Financial Advice with Soul — A South African Perspective featuring Lelané Bezuidenhout CFP®

What happens when the CEO of South Africa’s Financial Planning Institute drops wisdom bombs on the U.S. advice industry? You listen up. In this global-minded episode, Adam and Derek sit down with Lelané Bezuidenhout to unpack why South Africa might just be leapfrogging the U.S. in the evolution of financial advice.From artist to industry leader, Lelané shares a fresh, no-nonsense take on why financial advice must stop being about pushing products and start being a lifelong partnership rooted in purpose, transparency, and empathy. Think "tour guide," not "trinket peddler."Whether you're an advisor ready to ditch the sales-first mentality or just curious about how values-driven advice can shake up a whole profession, this episode is a wake-up call from the other side of the world — and yes, it includes Ubuntu.Connect With Lelané Bezuidenhout:LinkedIn: Lelané BezuidenhoutCheck out the FPI websiteConnect With Adam Holt:Asset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_MapYouTube: Asset-Map Connect With Derek Notman:LinkedIn: Derek NotmanTwitter: Derek NotmanCouplr AI Hosted on Acast. See acast.com/privacy for more information.

What this episode covers

What happens when the CEO of South Africa’s Financial Planning Institute drops wisdom bombs on the U.S. advice industry? You listen up. In this global-minded episode, Adam and Derek sit down with Lelané Bezuidenhout to unpack why South Africa might just be leapfrogging the U.S. in the evolution of financial advice.From artist to industry leader, Lelané shares a fresh, no-nonsense take on why financial advice must stop being about pushing products and start being a lifelong partnership rooted in purpose, transparency, and empathy. Think "tour guide," not "trinket peddler."Whether you're an advisor ready to ditch the sales-first mentality or just curious about how values-driven advice can shake up a whole profession, this episode is a wake-up call from the other side of the world — and yes, it includes Ubuntu.Connect With Lelané Bezuidenhout:LinkedIn: Lelané BezuidenhoutCheck out the FPI websiteConnect With Adam Holt:Asset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_MapYouTube: Asset-Map Connect With Derek Notman:LinkedIn: Derek NotmanTwitter: Derek NotmanCouplr AI Hosted on Acast. See acast.com/privacy for more information.

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This episode is 42 minutes long.

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This episode was published on July 2, 2025.

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