036: How to Successfully Prevent Clients’ Biggest Mistakes around Estate Planning

June 26, 2019

Estate planning can cause rising tensions within a family. It’s not necessarily that people don’t know what needs to be done (though that can be an issue, too); it’s that the decisions are emotional and often difficult to think about.

So how can you make the process as painless as possible for your clients and h...

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035: Offering Clients Alternative Investment Opportunities as a Financial Planner

June 12, 2019

The vast majority of consumers, other than those in the high net worth segment, will only ever know about investing in the public market. However, alternative investments can diversify a portfolio and help it withstand typical volatilities. Today’s guest explains how and why she decided to make private investments available to all of her clients.

Janea graduated from the University of Saskatchewan with a degr...

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034: A Value-First Approach for Working Effectively with Clients (and Other Professionals)

May 29, 2019

Working well with other professionals is critical to helping your clients and growing your financial advisory practice. But how can you earn the trust and respect of specialists in other fields? Today’s guest will give you practical advice for working effectively with both your clients and other professionals for the benefit of everyone involved.

Jamie Robb is the Principal and Senior Wealth Advisor at FIDUCI...

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033: The 1-Page Marketing Plan for Your Financial Advisory Practice

May 15, 2019

How much have you thought about marketing your practice? Do you have a plan for finding potential clients, building trust with them, and retaining them? Maybe you’ve resisted because you think a marketing plan is unimportant, takes a lot of time, and costs a lot of money.

Today’s guest not only understands why a marketing plan is critical to your business&rsq...

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032: How Wealthy People Approach Building Wealth

May 01, 2019

Everyone wants to build wealth for their family, but so many investment portfolios have nothing to do with clients’ lives and the goals they are trying to achieve. Too often, advisors just sell financial products without looking at the actual needs of their clients. Today’s guest is an expert in creating a good financial planning foundation for his clients’ investments.

Gregg Filmon is the Preside...

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