Shows
Brian Crombie Radio HourBrian Crombie Radio Hour - Epi 1427 - Trump's Big Spending Agenda with Sam SivarajanTonight on The Brian Crombie Hour, Brian interviews Sam Sivarajan about his article “Why Trump’s big spending agenda is a worrying sign for investors on both sides of the border”.Sam Sivarajan is a speaker, independent wealth management consultant and author of three books on investing and decision-making. Sam discusses the significant impact of rising debt and deficits in the United States and Canada, highlighting the unsustainable nature of current spending. Sam emphasizes that the U.S. could soon spend more on interest than on defense, while Canada and Ontario are also facing substantial debt-related costs, which c...2025-07-2453 min
The Future-Ready AdvisorBehind the Curtain of Family Business: Trust, Conflict, and Legacy with Kim Siegers-RobinsonEpisode OverviewIn this episode of The Future-Ready Advisor, host Sam Sivarajan sits down with Kim Siegers-Robinson, a family business advisor, to explore the critical yet often overlooked aspects of family business dynamics. Kim shares powerful insights on the importance of communication in succession planning, the emotional challenges families face in wealth transitions, and why addressing the 'soft stuff' is essential for long-term success.They discuss how communication breakdowns account for 60% of family business failures, the delicate balance between fairness and equality in inheritance, and the urgent need for succession conversations. Kim emphasizes the transformative...2025-07-2246 min
C4G Sales SuccessMastering Change with Sam Sivarajan Ep. 55 In this episode of Catalyst4Growth, John Kailunas II interviews Sam Sivarajan, author of 'Change Mastery'. They discuss the relentless pace of change in today's world and the importance of having frameworks to navigate it. Sam introduces the CASE Foundation, which includes Control, Align, Span, and Establish, as well as the 3A framework: Assess, Act, and Adapt. Through practical examples and storytelling, they explore how to effectively manage change in personal and professional contexts. In this conversation, Sam Sivarajan discusses the importance of stoicism and adaptability in personal and professional growth. He emphasizes the need for individuals...2025-07-0946 min
The Future-Ready AdvisorBreaking Through Growth Barriers and Building Scalable Systems with Matt HickenEpisode OverviewIn this episode of The Future-Ready Advisor, host Sam Sivarajan sits down with Matt Hicken, Senior Vice President at Bill Good Marketing, for an in-depth conversation about scaling advisory practices and building sustainable growth systems.Matt brings over two decades of experience working with financial advisors across North America, plus nearly 14 years as a licensed advisor where he helped grow one practice from $25 million to over $550 million in AUM. He shares practical insights on breaking through growth plateaus, building referral systems that actually work, and why succession planning should start now—not later....2025-07-0853 min
The Future-Ready AdvisorWhy Demographics Fail: Building Fast Friends at Scale Through Values with David AllisonEpisode OverviewIn this episode of The Future-Ready Advisor, host Sam Sivarajan sits down with David Allison, founder of Value Graphics Research Company and author of The Death of Demographics. David challenges traditional assumptions about consumer behavior and reveals why demographics are only 10% accurate in predicting client behavior.This conversation explores the shift from demographic analysis to values-driven insights, uncovering how understanding client values can transform advisor-client relationships. David shares groundbreaking research, including his surprising Fox News vs CNN study, and provides practical tools for financial advisors to build deeper trust and create "fast friends...2025-06-2453 min
The Future-Ready AdvisorNavigating Through Uncertainty with the 3A Framework with Sam Sivarajan🎙️ Episode OverviewIn this second solo episode of The Future-Ready Advisor, host Sam Sivarajan introduces the 3A Framework—a practical model to help financial advisors lead with clarity in a world defined by volatility and change.Sam breaks down how to Assess situations objectively, Act decisively, and Adapt pragmatically. He explores how cognitive biases can distort perception, and why structure and empathy are key to helping clients navigate uncertainty.If you're a financial professional seeking smarter strategies and execution under pressure, this episode delivers concise, actionable tools to turn uncertainty into opportunity.💬 Key...2025-06-1029 min
