Growing Your Financial Advisory Practice | Insights for Financial Advisors, Planners and Investment Managers
124 episodes - English - Latest episode: almost 4 years ago - ★★★★ - 2 ratingsIf you're a financial advisor, planner and investment manager looking for tips, strategies, and insights that can help you grow your firm, this is the podcast for you. Tune in to the interviews with industry experts whose experience and insights will help you grow your own financial advisory practice.
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Episodes
061: Building a Successful Practice That Is a Good Fit for You
June 24, 2020 05:00 - 45 minutes - 41.3 MBAdvisors need to be able to help their clients meet not just their short-term goals, but also their long-term wealth management goals, and that means building strong relationships with clients and having a clear understanding of their needs and priorities. Today’s guest has built a successful practice doing just that. Daryn Form has built a successful financial advisory business over the past 20 years. In 1999, he earned the Certified Financial Planner™ professional designation. In 2011,...
061: Building a Successful Practice That Is a Good Fit for You
June 24, 2020 05:00 - 45 minutes - 41.3 MBAdvisors need to be able to help their clients meet not just their short-term goals, but also their long-term wealth management goals, and that means building strong relationships with clients and having a clear understanding of their needs and priorities. Today’s guest has built a successful practice doing just that. Daryn Form has built a successful financial advisory business over the past 20 years. In 1999, he earned the Certified Financial Planner™ professional desi...
060: Grow Your Practice by Closing Estate Planning Gaps for Clients
June 10, 2020 05:00 - 35 minutes - 32.8 MBFinancial advising isn’t just about what an individual should do with their money while they’re still alive. It’s also about their family and what happens to wealth after an individual passes away. Wills, estate planning, powers of attorney, and healthcare directives are all important things that a financial advisor’s clients should be thinking about, and that means that financial advisors need to think about them as well. Today’s guest is Tom Deans. Tom is a professional...
060: Grow Your Practice by Closing Estate Planning Gaps for Clients
June 10, 2020 05:00 - 35 minutes - 32.8 MBFinancial advising isn’t just about what an individual should do with their money while they’re still alive. It’s also about their family and what happens to wealth after an individual passes away. Wills, estate planning, powers of attorney, and healthcare directives are all important things that a financial advisor’s clients should be thinking about, and that means that financial advisors need to think about them as well. Today’s guest is Tom Deans. Tom is a professional speaker and the ...
059: How to Create a Value-Based Portfolio that Performs Well
May 27, 2020 05:00 - 50 minutes - 46.4 MBIs it possible to make investments and get good returns while investing in assets that reflect your values? Today’s guest says that it is. Tim Nash is the founder of Good Investing, an investment planning firm with a focus on sustainable investing. Tim's blog The Sustainable Economist has inspired thousands of Canadians to invest according to their values with model portfolios to reflect different definitions of sustainable investing. Tim writes a bi-weekly column for The Toronto Star and ...
059: How to Create a Value-Based Portfolio that Performs Well
May 27, 2020 05:00 - 50 minutes - 46.4 MBIs it possible to make investments and get good returns while investing in assets that reflect your values? Today’s guest says that it is. Tim Nash is the founder of Good Investing, an investment planning firm with a focus on sustainable investing. Tim's blog The Sustainable Economist has inspired thousands of Canadians to invest according to their values with model portfolios to reflect different definitions of sustainable investing. Tim writes a bi-weekly column for The ...
058: How to Build a Successful Practice by Swimming Against the Tide
May 13, 2020 05:00 - 45 minutes - 41.4 MBSometimes, you may encounter an idea or opportunity that hasn’t yet been adopted by the mainstream, but you just know that it makes sense. Having the vision to know when something makes sense for your practice or your clients even though it isn’t yet mainstream in your field is a quality that can separate the average advisors from the exceptional ones. Today’s guest – an early adopter of ETFs – has insights to share about the importance of knowing when to swim against the tide. Keith Matth...
058: How to Build a Successful Practice by Swimming Against the Tide
May 13, 2020 05:00 - 45 minutes - 41.4 MBSometimes, you may encounter an idea or opportunity that hasn’t yet been adopted by the mainstream, but you just know that it makes sense. Having the vision to know when something makes sense for your practice or your clients even though it isn’t yet mainstream in your field is a quality that can separate the average advisors from the exceptional ones. Today’s guest – an early adopter of ETFs – has insights to share about the importance of knowing when to swim against the ti...
