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

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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/

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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/

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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

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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/

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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/

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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/

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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/

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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/

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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/

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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/

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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/

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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/

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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/

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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/

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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/

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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/

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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

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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/

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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/

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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/

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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/

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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/

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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/

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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/

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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/

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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/

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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/

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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/

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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/

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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/

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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/

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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/

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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/

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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/

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Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo https://www.commspace.co.za/

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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/

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Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo https://www.commspace.co.za/

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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/

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Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo https://www.commspace.co.za/

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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/

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Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo https://www.commspace.co.za/

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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/

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Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo https://www.commspace.co.za/

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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/

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Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo https://www.commspace.co.za/

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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/

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Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo https://www.commspace.co.za/

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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/

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Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo https://www.commspace.co.za/

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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/

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Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo https://www.commspace.co.za/

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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

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Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo https://www.commspace.co.za/

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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/

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Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo https://www.commspace.co.za/

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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/

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Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo https://www.commspace.co.za/

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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/

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Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo https://www.commspace.co.za/

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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 

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Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo https://www.commspace.co.za/

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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/

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Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo https://www.commspace.co.za/

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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/ 

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Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo https://www.commspace.co.za/

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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/

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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.

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Bridget is the author of "The Grief Handbook", which acts as a guide through what can feel like the worst days of your life. She and Louis discuss what lead her to writing this book, what financial planners can learn about grief and bereavement, and what you can do to help people going through these stages.

Bridget McNulty LinkedIn: https://www.linkedin.com/in/bridgetmcnulty/ Bridget McNulty Website: https://bridgetmcnulty.com/

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Geoffrey is the co-founder and CEO of Lifedocs. He and Louis discuss the origins of Lifedocs, using technology to simplify estate planning and an advisers role in easing the process.

Geoffrey Harmuth LinkedIn: https://www.linkedin.com/in/geoffrey-harmuth/ Lifedocs Website: https://lifedocs.co.za/

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Asset-Map. Deliver advice, faster. https://www.asset-map.com/south-africa

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Renate is the Founder and Director at Noble Prosperity. She and Louis chat about the importance of upskilling, financial coaching and how it's tied to the psychology of money.

Renate Jute LinkedIn: https://www.linkedin.com/in/renate-jute/ Noble Prosperity Website: https://www.nobleprosperity.co.za/

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Asset-Map. Deliver advice, faster. https://www.asset-map.com/south-africa

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Wynand is a Wealth Manager at Gradidge-Mahura Investments. He and Louis talk about what inspired him to write his newest book: "To 100 and Beyond", as well as how to deal with the various chapters in your life.

Wynand Gouws LinkedIn: https://www.linkedin.com/in/wynand-gouws-cfp%C2%AE-0921136/ Gradidge-Mahura Investments Website: http://gminvestments.co.za/ "To 100 and Beyond" Book Link: https://www.amazon.com/s?k=9781776390274&ref=nb_sb_noss

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Asset-Map. Deliver advice, faster. https://www.asset-map.com/south-africa

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Sidney is the Founder at Divine Wealth Strategies. He and Louis discuss his journey to becoming a Registered Life Planner, and the personal discipline he follows when providing advice.

Sidney Divine LinkedIn: https://www.linkedin.com/in/sidney-divine-cfp%C2%AE-chfc%C2%AE-rlp%C2%AE-ricp%C2%AE-cdfa-%C2%AE-68394226/ Divine Wealth Strategies Website: https://divinewealthstrategies.com/

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Asset-Map. Deliver advice, faster. https://www.asset-map.com/south-africa

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Robyn is the Director at Linktank. She joins Louis to discuss implementing technology to bring financial planning into the future, and the dream of having one tool for everything.

Robyn Clay LinkedIn: https://www.linkedin.com/in/robyn-clay-9b46a452/ Linktank Website: https://linktank.co.za/ Hadeda Wesbite: https://www.hadeda.co.za/

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Asset-Map. Deliver advice, faster. https://www.asset-map.com/south-africa

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Maya is an award-winning financial journalist, presenter of the popular #MoneyMatters on eNCA, editor of the Money pages at City Press and Maya on Money website. She and Louis chat about life transitions, including the elderly and retirement, planned lifestyle changes, and dealing with the death of a partner or spouse.

Maya Fisher-French LinkedIn: https://www.linkedin.com/in/mayaff/ Maya on Money Website: https://mayaonmoney.co.za/

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Asset-Map. Deliver advice, faster. https://www.asset-map.com/south-africa

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Ben is a Certified Financial Planner at Client Care. He and Louis talk about "financial overconfidence", and how you can better serve your clients by focusing on a niche market.

