Słuchaj podcastu Behind the Advice

What working in high-end hotels taught Natalie Jamison about wealth management	Behind the Advice	22:38
William Chan thinks AI is forcing advisors to level up their game	Behind the Advice	19:39
How a Bay Street legend taught Ryan Bushell to make clients his priority	Behind the Advice	31:09
Millie Gormely doesn’t want her clients to die rich	Behind the Advice	29:52
Why losing all his RRSP on a dot-com stock was the best lesson for Harp Sandhu	Behind the Advice	23:28
What managing her mom’s estate at a young age taught Kimberly Wood about money	Behind the Advice	27:28
Coming soon: Season five of Behind the Advice	Behind the Advice	01:09
How Rona Birenbaum overcame her fear of spending	Behind the Advice	32:11
How gold shaped Zainab Williams’ understanding of money and wealth	Behind the Advice	28:55
Aravind Sithamparapillai’s path to becoming an advisor started in a birthing room	Behind the Advice	31:05
Why Shay Steacy switched from being a fee-based advisor to an advice-only financial planner	Behind the Advice	33:39
Herman Chan on the benefits and challenges of going independent	Behind the Advice	24:52
How Elke Rubach helps families avoid financial trauma	Behind the Advice	24:55
Coming soon: Season four of Behind the Advice	Behind the Advice	00:58
From philosophy to finance: Jay Smith’s unconventional path to becoming a top advisor	Behind the Advice	25:53
Why switching to advice-only was the best career move Lori Curtiss ever made	Behind the Advice	22:57
What the loss of her family’s wealth during the Iranian revolution taught Tina Tehranchian about diversification	Behind the Advice	21:40
Why Darren Coleman thinks longevity and caregiving are the next big trends in wealth planning	Behind the Advice	29:27
How Shiraz Ahmed went from cold-calling prospects to launching his own wealth management firm	Behind the Advice	23:27
Why Lin Sok thinks more advisors should be working independently	Behind the Advice	28:23
Coming soon: Season three of Behind the Advice	Behind the Advice	01:02
How Julia Chung went from being a single teenage mother to a financial advisor	Behind the Advice	28:25
Why Bo Banner left the CFL for a career as an advisor	Behind the Advice	24:01
Why Samantha Sykes thinks we should be worried about the rise of finfluencers	Behind the Advice	28:30
Why Maili Wong left a high-profile job on Wall Street for a career as an advisor	Behind the Advice	27:59
From poverty to cancer, Robyn Thompson’s experiences have shaped her financial perspective	Behind the Advice	27:12
John De Goey is questioning long-held beliefs within the financial services industry	Behind the Advice	28:06
Coming soon: Season two of Behind The Advice	Behind the Advice	01:36
How life as an Olympic sprinter prepared Adrienne Power for a career in financial planning	Behind the Advice	21:43
How advisor Ivan Arturo turned a telecom sales job into a career in financial planning	Behind the Advice	24:34
How Kent Manderville went from NHL journeyman to advising pro hockey players	Behind the Advice	28:35
How growing up with a ‘scarcity mindset’ shaped Tiffany Harding’s advisor philosophy	Behind the Advice	25:01
How Xin Lou went from crypto entrepreneur to wealth planner	Behind the Advice	23:24
How Jackie Porter’s childhood struggles influenced her money mindset	Behind the Advice	29:58
Coming Soon: Behind The Advice	Behind the Advice	01:20

What working in high-end hotels taught Natalie Jamison about wealth management

Behind the Advice

22:38

William Chan thinks AI is forcing advisors to level up their game

Behind the Advice

19:39

How a Bay Street legend taught Ryan Bushell to make clients his priority

Behind the Advice

31:09

Millie Gormely doesn’t want her clients to die rich

Behind the Advice

29:52