Financial Planners South Africa

To celebrate 100 podcast episodes, Louis is joined by Andy Hart, Founder of Humans Under Management and Maven Adviser. They discuss how he got into advice, some of the biggest issues advisors face, and the balance between content and creation. Andy Hart LinkedIn: https://www.linkedin.com/in/mavenadviser/ Humans Under Management Website: https://www.humansundermanagement.com/ Maven Adviser Website: https://www.mavenadviser.com/ Maven Money Podcast: https://podcasts.apple.com/au/podcast/maven-money-personal-finance-podcast/id1244045361 For more information on PortfolioMetrix, reach out to our team, or visit our website: https://ensombl.com/go/1-20230823 Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo. https://ensombl.com/go/2-20230823 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

Juan is an Investment Specialist. He and Louis discuss his journey into the financial planning world, and the advice he has for younger financial advisors. Juan Mirfin LinkedIn: https://www.linkedin.com/in/juan-mirfin/ For more information on PortfolioMetrix, reach out to our team, or visit our website: https://ensombl.com/go/1-20230809 Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo. https://ensombl.com/go/2-20230809 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

Dylan is the Business Development Manager at Wealthbit. He and Louis discuss the development of Wealthbit and changing the Financial Service industry for the better. Dylan Verreynne LinkedIn: https://www.linkedin.com/in/dylan-verreynne/ Wealthbit Website: https://www.wealthbit.co/ For more information on PortfolioMetrix, reach out to our team, or visit our website: https://ensombl.com/go/1-20230802 Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo. https://ensombl.com/go/2-20230802 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

Outside of hosting the Ensombl Advice South Africa Podcast, Louis is a Director and Financial Planner at WealthUp. He shares some of his recent research into the psychology of financial planning and building trust in a professional relationship. Louis van der Merwe LinkedIn: https://www.linkedin.com/in/louisvandermerwe/ WealthUp Website: https://www.wealthup.co.za/ Linktree: https://linktr.ee/louisvdmerwe For more information on PortfolioMetrix, reach out to our team, or visit our website: https://ensombl.com/go/1-20230726 Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo. https://ensombl.com/go/2-20230726 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

Mark is the CEO and a Certified Financial Planner at Hedderman Financial Solutions. He and Louis talk about the weight of operating in a family business, the role of a financial planner as a leader, and putting the client first. Mark Hedderman LinkedIn: https://www.linkedin.com/in/mark-hedderman-cfp%C2%AE-85278645/ Hedderman Financial Solutions Website: http://www.heddermanfinancial.ie/ Financial Planners of Ireland Website: https://fpireland.ie/ For more information on PortfolioMetrix, reach out to our team, or visit our website: https://ensombl.com/go/1-20230719 Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo. https://ensombl.com/go/2-20230719 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

Grant is a Practice Management Expert and President of Advisor Practice Management. He and Louis talk about building your ideal practice and eliminating the perceived urgency around financial planning. Grant Hicks LinkedIn: https://www.linkedin.com/in/advisorpracticemanagement/ Advisor Practice Management Website: https://www.advisorpracticemanagement.com/ For more information on PortfolioMetrix, reach out to our team, or visit our website: https://ensombl.com/go/1-20230712 Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo. https://ensombl.com/go/2-20230712 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

This week, Louis talks with Ashley Quamme, Family and Financial Therapist. They chat about managing emotional bandwidth and emotional intelligence, setting boundaries in a therapeutic space, and the difference between sympathy and empathy. Ashley Quamme LinkedIn: https://www.linkedin.com/in/ashley-quamme-lmft-fbs%C2%AE-cft-i%E2%84%A2%EF%B8%8F-7a4b4722/ Therapy by Ashley Website: https://therapybyashley.com/ BAM Financial Consulting Website: https://bamfcc.com/ For more information on PortfolioMetrix, reach out to our team, or visit our website: https://ensombl.com/go/1-20230705 Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo. https://ensombl.com/go/2-20230705 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

Kevin is the Manager | Distribution Development at Allan Gray. He and Louis discuss the global challenge financial planners face, and if the independent financial planning space is under threat. Kevin Feather LinkedIn: https://www.linkedin.com/in/kevin-feather-35688627/ Allan Gray Website: https://www.allangray.co.za/ For more information on PortfolioMetrix, reach out to our team, or visit our website: https://www2.xyadviser.com/7j9lrm Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo. https://www2.xyadviser.com/dh8e6o Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