Ben Charlton LinkedIn: https://www.linkedin.com/in/ben-charlton-cfp%C2%AE-25a10824/ Client Care Website: https://clientcare.co.za/

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Asset-Map. Deliver advice, faster. https://www.asset-map.com/south-africa

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Kobus is the Founder and a Financial Planner at North Financial Services. He and Louis talk about his YouTube Channel, which he created with the goal of making personal finance simple, as well as how to target your ideal client and build the business that you want to be in.

Kobus Kuhn LinkedIn: https://www.linkedin.com/in/kobus-kuhn-cfp%C2%AE-434a172b/ North Financial Services Website: https://www.northgroup.co.za/ A Slice of Finance YouTube Channel: https://www.youtube.com/channel/UCY-47WXVA72Ol6aFr_HxWkg

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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/

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Liam is an Investment Analyst at PortfolioMetrix. He shares his insights on investing, including the impacts of the Russia/Ukraine conflict.

Liam Dawson LinkedIn: https://www.linkedin.com/in/liam-dawson-cfa-caia-fdp-299b3428/ PortfolioMetrix Website: https://www.portfoliometrix.com/en-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/

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Emily is the Head of Community at XY Adviser. She and Louis chat about managing client expectations and communication as we continue to embrace the digital advice world.

Emily Blanch XY: https://www1.xyadviser.com/members/2191186 Emily Blanch LinkedIn: https://www.linkedin.com/in/emilyblanch/

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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.

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George is the Founder and President of The Kinder Institute of Life Planning and a Leading Advocate for the Life Planning paradigm for Financial Advisory Services. He and Louis chat about mindfulness, training your "listening muscle", and transforming suffering into wisdom.

George Kinder LinkedIn: https://www.linkedin.com/in/george-d-kinder-0749196/ George Kinder Website: https://www.georgekinder.com/ Kinder Institute Website: https://www.kinderinstitute.com/

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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.

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Marius is a Director and Certified Financial Planner at Wealthup. He reflects back on his career so far, and lessons he's learned around building a successful advice business.

Marius Fenwick LinkedIn: https://www.linkedin.com/in/marius-fenwick-cfp%C2%AE-75a0bb23/ Wealthup Website: https://www.wealthup.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/

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Gustav is the Founder and Director of The Financial Emporium, the Founder and Director of WealthPro, and a Co-Founder and Director of Smart Move Investments (South Africa). He and Louis talk about his vision of the advice firm of the future, and how people and technology are the key levers in making it happen.

Gustav Neethling LinkedIn: https://www.linkedin.com/in/gustav-neethling-49728a50/ The Financial Emporium Website: https://www.financialemporium.com/ WealthPro Website: https://www.wealthpro.co.za/index.php?c=website/homepage

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/

Wouter is a Certified Financial Planner at Liberty Group and Co-Founder at Gravitas Tax. He and Louis discuss the important human element of advice, including how to reassure clients in times of uncertainty and why financial guidance is still vital even in the wake of robo-advice.

Wouter de Witt LinkedIn: https://www.linkedin.com/in/wouter-de-witt-a35a8349/ Liberty Group Website: https://www.liberty.co.za/ Gravitas Tax Website: https://www.gravitastax.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/

Mariette is a Certified Financial Transitionsist Planner at Adviceworx and Financial Transitionist Institute. She joins Louis to talk about Transitional Planning, and how to guide clients during the most vulnerable times in their life.

Mariette Tappan LinkedIn: https://www.linkedin.com/in/mariette-tappan-cfp%C2%AE-ceft%C2%AE-b6a8136/ Adviceworx Website: https://adviceworx.co.za/ Financial Transitionist Institute: https://www.financialtransitionist.com/ Mariette Tappan Website: https://mariettetappan.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/

Kirsty du Toit is the Director of Financial Planning at Asset-Map. She and Louis chat about how the ongoing evolution of Financial Planning will ultimately lead to delivering simpler, more valuable advice.

Kirsty du Toit LinkedIn: https://www.linkedin.com/in/kirsty-du-toit-cfp-%C2%AE-7698a717/ Asset-Map Website: https://www.asset-map.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/

Georgina is Head Of Distribution and Client Servicing for STANLIB and INN8 Platform, and the Head of Wealth at Liberty Group South Africa. She and Louis discuss the four elements for engaging team members and encouraging individual motivation.

