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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 Jan 18, 2023
Wednesday Jan 18, 2023
Vincent is the CEO and Co-Founder of Wealthstack. He joins Louis to discuss how he started his business, scaling advice without scaling your clients, and simplifying the insurance implementation process.
Vincent Heys LinkedIn: https://www.linkedin.com/in/vincentheys/
Vincent Heys Website: https://vincentheys.com/
Wealthstack Website: https://wealthstack.ca/
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 Dec 14, 2022
Wednesday Dec 14, 2022
Brandon is a Director and Wealth Advisor at Garrioch and Ellse. He and Louis talk about his experience with changing careers and entering the financial planning world, and how to convey complicated strategies to clients without sacrificing value.
Brandon Ellse LinkedIn: https://www.linkedin.com/in/brandon-ellse-cfp%C2%AE-cfa%C2%AE-caia%C2%AE-a9a87223/
Garrioch and Ellse Website: https://www.garriochandellse.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 Dec 07, 2022
Wednesday Dec 07, 2022
Kirsty is a Certified Financial Planner at Core Wealth Advisory Services. She joins Louis to talk about the goal setting process, and how she approaches managing client spending and debt.
Kirsty Scully LinkedIn: https://www.linkedin.com/in/kirsty-scully-cfp%C2%AE-0870ba8/
Core Wealth Website: https://corewealth.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 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 Nov 30, 2022
Wednesday Nov 30, 2022
David is the Vice-chair and Coordinator at Fossil Free South Africa. He and Louis talk about the background behind Fossil Free South Africa, ethical investing and how we can start talking to our clients about what their money should be doing.
David Le Page LinkedIn: https://www.linkedin.com/in/davidbflepage/
Fossil Free South Africa Website: https://fossilfreesa.org.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 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 Nov 23, 2022
Wednesday Nov 23, 2022
Luke is a Financial Planning Coach at Old Mutual Wealth. He sits down with Louis to discuss building a client base as a young financial planner, and how we can change the industry for the better.
Luke Martins LinkedIn: https://www.linkedin.com/in/luke-martins-cfp%C2%AE-04489bb2/
Old Mutual Website: https://www.oldmutual.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 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 Nov 16, 2022
Wednesday Nov 16, 2022
Johan is a Strategic Business Coach at I Want Coaching. He and Louis chat about focusing on your uniqueness, and how having confidence in that can play to your strengths.
Johan Oosthuizen LinkedIn: https://www.linkedin.com/in/johan-oosthuizen-a625731b4/
Johan Oosthuizen Website: https://johanoosthuizen.co.za/
I Want Coaching Website: https://www.iwantcoaching.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 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 Nov 09, 2022
Wednesday Nov 09, 2022
Rudolph is a Senior Financial Planner at Wealthup. He joins Louis to talk about how delivering advice as a team differs from individual advice, and whether it hinders emotional conversations.
Rudolph Geldenhuys LinkedIn: https://www.linkedin.com/in/prgeldenhuys/
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 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 Nov 02, 2022
Wednesday Nov 02, 2022
Bekithemba was formerly Head of Retailisation and EB Distribution at Momentum. He talks with Louis about starting in the financial advice industry, and what's changed for him throughout the years.
Bekithemba Mafulela LinkedIn: https://www.linkedin.com/in/bekithembamafulela/
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 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 Oct 26, 2022
Wednesday Oct 26, 2022
Bryan is a Lifestyle Financial Planner at NLD Independent Financial Advisors. Bryan was awarded the Top PCE Candidate at the 2022 Financial Planning Institute SA Awards Gala, and he joins Louis to discuss his journey to becoming a Certified Financial Planner, and how he managed his work/life balance in between his studies.
Bryan Nicol LinkedIn: https://www.linkedin.com/in/bryan-nicol-financial-planner/
NLD Independent Financial Advisors Website: https://nld.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 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 Oct 19, 2022
Wednesday Oct 19, 2022
Felicity is the Founder of CMDSA and a Financial Abuse Specialist. She and Louis discuss the impact of financial and economic abuse, how to spot the signs, and how to handle it as a Financial Planner.
Felicity Guest LinkedIn: https://www.linkedin.com/in/felicity-guest-786673165/
Felicity Guest Website: https://www.felicityguest.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 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/