Lisa is an Independent Wealth Advisor and Coach at PWH Wealth Group UK. She joins Louis to chat about the process and challenges of setting up an office in the UK while still servicing South African clients. Lisa Perry LinkedIn: https://www.linkedin.com/in/lisa-hughes-perry-cfp%E2%84%A2cfp%C2%AE-mcsi-45b93b2b/ PWH Wealth Group Website: https://www.pwhwg.com/ For more information on PortfolioMetrix, reach out to our team, or visit our website: https://www2.xyadviser.com/eq2eh3 Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo. https://www2.xyadviser.com/xsfel5 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

Kathi is the Founder of Grief Smart Advisor. She and Louis discuss becoming grief literate to empower planners to start productive yet empathetic conversations, and the bests ways to connect with a grieving client. Kathi Balasek LinkedIn: https://www.linkedin.com/in/kathibalasek/ Kathi Balasek Website: https://www.kathibalasek.com/ For more information on PortfolioMetrix, reach out to our team, or visit our website: https://www2.xyadviser.com/cd2xqc Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo. https://www2.xyadviser.com/ufnocc Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

Bari is a Financial Therapist, Author and the Founder of "The Art of Money". She and Louis discuss the "Body Check-In" technique, and its importance to your personal money work. Bari Tessler LinkedIn: https://www.linkedin.com/in/bari-tessler/ Bari Tessler Website: https://baritessler.com/ For more information on PortfolioMetrix, reach out to our team, or visit our website: https://www2.xyadviser.com/1r3xs8 Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo. https://www2.xyadviser.com/79j7rn Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

David is the Co-founder of FI Consult. He joins Louis to talk about balancing the gap between the technical and human aspects of financial planning. David Kop LinkedIn: https://www.linkedin.com/in/davidkop/ FI Consult: https://www.linkedin.com/company/fi-consult/ For more information on PortfolioMetrix, reach out to our team, or visit our website: https://www2.xyadviser.com/ohkj9r Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo. https://www2.xyadviser.com/gej1hn Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

Kim is an Author, and a Director and Head of Life Planning at Chartered Wealth Solutions. She and Louis discuss her journey into financial services, and the importance of empathy as a vital skill in the financial planning industry. Kim Potgiter LinkedIn: https://www.linkedin.com/in/kim-potgieter-cfp%C2%AE-b8587916/ Kim Potgieter Website: https://kimpotgieter.com/ Chartered Wealth Solutions Website: https://charteredwealth.co.za/ For more information on PortfolioMetrix, reach out to our team, or visit our website: https://www2.xyadviser.com/1izs2x Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo. https://www2.xyadviser.com/vdpfiu Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

Rory is the Founder and Managing Director at DoshGuide. He and Louis chat about how a negative experience with a financial advisor inspired him to create DoshGuide, and how he's pushing to create more positive connections between advisors and their clients. Rory Brachner LinkedIn: https://www.linkedin.com/in/rorybrachner/ DoshGuide Website: https://doshguide.co/ For more information on PortfolioMetrix, reach out to our team, or visit our website: https://www2.xyadviser.com/tiiabf Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo. https://www2.xyadviser.com/phqzdy Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

Susan is the Founder of the Sudden Money Institute. She and Louis discuss why the time is ripe for the financial planning profession to become aware of the human side of life transitions. Susan Bradley LinkedIn: https://www.linkedin.com/in/susanbradleycfp/ Sudden Money Institute Website: https://www.suddenmoney.com/ For more information on PortfolioMetrix, reach out to our team, or visit our website: http://www2.xyadviser.com/8sbn5e Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo. http://www2.xyadviser.com/owcp1z Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

Francois is the Founder and Head of Sales and Content at PROpulsion. He joins Louis to discuss the International Speaker and Influencer Programme, and the power and value of content creation. Francois du Toit LinkedIn: https://www.linkedin.com/in/francoisdtza/ PROpulsion Website: https://www.propulsion.co.za/ For more information on PortfolioMetrix, reach out to our team, or visit our website: http://www2.xyadviser.com/ywa0el Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo. http://www2.xyadviser.com/f3ixxq Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

Jason is a coach, consultant and cartoonist. He sits down with Louis to talk about his journey through the advice world, and standing out from the pack to potential clients. Jason Bernic LinkedIn: https://www.linkedin.com/in/jasonbernic/ Success Coaching Website: https://www.successcoaching.co.za/ For more information on PortfolioMetrix, reach out to our team, or visit our website: http://www2.xyadviser.com/lhep3q Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo. http://www2.xyadviser.com/zqcp2n Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

