Episode Summary In this insightful conversation, Dr. Daniel Crosby, a psychologist and behavioral finance expert, explores the intersection of psychology and finance. Dr. Crosby shares his journey from clinical psychology to behavioral finance, emphasizing how financial advisors can deepen client relationships by understanding the emotional and psychological drivers behind financial decisions. The discussion highlights aligning...
Episode 36: Say ‘Yes, And…’ – Applying Improv Principles to Business Success with Ian Keeling Episode Summary In this episode of The Future-Ready Advisor, host Sam Sivarajan welcomes Ian Keeling, an actor, author, improv artist, and corporate coach. Together, they explore how the improv mindset can help us adapt, collaborate, and thrive in today’s...
Episode 35: A Firm Worth Building – The Digital Family Office with Michael Clarke Episode Summary In this episode of The Future-Ready Advisor, host Sam Sivarajan sits down with Michael Clarke, veteran financial advisor and author of A Firm Worth Building. Michael shares his journey from surviving the early years of the financial industry to...
Episode 34: Health Meets Wealth – A Future-Ready Guide to Aging Gracefully with Scott Fulton Episode Summary In this episode of The Future-Ready Advisor, host Sam Sivarajan speaks with Scott Fulton, author of Wealthspan, about the intersection of health, wealth, and housing in creating a fulfilling future. Scott shares why “aging well” is an...
Episode 33: Enhancing Retirement Advice Delivery and Digital Tools with Ryan Donovan Episode Summary In this episode of The Future-Ready Advisor, host Sam Sivarajan welcomes Ryan Donovan, founder of Retirement.ca, to discuss the non-financial aspects of retirement planning and how digital tools are transforming the industry. Ryan shares how platforms like his provide resources to...
Episode #32: How to Engage Clients 150 Times a Year: Strategies from John Prendergast Summary In this episode of The Future-Ready Advisor, Sam Sivarajan speaks with John Prendergast, founder and CEO of Blue Leaf, a pioneering wealth management software firm that’s reshaping client engagement. John shares his unique career journey and insights on using technology...
In this episode, host Sam Sivarajan interviews John De Goey, a wealth advisor and consumer advocate, discussing his journey in the financial advisory industry, the concept of optimism bias, and its implications for investors. They explore the role of financial advisors in managing client expectations, the importance of diversification, and the impact of technology on...
Episode Summary: In this episode of The Future-Ready Advisor, Sam Sivarajan sits down with Ryan Frederick, founder of HERE, to explore the critical connection between place and longevity. Ryan advocates for “place planning,” emphasizing how where we live is deeply intertwined with our well-being, especially as we age. This conversation touches on how financial advisors...
Summary Seth Streeter, founder of Mission Wealth, discusses the concept of redefining wealth beyond financial metrics. He shares his background and the vision behind Mission Wealth, which focuses on comprehensive planning and proactive service. Streeter emphasizes the importance of understanding clients’ true motivations and goals, and how advisors can use level three listening and sharing...
Episode Summary: The Future-Ready Advisor with Dr. Jeffrey Funk In this episode of The Future-Ready Advisor, Sam Sivarajan interviews Dr. Jeffrey Funk, a seasoned expert in the economics of innovation, to dissect the current landscape of AI, blockchain, and other emerging technologies. They explore what sets transformative technological innovations apart from the hype and discuss...
Episode Summary: Join host Sam Sivarajan in this compelling episode of The Future-Ready Advisor, featuring Adam Chapman, a pioneer in retirement planning and founder of Yes Money. Discover Chapman’s revolutionary approach that encourages retirees to spend intelligently, ensuring a balanced and fulfilling retirement. Key quote from the episode: “It’s about changing a lifetime of habits...
Episode Summary: In this episode of The Future-Ready Advisor, host Sam Sivarajan talks with Ali Qureshi, a fintech innovator, about the transformative power of digital collaboration tools in financial services. Ali delves into the origin and impact of his platform that is setting new standards for managing client relationships and document security. Explore how these...
