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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 20, 2021
Wednesday Oct 20, 2021
Angie is a Managing Partner at Herbers & Company, which helps financial advisers across the globe build and grow their businesses.
Angie Herbers LinkedIn: https://www.linkedin.com/in/angieherbers/
Herbers & Company Website: https://www.angieherbers.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 13, 2021
Wednesday Oct 13, 2021
Riaan is a Partner and the Digital Head in Strategy&. He joins Louis to talk about the eight forward-looking scenarios that came out of "The Future of Advice and Engagement in Insurance" report, and how they can be used to improve the quality of advice.
Riann Singh LinkedIn: https://www.linkedin.com/in/riaan-singh-9b2a89/
Strategy& Website: https://www.strategyand.pwc.com/
Future of Advice Report: https://www.pwc.co.za/en/publications/future-of-advice-and-engagement-in-insurance.html
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 06, 2021
Wednesday Oct 06, 2021
Didi is the Strategic Enablement Manager at Astute - The Financial Services Exchange. She and Louis discuss her journey through the advice industry, and if financial planners should consider build their own fintech software.
Didintle Mokonoto LinkedIn: https://www.linkedin.com/in/didimokonoto/
Astute FSE Website: https://www.astutefse.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 Sep 29, 2021
Wednesday Sep 29, 2021
Terence is a Family Focused Financial Planner and Coach, and a Financial Planner at Rich Ideas. He and Louis chat about why clients don't just need a planner, but also someone who understands their journey and can act as an "accountability partner" in their life.
Terence Tobin LinkedIn: https://www.linkedin.com/in/terencetobinfinancialcoach/
Terence Tobin Website: https://www.terencetobin.co.za/
Rich Ideas Website: https://www.richideas.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 Sep 22, 2021
Wednesday Sep 22, 2021
Greg is the Head of Behavioural Science at Oxford Risk. He and Louis talk about narrowing the gap between the right longterm financial decisions and the emotionally comfortable financial decisions, and how Applied Behavioural Finance can eventually close that gap.
Dr. Greg Davies LinkedIn: https://www.linkedin.com/in/gregbdavies/
Oxford Risk Website: https://www.oxfordrisk.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 Sep 15, 2021
Wednesday Sep 15, 2021
Gizelle is the Managing Director at Nudging Financial Behaviour. She joins Louis to discuss her research piece "Develop a Retirement Plan and Stick To It", as well as eliminating financial anxiety for employees.
Dr. Gizelle Willows LinkedIn: https://www.linkedin.com/in/gizelle-willows/
Nudging Financial Behaviour Website: https://www.nudgingfinancialbehaviour.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 Sep 08, 2021
Wednesday Sep 08, 2021
Angela is a Certified Financial Planner, Director and Owner of Corporate Retirement Services. She and Louis chat about her approach to the client experience, and what she does to make her clients' life as easy as possible.
Angela Saltas LinkedIn: https://www.linkedin.com/in/angela-saltas-019bb93b/
Corporate Retirement Services Website: https://retirementservices.co.za/about/
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 Sep 01, 2021
Wednesday Sep 01, 2021
Marc is a Financial Planning Partner at Adviceworx, where he helps women in finance better understand what their money can do for them and their families. Marc talks about how he's grown and developed since becoming an adviser, and what he's doing to improve further.
Marc Sydow LinkedIn: https://www.linkedin.com/in/marc-sydow-cfp-professional/
Adviceworx Website: https://adviceworx.co.za/
Marc Sydow Website: https://marcsydow.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 Aug 25, 2021
Wednesday Aug 25, 2021
Matt is the CEO and Co-Founder of the AI assistant benjamin and a partner at Capital Investment Advisors. He chats with Louis about developing benjamin and his focus on giving time back by creating efficiencies through streamlining systems.
Matt Reiner LinkedIn: https://www.linkedin.com/in/matt-reiner-cfa-cfp%C2%AE-35159216/
Matt Reiner Website: http://www.mattreiner.com/
benjamin Website: https://getbenjamin.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 we 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 Aug 18, 2021
Wednesday Aug 18, 2021
Brendan is the Founder of Wired Planning and Host of The Human Side of Money Podcast. He and Louis discuss the focus on the "human side" of advice, and what drove Brendan to start his podcast.
Brendan Frazier LinkedIn: https://www.linkedin.com/in/brendanfrazier/
Wired Planning Website: https://www.wiredplanning.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 we 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/