Louis vd Merwe, CFP® CeFT®

🔥 Helping widowed clients make complex decisions about money and life🎙Financial Planners Podcast Host 🇿🇦

[COVER @COVERchat]

Statistics show that 86% of woman in America could not relate to their Financial Planners. - Louis van der Merwe
#FPI #2022FPIConvention #FinancialPlanner #CFP @FPI_SA @covertony

[Andy Hart @MavenAdviser]

@LouisFvdMerwe @felicity_guest our first #firesidechat at a #HUMConf don’t worry we’ll never have panel ‘debates’ 😉 a mention for @littlemisswoww 🙌

[MichaelKitces @MichaelKitces]

#FA Success 303: Pivoting From 'Robo' Investment Management To Financial Planning In South Africa, With Louis van der Merwe - https://t.co/JBRf1aITXr @LouisFvdMerwe #Advicers

[Louis vd Merwe, CFP® CeFT® @LouisFvdMerwe]

@SeanPeche I wish someone would do this with life insurance based investments

[Louis vd Merwe, CFP® CeFT® @LouisFvdMerwe]

Head on over to https://t.co/IrARE8Q0L2 to hear myself and Carl Richards @behaviorgap talk about finding and servicing your tribe and the mindsets behind it! Thanks for joining me Carl, it is an honour to have you.

[Louis vd Merwe, CFP® CeFT® @LouisFvdMerwe]

@kathi_balasek @bridgetmcnulty Just listened to your episode with Rachel and it was absolutely brilliant. Thank you so much

[Louis vd Merwe, CFP® CeFT® @LouisFvdMerwe]

Working on a bill-payment service for widowed clients so that their households can continue running and allowing them time to grief. Any solutions out there already? @kathi_balasek @bridgetmcnulty I would value your input

[Louis vd Merwe, CFP® CeFT® @LouisFvdMerwe]

@FISA_org promoted the following CPD events around Wills & Trusts. As financial planners it’s critical to be up to date with this info —> https://t.co/XUxOcgcMUd
& https://t.co/sdXbYs8jhy

[Louis vd Merwe, CFP® CeFT® @LouisFvdMerwe]

@dirkgroeneveld You get a copy of your client’s last tax return (ITA34). Under code 4029 it will show “amount c/f to next year” which is the disallowed contributions. I then double check with Gravitas Tax Simulations in case of previous withdrawals or retirements.

[Louis vd Merwe, CFP® CeFT® @LouisFvdMerwe]

SA financial planners, are we checking our client’s ITA34 for disallowed contributions when we calculate the tax free portion beneficiaries can claim upon death? Just found an extra R480k a beneficiary can receive tax free.

[Paul T Tran @PaulTTran]

My goodness, @jackbutcher. Value, value, value...

This "Permissionless Apprentice" course is beyond amazing.

#visualizevalue

[Brendan Frazier @jbrendanfrazier]

Trust is the foundation of success in financial advice.

But very few know how to quickly and consistently build trust with clients and prospects in every conversation.

Mary Schmid explains:

-Why never to ask about the weather
-The trust-eroding mistakes most advisors make
👇👇

[Louis vd Merwe, CFP® CeFT® @LouisFvdMerwe]

@kathi_balasek The conversation project is such a great resource for people with a time-limiting illness, filled with guides and stories. Prompting these conversations can be hard but amazingly helpful for the family https://t.co/AbBhmSLLCQ

[Louis vd Merwe, CFP® CeFT® @LouisFvdMerwe]

@khemaridh He mentioned in his book that if something takes less than 5 minutes you should do it immediately, is that still relevant today where your day can be filled up with 5 minute “tasks” or interruptions. How does he protect himself from interruptions?

[Louis vd Merwe, CFP® CeFT® @LouisFvdMerwe]

@terencetobin @Craffiescoach I’m not sure but will find out for you. You can always make a trip to Bloem and pick one up

[Louis vd Merwe, CFP® CeFT® @LouisFvdMerwe]

I could not put this down last night. @Craffiescoach did a wonderful job of combining the deep research with practical insight. Going on my recommended reading list for financial planners

Get your copy here —> https://t.co/CVfSjVv8Ao

[Kathi Balasek @kathi_balasek]

4 categories of

What NOT to say

To a grieving person

#griefliteracy #fintwit #client

[Louis vd Merwe, CFP® CeFT® @LouisFvdMerwe]

Reflecting on the Financial Transitionist CeFT continuous studies call we had last night with Susan Bradley:

*be aware of social anomie, (clients feel the normal rules don’t apply to them)
*we are stepping into uncertainty and this requires a beginners mind

[Louis vd Merwe, CFP® CeFT® @LouisFvdMerwe]

This was such a fun conversation with @MacGardner_CFP. I’m using the Four Money Bears conversation with clients of all ages!

If you have some time, please give it a listen

[Ensombl @Ensombl]

Financial Planners ZA #52 - @MacGardner_CFP - Founder & CEO (Chief Education Officer) at FinLit Tech, Author of "The Four Money Bears".

Sponsored by @PortfolioMetrix & Commspace

Get the episode here:
https://t.co/Td9RwYN6rf

[Louis vd Merwe, CFP® CeFT® @LouisFvdMerwe]

@MarkMcGrathCFP @KatieABraden 😂 just in case the meeting requires a guitar solo 🎸

[Louis vd Merwe, CFP® CeFT® @LouisFvdMerwe]

My current setup for virtual presentations / client calls. It has made life so much easier being able to plug and play. @KatieABraden, thank you for the prompts to focus on video