Leading ideas and
research from the
``industry’s best.
#91 Kathi Balasek
Kathi is the Founder of Grief Smart Advisor. She and Louis discuss becoming grief literate to empower planners …
#90 Bari Tessler
Bari is a Financial Therapist, Author and the Founder of “The Art of Money”. She and Louis discuss …
#89 David Kop
David is the Co-founder of FI Consult. He joins Louis to talk about balancing the gap between the …
#88 Kim Potgieter
Kim is an Author, and a Director and Head of Life Planning at Chartered Wealth Solutions. She and …
#87 Rory Brachner
Rory is the Founder and Managing Director at DoshGuide. He and Louis chat about how a negative experience …
#86 Susan Bradley
Susan is the Founder of the Sudden Money Institute. She and Louis discuss why the time is ripe …
#85 Francois du Toit
Francois is the Founder and Head of Sales and Content at PROpulsion. He joins Louis to discuss the …
#84 Jason Bernic
Jason is a coach, consultant and cartoonist. He sits down with Louis to talk about his journey through …