Podcasts by Growing Your Financial Advisory Practice | Insights for Financial Advisors, Planners and Investment Managers
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061: Building a Successful Practice That Is a Good Fit for You from 2020-06-24T05:00
Advisors need to be able to help their clients meet not just their short-term goals, but also their long-term wealth management goals, and that means building str...
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060: Grow Your Practice by Closing Estate Planning Gaps for Clients from 2020-06-10T05:00
Financial advising isn’t just about what an individual should do with their money while they’re still alive. It’s also about their family and wh...
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059: How to Create a Value-Based Portfolio that Performs Well from 2020-05-27T05:00
Is it possible to make investments and get good returns while investing in assets that reflect your values? Today’s guest says that it is. Tim Nash is the f...
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058: How to Build a Successful Practice by Swimming Against the Tide from 2020-05-13T05:00
Sometimes, you may encounter an idea or opportunity that hasn’t yet been adopted by the mainstream, but you just know that it makes sense. Having the vision...
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057: How to Use Financial Storytelling to Help Non-Traditional Clients from 2020-04-29T06:00
People in different fields and with different types of learning styles think about finances in different ways. There is more than one right way to talk about fina...
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056: How to Help Clients Visualize Their Financial Success with Dashboards from 2020-04-15T05:00
What does it mean to think outside the box when it comes to financial planning? And what do financial advisors need to know about working with clients through tur...
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055: Practical Ways to Keep Improving your Skills as a Financial Planner from 2020-04-01T05:00
In theory, everyone wants to constantly be improving their financial planning skills, but what does it mean to put that into practice? Today’s guest is a re...
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054: How to increase the value of your financial advisory services by educating your clients from 2020-03-18T05:00
When it comes to the question of how open to be with clients, at what point of the spectrum do you fall? Do you teach them enough that they feel invested in the p...
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053: Building a Referral-based Financial Advisory Practice from 2020-03-04T05:00
Financial advising is a profession that draws in an eclectic mix of individuals who come from different backgrounds and whose career paths haven’t always be...
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052: A Smart Approach to Balancing Risk and Return for Your Clients from 2020-02-19T05:00
Higher returns often mean higher volatility — so how do you know when it’s worth it to be more aggressive and when you should settle for a lower, but ...
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051: Full Practice Management Platform for an Independent Financial Advisor from 2020-02-05T05:00
Eight years ago, it would have been nearly impossible to imagine the incredible impact fintech would have on the financial services industry today. And even now, ...
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050: Busting Your Myths and Misconceptions about Financial Advising from 2020-01-22T05:00
It’s one thing for the general public to misunderstand what financial advisors do or be mistaken about important principles of personal finance. But what ab...
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049: Unraveling Cross-Border Financial Planning from 2020-01-08T05:00
What unique financial planning challenges do individuals face when they live full- or part-time in the US but have Canadian citizenship (or vice versa?) How can y...
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048: Transforming the Financial Planning Industry into an Evidence-based, Fiduciary Profession from 2019-12-11T05:01
It’s one thing to build up your own practice. But as we approach the end of the year, we’re taking a step back to look at what it takes to build an en...
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047: Transitioning Family Wealth: How to Increase the Odds of Success from 2019-11-27T05:02
Family businesses inevitably come with complex scenarios for a financial advisor to sort through. But the biggest complications may not be what you expect: the em...
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046: The One Change You Can Make to Your Financial Planning Practice to Really Put Clients First from 2019-11-13T05:00
Everyone says they put their clients’ best interests first, but what’s the best way to set yourself up for success in this regard? By introducing port...
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045: How to Grow Your Practice from $30 million to $150 million AUM and Exit - On Your Terms from 2019-10-30T05:00
When growing your book of business, you can either build it from scratch yourself or join up with another advisor and purchase their practice. Today’s guest...
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044: 5 Principles of Good Financial Planning from 2019-10-16T05:56
You’re an expert in your field, but what do you do when you come across a planning situation that’s out of your depth? Today’s guest works with ...