Estian is a Financial Planning Consultant at Alexander Forbes. He and Louis discuss client engagement, and how to play to your strengths when balancing the analytical side with the human side of advice. Estian Visagie LinkedIn: https://www.linkedin.com/in/estianvisagie/ Alexander Forbes Website: https://www.alexforbes.com/za/en/global/home-global.html For more information on PortfolioMetrix, reach out to our team, or visit our website: http://www2.xyadviser.com/2ld2sc Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo. http://www2.xyadviser.com/tyleml Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

This week, Louis is joined by Clayton Daniel, CEO at Ensombl. They discuss his beginnings as an advisor, the journey to Ensombl, and how financial planning is the bridge between rational and emotional. Clayton Daniel Ensombl: https://app.ensombl.com/members/2189000 Clayton Daniel LinkedIn: https://www.linkedin.com/in/claytondaniel1/ For more information on PortfolioMetrix, reach out to our team, or visit our website: http://www2.xyadviser.com/kw3tsb Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo. http://www2.xyadviser.com/jidft0 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

Jeannie is a Senior Lecturer and Postdoc Fellow at Stellenbosch University. She and Louis chat about her transition from financial planning to lecturing and teaching, and her research into annuity decision-making. Jeannie de Villiers-Strijdom LinkedIn: https://www.linkedin.com/in/dr-jeannie/ Stellenbosch Business School Website: https://www.stellenboschbusiness.ac.za/ For more information on PortfolioMetrix reach out to our team, or visit our website: http://www2.xyadviser.com/lgwz3p Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo http://www2.xyadviser.com/omre0p Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.ensombl.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

Wessel is a Financial Planning Professional at Verso Wealth. He and Louis discuss whether financial planning education in South Africa is keeping up with global standards, and what factors drew him to estate planning. Wessel Oosthuizen LinkedIn: https://www.linkedin.com/in/woosthuizen/ Verso Wealth LinkedIn: https://www.linkedin.com/company/verso-wealth/ 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 Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.ensombl.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/  

Aron is a Support Advisor at Woodland Wealth and a Financial Coach and Founder at The Wealth Coach. He and Louis discuss why financial planning isn't as well marketed as other occupations, and what's holding people back from investing. Aron Samuels LinkedIn: https://www.linkedin.com/in/aronsamuels/ Woodland Wealth Website: https://woodlandwealth.co.za/ The Wealth Coach Website: https://thewealthcoachsa.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 Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.ensombl.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

Rob is the Head of Strategic Advisory Services at Fundhouse. He and Louis chat about lifestyle financial planning, the role of an advisor in the balance between life and finance, and how this balance is even more vital in a time of AI and "cyborg" advisors. Rob Macdonald LinkedIn: https://www.linkedin.com/in/rob-macdonald-9384b3168/ Fundhouse Website: http://www.fundhouse.co.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 Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.ensombl.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

Meghaan is the Founding Strategic Advisor at Couplr and a Senior Research Associate at Kitces.com. She joins Louis to talk about how to approach having deeper conversations with clients, and the importance of mentor-to-mentor relationships in order to grow as an advisor. Meghaan Lurtz LinkedIn: https://www.linkedin.com/in/meghaanlurtz/ Kitces Website: https://www.kitces.com/ Couplr Website: https://www.couplr.ai/ 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 Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.ensombl.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

Tim is a Communications Expert and the Founder of Slatter Communications. He and Louis talk about getting your clients to engage with you, and how word of mouth is still the number one source of new business. Tim Slatter LinkedIn: https://www.linkedin.com/in/tim-slatter/ Slatter Communications Website: https://slattercommunications.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 Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.ensombl.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

This week, Louis is joined by Kirsten de Wet, an Investment Specialist at PortfolioMetrix. She and Louis chat about how she recently became a CFA, and remaining authentic when dealing with tough client conversations. Kirsten de Wet LinkedIn: https://www.linkedin.com/in/kirsten-de-wet-cfa-2a5a75142/ PortfolioMetrix Website: https://www.portfoliometrix.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 Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.ensombl.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

Glenda is the Managing Director at Brokerspace and the Lead Business Onboarding Analyst at Commspace. She and Louis talk about Brokerspace, and the challenges around buying and selling a financial service business. Glenda Labuschagne LinkedIn: https://www.linkedin.com/in/glendaspyron/ Brokerspace Website: https://www.brokerspace.co.za/ Commspace Website: https://www.commspace.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 Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.ensombl.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

Russell is a Certified Financial Planner at Succession Financial Planning. He returns to the podcast to chat with Louis about how he's evolved as a financial planner over the last two years, and how he's changed his advice approach. Russell Ho LinkedIn: https://www.linkedin.com/in/russell-ho-cfp%C2%AE-aa4b3b90/ Russell Ho Website: https://russellho.com/ Succession Financial Planning Website: https://www.sfpadvice.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 Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.ensombl.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