The Future-Ready AdvisorThe Hidden Biases Hurting Your Decisions — And How to Fix Them with Nuala WalshIn this episode of The Future-Ready Advisor, host Sam Sivarajan sits down with behavioral scientist and author Nuala Walsh to explore the unseen forces that lead even smart people to make poor decisions. Together, they break down the common cognitive traps and biases that affect advisors and clients alike.Nuala shares her powerful “decision traps” framework and stresses the importance of reinterpreting—not just hearing—client communication. The conversation challenges advisors to slow down, understand psychological patterns, and approach decision making as a process rather than a performance.Whether you're guiding client portfolios or navigating your own...2025-05-2741 min
The Future-Ready AdvisorThe Power of Niche - How Ryan Townsley Turned Industry Focus into a $110M Financial Advisory PracticeIn this episode of The Future-Ready Advisor, host Sam Sivarajan sits down with Ryan Townsley, founder of Town Capital and former senior reactor operator in the nuclear power industry. Ryan shares his remarkable transition into financial advising and how building a niche practice focused on nuclear professionals helped him grow a $110M business.They explore the power of specialization, the importance of relatability in advisor-client relationships, and how consistent educational content can build credibility over time. Ryan’s story offers practical, inspiring lessons for any advisor considering the path of niche-focused growth.Key Quote...2025-05-1341 min
The Future-Ready AdvisorFrom Panic to Plan: How Advisors Can Navigate Change with Clarity and Confidence — with Sam Sivarajan🎙️ Episode OverviewIn this first solo episode of The Future-Ready Advisor, host Sam Sivarajan shares a timely and transformative message on how advisors can lead themselves and their clients through volatility, uncertainty, and change.Drawing on decades of leadership in wealth management, behavioral finance, and real-life crisis moments—from the Great Recession to COVID—Sam introduces his powerful CASE Foundation: Control, Align, Span, and Establish. These four principles provide a roadmap to stay grounded and purpose-driven even in the most chaotic markets.Packed with vivid stories (Andy Grove at Intel, Patagonia’s bold pivots, and...2025-04-2939 min
The Future-Ready AdvisorFrom Transactional to Transformational - How Financial Advisors Can Master Meaningful Conversations with Mary SchmidEpisode SummaryIn this episode, Sam Sivarajan is joined by Mary Schmid, expert in communication and creator of the Conversational Edge system. Together, they dive into the transformative power of communication in financial advising and explore how financial professionals can foster trust and deepen client relationships through more meaningful, emotionally intelligent conversations.Mary explains the neuroscience behind effective communication and how advisors can transition from surface-level transactions to deeper, transformational engagements. The conversation covers key communication blind spots, the importance of empathy and vulnerability, and how to create a safe space for clients to open...2025-04-1545 min
The Future-Ready AdvisorColoring Outside the Lines - Creativity, Resilience & Authentic Client Relationships with Will BaggettEpisode 42: Coloring Outside the Lines - Creativity, Resilience & Authentic Client Relationships with Will BaggettEpisode OverviewIn this episode of The Future-Ready Advisor, host Sam Sivarajan sits down with author and keynote speaker Will Baggett for a powerful conversation on creativity, resilience, and the power of authenticity in client relationships.Will shares how the pandemic changed our perspectives on work and identity, and why personalization and vulnerability are critical to building trust. He discusses how embracing imperfection, listening deeply, and finding common ground with clients can transform the advisor-client relationship.Whether...2025-04-0149 min
