Helping people improve their financial literacy and understand the best ways to use their money is a powerful way to help improve people’s lives. Often, the people who most need this kind of advice are those who are least able to afford financial planning...
Who needs financial planning advice? Realistically, everyone, no matter their income level, can benefit from financial planning advice – so why not make financial planning more accessible, even to people who aren’t necessarily in higher income ranges? That’s...
Building your own practice can be a delicate balancing act. You want to give your clients the best service possible while also expanding your client base and making enough money to cover your own needs and expenses. Today’s guest understands what it’s like...
Financial advisors ask their clients to place a large amount of trust in them. When you’re advising someone about how to manage their assets and investments, they’re entrusting you with their future and with their security. To advise your clients effectively,...
In order to be a successful financial advisor, you need to be able to find and acquire the clients who are right for your practice, service those clients, and manage your business efficiently. That can be harder than it sounds, especially for new advisors or...
As a financial planner, you become accustomed to seeing certain types of financial situations over and over again. However, some clients have very complicated and singular financial situations that can prove challenging. For example, planning for elderly parents...
Insurance is an important part of financial planning and wealth planning. Technology can help insurance brokers more effectively bring useful products to their clients, which can in turn help those clients maintain and protect their wealth. Today’s guest...
With 27 years of experience in the industry, today’s guest Rona Birenbaum explains the importance of technology in the financial services field, as well as how financial planners can stay relevant through all the changes. Rona is an honours graduate of York...
Howard Dixon grew up in England and came to Canada as a W.H. Rhodes scholar in 1961. He holds a joint honours degree in physics and applied mathematics from the University of London, and he earned a Certificate of Education at Cambridge. He had a career in...
John De Goey is a portfolio manager at Industrial Alliance Securities. He’s also an author and a recognized Canadian authority on the subject of professional, transparent, and evidence-based financial advice. John has received numerous awards for his...
In today’s episode, I’ll talk to two financial planners who merged their individual businesses to create a new practice together. Julia Chung is a partner and senior financial planner at Spring Financial Planning. Julia has been working in financial services...
Today's guest is David O'Leary of Kind Wealth. His story shows that it’s possible to make a difference in the world through financial planning. In cliché fashion, David’s life was transformed after a trip to Africa. His ensuing soul-searching led him to quit his...
At its core, financial planning is about helping clients use their resources in a way that will effectively achieve their most important goals. This means that goal-based financial planning is a natural choice for advisors who want to ensure that their clients...
In order to succeed in the financial advisory field, you need to be able to identify your own niche and keep abreast of larger trends in your field and how they might affect you. Today’s guest is an authority in the financial planning industry who...
We’ve talked about creating an advice-centric practice, articulating the value of financial advice, pricing and structuring your services, and conducting your first client meeting. Now it’s time to think about how you can use systems, tools, and referrals to...
Once you have a client in your office, what do you do with them? You want to convince them to engage you as their primary advisor and use your services if possible, but you also want to identify and weed out bad clients. In the fourth episode of my five-part...
Setting a price for your services can seem like a pretty basic aspect of getting started in your own financial advisory practice, but it can also be intimidating. How do you decide what to charge? How will your clients react to your prices? In the third...
When you meet with a potential client, do you try to convince them of the value that they’ll receive from your financial advice? If so, do you find that you have difficulty in articulating that value? In the second episode of my five-part interview series...
When you want to build a thriving financial advisory practice, it helps to have advice from those who are experienced in the field. Today’s guest, John Page, RFP, CFP, RFC of Wealth Enhancement Academy, as well as Chairman and Chief Adjudicator of the PlanPlus...
If you’re a financial advisor looking for tips, strategies, and insights that will help you build and grow an incredibly successful practice, this podcast is for you. I'm Pawel Brzeminski, Founder and CEO of Snap Projections. In this podcast, I’ll be...