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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 Apr 06, 2022
Wednesday Apr 06, 2022
Liam is an Investment Analyst at PortfolioMetrix. He shares his insights on investing, including the impacts of the Russia/Ukraine conflict.
Liam Dawson LinkedIn: https://www.linkedin.com/in/liam-dawson-cfa-caia-fdp-299b3428/
PortfolioMetrix Website: https://www.portfoliometrix.com/en-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 Mar 30, 2022
Wednesday Mar 30, 2022
Emily is the Head of Community at XY Adviser. She and Louis chat about managing client expectations and communication as we continue to embrace the digital advice world.
Emily Blanch XY: https://www1.xyadviser.com/members/2191186
Emily Blanch LinkedIn: https://www.linkedin.com/in/emilyblanch/
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 Mar 23, 2022
Wednesday Mar 23, 2022
George is the Founder and President of The Kinder Institute of Life Planning and a Leading Advocate for the Life Planning paradigm for Financial Advisory Services. He and Louis chat about mindfulness, training your "listening muscle", and transforming suffering into wisdom.
George Kinder LinkedIn: https://www.linkedin.com/in/george-d-kinder-0749196/
George Kinder Website: https://www.georgekinder.com/
Kinder Institute Website: https://www.kinderinstitute.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 Mar 16, 2022
Wednesday Mar 16, 2022
Marius is a Director and Certified Financial Planner at Wealthup. He reflects back on his career so far, and lessons he's learned around building a successful advice business.
Marius Fenwick LinkedIn: https://www.linkedin.com/in/marius-fenwick-cfp%C2%AE-75a0bb23/
Wealthup Website: https://www.wealthup.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 Mar 09, 2022
Wednesday Mar 09, 2022
Gustav is the Founder and Director of The Financial Emporium, the Founder and Director of WealthPro, and a Co-Founder and Director of Smart Move Investments (South Africa). He and Louis talk about his vision of the advice firm of the future, and how people and technology are the key levers in making it happen.
Gustav Neethling LinkedIn: https://www.linkedin.com/in/gustav-neethling-49728a50/
The Financial Emporium Website: https://www.financialemporium.com/
WealthPro Website: https://www.wealthpro.co.za/index.php?c=website/homepage
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 Mar 02, 2022
Wednesday Mar 02, 2022
Wouter is a Certified Financial Planner at Liberty Group and Co-Founder at Gravitas Tax. He and Louis discuss the important human element of advice, including how to reassure clients in times of uncertainty and why financial guidance is still vital even in the wake of robo-advice.
Wouter de Witt LinkedIn: https://www.linkedin.com/in/wouter-de-witt-a35a8349/
Liberty Group Website: https://www.liberty.co.za/
Gravitas Tax Website: https://www.gravitastax.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 Feb 23, 2022
Wednesday Feb 23, 2022
Mariette is a Certified Financial Transitionsist Planner at Adviceworx and Financial Transitionist Institute. She joins Louis to talk about Transitional Planning, and how to guide clients during the most vulnerable times in their life.
Mariette Tappan LinkedIn: https://www.linkedin.com/in/mariette-tappan-cfp%C2%AE-ceft%C2%AE-b6a8136/
Adviceworx Website: https://adviceworx.co.za/
Financial Transitionist Institute: https://www.financialtransitionist.com/
Mariette Tappan Website: https://mariettetappan.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 Feb 16, 2022
Wednesday Feb 16, 2022
Kirsty du Toit is the Director of Financial Planning at Asset-Map. She and Louis chat about how the ongoing evolution of Financial Planning will ultimately lead to delivering simpler, more valuable advice.
Kirsty du Toit LinkedIn: https://www.linkedin.com/in/kirsty-du-toit-cfp-%C2%AE-7698a717/
Asset-Map Website: https://www.asset-map.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 Feb 09, 2022
Wednesday Feb 09, 2022
Georgina is Head Of Distribution and Client Servicing for STANLIB and INN8 Platform, and the Head of Wealth at Liberty Group South Africa. She and Louis discuss the four elements for engaging team members and encouraging individual motivation.
Georgina Smith LinkedIn: https://www.linkedin.com/in/georgina-smith-3685801/
STANLIB Website: https://stanlib.com/
INN8 Website: https://inn8.co.za/
Liberty Group Website: https://www.liberty.co.za/
Oceans for Rivers Article: https://inn8.co.za/2022/02/05/oceans-for-rivers/?src=pc902
For more information on PortfolioMetrix reach out to our team or follow us on LinkedIn. https://www.portfoliometrix.com/en-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 Feb 02, 2022
Wednesday Feb 02, 2022
Rudolph is a Certified Financial Planner at Wealthup. He and Louis chat about the balance between the "people element" and the "technical element" when delivering advice, as well as maintaining a healthy work-life balance on top of that.
Rudolph Geldenhuys LinkedIn: https://www.linkedin.com/in/prgeldenhuys/
WealthUp LinkedIn: https://www.linkedin.com/company/wealthup/
For more information on PortfolioMetrix reach out to our team or follow us on LinkedIn. https://www.portfoliometrix.com/en-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/