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 values. Today’s guest is here to share how he helps his clients live by their values, from setting their goals to planning their estates.
Sterling Rempel has more than 30 years of experience in the financial services industry. Twenty years ago, he founded his own independent financial planning firm, Future Values Estate & Financial Planning, where he serves as the principal advisor.
Sterling is a Certified Financial Planner, holds the distinction “Fellow of FPSC” and is a two-time finalist in the PlanPlus Canada Financial Planning Awards. Listen to the episode to hear what he has to say about estate planning practices, the importance of education for bringing in new clients, and more.
What You’ll Learn in This Episode:
Links and Resources:
Quotes by Sterling:
“Estate planning is more than the tax and the charitable giving; it is how to transition that wealth to the next generation most effectively.”
“I find that clients aren’t as hung up on the nature of the compensation, more so they just want to understand it.”
“We as an industry have to do a better job of identifying that financial planning is a valid exercise no matter what a person’s financial net worth statement says.”
Celebrating 20 years as an independent financial advisor this year, Sterling Rempel jokes that he thinks he “might survive in this industry at this point.” Far more than surviving, he’s built a successful business doing what he loves and helping people feel confident in their financial future and the legacy they’ll leave behind.
Below, we’re sharing three key ideas from Sterling:
For the rest of the episode, find the podcast on iTunes or Stitcher, or click the link above.