057: How to Use Financial Storytelling to Help Non-Traditional Clients
April 29, 2020 06:00 - 51 minutes - 47.6 MBPeople in different fields and with different types of learning styles think about finances in different ways. There is more than one right way to talk about finances and financial planning – the trick is finding the language that works for you and the language that can best speak to your segment of clients. And that’s what today’s guest is here to talk about. Chris Enns is not just a financial planner – he’s also an opera singer. Over the last 10 years as a performing artist, he’s learned ...
057: How to Use Financial Storytelling to Help Non-Traditional Clients
April 29, 2020 06:00 - 51 minutes - 47.6 MBPeople in different fields and with different types of learning styles think about finances in different ways. There is more than one right way to talk about finances and financial planning – the trick is finding the language that works for you and the language that can best speak to your segment of clients. And that’s what today’s guest is here to talk about. Chris Enns is not just a financial planner – he’s also an opera singer. Over the last 10 years as a performing arti...
056: How to Help Clients Visualize Their Financial Success with Dashboards
April 15, 2020 05:00 - 46 minutes - 42.6 MBWhat does it mean to think outside the box when it comes to financial planning? And what do financial advisors need to know about working with clients through turbulent and volatile events, such as the coronavirus pandemic? Today’s episode will explore some of those questions. Lucas MacMillan has been working in personal finance for 10 years. He is a Certified Financial Planning Professional and graduated from the University of Manitoba with a Bachelor of Science. Lucas man...
056: How to Help Clients Visualize Their Financial Success with Dashboards
April 15, 2020 05:00 - 46 minutes - 42.6 MBWhat does it mean to think outside the box when it comes to financial planning? And what do financial advisors need to know about working with clients through turbulent and volatile events, such as the coronavirus pandemic? Today’s episode will explore some of those questions. Lucas MacMillan has been working in personal finance for 10 years. He is a Certified Financial Planning Professional and graduated from the University of Manitoba with a Bachelor of Science. Lucas manages Camber Priva...
055: Practical Ways to Keep Improving your Skills as a Financial Planner
April 01, 2020 05:00 - 43 minutes - 39.6 MBIn theory, everyone wants to constantly be improving their financial planning skills, but what does it mean to put that into practice? Today’s guest is a relatively new financial planner who has already achieved more than many who have been in the industry much longer. He’s here to share his proven methods for improving his craft. Zak Smith is the Senior Manager of Financial Planning and Wealth Strategies at Sagium, an independent wealth management firm in Calgary. He is a founding member o...
055: Practical Ways to Keep Improving your Skills as a Financial Planner
April 01, 2020 05:00 - 43 minutes - 39.6 MBIn theory, everyone wants to constantly be improving their financial planning skills, but what does it mean to put that into practice? Today’s guest is a relatively new financial planner who has already achieved more than many who have been in the industry much longer. He’s here to share his proven methods for improving his craft. Zak Smith is the Senior Manager of Financial Planning and Wealth Strategies at Sagium, an independent wealth management firm in Calgary. He is a ...
054: How to increase the value of your financial advisory services by educating your clients
March 18, 2020 05:00 - 48 minutes - 44.7 MBWhen it comes to the question of how open to be with clients, at what point of the spectrum do you fall? Do you teach them enough that they feel invested in the plans that you build? Do you bore them to tears with lectures about the industry that have nothing to do with them? Today’s guest has found the balance between transparency and relevance, and he’s here to show you how you can increase the value of your service for your clients. Sasha Djurdjevic, CIM, FMA, DMS, is a ...
054: How to increase the value of your financial advisory services by educating your clients
March 18, 2020 05:00 - 48 minutes - 44.7 MBWhen it comes to the question of how open to be with clients, at what point of the spectrum do you fall? Do you teach them enough that they feel invested in the plans that you build? Do you bore them to tears with lectures about the industry that have nothing to do with them? Today’s guest has found the balance between transparency and relevance, and he’s here to show you how you can increase the value of your service for your clients. Sasha Djurdjevic, CIM, FMA, DMS, is a portfolio manager...
