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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/
Episodes
Wednesday Aug 11, 2021
Wednesday Aug 11, 2021
Jurie is the Owner and Founder of Mindfulmoney. He talks about building a practice according to what's meaningful to you, and how the skills he gained as a psychologist have become an important part of working with his clients.
Jurie Gouwsventer LinkedIn: https://www.linkedin.com/in/juriegouwsventer/
Mindfulmoney Website: https://www.mindfulmoney.co.za/
For more information on PortfolioMetrix reach out to our team or follow us on LinkedIn. https://www.portfoliometrix.com/za/
Asset-Map. Deliver advice, faster. https://www.asset-map.com/south-africa
Visit https://www.allangray.co.za/ to learn how we build long-term wealth for clients.
Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/
General Disclaimer – https://www.xyadviser.com/disclaimer/
Wednesday Aug 04, 2021
Wednesday Aug 04, 2021
Derek is the Founder at Conneqtor and the Founder/CEO at Intrepid Wealth Partners. He chats with Louis about becoming a Virtual CFP and how he move away from the brick and mortar practice to build a virtual team.
Derek Notman XY: https://www1.xyadviser.com/members/3643865
Intrepid Wealth Partners Website: https://www.intrepidwealthpartners.com/
Conneqtor Website: https://www.virtualadvisorsystem.com/
For more information on PortfolioMetrix reach out to our team or follow us on LinkedIn. https://www.portfoliometrix.com/za/
Asset-Map. Deliver advice, faster. https://www.asset-map.com/south-africa
Visit https://www.allangray.co.za/ to learn how we build long-term wealth for clients.
Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/
General Disclaimer – https://www.xyadviser.com/disclaimer/
Wednesday Jul 28, 2021
Wednesday Jul 28, 2021
Lisa is the Founder of Working Women's Wealth and Southern Pride Wealth, and the author of "Deep Grooves". Lisa has a genuine passion for helping people, and has set herself a goal to teach one million women about money before she dies.
Lisa Linfield LinkedIn: https://www.linkedin.com/in/lisa-linfield/
Working Women's Wealth Website: https://workingwomenswealth.com/
Southern Pride Wealth Website: http://southernpridewealth.com/
For more information on PortfolioMetrix reach out to our team or follow us on LinkedIn. https://www.portfoliometrix.com/za/
Asset-Map. Deliver advice, faster. https://www.asset-map.com/south-africa
Visit https://www.allangray.co.za/ to learn how we build long-term wealth for clients.
Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/
General Disclaimer – https://www.xyadviser.com/disclaimer/
Wednesday Jul 21, 2021
Wednesday Jul 21, 2021
Penny is the President & Co-Founder at Journey Strategic Wealth, and coaches financial advisers in every aspect of their growth. She and Louis talk about allowing advisers to reach their full potential by empowering them to own their own development.
Penny Phillips LinkedIn: https://www.linkedin.com/in/pennyaphillips/
Journey Strategic Wealth Website: https://journeyswadvisor.com/
For more information on PortfolioMetrix reach out to our team or follow us on LinkedIn. https://www.portfoliometrix.com/za/
Asset-Map. Deliver advice, faster. https://www.asset-map.com/south-africa
Visit https://www.allangray.co.za/ to learn how we build long-term wealth for clients.
Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/
General Disclaimer – https://www.xyadviser.com/disclaimer/
Wednesday Jul 14, 2021
Wednesday Jul 14, 2021
Gugu is the Director, Co-founder and Wealth Manager at Wealth Creed. She talks with Louis about her journey to becoming an adviser, starting her own advice practice, financial literacy and how she educates clients to have better conversations around money.
Gugu Sidaki LinkedIn: https://www.linkedin.com/in/gugu-sidaki-cfp%C2%AE-a384836b/
Wealth Creed Website: https://www.wealthcreed.com/
For more information on PortfolioMetrix reach out to our team or follow us on LinkedIn. https://www.portfoliometrix.com/za/
Asset-Map. Deliver advice, faster. https://www.asset-map.com/south-africa
Visit https://www.allangray.co.za/ to learn how we build long-term wealth for clients.
Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/
General Disclaimer – https://www.xyadviser.com/disclaimer/
Wednesday Jul 07, 2021
Wednesday Jul 07, 2021
Michelle (Little Miss WOWW) is the Founder of Standards International Ltd, which provides advisers with the tools they need to excel. She talks about the elements holding back financial advice businesses, and stresses the importance of financial well-being.
Michelle Hoskin XY: https://www1.xyadviser.com/members/5256074
Standards International Website: https://standardsinternational.co.uk/
For more information on PortfolioMetrix reach out to our team or follow us on LinkedIn. https://www.portfoliometrix.com/za/
Asset-Map. Deliver advice, faster. https://www.asset-map.com/south-africa
Visit https://www.allangray.co.za/ to learn how we build long-term wealth for clients.
Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/
General Disclaimer – https://www.xyadviser.com/disclaimer/
Wednesday Jun 30, 2021
Wednesday Jun 30, 2021
Hendrik is a Financial Coach, Trainer, Consultant and Supervisor at Cruffies Coaching. He talks about being a "Financial Coaching Artist", understanding clients as unique human beings and the importance of how that plays into giving advice.
Hendrik Crafford LinkedIn: https://www.linkedin.com/in/hendrikcrafford/?originalSubdomain=za
Craffies Coaching Website: https://craffiescoaching.co.za/
For more information on PortfolioMetrix reach out to our team or follow us on LinkedIn. https://www.portfoliometrix.com/za/
Asset-Map. Deliver advice, faster. https://www.asset-map.com/south-africa
Visit https://www.allangray.co.za/ to learn how we build long-term wealth for clients.
Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/
General Disclaimer – https://www.xyadviser.com/disclaimer/
Tuesday Jun 22, 2021
Tuesday Jun 22, 2021
Dirk is the Owner and a Financial Adviser at Client Care. He joins Louis to explore the concept of "lifestyle financial planning", which empowers clients and gives them the freedom to achieve their financial goals.
Dirk Groeneveld LinkedIn: https://www.linkedin.com/in/dirk-groeneveld-cfp%C2%AE-276a9a18/
Client Care Website: https://www.clientcare.co.za/
For more information on PortfolioMetrix reach out to our team or follow us on LinkedIn. https://www.portfoliometrix.com/za/
Asset-Map. Deliver advice, faster. https://www.asset-map.com/south-africa
Visit https://www.allangray.co.za/ to learn how we build long-term wealth for clients.
Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/
General Disclaimer – https://www.xyadviser.com/disclaimer/
Tuesday Jun 22, 2021
Tuesday Jun 22, 2021
David is the Wealth Management Executive, Comprehensive Financial Planner, and Key Individual at AlphaWealth. He covers his journey as a financial adviser, and talks about what makes a great client experience.
David Garrioch LinkedIn: https://www.linkedin.com/in/david-garrioch/
AlphaWealth Website: https://www.alphawealth.co.za/wealth-managers/david-garrioch/
For more information on PortfolioMetrix reach out to our team or follow us on LinkedIn. https://www.portfoliometrix.com/za/
Asset-Map. Deliver advice, faster. https://www.asset-map.com/south-africa
Visit https://www.allangray.co.za/ to learn how we build long-term wealth for clients.
Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/
General Disclaimer – https://www.xyadviser.com/disclaimer/
Tuesday Jun 22, 2021
Tuesday Jun 22, 2021
Russell is a Certified Financial Planner at Succession Financial Planning. He joins Louis to discuss his journey to becoming a Financial Planner, and how to add human value to your clients in order to stand out from the pack.
Russell Ho LinkedIn: https://www.linkedin.com/in/russellhocfp%C2%AE/
Russell Ho Website: https://russellho.com/
For more information on PortfolioMetrix reach out to our team or follow us on LinkedIn. https://www.portfoliometrix.com/za/
Asset-Map. Deliver advice, faster. https://www.asset-map.com/south-africa
Visit https://www.allangray.co.za/ to learn how we build long-term wealth for clients.
Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/
General Disclaimer – https://www.xyadviser.com/disclaimer/