The Uncertainty E.D.G.E.

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 to sh...

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 va...

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 that can revo...

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 of a well-run one.” – Brandon...

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 sign...

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 in...

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 crunching to embrace the personal aspirat...

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. As your host, Sam Sivaraja...

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. You'll gain invalu...

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. This isn't your typical chat about nest eggs; it's an enlightening...

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 the transition to a cleaner economy. Joan...

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 coaching, we illuminate the...

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 protection. But more than just business talk, Da...

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 needs before prescribing solution...

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 investing, revealing the potent combination of financial returns and environmental...

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 her transition from the corporate world to e...

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 financial plans, Bill takes us on an expl...

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 her specialized practice, Sarah's journey...

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 the choppy economic waters, pred...

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 patience and strategy in act...

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 of finance. He shares his insights on how this...

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 the significant role life...

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 Regulatory Organization of Canada (IIROC), Bil...

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 better financial advising? Dr. Davidovich t...

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 rise of influencers in the financial world an...