053: Building a Referral-based Financial Advisory Practice
March 04, 2020 05:00 - 41 minutes - 37.6 MBFinancial advising is a profession that draws in an eclectic mix of individuals who come from different backgrounds and whose career paths haven’t always been straightforward and predictable. Today’s guest formerly served in the military as a forensic accountant; now he not only runs his own financial practice, he’s also the world’s first (and probably only) forensic accountant blockchain professional. He joins the show to share what he’s learned from his military experience that has helped ...
053: Building a Referral-based Financial Advisory Practice
March 04, 2020 05:00 - 41 minutes - 37.6 MBFinancial advising is a profession that draws in an eclectic mix of individuals who come from different backgrounds and whose career paths haven’t always been straightforward and predictable. Today’s guest formerly served in the military as a forensic accountant; now he not only runs his own financial practice, he’s also the world’s first (and probably only) forensic accountant blockchain professional. He joins the show to share what he’s learned from his military experience...
052: A Smart Approach to Balancing Risk and Return for Your Clients
February 19, 2020 05:00 - 43 minutes - 39.7 MBHigher returns often mean higher volatility — so how do you know when it’s worth it to be more aggressive and when you should settle for a lower, but more stable, return? And how can you help clients trust that you’re taking the right approach? Today’s guest is always thinking about risk and return and has a framework to help you balance the two. Martin Pelletier is a portfolio manager and managing director at TriVest Wealth Counsel, a division of Wellington-Altus Private Wealth. He is a Ch...
052: A Smart Approach to Balancing Risk and Return for Your Clients
February 19, 2020 05:00 - 43 minutes - 39.7 MBHigher returns often mean higher volatility — so how do you know when it’s worth it to be more aggressive and when you should settle for a lower, but more stable, return? And how can you help clients trust that you’re taking the right approach? Today’s guest is always thinking about risk and return and has a framework to help you balance the two. Martin Pelletier is a portfolio manager and managing director at TriVest Wealth Counsel, a division of Wellington-Altus Private W...
051: Full Practice Management Platform for an Independent Financial Advisor
February 05, 2020 05:00 - 36 minutes - 33.2 MBEight years ago, it would have been nearly impossible to imagine the incredible impact fintech would have on the financial services industry today. And even now, we’re just scratching the surface of what this industry can become in the future. In a change of pace, today’s episode is an introduction to one of our favourite podcasts: Fintech Impact. You’ll hear host Jason Pereira interview Tea Nicola, CEO of Wealthbar, and our own Pawel Brzeminski, CEO of Snap Projections. The Fintech Impac...
051: Full Practice Management Platform for an Independent Financial Advisor
February 05, 2020 05:00 - 36 minutes - 33.2 MBEight years ago, it would have been nearly impossible to imagine the incredible impact fintech would have on the financial services industry today. And even now, we’re just scratching the surface of what this industry can become in the future. In a change of pace, today’s episode is an introduction to one of our favourite podcasts: Fintech Impact. You’ll hear host Jason Pereira interview Tea Nicola, CEO of Wealthbar, and our own Pawel Brzeminski, CEO of Snap Projections. ...
050: Busting Your Myths and Misconceptions about Financial Advising
January 22, 2020 05:00 - 48 minutes - 44.3 MBIt’s one thing for the general public to misunderstand what financial advisors do or be mistaken about important principles of personal finance. But what about financial advisors? What myths and misconceptions do you believe that might be holding you back from giving your clients the best advice? That’s what today’s guest is here to talk about. John De Goey is a Portfolio Manager with Wellington-Altus Private Wealth. He has built a national reputation as a trusted authority on professional,...
050: Busting Your Myths and Misconceptions about Financial Advising
January 22, 2020 05:00 - 48 minutes - 44.3 MBIt’s one thing for the general public to misunderstand what financial advisors do or be mistaken about important principles of personal finance. But what about financial advisors? What myths and misconceptions do you believe that might be holding you back from giving your clients the best advice? That’s what today’s guest is here to talk about. John De Goey is a Portfolio Manager with Wellington-Altus Private Wealth. He has built a national reputation as a trusted authority...
049: Unraveling Cross-Border Financial Planning
January 08, 2020 05:00 - 56 minutes - 51.5 MBWhat unique financial planning challenges do individuals face when they live full- or part-time in the US but have Canadian citizenship (or vice versa?) How can you help clients who straddle two countries? And more to the point – should you always be the one to help them? Today’s guest is diving in deep to help you understand the pertinent issues around cross-border financial advising. Terry Ritchie is a Partner and Director of Cross-Border Wealth Services for Cardinal Point, with offices i...
