101 episodes
Ensombl Advice South Africa Ensombl
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- Business
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4.9 • 9 Ratings
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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.
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#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/ -
#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/ -
#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/ -
#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/ -
#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/ -
#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/
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Insightful and inspiring
Honest and authentic conversations with interesting professionals playing an important role in financial planning. A great resource to inspire new thinking and insights!
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Gives a good overview of what financial planning should be