The Future-Ready AdvisorHow Financial Advisors Can Build Authority and Attract High-Value Clients with Paul McManusEpisode OverviewIn this episode of The Future-Ready Advisor, host Sam Sivarajan sits down with Paul McManus, an expert in authority marketing, to explore how financial advisors can establish trust and attract high-value clients. Paul shares insights on personal branding, the power of authorship, and the importance of defining a niche market.They discuss strategies for standing out in a competitive industry, making content creation manageable, and leveraging reputation to build long-term client relationships. Whether you're a seasoned advisor or just starting, this conversation is packed with actionable advice to elevate your brand and business...2025-03-1851 min
The Future-Ready AdvisorFrom Refugee to Rockstar: Christian Ray-Flores on Personal Branding and High PerformanceEpisode 40: From Refugee to Rockstar: Christian Ray-Flores on Personal Branding and High Performance Episode OverviewIn this episode of The Future-Ready Advisor, host Sam Sivarajan interviews Christian Ray-Flores, an accomplished entrepreneur, pop artist, and high-performance coach. Christian recounts his incredible journey from a refugee to pop stardom and now to coaching high-performing leaders. He dives into the transformative power of personal branding, the role of mindset in overcoming fear, and the daily habits that fuel long-term success.Christian also shares insights tailored to financial advisors, including how authenticity, trust, and human c...2025-03-0454 min
The Future-Ready AdvisorThe Taylor Swift Effect: Building Client Loyalty Through Emotional Connection with Edmund ChienEpisode 39: The Taylor Swift Effect: Building Client Loyalty Through Emotional Connection with Edmund ChienEpisode OverviewIn this episode of The Future-Ready Advisor, host Sam Sivarajan welcomes Edmund Chien, a former financial advisor and now coach to capital raisers and executives. Edmund draws a compelling analogy between financial advising and Taylor Swift's ability to build deep emotional connections with her fans, showing how advisors can leverage emotional intelligence to create lasting client loyalty.Drawing from his military background and financial advisory experience, Edmund shares how the EDI framework (Explain, Demonstrate, Imitate) fosters professional...2025-02-1847 min
The Future-Ready AdvisorInvestment Strategies That Work: Avoiding Costly Mistakes with Larry SwedroeEpisode 38: Investment Strategies That Work: Avoiding Costly Mistakes with Larry SwedroeIn this episode of The Future-Ready Advisor, Sam sits down with Larry Swedroe, a renowned advocate for evidence-based investing, to explore the principles behind successful investment strategies and the critical role behavioral finance plays in shaping investor outcomes. The discussion highlights Larry's career, the importance of diversification, and practical strategies for advisors to help clients build resilient portfolios in uncertain markets.Key Quote:"Never judge a strategy by the outcome—it’s the process that matters."Key Takeaways:1. Evidence...2025-02-0457 min
The Future-Ready AdvisorMoney, Meaning, and Happiness: The Financial Advisor's Guide with Daniel CrosbyEpisode SummaryIn this insightful conversation, Dr. Daniel Crosby, a psychologist and behavioral finance expert, explores the intersection of psychology and finance. Dr. Crosby shares his journey from clinical psychology to behavioral finance, emphasizing how financial advisors can deepen client relationships by understanding the emotional and psychological drivers behind financial decisions.The discussion highlights aligning financial goals with core values, the paradox of wealth and happiness, and the importance of authenticity in financial advising. Practical insights are provided on visualization techniques, gratitude practices, and helping clients navigate their financial journeys toward personal growth and fulfillment.2025-01-2153 min
The Influential Advisor072: Thriving as an Advisor in the Age of AI with Sam SivarajanIn this podcast episode, I welcome Sam Sivarajan, an expert in behavioral finance and a leader in coaching financial advisors, to explore the transformative intersection of artificial intelligence, behavioral finance, and human connection in financial advising.This episode provides insights into how advisors can embrace technology while deepening their human connection with clients. It also highlights Sam's practical frameworks for thriving in an AI-driven world, along with lessons from his impressive career journey.Sam's Journey: From Corporate Lawyer to Behavioral Finance ExpertCareer Transitions: Sam's career began as a corporate l...2025-01-1630 min
