Leading ideas and
research from the
``industry’s best.
#51 Dr. Moira Somers
Moira is an Executive Coach, Financial Psychologist, Family Wealth Consultant and Author of “Advice that Sticks”.She joins Louis …
#50 Megan McCoy
Megan is a board member of the Financial Therapy Association, and the Director of the Financial Planning Masters …
#49 Bridget McNulty
Bridget is the author of “The Grief Handbook”, which acts as a guide through what can feel like …
#48 Geoffrey Harmuth
Geoffrey is the co-founder and CEO of Lifedocs. He and Louis discuss the origins of Lifedocs, using technology …
#47 Renate Jute
Renate is the Founder and Director at Noble Prosperity. She and Louis chat about the importance of upskilling, …
#46 Wynand Gouws
Wynand is a Wealth Manager at Gradidge-Mahura Investments. He and Louis talk about what inspired him to write …
#45 Sidney Divine
Sidney is the Founder at Divine Wealth Strategies. He and Louis discuss his journey to becoming a Registered …
#44 Robyn Clay
Robyn is the Director at Linktank. She joins Louis to discuss implementing technology to bring financial planning into …