Show: South Africa

Lisa is an Independent Wealth Advisor and Coach at PWH Wealth Group UK. She joins Louis to chat …

Kathi is the Founder of Grief Smart Advisor. She and Louis discuss becoming grief literate to empower planners …

Bari is a Financial Therapist, Author and the Founder of “The Art of Money”. She and Louis discuss …

David is the Co-founder of FI Consult. He joins Louis to talk about balancing the gap between the …

Kim is an Author, and a Director and Head of Life Planning at Chartered Wealth Solutions. She and …

Rory is the Founder and Managing Director at DoshGuide. He and Louis chat about how a negative experience …

Susan is the Founder of the Sudden Money Institute. She and Louis discuss why the time is ripe …

Francois is the Founder and Head of Sales and Content at PROpulsion. He joins Louis to discuss the …

Jason is a coach, consultant and cartoonist. He sits down with Louis to talk about his journey through …

Estian is a Financial Planning Consultant at Alexander Forbes. He and Louis discuss client engagement, and how to …

This week, Louis is joined by Clayton Daniel, CEO at Ensombl. They discuss his beginnings as an advisor, …

Jeannie is a Senior Lecturer and Postdoc Fellow at Stellenbosch University. She and Louis chat about her transition …

Wessel is a Financial Planning Professional at Verso Wealth. He and Louis discuss whether financial planning education in …

Aron is a Support Advisor at Woodland Wealth and a Financial Coach and Founder at The Wealth Coach. …

Rob is the Head of Strategic Advisory Services at Fundhouse. He and Louis chat about lifestyle financial planning, …

Meghaan is the Founding Strategic Advisor at Couplr and a Senior Research Associate at Kitces.com. She joins Louis …

Tim is a Communications Expert and the Founder of Slatter Communications. He and Louis talk about getting your …

This week, Louis is joined by Kirsten de Wet, a Business Developer SA at PortfolioMetrix. She and Louis …

Glenda is the Managing Director at Brokerspace and the Lead Business Onboarding Analyst at Commspace. She and Louis …

Russell is a Certified Financial Planner at Succession Financial Planning. He returns to the podcast to chat with …

Jo is a Client Service Consultant at WealthUp. He and Louis chat about his transition from musician into …

Carmen is a Certified Financial Planner and the Founder of Synergia Learning. Carmen has a deep passion for …

Vincent is the CEO and Co-Founder of Wealthstack. He joins Louis to discuss how he started his business, …

Brandon is a Director and Wealth Advisor at Garrioch and Ellse. He and Louis talk about his experience …

Kirsty is a Certified Financial Planner at Core Wealth Advisory Services. She joins Louis to talk about the …

David is the Vice-chair and Coordinator at Fossil Free South Africa. He and Louis talk about the background …

Luke is a Financial Planning Coach at Old Mutual Wealth. He sits down with Louis to discuss building …

Johan is a Strategic Business Coach at I Want Coaching. He and Louis chat about focusing on your …

Rudolph is a Senior Financial Planner at Wealthup. He joins Louis to talk about how delivering advice as …

Bekithemba was formerly Head of Retailisation and EB Distribution at Momentum. He talks with Louis about starting in …

Bryan is a Lifestyle Financial Planner at NLD Independent Financial Advisors. Bryan was awarded the Top PCE Candidate …

Felicity is the Founder of CMDSA and a Financial Abuse Specialist. She and Louis discuss the impact of …

Amy is the CEO at Corgenius, and Author of “No Longer Awkward” and “A Friend Indeed”. She and …

Lelané is the Chief Executive Officer at the Financial Planning Institute of Southern Africa. She joins Louis to …

Gratitude is a Private Wealth Advisor at RMB Private Bank. She sits down with Louis to discuss the …

Alex is an Author, Financial Psychologist, and a Financial Stress Expert. He and Louis talk about financial literacy, …

Kobus is a Certified Financial Planner and Author. He and Louis chat about branding yourself with a unique, …