049: Unraveling Cross-Border Financial Planning
January 08, 2020 05:00 - 56 minutes - 51.5 MBWhat unique financial planning challenges do individuals face when they live full- or part-time in the US but have Canadian citizenship (or vice versa?) How can you help clients who straddle two countries? And more to the point – should you always be the one to help them? Today’s guest is diving in deep to help you understand the pertinent issues around cross-border financial advising. Terry Ritchie is a Partner and Director of Cross-Border Wealth Services for Cardinal Poin...
048: Transforming the Financial Planning Industry into an Evidence-based, Fiduciary Profession
December 11, 2019 05:01 - 35 minutes - 32.9 MBIt’s one thing to build up your own practice. But as we approach the end of the year, we’re taking a step back to look at what it takes to build an entire profession. Today’s guest is here to show us what the financial planning industry can become at its best. Jason Pereira is a Senior Financial Consultant with Woodgate Financial Inc and IPC Securities Corp. He is one of Canada's most respected authorities on financial planning, the financial industry, and financial technol...
048: Transforming the Financial Planning Industry into an Evidence-based, Fiduciary Profession
December 11, 2019 05:01 - 35 minutes - 32.9 MBIt’s one thing to build up your own practice. But as we approach the end of the year, we’re taking a step back to look at what it takes to build an entire profession. Today’s guest is here to show us what the financial planning industry can become at its best. Jason Pereira is a Senior Financial Consultant with Woodgate Financial Inc and IPC Securities Corp. He is one of Canada's most respected authorities on financial planning, the financial industry, and financial technology. He’s been aw...
047: Transitioning Family Wealth: How to Increase the Odds of Success
November 27, 2019 05:02 - 53 minutes - 49.1 MBFamily businesses inevitably come with complex scenarios for a financial advisor to sort through. But the biggest complications may not be what you expect: the emotional aspect of family, business, and money is often the foremost concern when beginning conversations around business transitions. Today’s guest brings a rock-solid technical background and soft skills that helps her see the full picture and help families navigate the wealth transition landscape. Cindy Radu is a...
047: Transitioning Family Wealth: How to Increase the Odds of Success
November 27, 2019 05:02 - 53 minutes - 49.1 MBFamily businesses inevitably come with complex scenarios for a financial advisor to sort through. But the biggest complications may not be what you expect: the emotional aspect of family, business, and money is often the foremost concern when beginning conversations around business transitions. Today’s guest brings a rock-solid technical background and soft skills that helps her see the full picture and help families navigate the wealth transition landscape. Cindy Radu is a family wealth tr...
046: The One Change You Can Make to Your Financial Planning Practice to Really Put Clients First
November 13, 2019 05:00 - 44 minutes - 40.4 MBEveryone says they put their clients’ best interests first, but what’s the best way to set yourself up for success in this regard? By introducing portfolio management companies into his business model, today’s guest has structured a financial advisory practice that allows him to focus on his clients first. Peter Cishecki started Everything Financial Group in 1996 after working for many years at one of Canada’s leading insurance companies. He has created an all-in-one financial experience fo...
046: The One Change You Can Make to Your Financial Planning Practice to Really Put Clients First
November 13, 2019 05:00 - 44 minutes - 40.4 MBEveryone says they put their clients’ best interests first, but what’s the best way to set yourself up for success in this regard? By introducing portfolio management companies into his business model, today’s guest has structured a financial advisory practice that allows him to focus on his clients first. Peter Cishecki started Everything Financial Group in 1996 after working for many years at one of Canada’s leading insurance companies. He has created an all-in-one financ...
045: How to Grow Your Practice from $30 million to $150 million AUM and Exit - On Your Terms
October 30, 2019 05:00 - 40 minutes - 36.8 MBWhen growing your book of business, you can either build it from scratch yourself or join up with another advisor and purchase their practice. Today’s guest is most experienced in the latter, and he’s here to share the insights, benefits, and perils of buying (and selling) your business. Brad Amlin has put in more than 17 years in the financial services business. His primary area of expertise is financial, estate and tax planning, focusing on strategies that include the use...
