex is an Author, Financial Psychologist, and a Financial Stress Expert. He and Louis talk about financial literacy, and learning to speak the "language" of money.

Alex Melkumian LinkedIn: https://www.linkedin.com/in/%F0%9F%A7%A0-dr-alex-melkumian-psyd-lmft-%F0%9F%92%B5-32858846/

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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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Kobus is a Certified Financial Planner and Author. He and Louis chat about branding yourself with a unique, professional brand to become a magnet for business, and how COVID was a "blessing in disguise" when it came to evolving his practice.

Kobus Kleyn LinkedIn: https://www.linkedin.com/in/kobuskleynfinancialplanner/

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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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Jean is the Founder and a Financial Wellness Coach at Money Messages. She joins Louis to discuss the importance of financial education, and empowering people through shifting the way they act, think and feel about money.

Jean Archary LinkedIn: https://www.linkedin.com/in/jean-archary-cfp%C2%AE-57b08038/

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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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John is Owner of Dashfield Coaching and Development Ltd and Client-centred Advisers, and the Creator and Author of "Powerful Questions". He and Louis discuss the "health of the helper", and how advisers can continue to improve and move up the Trust scale with their clients.

John Dashfield LinkedIn: https://www.linkedin.com/in/johndashfield/

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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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Carl is a Certified Financial Planner, the creator of the Behavior Gap, and creator of the The New York Times Sketch Guy column. He and Louis talk about finding and servicing your "tribe" when it comes to clients, and the challenges of serving those clients on a global scale.

Carl Richards LinkedIn: https://www.linkedin.com/in/thinkingcarl/

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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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Mac is the Founder and CEO (Chief Education Officer) at FinLit Tech, and Author of "The Four Money Bears". He and Louis discuss how he created "The Four Money Bears" concept, and how he's continuing to support financial literacy from a young age through developing "The Four Money Bears: Berryville" game.

Mac Gardner LinkedIn: https://www.linkedin.com/in/macgardner/

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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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Moira is an Executive Coach, Financial Psychologist, Family Wealth Consultant and Author of "Advice that Sticks".

Moira Somers LinkedIn: https://www.linkedin.com/in/moira-somers/

For more information on PortfolioMetrix reach out to our team or follow us on LinkedIn. 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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