Jean is the Founder and a Financial Wellness Coach at Money Messages. She joins Louis to discuss the …

John is Owner of Dashfield Coaching and Development Ltd and Client-centred Advisers, and the Creator and Author of …

Carl is a Certified Financial Planner, the creator of the Behavior Gap, and creator of the The New …

Mac is the Founder and CEO (Chief Education Officer) at FinLit Tech, and Author of “The Four Money …

Moira is an Executive Coach, Financial Psychologist, Family Wealth Consultant and Author of “Advice that Sticks”.She joins Louis …

Megan is a board member of the Financial Therapy Association, and the Director of the Financial Planning Masters …

Bridget is the author of “The Grief Handbook”, which acts as a guide through what can feel like …

Geoffrey is the co-founder and CEO of Lifedocs. He and Louis discuss the origins of Lifedocs, using technology …

Renate is the Founder and Director at Noble Prosperity. She and Louis chat about the importance of upskilling, …

Wynand is a Wealth Manager at Gradidge-Mahura Investments. He and Louis talk about what inspired him to write …

Sidney is the Founder at Divine Wealth Strategies. He and Louis discuss his journey to becoming a Registered …

Robyn is the Director at Linktank. She joins Louis to discuss implementing technology to bring financial planning into …

Steve is a Business Coach, Podcast Host/Producer, NYT Bestselling Author and Co-Founder of ROL Advisor. He talks about …

Anand is the CEO and Founder of Pulse360, which minimizes advisers’ workload by automating daily tasks. He chats …

LeRoux is the Senior Compliance Officer at Etude Risk Management. He and Louis chat about why compliance is …

Edden is the Head of Business Solutions (South Africa) at PortfolioMetrix. He and Louis discuss the two-way trusting …

Ricardo is a Financial Planning Professional and Chief Operating Officer at BDO Wealth Advisers. He joins Louis to …

Mary is the Founder, Coach and Lead Lifestyle Financial Planner at My Journey 2 Freedom. She and Louis …

Francois is the Founder and Director of PROpulsion and the Account Management Lead at Iress. He and Louis …

Angie is a Managing Partner at Herbers & Company, which helps financial advisers across the globe build and …

Riaan is a Partner and the Digital Head in Strategy&. He joins Louis to talk about the eight …

Didi is the Strategic Enablement Manager at Astute – The Financial Services Exchange. She and Louis discuss her …

Terence is a Family Focused Financial Planner and Coach, and a Financial Planner at Rich Ideas. He and …

Greg is the Head of Behavioural Science at Oxford Risk. He and Louis talk about narrowing the gap …

Gizelle is the Managing Director at Nudging Financial Behaviour. She joins Louis to discuss her research piece “Develop …

Angela is a Certified Financial Planner, Director and Owner of Corporate Retirement Services. She and Louis chat about …

Marc is a Financial Planning Partner at Adviceworx, where he helps women in finance better understand what their …

Matt is the CEO and Co-Founder of the AI assistant benjamin and a partner at Capital Investment Advisors. …

Brendan is the Founder of Wired Planning and Host of The Human Side of Money Podcast. He and …

Jurie is the Owner and Founder of Mindfulmoney. He talks about building a practice according to what’s meaningful …

Derek is the Founder at Conneqtor and the Founder/CEO at Intrepid Wealth Partners. He chats with Louis about …

Lisa is the Founder of Working Women’s Wealth and Southern Pride Wealth, and the author of “Deep Grooves”. …

Penny is the President & Co-Founder at Journey Strategic Wealth, and coaches financial advisers in every aspect of …

Gugu is Director, Co-founder and Wealth Manager at Wealth Creed. She talks with Louis about her journey to …

Michelle (Little Miss WOWW) is the Founder of Standards International Ltd, which provides advisers with the tools they …

David is the Wealth Management Executive, Comprehensive Financial Planner, and Key Individual at AlphaWealth. He covers his journey …

Russell is a Certified Financial Planner at Succession Financial Planning. He joins Louis to discuss his journey to …