The Future-Ready AdvisorSay ‘Yes, And...’ - Applying Improv Principles to Business Success with Ian KeelingEpisode 36: Say ‘Yes, And...’ - Applying Improv Principles to Business Success with Ian Keeling Episode SummaryIn this episode of The Future-Ready Advisor, host Sam Sivarajan welcomes Ian Keeling, an actor, author, improv artist, and corporate coach. Together, they explore how the improv mindset can help us adapt, collaborate, and thrive in today’s unpredictable world. Ian shares how his journey into improv transformed his life and work, leading him to develop powerful tools for professionals to embrace change and foster deeper connections.The conversation dives into key improv principles, like startin...2025-01-0753 min
The Future-Ready AdvisorA Firm Worth Building - The Digital Family Office with Michael ClarkeEpisode 35: A Firm Worth Building - The Digital Family Office with Michael ClarkeEpisode SummaryIn this episode of The Future-Ready Advisor, host Sam Sivarajan sits down with Michael Clarke, veteran financial advisor and author of A Firm Worth Building. Michael shares his journey from surviving the early years of the financial industry to creating a thriving advisory firm. He discusses the evolution of financial advisory practices, including the concept of digital family offices, and emphasizes the importance of structured client engagement.Michael also dives into actionable insights for financial advisors, including the...2024-12-1743 min
The Future-Ready AdvisorHealth Meets Wealth - A Future-Ready Guide to Aging Gracefully with Scott FultonEpisode 34: Health Meets Wealth - A Future-Ready Guide to Aging Gracefully with Scott Fulton Episode SummaryIn this episode of The Future-Ready Advisor, host Sam Sivarajan speaks with Scott Fulton, author of Wealthspan, about the intersection of health, wealth, and housing in creating a fulfilling future. Scott shares why “aging well” is an art, blending financial planning, positive aging, and proactive design.The conversation explores key strategies for preparing for lifetime housing needs, addressing the financial implications of health, and embracing a future-ready mindset. Scott challenges common misconceptions about wealth and healt...2024-12-0349 min
The Future-Ready AdvisorEnhancing Retirement Advice Delivery and Digital Tools with Ryan DonovanEpisode 33: Enhancing Retirement Advice Delivery and Digital Tools with Ryan DonovanEpisode SummaryIn this episode of The Future-Ready Advisor, host Sam Sivarajan welcomes Ryan Donovan, founder of Retirement.ca, to discuss the non-financial aspects of retirement planning and how digital tools are transforming the industry. Ryan shares how platforms like his provide resources to help clients navigate lifestyle and psychological readiness alongside financial planning.The conversation highlights the importance of preparing for retirement’s emotional and social transitions, understanding the ‘disenchantment valley,’ and the value of goal-based investing. Ryan also discusses trends like c...2024-11-1936 min
The Future-Ready AdvisorHow to Engage Clients 150 Times a Year: Strategies from John PrendergastEpisode #32: How to Engage Clients 150 Times a Year: Strategies from John PrendergastSummaryIn this episode of The Future-Ready Advisor, Sam Sivarajan speaks with John Prendergast, founder and CEO of Blue Leaf, a pioneering wealth management software firm that's reshaping client engagement. John shares his unique career journey and insights on using technology to enhance client experiences, offering a fresh look at what it means to be truly client-centered. This conversation dives into actionable strategies for increasing touchpoints, implementing a "noisy service" approach, and creating engagement loops that make clients feel connected, understood, and valued...2024-11-0540 min
The Future-Ready AdvisorBreaking the Optimism Bias in Financial Advisory with John De GoeyIn this episode, host Sam Sivarajan interviews John De Goey, a wealth advisor and consumer advocate, discussing his journey in the financial advisory industry, the concept of optimism bias, and its implications for investors. They explore the role of financial advisors in managing client expectations, the importance of diversification, and the impact of technology on financial decision-making. John shares practical strategies for advisors to help clients navigate biases and make informed investment choices, emphasizing the need for critical thinking and evidence-based practices in the industry.takeawaysJohn De Goey's journey began in public service, leading to...2024-10-2247 min
