Growing Your Financial Advisory Practice
List of episodes
012: Will Robo-Planners Replace Financial Planners
June 27, 2018
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 University’s Business School, a CFP, and an insurance advisor. In 2000, she founded Caring for Clients, a premier fee-only financial planning firm. In 2016, she started Viviplan, a low-cost, fee-...
011: The Art and Science of Retirement Income Planning
June 13, 2018
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 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 financia...
010: How to determine key assumptions when developing financial projections
May 30, 2018
John 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.
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...