Growing Your Financial Advisory Practice
List of episodes
009: How to collaborate your way to starting and growing your fee-for-service financial planning firm
May 16, 2018
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 since 1997. In 2011, she left traditional financial services to form a fee-for-service financial planning firm in partnership with an accounting fi...
008: Helping people manage their finances in alignment with their values
May 02, 2018
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 Bay Street career on a quest to effect positive change. Currently, there are three levers David is pulling to make a dent. As Director o...
007: Increasing clients clarity and confidence with goal-based planning
April 18, 2018
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 are having their most important needs met.
Today’s guest is an experienced advisor who has a keen understanding of goals-based financial planning. Etha...
006: How to compete and win in the Canadian HNW segment
April 04, 2018
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 understands the importance of clearly defining your own niche and scaling your firm using technology.
Jason Pereira is a Partner and Senior Financial Consultant wit...
005: Predictably Growing Your Practice With Systems, Tools, and Referrals
March 21, 2018
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 predictably grow your practice.
In the conclusion of my five-part series with John Page, Chairman and Chief Adjudicator of the PlanPlus Global Fina...