Ensombl Advice South Africa

#100 Andy Hart

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

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#99 Juan Mirfin

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/

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#98 Dylan Verreynne

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/

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#97 Louis van der Merwe

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

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#96 Mark Hedderman

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/

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#95 Grant Hicks

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/

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#94 Ashley Quamme

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/

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#93 Kevin Feather

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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#92 Lisa Perry

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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#91 Kathi Balasek

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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