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043: Life-first Financial Planning Helping Clients Look at the Big Picture from 2019-10-02T05:00
Helping people succeed financially isn’t about dollars and cents or numbers on a spreadsheet. It’s really about uncovering and understanding where cli...
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042: How to Protect Your Clients’ Financial Futures in a Divorce from 2019-09-18T05:00
Most people know that divorce can take a financial toll. So what’s the best way for clients to protect their assets during a divorce? And more importantly, ...
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041: Leveraging Your Experience as a Business Owner to Help Business-minded Clients from 2019-09-04T05:00
What’s the best way to offer financial advice to business-minded clients? For starters, it helps to be clear on what it means to be a business owner yoursel...
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040: How to Build Wealth for Families over 4 Generations from 2019-08-21T05:00
For many families, the wealth-building process is one that crosses several generations. It’s just not always easy to keep everyone on the same page. However...
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039: How the Charitable Giving Niche is Underserved by the Industry from 2019-08-07T06:39
How does charitable giving factor into wealth management? How can you help your clients pursue their charitable goals a...
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038: Compliance for Insurance Advisors How it Can Help You Run a Better Practice from 2019-07-24T06:00
Compliance has a bad rap in the financial services industry, but today’s guest has a unique perspective. Now a compliance officer, he actually started his c...
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037: Transitioning your Financial Advisory Practice to a Fee-Based Model (Without Losing Revenue) from 2019-07-10T06:00
The conflicts of interest within embedded compensation models are well known, but how can you actually get away from it and maintain a stable and comfortable reve...
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036: How to Successfully Prevent Clients’ Biggest Mistakes around Estate Planning from 2019-06-26T06:00
Estate planning can cause rising tensions within a family. It’s not necessarily that people don’t know what...
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035: Offering Clients Alternative Investment Opportunities as a Financial Planner from 2019-06-12T06:00
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 inv...
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034: A Value-First Approach for Working Effectively with Clients (and Other Professionals) from 2019-05-29T06:00
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...
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033: The 1-Page Marketing Plan for Your Financial Advisory Practice from 2019-05-15T06:00
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...
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032: How Wealthy People Approach Building Wealth from 2019-05-01T06:00
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 a...
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031: Keeping your clients happy while navigating transitions in your business from 2019-04-17T06:00
You’re a pro at helping clients handle change in their financial plans, but how can you navigate major transitions in your own business? As an entrepreneur ...
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030: Delivering what you charge for: How to earn your clients’ fees from 2019-04-03T06:00
You can promise a lot as a financial advisor, but do you always provide the value your clients are paying for? Today’s guest, Dean Trudeau, thinks the key i...
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029: Setting yourself apart with an unbeatable client experience from 2019-03-20T06:00
When it comes to building a successful wealth advisory business, most advisors have the planning and one-on-one relationship side down pat. But what they’re...
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028: Estate Planning in Accordance with Clients’ Values from 2019-03-06T06:00
An effective financial advisor does more than help their clients prepare for their own futures: they also help them allocate their assets in accordance with their...
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027: The major drivers of advisors’ business growth from 2019-02-20T06:00
Growing your advisory practice is certainly challenging, but there are some clear differences that separate out the most successful advisors from everyone else. T...
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026: What you can learn about building and managing a successful investment firm from Steadyhand’s Tom Bradley from 2019-02-06T06:00
Building and managing a successful financial investment firm is easier said than done, but today’s guest has the experience and actionable tips to help you ...
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025: How to Improve Your Practice Through Professional Education from 2019-01-23T06:00
More education can give you more prestige as a financial advisor, but even more importantly, it gives you the knowledge and skills to better meet your clients&rsq...
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024: Structuring the Perfect Family Office Practice from 2019-01-09T06:00
The comprehensive services offered by family offices have traditionally only been available to high-net-worth individuals. But today’s guest, Marc Lamontagn...
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023: How to Differentiate Your Independent Practice from the Big Banks from 2018-12-19T06:00
Because many people mistakenly believe their money is safer with big banks than with independent financial planners, it’s important to show clients the bene...
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022: Practicing What You Preach as a Financial Planner from 2018-12-05T06:00
When an individual seeks out financial advice, they want to know that their planner has more than just the expertise needed to help them with the numbers. They al...
