101 episodes

To join a peer development platform for financial advisers driving the positive evolution of financial advice https://ensombl.com/

The information provided on the podcast is not intended to constitute legal, business, financial advice or other professional advice. It is provided as general information only and is not intended as a substitute for personal advice from a qualified professional who is familiar with the facts of your particular circumstances. Before making a decision, you should consider speaking with a financial advisor or financial planner.

Ensombl Advice South Africa Ensombl

    • Business
    • 5.0 • 1 Rating

To join a peer development platform for financial advisers driving the positive evolution of financial advice https://ensombl.com/

The information provided on the podcast is not intended to constitute legal, business, financial advice or other professional advice. It is provided as general information only and is not intended as a substitute for personal advice from a qualified professional who is familiar with the facts of your particular circumstances. Before making a decision, you should consider speaking with a financial advisor or financial planner.

    #100 Andy Hart

    #100 Andy Hart

    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/appleGoogle Play: http://www.ensombl.com/googleDesktop: https://www.ensombl.com/
    General Disclaimer – https://www.ensombl.com/disclaimer/

    • 50 min
    #99 Juan Mirfin

    #99 Juan Mirfin

    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/appleGoogle Play: http://www.ensombl.com/googleDesktop: https://www.ensombl.com/
    General Disclaimer – https://www.ensombl.com/disclaimer/

    • 43 min
    #98 Dylan Verreynne

    #98 Dylan Verreynne

    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/appleGoogle Play: http://www.ensombl.com/googleDesktop: https://www.ensombl.com/
    General Disclaimer – https://www.ensombl.com/disclaimer/

    • 47 min
    #97 Louis van der Merwe

    #97 Louis van der Merwe

    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/appleGoogle Play: http://www.ensombl.com/googleDesktop: https://www.ensombl.com/
    General Disclaimer – https://www.ensombl.com/disclaimer/

    • 47 min
    #96 Mark Hedderman

    #96 Mark Hedderman

    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/appleGoogle Play: http://www.ensombl.com/googleDesktop: https://www.ensombl.com/
    General Disclaimer – https://www.ensombl.com/disclaimer/

    • 48 min
    #95 Grant Hicks

    #95 Grant Hicks

    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/appleGoogle Play: http://www.ensombl.com/googleDesktop: https://www.ensombl.com/
    General Disclaimer – https://www.ensombl.com/disclaimer/

    • 44 min

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