045: How to Grow Your Practice from $30 million to $150 million AUM and Exit - On Your Terms
October 30, 2019 05:00 - 40 minutes - 36.8 MBWhen growing your book of business, you can either build it from scratch yourself or join up with another advisor and purchase their practice. Today’s guest is most experienced in the latter, and he’s here to share the insights, benefits, and perils of buying (and selling) your business. Brad Amlin has put in more than 17 years in the financial services business. His primary area of expertise is financial, estate and tax planning, focusing on strategies that include the use of life insuranc...
044: 5 Principles of Good Financial Planning
October 16, 2019 05:56 - 58 minutes - 53.2 MBYou’re an expert in your field, but what do you do when you come across a planning situation that’s out of your depth? Today’s guest works with advisors and their clients to create better financial and retirement plans. Yvonne Martin-Morrison is a financial planner with Raymond James Ltd.’s Retirement and Financial Planning Group. In 2019, she was the winner of the PlanPlus Global Financial Planning Award for Canada. She provides planning services, advice, and tax intelligence for Raymond J...
044: 5 Principles of Good Financial Planning
October 16, 2019 05:56 - 58 minutes - 53.2 MBYou’re an expert in your field, but what do you do when you come across a planning situation that’s out of your depth? Today’s guest works with advisors and their clients to create better financial and retirement plans. Yvonne Martin-Morrison is a financial planner with Raymond James Ltd.’s Retirement and Financial Planning Group. In 2019, she was the winner of the PlanPlus Global Financial Planning Award for Canada. She provides planning services, advice, and tax intellige...
043: Life-first Financial Planning Helping Clients Look at the Big Picture
October 02, 2019 05:00 - 54 minutes - 50 MBHelping people succeed financially isn’t about dollars and cents or numbers on a spreadsheet. It’s really about uncovering and understanding where clients are in life and how they’re feeling about it. Today’s guest runs a practice that helps his clients uncover their goals and find smarter ways to achieve them. Mark Shimkovitz has been providing financial planning advice and managing investment portfolios for 25 years. He works together with his wife Robin, a life coach, to...
043: Life-first Financial Planning Helping Clients Look at the Big Picture
October 02, 2019 05:00 - 54 minutes - 50 MBHelping people succeed financially isn’t about dollars and cents or numbers on a spreadsheet. It’s really about uncovering and understanding where clients are in life and how they’re feeling about it. Today’s guest runs a practice that helps his clients uncover their goals and find smarter ways to achieve them. Mark Shimkovitz has been providing financial planning advice and managing investment portfolios for 25 years. He works together with his wife Robin, a life coach, to take a life-firs...
042: How to Protect Your Clients’ Financial Futures in a Divorce
September 18, 2019 05:00 - 55 minutes - 51.2 MBMost people know that divorce can take a financial toll. So what’s the best way for clients to protect their assets during a divorce? And more importantly, how can you help your clients plan for the future given their new financial reality? Today’s guest will answer these questions and more. Debbie Hartzman is a financial advisor, holding CFP, CLU, CDFA (Certified Divorce Financial Analyst), TEP and CEA designations. She’s also an author and a national expert on helping individuals undergoi...
042: How to Protect Your Clients’ Financial Futures in a Divorce
September 18, 2019 05:00 - 55 minutes - 51.2 MBMost people know that divorce can take a financial toll. So what’s the best way for clients to protect their assets during a divorce? And more importantly, how can you help your clients plan for the future given their new financial reality? Today’s guest will answer these questions and more. Debbie Hartzman is a financial advisor, holding CFP, CLU, CDFA (Certified Divorce Financial Analyst), TEP and CEA designations. She’s also an author and a national expert on helping ind...
041: Leveraging Your Experience as a Business Owner to Help Business-minded Clients
September 04, 2019 05:00 - 43 minutes - 40 MBWhat’s the best way to offer financial advice to business-minded clients? For starters, it helps to be clear on what it means to be a business owner yourself. Today’s guest has taken serious steps to develop himself as an entrepreneur, which helps him work with his own clients, most of whom are business owners. Dustin Serviss of Serviss Wealth Management has been featured as the number 1 Top 40 Under 40 leader in 2014 by the Kelowna Chamber of Commerce. In 2017, Serviss We...
041: Leveraging Your Experience as a Business Owner to Help Business-minded Clients
September 04, 2019 05:00 - 43 minutes - 40 MBWhat’s the best way to offer financial advice to business-minded clients? For starters, it helps to be clear on what it means to be a business owner yourself. Today’s guest has taken serious steps to develop himself as an entrepreneur, which helps him work with his own clients, most of whom are business owners. Dustin Serviss of Serviss Wealth Management has been featured as the number 1 Top 40 Under 40 leader in 2014 by the Kelowna Chamber of Commerce. In 2017, Serviss Wealth Management w...
