Growing Your Financial Advisory Practice | Insights for Financial Advisors, Planners and Investment Managers
124 episodes - English - Latest episode: about 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
011: The Art and Science of Retirement Income Planning
June 13, 2018 06:56 - 58 minutes - 53.7 MBHoward 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 education before beginning his financial training as a rural agent for Mutual Life of Canada. He opened his own financial planning practice over 30 years ago in 1987, worked for two years as a senior financial consultant f...
011: The Art and Science of Retirement Income Planning
June 13, 2018 06:56 - 58 minutes - 53.7 MBHoward 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 education before beginning his financial training as a rural agent for Mutual Life of Canada. He opened his own financial planning practice over 30 years ago in 1987, worked for two years as a senior financial consultant for MD Management ...
010: How to determine key assumptions when developing financial projections
May 30, 2018 14:56 - 54 minutes - 50.3 MBJohn 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 contributions to the financial planning field, including the Donald J. Johnston Lifetime Achievement Award. He’s also been named one of the top 50 advisors in Canada by Wealth Professional magazine. In today’s episode, John wil...
010: How to determine key assumptions when developing financial projections
May 30, 2018 14:56 - 54 minutes - 50.3 MBJohn 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 contributions to the financial planning field, including the Donald J. Johnston Lifetime Achievement Award. He’s also been named one of the top 50 advisors in Canada by Wealth Professional magazine. In today’s episode, John will be talking abou...
009: How to collaborate your way to starting and growing your fee-for-service financial planning firm
May 16, 2018 06:56 - 1 hour - 60.2 MBIn 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 since 1997. In 2011, she left traditional financial services to form a fee-for-service financial planning firm in partnership with an accounting firm. She made JYC Financial entirely independent a few years later, event...
009: How to collaborate your way to starting and growing your fee-for-service financial planning firm
May 16, 2018 06:56 - 1 hour - 60.2 MBIn 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 since 1997. In 2011, she left traditional financial services to form a fee-for-service financial planning firm in partnership with an accounting firm. She made JYC Financial entirely independent a few years later, eventually merging wit...
008: Helping people manage their finances in alignment with their values
May 02, 2018 06:55 - 47 minutes - 43.1 MBToday'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 Bay Street career on a quest to effect positive change. Currently, there are three levers David is pulling to make a dent. As Director of Impact Investing at World Vision Canada, he is mobilizing capital to help the...
008: Helping people manage their finances in alignment with their values
May 02, 2018 06:55 - 47 minutes - 43.1 MBToday'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 Bay Street career on a quest to effect positive change. Currently, there are three levers David is pulling to make a dent. As Director of Impact Investing at World Vision Canada, he is mobilizing capital to help the world’s most vul...
007: Increasing clients clarity and confidence with goal-based planning
April 18, 2018 14:55 - 37 minutes - 34.2 MBAt 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 are having their most important needs met. Today’s guest is an experienced advisor who has a keen understanding of goals-based financial planning. Ethan Astaneh is from Vancouver and a graduate of the Sauder School of...
007: Increasing clients clarity and confidence with goal-based planning
April 18, 2018 14:55 - 37 minutes - 34.2 MBAt 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 are having their most important needs met. Today’s guest is an experienced advisor who has a keen understanding of goals-based financial planning. Ethan Astaneh is from Vancouver and a graduate of the Sauder School of Business at the ...
006: How to compete and win in the Canadian HNW segment
April 04, 2018 06:55 - 1 hour - 65.4 MBIn 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 understands the importance of clearly defining your own niche and scaling your firm using technology. Jason Pereira is a Partner and Senior Financial Consultant with Woodgate Financial Inc., which manages $200 million AUM across 1...
006: How to compete and win in the Canadian HNW segment
April 04, 2018 06:55 - 1 hour - 65.4 MBIn 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 understands the importance of clearly defining your own niche and scaling your firm using technology. Jason Pereira is a Partner and Senior Financial Consultant with Woodgate Financial Inc., which manages $200 million AUM across 180 families with ...
005: Predictably Growing Your Practice With Systems, Tools, and Referrals
March 21, 2018 14:55 - 49 minutes - 45.1 MBWe’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 predictably grow your practice. In the conclusion of my five-part series with John Page, Chairman and Chief Adjudicator of the PlanPlus Global Financial Planning Awards, we’ll be talking in-depth about the tools that yo...