Jo is a Client Service Consultant at WealthUp. He and Louis chat about his transition from musician into financial advice, and why he decided to make the career change. WealthUp Website: https://www.wealthup.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 Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.ensombl.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

Carmen is a Certified Financial Planner and the Founder of Synergia Learning. Carmen has a deep passion for the financial planning profession, and she and Louis talk about her transition to an online practice, the changes in the advice landscape, and how she creates nonrestrictive plans for clients.  Carmen Venter LinkedIn: https://www.linkedin.com/in/carmen-venter-245502244/ Synergia Learning Website: https://synergialearning.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 Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.ensombl.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

Vincent is the CEO and Co-Founder of Wealthstack. He joins Louis to discuss how he started his business, scaling advice without scaling your clients, and simplifying the insurance implementation process. Vincent Heys LinkedIn: https://www.linkedin.com/in/vincentheys/ Vincent Heys Website: https://vincentheys.com/ Wealthstack Website: https://wealthstack.ca/ 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 Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.ensombl.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

Brandon is a Director and Wealth Advisor at Garrioch and Ellse. He and Louis talk about his experience with changing careers and entering the financial planning world, and how to convey complicated strategies to clients without sacrificing value. Brandon Ellse LinkedIn: https://www.linkedin.com/in/brandon-ellse-cfp%C2%AE-cfa%C2%AE-caia%C2%AE-a9a87223/ Garrioch and Ellse Website: https://www.garriochandellse.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 Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.ensombl.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

Kirsty is a Certified Financial Planner at Core Wealth Advisory Services. She joins Louis to talk about the goal setting process, and how she approaches managing client spending and debt. Kirsty Scully LinkedIn: https://www.linkedin.com/in/kirsty-scully-cfp%C2%AE-0870ba8/ Core Wealth Website: https://corewealth.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/

David is the Vice-chair and Coordinator at Fossil Free South Africa. He and Louis talk about the background behind Fossil Free South Africa, ethical investing and how we can start talking to our clients about what their money should be doing. David Le Page LinkedIn: https://www.linkedin.com/in/davidbflepage/ Fossil Free South Africa Website: https://fossilfreesa.org.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/

Luke is a Financial Planning Coach at Old Mutual Wealth. He sits down with Louis to discuss building a client base as a young financial planner, and how we can change the industry for the better. Luke Martins LinkedIn: https://www.linkedin.com/in/luke-martins-cfp%C2%AE-04489bb2/ Old Mutual Website: https://www.oldmutual.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/

Johan is a Strategic Business Coach at I Want Coaching. He and Louis chat about focusing on your uniqueness, and how having confidence in that can play to your strengths. Johan Oosthuizen LinkedIn: https://www.linkedin.com/in/johan-oosthuizen-a625731b4/ Johan Oosthuizen Website: https://johanoosthuizen.co.za/ I Want Coaching Website: https://www.iwantcoaching.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/

Rudolph is a Senior Financial Planner at Wealthup. He joins Louis to talk about how delivering advice as a team differs from individual advice, and whether it hinders emotional conversations. Rudolph Geldenhuys LinkedIn: https://www.linkedin.com/in/prgeldenhuys/ Wealthup Website: https://www.wealthup.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/

Bekithemba was formerly Head of Retailisation and EB Distribution at Momentum. He talks with Louis about starting in the financial advice industry, and what's changed for him throughout the years. Bekithemba Mafulela LinkedIn: https://www.linkedin.com/in/bekithembamafulela/ 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/

Bryan is a Lifestyle Financial Planner at NLD Independent Financial Advisors. Bryan was awarded the Top PCE Candidate at the 2022 Financial Planning Institute SA Awards Gala, and he joins Louis to discuss his journey to becoming a Certified Financial Planner, and how he managed his work/life balance in between his studies. Bryan Nicol LinkedIn: https://www.linkedin.com/in/bryan-nicol-financial-planner/ NLD Independent Financial Advisors Website: https://nld.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/

Felicity is the Founder of CMDSA and a Financial Abuse Specialist. She and Louis discuss the impact of financial and economic abuse, how to spot the signs, and how to handle it as a Financial Planner. Felicity Guest LinkedIn: https://www.linkedin.com/in/felicity-guest-786673165/ Felicity Guest Website: https://www.felicityguest.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/

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/

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/

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/

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/

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/

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/

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/

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/

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/

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/

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/