The Future-Ready Advisor Podcast
Host Sam Sivarajan talks with investment experts and top advisors to explore the pain points that financial advisors face, the pain points that you might also face, and how you can best position your practice for a successful future.
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Discover the keys to unlocking a vibrant and dynamic retirement as we challenge the outdated notions of this life transition with financial visionaries Simon Chan and Mike Drak.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...