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/
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Visit https://www.allangray.co.za/ to learn how we build long-term wealth for clients.
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You can get a transcript of this podcast here
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#95 Grant Hicks
Grant is a Practice Management Expert and President of Advisor Practice Management. He and Louis talk about building …
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#94 Ashley Quamme
This week, Louis talks with Ashley Quamme, Family and Financial Therapist. They chat about managing emotional bandwidth and …
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#93 Kevin Feather
Kevin is the Manager | Distribution Development at Allan Gray. He and Louis discuss the global challenge financial …
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#92 Lisa Perry
Lisa is an Independent Wealth Advisor and Coach at PWH Wealth Group UK. She joins Louis to chat …
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#91 Kathi Balasek
Kathi is the Founder of Grief Smart Advisor. She and Louis discuss becoming grief literate to empower planners …
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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 …
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#99 Juan Mirfin
Juan is an Investment Specialist. He and Louis discuss his journey into the financial planning world, and the …
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#98 Dylan Verreynne
Dylan is the Business Development Manager at Wealthbit. He and Louis discuss the development of Wealthbit and changing …
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#97 Louis van der Merwe
Outside of hosting the Ensombl Advice South Africa Podcast, Louis is a Director and Financial Planner at WealthUp. …
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#96 Mark Hedderman
Mark is the CEO and a Certified Financial Planner at Hedderman Financial Solutions. He and Louis talk about …
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#95 Grant Hicks
Grant is a Practice Management Expert and President of Advisor Practice Management. He and Louis talk about building …
-
#94 Ashley Quamme
This week, Louis talks with Ashley Quamme, Family and Financial Therapist. They chat about managing emotional bandwidth and …
-
#93 Kevin Feather
Kevin is the Manager | Distribution Development at Allan Gray. He and Louis discuss the global challenge financial …
-
#92 Lisa Perry
Lisa is an Independent Wealth Advisor and Coach at PWH Wealth Group UK. She joins Louis to chat …
-
#91 Kathi Balasek
Kathi is the Founder of Grief Smart Advisor. She and Louis discuss becoming grief literate to empower planners …
-
#100 Andy Hart
To celebrate 100 podcast episodes, Louis is joined by Andy Hart, Founder of Humans Under Management and Maven …
-
#99 Juan Mirfin
Juan is an Investment Specialist. He and Louis discuss his journey into the financial planning world, and the …
-
#98 Dylan Verreynne
Dylan is the Business Development Manager at Wealthbit. He and Louis discuss the development of Wealthbit and changing …
-
#97 Louis van der Merwe
Outside of hosting the Ensombl Advice South Africa Podcast, Louis is a Director and Financial Planner at WealthUp. …
-
#96 Mark Hedderman
Mark is the CEO and a Certified Financial Planner at Hedderman Financial Solutions. He and Louis talk about …
-
#484 Chris Bates
Chris is the Co-Founder and Owner at alcove. He and James discuss alcove’s evolution from financial advice to …
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Investment Podcast #22 – Real Estate Debt
Real estate debt is emerging as a powerful alternative asset class, and in this must-listen episode, investment experts …
-
AdviceTech Podcast #122 – The Adviser Portal
This week, Pat speaks with Andrew Prior, Digital Solutions Manager at Zurich Insurance. They discuss the challenges faced …
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#483 James Wrigley
James discusses the growth of First Financial, his social media content strategy across platforms like TikTok and Instagram, …
-
AdviceTech Podcast #121 – Flux
In this episode, Pat speaks with Brett Joffe, Co-Founder at Flux. Brett discusses how Flux offers educational content, …
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AdviceTech Podcast #124 – Planimate
In this episode, Pat is joined by Anisul Islam, Founding Director at Planimate. They discuss the creation of …
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#485 Paul Conte
Paul is Senior Financial Planner at Heath & Finance Integrated. Paul’s practice specialises in providing complex financial advice …
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Engine Room Podcast #61 – Rob Jones and Richard Abbey
In this episode, Andrew is joined by Rob Jones and Richard Abbey from Peloton Partners. They discusses their …
-
Investment Podcast #23 – Quarterly Update
In this quarterly market update, host James Whelan is joined by Eric Marais (Orbis Investments) and Daniel Kelly …
-
AdviceTech Podcast #123 – Data-Driven Tech Stacks
This week Pat talks with Yasmin Weston, Head of Operations at Capital Partners. She discusses how to leverage …
-
#484 Chris Bates
Chris is the Co-Founder and Owner at alcove. He and James discuss alcove’s evolution from financial advice to …
-
Investment Podcast #22 – Real Estate Debt
Real estate debt is emerging as a powerful alternative asset class, and in this must-listen episode, investment experts …
-
AdviceTech Podcast #122 – The Adviser Portal
This week, Pat speaks with Andrew Prior, Digital Solutions Manager at Zurich Insurance. They discuss the challenges faced …
-
#483 James Wrigley
James discusses the growth of First Financial, his social media content strategy across platforms like TikTok and Instagram, …
-
AdviceTech Podcast #121 – Flux
In this episode, Pat speaks with Brett Joffe, Co-Founder at Flux. Brett discusses how Flux offers educational content, …
-
AdviceTech Podcast #124 – Planimate
In this episode, Pat is joined by Anisul Islam, Founding Director at Planimate. They discuss the creation of …
-
#485 Paul Conte
Paul is Senior Financial Planner at Heath & Finance Integrated. Paul’s practice specialises in providing complex financial advice …
-
Engine Room Podcast #61 – Rob Jones and Richard Abbey
In this episode, Andrew is joined by Rob Jones and Richard Abbey from Peloton Partners. They discusses their …
-
Investment Podcast #23 – Quarterly Update
In this quarterly market update, host James Whelan is joined by Eric Marais (Orbis Investments) and Daniel Kelly …
-
AdviceTech Podcast #123 – Data-Driven Tech Stacks
This week Pat talks with Yasmin Weston, Head of Operations at Capital Partners. She discusses how to leverage …