040: How to Build Wealth for Families over 4 Generations
August 21, 2019 05:00 - 33 minutes - 30.6 MBFor many families, the wealth-building process is one that crosses several generations. It’s just not always easy to keep everyone on the same page. However, the benefits of building on family values and past lessons is a huge advantage that family businesses can tap into. Jamie Townsend is an advisor who recently completed his designation in the Family Enterprise Advisor (FEA) program, which focuses on helping families manage their greatest asset through continuity. Jamie works with busine...
040: How to Build Wealth for Families over 4 Generations
August 21, 2019 05:00 - 33 minutes - 30.6 MBFor many families, the wealth-building process is one that crosses several generations. It’s just not always easy to keep everyone on the same page. However, the benefits of building on family values and past lessons is a huge advantage that family businesses can tap into. Jamie Townsend is an advisor who recently completed his designation in the Family Enterprise Advisor (FEA) program, which focuses on helping families manage their greatest asset through continuity. Jamie ...
039: How the Charitable Giving Niche is Underserved by the Industry
August 07, 2019 06:39 - 59 minutes - 54 MBHow does charitable giving factor into wealth management? How can you help your clients pursue their charitable goals and earn great financial returns? Today’s guest has mastered helping clients balance their finances with their values—something that most financial advisors aren’t doing because they’re not taking the time to even understand their clients’ goals. Ryan Fraser is a nationally known Planned Giving expert. His firm, Quiet Legacy, helps individuals incorporate their personal valu...
039: How the Charitable Giving Niche is Underserved by the Industry
August 07, 2019 06:39 - 59 minutes - 54 MBHow does charitable giving factor into wealth management? How can you help your clients pursue their charitable goals and earn great financial returns? Today’s guest has mastered helping clients balance their finances with their values—something that most financial advisors aren’t doing because they’re not taking the time to even understand their clients’ goals. Ryan Fraser is a nationally known Planned Giving expert. His firm, Quiet Legacy, helps individuals incorporate th...
038: Compliance for Insurance Advisors How it Can Help You Run a Better Practice
July 24, 2019 06:00 - 43 minutes - 39.5 MBCompliance has a bad rap in the financial services industry, but today’s guest has a unique perspective. Now a compliance officer, he actually started his career in the financial services industry as an advisor, so he understands exactly how compliance affects—and can even improve—your business. He’s also passionate about helping advisors run their own independent practices while staying compliant. Joining the podcast today is Eric Wachtel. Eric is the national chief compliance officer for...
038: Compliance for Insurance Advisors How it Can Help You Run a Better Practice
July 24, 2019 06:00 - 43 minutes - 39.5 MBCompliance has a bad rap in the financial services industry, but today’s guest has a unique perspective. Now a compliance officer, he actually started his career in the financial services industry as an advisor, so he understands exactly how compliance affects—and can even improve—your business. He’s also passionate about helping advisors run their own independent practices while staying compliant. Joining the podcast today is Eric Wachtel. Eric is the national chief compl...
037: Transitioning your Financial Advisory Practice to a Fee-Based Model (Without Losing Revenue)
July 10, 2019 06:00 - 50 minutes - 46 MBThe conflicts of interest within embedded compensation models are well known, but how can you actually get away from it and maintain a stable and comfortable revenue stream? Today’s guest mastered his business’ transition to a fee-based model, and he’s on a mission to share what he’s learned with other advisors. Adam Chapman is a native of London, Ontario, where his practice is currently located. He completed his B.ACS at Western University, back when it was UWO, and has a...
037: Transitioning your Financial Advisory Practice to a Fee-Based Model (Without Losing Revenue)
July 10, 2019 06:00 - 50 minutes - 46 MBThe conflicts of interest within embedded compensation models are well known, but how can you actually get away from it and maintain a stable and comfortable revenue stream? Today’s guest mastered his business’ transition to a fee-based model, and he’s on a mission to share what he’s learned with other advisors. Adam Chapman is a native of London, Ontario, where his practice is currently located. He completed his B.ACS at Western University, back when it was UWO, and has added his CFP and ...