The Future-Ready AdvisorThere’s No Place Like Home: The Power of Place in Wealth Planning with Ryan FrederickEpisode Summary: In this episode of The Future-Ready Advisor, Sam Sivarajan sits down with Ryan Frederick, founder of HERE, to explore the critical connection between place and longevity. Ryan advocates for "place planning," emphasizing how where we live is deeply intertwined with our well-being, especially as we age. This conversation touches on how financial advisors can guide clients in making intentional living decisions that balance financial, community, and health goals. Ryan shares insights on the evolving perception of home, not just as a financial asset, but as a space for creating a supportive and fulfilling lifestyle. He also highlights...2024-10-0852 min
The Future-Ready AdvisorBeyond the Balance Sheet with Seth StreeterSummarySeth Streeter, founder of Mission Wealth, discusses the concept of redefining wealth beyond financial metrics. He shares his background and the vision behind Mission Wealth, which focuses on comprehensive planning and proactive service. Streeter emphasizes the importance of understanding clients' true motivations and goals, and how advisors can use level three listening and sharing to uncover deeper client insights. He also discusses the role of technology in the industry and the need for smaller firms to find their niche and stay relevant.Keywordswealth management, redefining wealth, comprehensive planning, proactive service, client...2024-09-2445 min
The Future-Ready AdvisorBeyond the Buzz: Real AI Insights with Dr. Jeffrey FunkEpisode Summary: The Future-Ready Advisor with Dr. Jeffrey FunkIn this episode of The Future-Ready Advisor, Sam Sivarajan interviews Dr. Jeffrey Funk, a seasoned expert in the economics of innovation, to dissect the current landscape of AI, blockchain, and other emerging technologies. They explore what sets transformative technological innovations apart from the hype and discuss strategies for financial advisors to navigate this complex environment.Key Takeaways:Hype vs. Reality in Tech Innovations: Dr. Funk stresses the gap between the hype surrounding new technologies and their actual impact on productivity and daily life. He underscores...2024-09-1041 min
The Future-Ready AdvisorEpisode 27: Rewriting Retirement Spending Rules with Adam ChapmanEpisode Summary: Join host Sam Sivarajan in this compelling episode of The Future-Ready Advisor, featuring Adam Chapman, a pioneer in retirement planning and founder of Yes Money. Discover Chapman’s revolutionary approach that encourages retirees to spend intelligently, ensuring a balanced and fulfilling retirement.Key quote from the episode:"It's about changing a lifetime of habits of saving versus spending." [7:28]Topics discussed in this episode:The Innovative Spending-Focused Approach to Retirement [1:49]How Ensemble Teams Transform Financial Advising [2:22]Tackling the Decumulation Paradox in Retirement Planning [7:28]The Role of Trust and Deep Un...2024-08-2750 min
Your Retirement Planning SimplifiedEp# 103: The High Cost of Complicating Your InvestmentsWe look at the pitfalls of complex investment strategies and emphasize the benefits of keeping things simple. They discuss the importance of trusting market principles, practicing smart diversification, and avoiding performance chasing. With insights from a recent article by Sam Sivarajan on the Canada Pension Plan's investment performance, they highlight how adhering to evidence-based investment principles can lead to more reliable returns and a more secure retirement. Tune in to learn how to maximize your investment returns without unnecessary complexity. Read the full show notes and find more information here: Ep 103 Show Notes2024-08-2221 min