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021: How to Measure Client Progress Effectively (Even If Markets Decline) from 2018-11-21T06:41
The biggest reason for clients to seek out financial advice is that they want clear answers to the big questions in their lives. This is especially true when the ...
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020: Why Online Meetings with Clients Are Better for Building Trust from 2018-11-07T06:00
More and more activities that previously took place in person are happening online these days. But is it possible to be an effective financial advisor and build s...
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019: Why the VP of Marketing at AMEX Quit to Become a Flat Fee Financial Coach from 2018-10-24T06:00
Helping people improve their financial literacy and understand the best ways to use their money is a powerful way to help improve people’s lives. Often, the...
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018: 3 Ways to Make a Fee-For-Service Model Effective, Scalable and Profitable from 2018-10-10T06:00
Who needs financial planning advice? Realistically, everyone, no matter their income level, can benefit from financial planning advice – so why not make fin...
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017: Successfully Growing a Practice with High Service Standards from 2018-09-05T06:08
Building your own practice can be a delicate balancing act. You want to give your clients the best service possible while also expanding your client base and maki...
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016: Why Starting with Financial Planning Builds Trust Quickly (even with Skeptics) from 2018-08-22T06:57
Financial advisors ask their clients to place a large amount of trust in them. When you’re advising someone about how to manage their assets and investments...
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015: How to Find Your Ideal Clients Without Relying on Referrals from 2018-08-08T06:57
In order to be a successful financial advisor, you need to be able to find and acquire the clients who are right for your practice, service those cl...
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014: The Secret to (Profitably) Tackling Complex Financial Planning Situations from 2018-07-25T06:56
As a financial planner, you become accustomed to seeing certain types of financial situations over and over again. However, some clients have very complicated and...
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013: Harnessing Technology to Bring Clients from Prospect to Policy from 2018-07-11T06:56
Insurance is an important part of financial planning and wealth planning. Technology can help insurance brokers more effectively bring useful products to their cl...
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012: Will Robo-Planners Replace Financial Planners from 2018-06-27T06:56
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 ...
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011: The Art and Science of Retirement Income Planning from 2018-06-13T06:56
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 U...
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010: How to determine key assumptions when developing financial projections from 2018-05-30T14:56
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 professiona...
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009: How to collaborate your way to starting and growing your fee-for-service financial planning firm from 2018-05-16T06:56
In today’s episode, I’ll talk to two financial planners who merged their individual businesses to create a new practice together.
008: Helping people manage their finances in alignment with their values from 2018-05-02T06:55
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.
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007: Increasing clients clarity and confidence with goal-based planning from 2018-04-18T14:55
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 go...
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006: How to compete and win in the Canadian HNW segment from 2018-04-04T06:55
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 m...
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005: Predictably Growing Your Practice With Systems, Tools, and Referrals from 2018-03-21T14:55
We’ve talked about creating an advice-centric practice, articulating the value of financial advice, pricing and structuring your services, and conducting yo...
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004: Conducting Your First Client Meetings in a Way to Maximize Conversions from 2018-03-07T14:54
Once you have a client in your office, what do you do with them? You want to convince them to engage you as their primary advisor and use your services if possibl...
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002: How to properly articulate the value of financial advice from 2018-02-21T14:54
When you meet with a potential client, do you try to convince them of the value that they’ll receive from your financial advice? If so, do you find that you...
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003: Pricing and structuring your service offering to make it irresistible to prospects from 2018-02-21T06:54
Setting a price for your services can seem like a pretty basic aspect of getting started in your own financial advisory practice, but it can also be intimidating....
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001: How to successfully transition from product-centric into an advice-centric practice from 2018-02-19T14:54
When you want to create a strong financial advisory practice, it helps to have advice from those who are experienced in the field. Today’s guest, John Page of PlanPlus Global Financial Pla...
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000: Welcome to Growing Your Financial Advisory Practice Podcast from 2018-02-15T14:54
If you’re a financial advisor looking for tips, strategies, and insights that will help you strengthen your relationships with your clients and grow your pr...
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