Episode Summary In this riveting episode of The Future-Ready Advisor, Sam Sivarajan talks with Nataša Williams, a seasoned financial advisor and the co-founder of Cadro, leading UK technology-based wealth management firm. Nataša shares her unique insights on the integration of technology in wealth management, the personalized approach to client relationships, and how these factors contribute...
Episode Summary: In this engaging episode of The Future-Ready Advisor, host Sam Sivarajan sits down with Richard Betsalel, a senior investment banker with Crosbie and Company. They explore the intricacies of mid-market business sales and strategic financing, shedding light on effective preparation and the impact of competitive tension on achieving successful outcomes. Richard’s insights provide...
Episode Summary: In this episode of The Future-Ready Advisor, host Sam Sivarajan welcomes Merle van den Akker, an active voice in behavioral finance. Broadcasting from Sydney, Merle provides a detailed exploration of how deep-seated human behaviors and biases affect financial decision-making. With her extensive background in behavioral science, she offers a treasure trove of insights...
Episode Summary: Join host Sam Sivarajan in this episode of The Future-Ready Advisor as he engages with Brandon Chapman, founder of Advisor Flow. Brandon delves into how his platform is reshaping client onboarding and the overall advisory experience with innovative digital solutions. Key Quote: “Technology doesn’t fix a broken business; it just accelerates the success...
Episode Summary: In this engaging episode of The Future-Ready Advisor, host Sam Sivarajan discusses the often misunderstood aspects of transitioning into retirement with expert Gillian Leithman. Gillian, an adjunct professor and co-creator of the Certified Professional Retirement Coach Designation, shares invaluable insights on how retirees can rewire their expectations and approaches to this significant life...
Episode Summary: In this episode of The Future-Ready Advisor, Sam Sivarajan chats with Rob Janson, the co-CEO and Chief Investment Officer of West Court Capital. They delve into the nuanced world of alternative investments and discuss strategies for diversifying portfolios, particularly for ultra-high-net-worth clients and family offices. This discussion is a must-listen for anyone interested...
Embark on a journey through the financial landscape with Candice Jay, a wealth advisor with CC&L Private Capital, who brings her frontline experience to bear on the complexities of managing affluence in a fast-paced world. Her expertise unravels the tapestry of holistic advice, where the art of wealth management transcends the boundaries of mere number...
Discover the keys to unlocking a vibrant and dynamic retirement as we challenge the outdated notions of this life transition with financial visionaries Simon Chan and Mike Drak. This episode promises to redefine your understanding of retirement and work, exploring beyond the financial readiness to the vital non-monetary elements that foster a fulfilling post-career life....
Prepare to transform your financial advising approach with industry stalwart Mike Todd, as he guides us through the heart and soul of philanthropy in wealth management. Mike unveils his journey from a zealous stock market guru to an altruistic philanthropic strategist, providing a blueprint for advisors to intertwine clients' charitable ambitions with their financial objectives....
Ever thought retirement was just about saving enough money for the golf course and sunny days in Florida? Think again. Today, I'm joined by Susan Latremoille, a pioneer in the retirement coaching arena, as we uncover the less talked about emotional and psychological shifts that hit you when your 9-to-5 turns into endless free time....
The push towards clean energy provides investment opportunities for investors. Dial into the insights from Joanna Klimczak of CREO, as we examine the brave new world of sustainable investing. We dive into CREO's bold strategy, targeting an impressive $100 billion impact by 2025, and discuss how asset managers and financial advisors are becoming pivotal in...
Unlock the transformative power of coaching, both in life and in the world of financial advice, with Sam Sivarajan and guest, executive coach Alex Bunyan. Our conversation is a deep dive into the heart of decision-making, revealing how courageous questioning can lead to personal and professional fulfillment. By drawing parallels between financial advising and executive...
