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.

#99 Juan Mirfin

Aug 9th, 2023 43m 52s

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 P

#98 Dylan Verreynne

Aug 2nd, 2023 47m 15s

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/Wealthb

#97 Louis van der Merwe

Jul 26th, 2023 47m 32s

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

#96 Mark Hedderman

Jul 19th, 2023 48m 9s

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

#95 Grant Hicks

Jul 12th, 2023 44m 55s

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

#94 Ashley Quamme

Jul 5th, 2023 45m 9s

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.Ashl

#93 Kevin Feather

Jun 28th, 2023 43m 8s

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/

#92 Lisa Perry

Jun 21st, 2023 39m 23s

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.lin

#91 Kathi Balasek

Jun 14th, 2023 53m 24s

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

#90 Bari Tessler

Jun 7th, 2023 48m 21s

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/B

#89 David Kop

May 31st, 2023 48m 3s

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/

#88 Kim Potgieter

May 24th, 2023 43m 24s

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

#87 Rory Brachner

May 17th, 2023 51m 4s

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 t

#86 Susan Bradley

May 10th, 2023 48m 10s

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/susa

#85 Francois du Toit

May 3rd, 2023 46m 33s

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/

#84 Jason Bernic

Apr 26th, 2023 44m 39s

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/Succes

#83 Estian Visagie

Apr 19th, 2023 41m 53s

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.link

#82 Clayton Daniel

Apr 12th, 2023 43m 17s

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.ensomb

#81 Dr. Jeannie de Villiers-Strijdom

Apr 5th, 2023 37m 44s

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 L

#80 Wessel Oosthuizen

Mar 29th, 2023 46m 58s

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

#79 Aron Samuels

Mar 22nd, 2023 48m 5s

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 Sam

#78 Rob Macdonald

Mar 15th, 2023 48m 38s

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 "cybo

#77 Dr. Meghaan Lurtz

Mar 8th, 2023 53m 8s

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 o

#76 Tim Slatter

Mar 1st, 2023 45m 51s

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.l