Ensombl Advice 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/