005: Predictably Growing Your Practice With Systems, Tools, and Referrals
March 21, 2018 14:55 - 49 minutes - 45.1 MBWe’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 predictably grow your practice. In the conclusion of my five-part series with John Page, Chairman and Chief Adjudicator of the PlanPlus Global Financial Planning Awards, we’ll be talking in-depth about the tools that you need to grow yo...
004: Conducting Your First Client Meetings in a Way to Maximize Conversions
March 07, 2018 14:54 - 33 minutes - 30.7 MBOnce 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 series with John Page, RFP, CFP, RFC of Wealth Enhancement Academy, and Chairman and Chief Adjudicator of the PlanPlus Global Financial Planning Awards, we’ll be discussing the details of that critical first interview. ...
004: Conducting Your First Client Meetings in a Way to Maximize Conversions
March 07, 2018 14:54 - 33 minutes - 30.7 MBOnce 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 series with John Page, RFP, CFP, RFC of Wealth Enhancement Academy, and Chairman and Chief Adjudicator of the PlanPlus Global Financial Planning Awards, we’ll be discussing the details of that critical first interview. What questions sh...
002: How to properly articulate the value of financial advice
February 21, 2018 14:54 - 21 minutes - 19.7 MBWhen 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 with John Page, Chairman and Chief Adjudicator of the PlanPlus Global Financial Planning Awards, we’ll be talking about the process of properly articulating the value of good financial planning. Tune in to hear John’s insi...
002: How to properly articulate the value of financial advice
February 21, 2018 14:54 - 21 minutes - 19.7 MBWhen 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 with John Page, Chairman and Chief Adjudicator of the PlanPlus Global Financial Planning Awards, we’ll be talking about the process of properly articulating the value of good financial planning. Tune in to hear John’s insights about commun...
003: Pricing and structuring your service offering to make it irresistible to prospects
February 21, 2018 06:54 - 44 minutes - 40.5 MBSetting 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 episode of my five-part interview series with John Page, Chairman and Chief Adjudicator of the PlanPlus Global Financial Planning Awards, we’ll be talking about the ins and outs of pricing. Listen to the episode to find out more about how to...
003: Pricing and structuring your service offering to make it irresistible to prospects
February 21, 2018 06:54 - 44 minutes - 40.5 MBSetting 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 episode of my five-part interview series with John Page, Chairman and Chief Adjudicator of the PlanPlus Global Financial Planning Awards, we’ll be talking about the ins and outs of pricing. Listen to the episode to find out ...
001: How to successfully transition from product-centric into an advice-centric practice
February 19, 2018 14:54 - 45 minutes - 42.1 MBWhen you want to create a strong financial advisory practice, it helps to have advice from those who are experienced in the field. Today’s guest, John Page of PlanPlus Global Financial Planning Awards, has plenty of experience to share from his years of experience in insurance and financial advising. Tune into the episode to hear some important insights from John about building your financial advisory practice and about the differences between a product-focused strategy and ...
001: How to successfully transition from product-centric into an advice-centric practice
February 19, 2018 14:54 - 45 minutes - 42.1 MBWhen you want to create a strong financial advisory practice, it helps to have advice from those who are experienced in the field. Today’s guest, John Page of PlanPlus Global Financial Planning Awards, has plenty of experience to share from his years of experience in insurance and financial advising. Tune into the episode to hear some important insights from John about building your financial advisory practice and about the differences between a product-focused strategy and an advice-focused...
000: Welcome to Growing Your Financial Advisory Practice Podcast
February 15, 2018 14:54 - 3 minutes - 3.63 MBIf you’re a financial advisor looking for tips, strategies, and insights that will help you strengthen your relationships with your clients and grow your practice, this is the podcast for you. I'm Pawel Brzeminski, the Founder and CEO of Snap Projections. In this podcast, I’ll be interviewing experts in the industry whose experience and insights can help you improve your own financial advisory practice. New episodes will drop every two weeks. To get the podcast started, I’ll be doing a spec...
000: Welcome to Growing Your Financial Advisory Practice Podcast
February 15, 2018 14:54 - 3 minutes - 3.63 MBIf you’re a financial advisor looking for tips, strategies, and insights that will help you strengthen your relationships with your clients and grow your practice, this is the podcast for you. I'm Pawel Brzeminski, the Founder and CEO of Snap Projections. In this podcast, I’ll be interviewing experts in the industry whose experience and insights can help you improve your own financial advisory practice. New episodes will drop every two weeks. To get the podcast started, I’l...