What's the secret to building a successful financial practice? It's not just about knowing numbers, it's about knowing people. As we chat with Dan Allen, a senior financial advisor with Manulife Securities, you'll glean wisdom from his 25 years in the industry. He's evolved from a value-based selling strategy to specializing in retirement income and...
Ever thought about the role of a financial advisor? It's more than just managing investments or selling products. In our candid discussion with Tom McCullough, co-founder, chairman, and CEO of Northwood Family Office, we'll reveal how the industry is shifting – moving away from a product-centric focus towards a more holistic approach that prioritizes understanding...
Are you or your clients curious about ESG and what it means for portfolios? Uncover what ESG is and why it will continue to be a key theme for years with Angela Wiebeck, Chief Sustainability Officer at Aquila Capital. In an era where profit meets purpose, our enlightening conversation peels back the layers of impact...
Ever wondered why some businesses steal the spotlight while others sink into oblivion? What if the secret to entrepreneurial success lies in brand clarity, niche targeting, and LinkedIn presence? Our guest for today's episode, Michelle Griffin, a personal branding maestro, is here to shed light on these questions and much more. Michelle takes us through...
Does planning for your financial future feel like a paralyzing paradox? Well, you're not alone. We're joined by the insightful Bill Bell, a senior financial advisor and author, who takes us through his journey from selling disability insurance to founding Bell Financial. With his unique perspective on the discovery process and the creation of comprehensive...
Are you ready to transform your financial perspective? With Sarah Kolla-Empey, a financial planner and wealth advisor, we journey into the world of holistic financial advice. Sarah's commitment to comprehensive financial planning has helped her clients thrive, and she's here to share her insights with you too. From her beginnings in an accounting firm to...
Explore the labyrinth of fixed income opportunities and central bank policies in this enriching conversation with our guest, Konstantin Boehmer. With his global experience as a fixed income portfolio manager, Konstantin sheds light on the intricacies of short-term and long-term bonds, and the ripple effects of a fluctuating Canadian dollar. Listen in as we navigate...
Ready to unravel the intriguing world of long-term investments? Listen in as we converse with Morten Springborg, a portfolio manager and thematic specialist from the institutional investment firm C Worldwide. Morten uncovers the key techniques behind C Worldwide's success – from their unique 30-stock approach to their in-depth thematic analysis. We discuss the power of...
What if you could rewrite the narrative of your clients' financial journey, focusing not only on numbers but on purpose? Meet Andy Baxley, a fee-only financial planner, who is doing just that. Andy joins us to discuss the concept of financial life planning, a human-centered approach that prioritizes individuals and their goals over the technicalities...
Looking to maximize your wealth and minimize your taxes? Craving expert advice on financial planning? Well, you're in luck. Our latest podcast episode features financial advisor, Bryan Scott, who brings over a decade of experience in the financial services industry. We unpack Bryan's journey from being a transactional advisor to comprehensive planning, all while exploring...
Brace yourself for a regulatory rollercoaster ride with Bill Donegan! This episode takes you on a journey through the recent regulatory merger in Canada, its potential implications, and the ripple effects it might have on advisors and firms. Powered by his rich experience with both the Mutual Fund Dealers Association (MFDA) and the Investment Industry...
Ever wonder how emotions and technology are reshaping the financial advisory industry? Meet Christopher Dewdney, a seasoned financial expert with two decades of experience, who shares his unique insights into the evolution of his practice and the industry at large. We delve into everything from the role of media in influencing investors to the meteoric...
Discover the secret to building stronger relationships with your clients, as we sit down with neuro-management expert, Dr. Carlos Davidovich and embark on a journey through the fascinating realm of our five brains. Can understanding the intricacies of our instinctual, emotional, and rational brains, coupled with the heart and gut brain, unlock the key to...
Ready for an exciting journey into the future of financial advice? I promise that you’ll gain valuable insights into how you can make your practice future-ready. I am your host, Sam Sivarajan, a seasoned wealth management consultant, behavioral scientist and author, ready to help you navigate the evolving industry landscape. We’ll journey from the traditional...
