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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 Oct 12, 2022
Wednesday Oct 12, 2022
Amy is the CEO at Corgenius, and Author of "No Longer Awkward" and "A Friend Indeed". She and Louis discuss grief and life transitions, and building stronger relationships with clients through supporting healthy grieving.
Amy Florian LinkedIn: https://www.linkedin.com/in/amyflorian/
Corgenius Website: https://www.corgenius.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 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 05, 2022
Wednesday Oct 05, 2022
Lelané is the Chief Executive Officer at the Financial Planning Institute of Southern Africa. She joins Louis to discuss some of the changes to the South African fiduciary standards and requirements, being aware of your own biases and understanding your self-awareness.
Lelané Bezuidenhout LinkedIn: https://www.linkedin.com/in/lelan%C3%A9-bezuidenhout-cfp%C2%AE-83789b28/
Financial Planning Institute of Southern Africa Website: https://fpi.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 Sep 28, 2022
Wednesday Sep 28, 2022
Gratitude is a Private Wealth Advisor at RMB Private Bank. She sits down with Louis to discuss the current state of financial planning in South Africa, how it's evolving, and how financial literacy plays a vital role in changing people's lives.
Gratitude Mahlangu LinkedIn: https://www.linkedin.com/in/gratitude-mahlangu-cfp%C2%AE-2955ba124/
RMB Private Bank Website: https://www.rmbprivatebank.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 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 Sep 21, 2022
Wednesday Sep 21, 2022
Alex is an Author, Financial Psychologist, and a Financial Stress Expert. He and Louis talk about financial literacy, and learning to speak the "language" of money.
Alex Melkumian LinkedIn: https://www.linkedin.com/in/%F0%9F%A7%A0-dr-alex-melkumian-psyd-lmft-%F0%9F%92%B5-32858846/
Financial Psychology Center Website: http://financialpsychologycenter.com/
Financial Psychology: Restoring Financial Wellness in a Post-COVID Economy Book: https://www.amazon.com/Financial-Psychology-Restoring-Wellness-Post-COVID-ebook/dp/B09WWYYC5W
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 Sep 14, 2022
Wednesday Sep 14, 2022
Kobus is a Certified Financial Planner and Author. He and Louis chat about branding yourself with a unique, professional brand to become a magnet for business, and how COVID was a "blessing in disguise" when it came to evolving his practice.
Kobus Kleyn LinkedIn: https://www.linkedin.com/in/kobuskleynfinancialplanner/
Kobus Kleyn Website: https://kobuskleyn.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 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 Sep 07, 2022
Wednesday Sep 07, 2022
Jean is the Founder and a Financial Wellness Coach at Money Messages. She joins Louis to discuss the importance of financial education, and empowering people through shifting the way they act, think and feel about money.
Jean Archary LinkedIn: https://www.linkedin.com/in/jean-archary-cfp%C2%AE-57b08038/
Money Messages Website: https://moneymessages.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 Aug 31, 2022
Wednesday Aug 31, 2022
John is Owner of Dashfield Coaching and Development Ltd and Client-centred Advisers, and the Creator and Author of "Powerful Questions". He and Louis discuss the "health of the helper", and how advisers can continue to improve and move up the Trust scale with their clients.
John Dashfield LinkedIn: https://www.linkedin.com/in/johndashfield/
Client-centred Advisers Website: https://clientcentredadvisers.com/
Dashfield Coaching Website: https://dashfield.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 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 24, 2022
Wednesday Aug 24, 2022
Carl is a Certified Financial Planner, the creator of the Behavior Gap, and creator of the The New York Times Sketch Guy column. He and Louis talk about finding and servicing your "tribe" when it comes to clients, and the challenges of serving those clients on a global scale.
Carl Richards LinkedIn: https://www.linkedin.com/in/thinkingcarl/
Behavior Gap Website: https://behaviorgap.com/
Sketch Guy Column: https://www.nytimes.com/column/sketch-guy
For more information on PortfolioMetrix reach out to our team or follow us on LinkedIn. 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 Aug 17, 2022
Wednesday Aug 17, 2022
Mac is the Founder and CEO (Chief Education Officer) at FinLit Tech, and Author of "The Four Money Bears". He and Louis discuss how he created "The Four Money Bears" concept, and how he's continuing to support financial literacy from a young age through developing "The Four Money Bears: Berryville" game.
Mac Gardner LinkedIn: https://www.linkedin.com/in/macgardner/
FinLit Tech Website: https://finlittech.com/
The Four Money Bears Website: https://www.thefourmoneybears.com/
For more information on PortfolioMetrix reach out to our team or follow us on LinkedIn. 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 Aug 10, 2022
Wednesday Aug 10, 2022
Moira is an Executive Coach, Financial Psychologist, Family Wealth Consultant and Author of "Advice that Sticks".
She joins Louis to talk about her book, and how to give advice that clients will actually follow.
Moira Somers LinkedIn: https://www.linkedin.com/in/moira-somers/
Money, Mind and Meaning Website: https://moneymindandmeaning.com/
For more information on PortfolioMetrix reach out to our team or follow us on LinkedIn. 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/