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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 Jun 07, 2023
Wednesday Jun 07, 2023
Bari is a Financial Therapist, Author and the Founder of "The Art of Money". She and Louis discuss the "Body Check-In" technique, and its importance to your personal money work.
Bari Tessler LinkedIn: https://www.linkedin.com/in/bari-tessler/
Bari Tessler Website: https://baritessler.com/
For more information on PortfolioMetrix, reach out to our team, or visit our website: https://www2.xyadviser.com/1r3xs8
Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo. https://www2.xyadviser.com/79j7rn
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/
Wednesday May 31, 2023
Wednesday May 31, 2023
David is the Co-founder of FI Consult. He joins Louis to talk about balancing the gap between the technical and human aspects of financial planning.
David Kop LinkedIn: https://www.linkedin.com/in/davidkop/
FI Consult: https://www.linkedin.com/company/fi-consult/
For more information on PortfolioMetrix, reach out to our team, or visit our website: https://www2.xyadviser.com/ohkj9r
Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo. https://www2.xyadviser.com/gej1hn
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/
Wednesday May 24, 2023
Wednesday May 24, 2023
Kim is an Author, and a Director and Head of Life Planning at Chartered Wealth Solutions. She and Louis discuss her journey into financial services, and the importance of empathy as a vital skill in the financial planning industry.
Kim Potgiter LinkedIn: https://www.linkedin.com/in/kim-potgieter-cfp%C2%AE-b8587916/
Kim Potgieter Website: https://kimpotgieter.com/
Chartered Wealth Solutions Website: https://charteredwealth.co.za/
For more information on PortfolioMetrix, reach out to our team, or visit our website: https://www2.xyadviser.com/1izs2x
Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo. https://www2.xyadviser.com/vdpfiu
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/
Wednesday May 17, 2023
Wednesday May 17, 2023
Rory is the Founder and Managing Director at DoshGuide. He and Louis chat about how a negative experience with a financial advisor inspired him to create DoshGuide, and how he's pushing to create more positive connections between advisors and their clients.
Rory Brachner LinkedIn: https://www.linkedin.com/in/rorybrachner/
DoshGuide Website: https://doshguide.co/
For more information on PortfolioMetrix, reach out to our team, or visit our website: https://www2.xyadviser.com/tiiabf
Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo. https://www2.xyadviser.com/phqzdy
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/
Wednesday May 10, 2023
Wednesday May 10, 2023
Susan is the Founder of the Sudden Money Institute. She and Louis discuss why the time is ripe for the financial planning profession to become aware of the human side of life transitions.
Susan Bradley LinkedIn: https://www.linkedin.com/in/susanbradleycfp/
Sudden Money Institute Website: https://www.suddenmoney.com/
For more information on PortfolioMetrix, reach out to our team, or visit our website: http://www2.xyadviser.com/8sbn5e
Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo. http://www2.xyadviser.com/owcp1z
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/
Wednesday May 03, 2023
Wednesday May 03, 2023
Francois is the Founder and Head of Sales and Content at PROpulsion. He joins Louis to discuss the International Speaker and Influencer Programme, and the power and value of content creation.
Francois du Toit LinkedIn: https://www.linkedin.com/in/francoisdtza/
PROpulsion Website: https://www.propulsion.co.za/
For more information on PortfolioMetrix, reach out to our team, or visit our website: http://www2.xyadviser.com/ywa0el
Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo. http://www2.xyadviser.com/f3ixxq
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/
Wednesday Apr 26, 2023
Wednesday Apr 26, 2023
Jason is a coach, consultant and cartoonist. He sits down with Louis to talk about his journey through the advice world, and standing out from the pack to potential clients.
Jason Bernic LinkedIn: https://www.linkedin.com/in/jasonbernic/
Success Coaching Website: https://www.successcoaching.co.za/
For more information on PortfolioMetrix, reach out to our team, or visit our website: http://www2.xyadviser.com/lhep3q
Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo. http://www2.xyadviser.com/zqcp2n
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/
Wednesday Apr 19, 2023
Wednesday Apr 19, 2023
Estian is a Financial Planning Consultant at Alexander Forbes. He and Louis discuss client engagement, and how to play to your strengths when balancing the analytical side with the human side of advice.
Estian Visagie LinkedIn: https://www.linkedin.com/in/estianvisagie/
Alexander Forbes Website: https://www.alexforbes.com/za/en/global/home-global.html
For more information on PortfolioMetrix, reach out to our team, or visit our website: http://www2.xyadviser.com/2ld2sc
Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo. http://www2.xyadviser.com/tyleml
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/
Wednesday Apr 12, 2023
Wednesday Apr 12, 2023
This week, Louis is joined by Clayton Daniel, CEO at Ensombl. They discuss his beginnings as an advisor, the journey to Ensombl, and how financial planning is the bridge between rational and emotional.
Clayton Daniel Ensombl: https://app.ensombl.com/members/2189000
Clayton Daniel LinkedIn: https://www.linkedin.com/in/claytondaniel1/
For more information on PortfolioMetrix, reach out to our team, or visit our website: http://www2.xyadviser.com/kw3tsb
Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo. http://www2.xyadviser.com/jidft0
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/
Wednesday Apr 05, 2023
Wednesday Apr 05, 2023
Jeannie is a Senior Lecturer and Postdoc Fellow at Stellenbosch University. She and Louis chat about her transition from financial planning to lecturing and teaching, and her research into annuity decision-making.
Jeannie de Villiers-Strijdom LinkedIn: https://www.linkedin.com/in/dr-jeannie/
Stellenbosch Business School Website: https://www.stellenboschbusiness.ac.za/
For more information on PortfolioMetrix reach out to our team, or visit our website: http://www2.xyadviser.com/lgwz3p
Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo http://www2.xyadviser.com/omre0p
Join the Ensombl platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.ensombl.com/
General Disclaimer – https://www.xyadviser.com/disclaimer/