Podcast
Ensombl Advice South Africa
Hosted by Ensombl · EN
Welcome to the Ensombl Advice South Africa podcast, a show dedicated to driving the positive evolution of financial advice.
Hosted by CFP Louis van der Merwe, this show is aimed at financial planners wanting to improve the quality and delivery of their advice.
To join a professional network for financial advisers driving the positive evolution of financial advice https://ensombl.com/
11episodes
Episodes
Newest firstAll episodes
#100 Andy Hart
Aug 23, 202300:50:40Tap to summarizeTo 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/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/
Transcribe →#99 Juan Mirfin
Aug 9, 202300:43:52Tap to summarizeJuan 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/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/
Transcribe →#98 Dylan Verreynne
Aug 2, 202300:47:15Tap to summarizeDylan 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/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/
Transcribe →#97 Louis van der Merwe
Jul 26, 202300:47:32Tap to summarizeOutside 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/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/
Transcribe →#96 Mark Hedderman
Jul 19, 202300:48:09Tap to summarizeMark 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/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/
Transcribe →#95 Grant Hicks
Jul 12, 202300:44:55Tap to summarizeGrant 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/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/
Transcribe →#94 Ashley Quamme
Jul 5, 202300:45:09Tap to summarizeThis 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/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/
Transcribe →#93 Kevin Feather
Jun 28, 202300:43:08Tap to summarizeKevin 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/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/
Transcribe →#92 Lisa Perry
Jun 21, 202300:39:23Tap to summarizeLisa 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/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/
Transcribe →#91 Kathi Balasek
Jun 14, 202300:53:24Tap to summarizeKathi 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/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/
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