Growing Your Financial Advisory Practice Podcast

017: Successfully Growing a Practice with High Service Standards

       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...

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012: Will Robo-Planners Replace Financial Planners

      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...

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011: The Art and Science of Retirement Income Planning

       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...

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006: How to compete and win in the Canadian HNW segment

         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...

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002: How to properly articulate the value of financial advice

       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...

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000: Welcome to Growing Your Financial Advisory Practice Podcast

      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...

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