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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 15, 2022
Wednesday Jun 15, 2022
Megan is a board member of the Financial Therapy Association, and the Director of the Financial Planning Masters Program at Kansas State University. She and Louis talk about financial therapy and the psychological side of money.
Megan McCoy LinkedIn: https://www.linkedin.com/in/megan-mccoy-phd/
Financial Therapy Association Website: https://financialtherapyassociation.org/
Kansas State University Profile: https://www.hhs.k-state.edu/pfp/about/people/meganmccoy/
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 they 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 08, 2022
Wednesday Jun 08, 2022
Bridget is the author of "The Grief Handbook", which acts as a guide through what can feel like the worst days of your life. She and Louis discuss what lead her to writing this book, what financial planners can learn about grief and bereavement, and what you can do to help people going through these stages.
Bridget McNulty LinkedIn: https://www.linkedin.com/in/bridgetmcnulty/
Bridget McNulty Website: https://bridgetmcnulty.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 they 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 01, 2022
Wednesday Jun 01, 2022
Geoffrey is the co-founder and CEO of Lifedocs. He and Louis discuss the origins of Lifedocs, using technology to simplify estate planning and an advisers role in easing the process.
Geoffrey Harmuth LinkedIn: https://www.linkedin.com/in/geoffrey-harmuth/
Lifedocs Website: https://lifedocs.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 they 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 May 25, 2022
Wednesday May 25, 2022
Renate is the Founder and Director at Noble Prosperity. She and Louis chat about the importance of upskilling, financial coaching and how it's tied to the psychology of money.
Renate Jute LinkedIn: https://www.linkedin.com/in/renate-jute/
Noble Prosperity Website: https://www.nobleprosperity.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 they 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 May 18, 2022
Wednesday May 18, 2022
Wynand is a Wealth Manager at Gradidge-Mahura Investments. He and Louis talk about what inspired him to write his newest book: "To 100 and Beyond", as well as how to deal with the various chapters in your life.
Wynand Gouws LinkedIn: https://www.linkedin.com/in/wynand-gouws-cfp%C2%AE-0921136/
Gradidge-Mahura Investments Website: http://gminvestments.co.za/
"To 100 and Beyond" Book Link: https://www.amazon.com/s?k=9781776390274&ref=nb_sb_noss
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 they 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 May 11, 2022
Wednesday May 11, 2022
Sidney is the Founder at Divine Wealth Strategies. He and Louis discuss his journey to becoming a Registered Life Planner, and the personal discipline he follows when providing advice.
Sidney Divine LinkedIn: https://www.linkedin.com/in/sidney-divine-cfp%C2%AE-chfc%C2%AE-rlp%C2%AE-ricp%C2%AE-cdfa-%C2%AE-68394226/
Divine Wealth Strategies Website: https://divinewealthstrategies.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 they 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 May 04, 2022
Wednesday May 04, 2022
Robyn is the Director at Linktank. She joins Louis to discuss implementing technology to bring financial planning into the future, and the dream of having one tool for everything.
Robyn Clay LinkedIn: https://www.linkedin.com/in/robyn-clay-9b46a452/
Linktank Website: https://linktank.co.za/
Hadeda Wesbite: https://www.hadeda.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 they 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 Apr 27, 2022
Wednesday Apr 27, 2022
Maya is an award-winning financial journalist, presenter of the popular #MoneyMatters on eNCA, editor of the Money pages at City Press and Maya on Money website. She and Louis chat about life transitions, including the elderly and retirement, planned lifestyle changes, and dealing with the death of a partner or spouse.
Maya Fisher-French LinkedIn: https://www.linkedin.com/in/mayaff/
Maya on Money Website: https://mayaonmoney.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 they 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 Apr 20, 2022
Wednesday Apr 20, 2022
Ben is a Certified Financial Planner at Client Care. He and Louis talk about "financial overconfidence", and how you can better serve your clients by focusing on a niche market.
Ben Charlton LinkedIn: https://www.linkedin.com/in/ben-charlton-cfp%C2%AE-25a10824/
Client Care Website: https://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 they 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 Apr 13, 2022
Wednesday Apr 13, 2022
Kobus is the Founder and a Financial Planner at North Financial Services. He and Louis talk about his YouTube Channel, which he created with the goal of making personal finance simple, as well as how to target your ideal client and build the business that you want to be in.
Kobus Kuhn LinkedIn: https://www.linkedin.com/in/kobus-kuhn-cfp%C2%AE-434a172b/
North Financial Services Website: https://www.northgroup.co.za/
A Slice of Finance YouTube Channel: https://www.youtube.com/channel/UCY-47WXVA72Ol6aFr_HxWkg
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 they 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/