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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 26, 2022
Wednesday Jan 26, 2022
Mary is a Mindfulness Teacher and a Writer/Editor. She and Louis talk about mindfulness for Financial Advisers, and the important part that advisers play in their clients overall well-being.
Mary Martin LinkedIn: https://www.linkedin.com/in/marymartinphd/
Mary Martin Website: https://www.marymartinphd.com/
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 Jan 19, 2022
Wednesday Jan 19, 2022
Johan is the Founder of Commspace. He discusses starting Commspace, and how it grew from a One Man Show to a team of twenty-five people. Johan also talks about his perspective on what's working (and what can improve) in the current Financial Advice industry.
XY: https://www1.xyadviser.com/members/3829000
Commspace Website: https://www.commspace.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 Dec 15, 2021
Wednesday Dec 15, 2021
Steve is a Business Coach, Podcast Host/Producer, NYT Bestselling Author and Co-Founder of ROL Advisor. He talks about his "3 Words for 2021", the $Lifeline digital tool, and the future and evolution of financial advice.
Steve Sanduski LinkedIn: https://www.linkedin.com/in/stevesanduski/
Steve Sanduski Website: https://stevesanduski.com/
ROL Advisor Website: https://www.roladvisor.com/
3 Words for 2021: https://www.linkedin.com/pulse/my-3-words-2021-steve-sanduski-cfp-/
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 Dec 08, 2021
Wednesday Dec 08, 2021
Anand is the CEO and Founder of Pulse360, which minimizes advisers' workload by automating daily tasks. He chats to Louis about how he got into financial servies, what Pulse360 is up to currently, and what we can look forward to in the future.
Anand Sheth LinkedIn: https://www.linkedin.com/in/anand951/
Pulse360 Website: https://pulse360.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 Dec 01, 2021
Wednesday Dec 01, 2021
LeRoux is the Senior Compliance Officer at Etude Risk Management. He and Louis chat about why compliance is not about penalising advisers' businesses, but allowing planners to focus on their clients in a better way by preventing disastrous outcomes.
LeRoux Van Wyk LinkedIn: https://www.linkedin.com/in/lvanwyk/
Etude Risk Management Website: https://www.etude.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 Nov 24, 2021
Wednesday Nov 24, 2021
Edden is the Head of Business Solutions (South Africa) at PortfolioMetrix. He and Louis discuss the two-way trusting relationship between client and adviser, and finding the right balance when delivering valuable advice.
Edden Kift LinkedIn: https://www.linkedin.com/in/edden-kift-23a39161/
PortfolioMetrix Website: https://www.portfoliometrix.com/
The Insiders Guide to the Value of Advice: https://www.portfoliometrix.com/white-papers/ie-insiders-guide-value-advice/
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 Nov 17, 2021
Wednesday Nov 17, 2021
Ricardo is a Financial Planning Professional and Chief Operating Officer at BDO Wealth Advisers. He joins Louis to talk about the impact mentors can have on advisers in South Africa.
Ricardo Teixeira LinkedIn: https://www.linkedin.com/in/thisismericardo/
BDO Wealth Advisers Website: https://www.bdo.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 Nov 10, 2021
Wednesday Nov 10, 2021
Adam is the Founder and CEO at Asset-Map. He joins Louis to talk about the creation of Asset-Map, and how the visual aspect of advice can be used to efficiently communicate complicated information in a way that serves clients and empowers them to make better decisions.
H. Adam Holt LinkedIn: https://www.linkedin.com/in/hadamholt/
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 Nov 03, 2021
Wednesday Nov 03, 2021
Mary is the Founder, Coach and Lead Lifestyle Financial Planner at My Journey 2 Freedom. She and Louis talk about her journey to becoming a planner, and how the human side of money was a vital part of that process.
Mary J Fourie LinkedIn: https://www.linkedin.com/in/maryjfourie/
My Journey 2 Freedom Website: https://myjourney2freedom.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 Oct 27, 2021
Wednesday Oct 27, 2021
Francois is the Founder and Director of PROpulsion and the Account Management Lead at Iress. He and Louis chat about his journey into the advice world, and how he became a household name amongst financial advisers through PROpulsion LIVE.
Francois du Toit XY: https://www1.xyadviser.com/members/3824801
PROpulsion Website: https://www.propulsion.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/