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

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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/

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:
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Google Play: http://www.ensombl.com/google
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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/

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:
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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

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:
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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/