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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 Mar 29, 2023
Wednesday Mar 29, 2023
Wessel is a Financial Planning Professional at Verso Wealth. He and Louis discuss whether financial planning education in South Africa is keeping up with global standards, and what factors drew him to estate planning.
Wessel Oosthuizen LinkedIn: https://www.linkedin.com/in/woosthuizen/
Verso Wealth LinkedIn: https://www.linkedin.com/company/verso-wealth/
For more information on PortfolioMetrix reach out to our team, or visit our website: 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/
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/
Wednesday Mar 22, 2023
Wednesday Mar 22, 2023
Aron is a Support Advisor at Woodland Wealth and a Financial Coach and Founder at The Wealth Coach. He and Louis discuss why financial planning isn’t as well marketed as other occupations, and what’s holding people back from investing.
Aron Samuels LinkedIn: https://www.linkedin.com/in/aronsamuels/
Woodland Wealth Website: https://woodlandwealth.co.za/
The Wealth Coach Website: https://thewealthcoachsa.com/
For more information on PortfolioMetrix reach out to our team, or visit our website: 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/
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/
Wednesday Mar 15, 2023
Wednesday Mar 15, 2023
Rob is the Head of Strategic Advisory Services at Fundhouse. He and Louis chat about lifestyle financial planning, the role of an advisor in the balance between life and finance, and how this balance is even more vital in a time of AI and "cyborg" advisors.
Rob Macdonald LinkedIn: https://www.linkedin.com/in/rob-macdonald-9384b3168/
Fundhouse Website: http://www.fundhouse.co.za/
Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo https://www.commspace.co.za/
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/
Wednesday Mar 08, 2023
Wednesday Mar 08, 2023
Meghaan is the Founding Strategic Advisor at Couplr and a Senior Research Associate at Kitces.com. She joins Louis to talk about how to approach having deeper conversations with clients, and the importance of mentor-to-mentor relationships in order to grow as an advisor.
Meghaan Lurtz LinkedIn: https://www.linkedin.com/in/meghaanlurtz/
Kitces Website: https://www.kitces.com/
Couplr Website: https://www.couplr.ai/
Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo https://www.commspace.co.za/
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/
Wednesday Mar 01, 2023
Wednesday Mar 01, 2023
Tim is a Communications Expert and the Founder of Slatter Communications. He and Louis talk about getting your clients to engage with you, and how word of mouth is still the number one source of new business.
Tim Slatter LinkedIn: https://www.linkedin.com/in/tim-slatter/
Slatter Communications Website: https://slattercommunications.co.za/
For more information on PortfolioMetrix reach out to our team, or visit our website: 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/
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/
Wednesday Feb 22, 2023
Wednesday Feb 22, 2023
This week, Louis is joined by Kirsten de Wet, an Investment Specialist at PortfolioMetrix. She and Louis chat about how she recently became a CFA, and remaining authentic when dealing with tough client conversations.
Kirsten de Wet LinkedIn: https://www.linkedin.com/in/kirsten-de-wet-cfa-2a5a75142/
PortfolioMetrix Website: https://www.portfoliometrix.com/
For more information on PortfolioMetrix reach out to our team, or visit our website: 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/
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/
Wednesday Feb 15, 2023
Wednesday Feb 15, 2023
Glenda is the Managing Director at Brokerspace and the Lead Business Onboarding Analyst at Commspace. She and Louis talk about Brokerspace, and the challenges around buying and selling a financial service business.
Glenda Labuschagne LinkedIn: https://www.linkedin.com/in/glendaspyron/
Brokerspace Website: https://www.brokerspace.co.za/
Commspace Website: https://www.commspace.co.za/
For more information on PortfolioMetrix reach out to our team, or visit our website: 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/
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/
Wednesday Feb 08, 2023
Wednesday Feb 08, 2023
Russell is a Certified Financial Planner at Succession Financial Planning. He returns to the podcast to chat with Louis about how he's evolved as a financial planner over the last two years, and how he's changed his advice approach.
Russell Ho LinkedIn: https://www.linkedin.com/in/russell-ho-cfp%C2%AE-aa4b3b90/
Russell Ho Website: https://russellho.com/
Succession Financial Planning Website: https://www.sfpadvice.co.za/
For more information on PortfolioMetrix reach out to our team, or visit our website: 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/
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/
Wednesday Feb 01, 2023
Wednesday Feb 01, 2023
Jo is a Client Service Consultant at WealthUp. He and Louis chat about his transition from musician into financial advice, and why he decided to make the career change.
WealthUp Website: https://www.wealthup.co.za/
For more information on PortfolioMetrix reach out to our team, or visit our website: 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/
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/
Wednesday Jan 25, 2023
Wednesday Jan 25, 2023
Carmen is a Certified Financial Planner and the Founder of Synergia Learning. Carmen has a deep passion for the financial planning profession, and she and Louis talk about her transition to an online practice, the changes in the advice landscape, and how she creates nonrestrictive plans for clients.
Carmen Venter LinkedIn: https://www.linkedin.com/in/carmen-venter-245502244/
Synergia Learning Website: https://synergialearning.co.za/
For more information on PortfolioMetrix reach out to our team, or visit our website: 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/
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/