Georgina Smith LinkedIn: https://www.linkedin.com/in/georgina-smith-3685801/ STANLIB Website: https://stanlib.com/ INN8 Website: https://inn8.co.za/ Liberty Group Website: https://www.liberty.co.za/ Oceans for Rivers Article: https://inn8.co.za/2022/02/05/oceans-for-rivers/?src=pc902

For more information on PortfolioMetrix reach out to our team or follow us on LinkedIn. https://www.portfoliometrix.com/en-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/

Rudolph is a Certified Financial Planner at Wealthup. He and Louis chat about the balance between the "people element" and the "technical element" when delivering advice, as well as maintaining a healthy work-life balance on top of that.

Rudolph Geldenhuys LinkedIn: https://www.linkedin.com/in/prgeldenhuys/ WealthUp LinkedIn: https://www.linkedin.com/company/wealthup/

For more information on PortfolioMetrix reach out to our team or follow us on LinkedIn. https://www.portfoliometrix.com/en-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/

Mary is a Mindfulness Teacher and a Writer/Editor. She and Louis talk about mindfulness for Financial Advisers, and the important part that advisers play in their clients overall well-being.

Mary Martin LinkedIn: https://www.linkedin.com/in/marymartinphd/ Mary Martin Website: https://www.marymartinphd.com/

For more information on PortfolioMetrix reach out to our team or follow us on LinkedIn. https://www.portfoliometrix.com/en-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/

Johan is the Founder of Commspace. He discusses starting Commspace, and how it grew from a One Man Show to a team of twenty-five people. Johan also talks about his perspective on what's working (and what can improve) in the current Financial Advice industry.

XY: https://www1.xyadviser.com/members/3829000 Commspace Website: https://www.commspace.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/

Steve is a Business Coach, Podcast Host/Producer, NYT Bestselling Author and Co-Founder of ROL Advisor. He talks about his "3 Words for 2021", the $Lifeline digital tool, and the future and evolution of financial advice.

Steve Sanduski LinkedIn: https://www.linkedin.com/in/stevesanduski/ Steve Sanduski Website: https://stevesanduski.com/ ROL Advisor Website: https://www.roladvisor.com/ 3 Words for 2021: https://www.linkedin.com/pulse/my-3-words-2021-steve-sanduski-cfp-/

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/

Anand is the CEO and Founder of Pulse360, which minimizes advisers' workload by automating daily tasks. He chats to Louis about how he got into financial servies, what Pulse360 is up to currently, and what we can look forward to in the future.

Anand Sheth LinkedIn: https://www.linkedin.com/in/anand951/ Pulse360 Website: https://pulse360.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/

LeRoux is the Senior Compliance Officer at Etude Risk Management. He and Louis chat about why compliance is not about penalising advisers' businesses, but allowing planners to focus on their clients in a better way by preventing disastrous outcomes.

LeRoux Van Wyk LinkedIn: https://www.linkedin.com/in/lvanwyk/ Etude Risk Management Website: https://www.etude.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/

Edden is the Head of Business Solutions (South Africa) at PortfolioMetrix. He and Louis discuss the two-way trusting relationship between client and adviser, and finding the right balance when delivering valuable advice.

Edden Kift LinkedIn: https://www.linkedin.com/in/edden-kift-23a39161/ PortfolioMetrix Website: https://www.portfoliometrix.com/ The Insiders Guide to the Value of Advice: https://www.portfoliometrix.com/white-papers/ie-insiders-guide-value-advice/

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/

Ricardo is a Financial Planning Professional and Chief Operating Officer at BDO Wealth Advisers. He joins Louis to talk about the impact mentors can have on advisers in South Africa.

Ricardo Teixeira LinkedIn: https://www.linkedin.com/in/thisismericardo/ BDO Wealth Advisers Website: https://www.bdo.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/

Adam is the Founder and CEO at Asset-Map. He joins Louis to talk about the creation of Asset-Map, and how the visual aspect of advice can be used to efficiently communicate complicated information in a way that serves clients and empowers them to make better decisions.

H. Adam Holt LinkedIn: https://www.linkedin.com/in/hadamholt/ Asset-Map Website: https://www.asset-map.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/

Mary is the Founder, Coach and Lead Lifestyle Financial Planner at My Journey 2 Freedom. She and Louis talk about her journey to becoming a planner, and how the human side of money was a vital part of that process.

