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
Kim Potgieter Website
Chartered Wealth Solutions Website
For more information on PortfolioMetrix, reach out to our team, or visit our website.
Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo.
Join the Ensombl platform:
App Store
Google Play
Desktop
You can get a transcript of this podcast here
-
#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 …
-
#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 …
-
Investment Podcast #10 – Private Credit
With re-entering fixed income markets a key focus for many investors, most of the activity – and knowledge …
-
AdviceTech Podcast #81 – MOAS
This week, Patrick is joined by Taylor Bindon, Director and developer at MOAS Applications. They talk about how …
-
#443 Abigail Gatling
Abigail is the Founder of Crisp Communications Co. She and James chat about marketing strategies for advisors, such …
-
Impact Investing #1
In this first episode, Karen is joined by Hari Balkrishna, Global Equity Impact Portfolio Manager/Vice President, ESG & …
-
Impact Investing #2
Karen sits down with Justin Medcalf, Financial Adviser at Ethinvest, and Tim Fitzpatrick, Financial Adviser at Ethical Investment …
-
Impact Investing #3
In this instalment, Karen is joined by James Baird, Director and Principal Advisor at JustInvest Financial Planning. They …
-
Impact Investing #4
In this final episode, Karen is joined once again by Hari Balkrishna from T. Rowe Price, and Chris …
-
AdviceTech Podcast #80 – Employment Hero
In this episode, Patrick is joined by Emily Shurey, Global Head of Partner Marketing at Employment Hero. They …
-
#442 Josh Derrington
Josh is Chief Investment Officer at Alvia Asset Partners. He and James discuss his experience managing investments for …
-
Engine Room Podcast #34 – Unpacked
In this episode of the Engine Room Unpacked, Andrew and Sue revisit three recent podcasts and discuss the …