Mary J Fourie LinkedIn: https://www.linkedin.com/in/maryjfourie/ My Journey 2 Freedom Website: https://myjourney2freedom.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/

Francois is the Founder and Director of PROpulsion and the Account Management Lead at Iress. He and Louis chat about his journey into the advice world, and how he became a household name amongst financial advisers through PROpulsion LIVE.

Francois du Toit XY: https://www1.xyadviser.com/members/3824801 PROpulsion Website: https://www.propulsion.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/

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/

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/

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/

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/

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/

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/

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/

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/

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/

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/

Jurie is the Owner and Founder of Mindfulmoney. He talks about building a practice according to what's meaningful to you, and how the skills he gained as a psychologist have become an important part of working with his clients.

Jurie Gouwsventer LinkedIn: https://www.linkedin.com/in/juriegouwsventer/ Mindfulmoney Website: https://www.mindfulmoney.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 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/

Derek is the Founder at Conneqtor and the Founder/CEO at Intrepid Wealth Partners. He chats with Louis about becoming a Virtual CFP and how he move away from the brick and mortar practice to build a virtual team.

Derek Notman XY: https://www1.xyadviser.com/members/3643865 Intrepid Wealth Partners Website: https://www.intrepidwealthpartners.com/ Conneqtor Website: https://www.virtualadvisorsystem.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/

Lisa is the Founder of Working Women's Wealth and Southern Pride Wealth, and the author of "Deep Grooves". Lisa has a genuine passion for helping people, and has set herself a goal to teach one million women about money before she dies.

Lisa Linfield LinkedIn: https://www.linkedin.com/in/lisa-linfield/ Working Women's Wealth Website: https://workingwomenswealth.com/ Southern Pride Wealth Website: http://southernpridewealth.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/

Penny is the President & Co-Founder at Journey Strategic Wealth, and coaches financial advisers in every aspect of their growth. She and Louis talk about allowing advisers to reach their full potential by empowering them to own their own development.

Penny Phillips LinkedIn:  https://www.linkedin.com/in/pennyaphillips/ Journey Strategic Wealth Website:  https://journeyswadvisor.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/

Gugu is the Director, Co-founder and Wealth Manager at Wealth Creed. She talks with Louis about her journey to becoming an adviser, starting her own advice practice, financial literacy and how she educates clients to have better conversations around money.

Gugu Sidaki LinkedIn:  https://www.linkedin.com/in/gugu-sidaki-cfp%C2%AE-a384836b/ Wealth Creed Website:  https://www.wealthcreed.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/

Michelle (Little Miss WOWW) is the Founder of Standards International Ltd, which provides advisers with the tools they need to excel. She talks about the elements holding back financial advice businesses, and stresses the importance of financial well-being.

Michelle Hoskin XY:  https://www1.xyadviser.com/members/5256074 Standards International Website:  https://standardsinternational.co.uk/

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/

Hendrik is a Financial Coach, Trainer, Consultant and Supervisor at Cruffies Coaching. He talks about being a "Financial Coaching Artist", understanding clients as unique human beings and the importance of how that plays into giving advice.

Hendrik Crafford LinkedIn:  https://www.linkedin.com/in/hendrikcrafford/?originalSubdomain=za Craffies Coaching Website:  https://craffiescoaching.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 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/

Dirk is the Owner and a Financial Adviser at Client Care. He joins Louis to explore the concept of "lifestyle financial planning", which empowers clients and gives them the freedom to achieve their financial goals.

Dirk Groeneveld LinkedIn:  https://www.linkedin.com/in/dirk-groeneveld-cfp%C2%AE-276a9a18/ Client Care Website: https://www.clientcare.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 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/

David is the Wealth Management Executive, Comprehensive Financial Planner, and Key Individual at AlphaWealth. He covers his journey as a financial adviser, and talks about what makes a great client experience.

David Garrioch LinkedIn: https://www.linkedin.com/in/david-garrioch/ AlphaWealth Website: https://www.alphawealth.co.za/wealth-managers/david-garrioch/ 

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/

Russell is a Certified Financial Planner at Succession Financial Planning. He joins Louis to discuss his journey to becoming a Financial Planner, and how to add human value to your clients in order to stand out from the pack.

Russell Ho LinkedIn: https://www.linkedin.com/in/russellhocfp%C2%AE/ Russell Ho Website: https://russellho.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/

Welcome to the Financial Planners 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 peer development platform for financial advisers driving the positive evolution of financial advice www.xyadviser.com

Louis van der Merwe XY: https://www1.xyadviser.com/members/3061061 Louis van der Merwe LinkedIn: https://www.linkedin.com/in/louisvandermerwe/

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/