The Future-Ready AdvisorEpisode 26: Revolutionizing Client Collaboration in Financial Services with Ali QureshiEpisode Summary:In this episode of The Future-Ready Advisor, host Sam Sivarajan talks with Ali Qureshi, a fintech innovator, about the transformative power of digital collaboration tools in financial services. Ali delves into the origin and impact of his platform that is setting new standards for managing client relationships and document security. Explore how these advancements are reshaping advisory practices, enhancing productivity, and ensuring client data protection amidst evolving digital landscapes.Key Quote:"Providing a secure, efficient way to manage documents is not just a convenience; it's a necessity in today’s digital wo...2024-08-1341 min
The Future-Ready AdvisorEpisode 25: Integrating Technology and the Human Touch with Nataša WilliamsEpisode SummaryIn 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 shaping the future of the industry.Key Quote from the Episode [6:45]:"Money is valuable only insofar as it allows you to do what you truly want to do. If you can get that, you're free. If...2024-07-3048 min
The Future-Ready AdvisorEpisode 24: Secrets to Successful Business Sales with Richard BetsalelEpisode 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 valuable guidance for business owners contemplating the sale of their companies.Key Quote from the Episode [5:47]:"Yeah, that's a great story, Richard. It's funny, we all remember some of those early transactions from our junior days, which I...2024-07-1632 min
The Future-Ready AdvisorEpisode 23: Decoding Behavioral Finance with Merle van den AkkerEpisode 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 revolutionize the way financial advisors interact with and advise their clients.Key Quote from the Episode [6:05]:"No, it is very, very recent. That's why I get this question all the time. People are intrigued by the...2024-07-0252 min
The Future-Ready AdvisorEpisode 22: Revolutionizing Client Onboarding with Brandon ChapmanEpisode 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 Chapman [22:12]Topics Discussed in This Episode:Revamping Client Onboarding [1:50]Personalization Meets Automation [6:09]Challenges of Technology Adoption in Finance [11:36]Impact of Regulatory Changes on Advisory Practices [22:43]Future Trends in Financial Advisory [24:06]Integr...2024-06-1834 min
The Future-Ready AdvisorEpisode 21: Navigating Retirement with Gillian LeithmanEpisode 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 significant life stage.Key Quote: "Retirement is more than just financial planning; it's about what you plan to do with your life." — Gillian Leithman [6:52]Topics discussed in this episode:Understanding Retirement Beyond Finances [5:30]The Concept of 'Rewiring Retirement' [6:52]Challenges of...2024-06-0447 min
The Future-Ready AdvisorEpisode 20: Charting New Ground in Investment Strategy with Rob JansonEpisode 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 the evolving landscape of wealth management and the strategic use of alternative assets.Key Quote from the Episode [2:28]:"As I moved through my career in Europe and later in Canada, I embraced the philosophy of having more...2024-05-2146 min
The Future-Ready AdvisorEpisode 19: The Human Touch in Wealth Management with Candice JayEmbark 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 aspirations and legacies of high net-worth individuals. With a focus sharpened on the burgeoning realm of direct alternative investments, Candice illuminates how advisors like her navigate the intricate dance of risk, liquidity, and the pursuit of uncorrelated returns...2024-05-0831 min
The Future-Ready AdvisorEpisode 18: Designing a Purpose-Driven Retirement with Simon Chan and Mike DrakDiscover 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 Sivarajan, I'm here to share my experiences alongside the expert wisdom of Simon and Mike, guiding you through the complexities of adapting to a society where a full-stop retirement is a relic of the past.We're living longer...2024-04-2356 min
The Future-Ready AdvisorEpisode 17: Fostering Lasting Impact with Mike ToddPrepare 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 invaluable insight into fostering deeper client relationships by tapping into their passion for social impact, learning how these connections can extend well beyond mere transactional interactions. We also pull back the curtain on the dynamic world of family philanthropy, where D...2024-04-0933 min
The Future-Ready AdvisorEpisode 16: The Art of Retiring with Susan LatremoilleEver 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 session on how to keep your life's fulfillment meter running high when the office lights go out.As we navigate through the SIPS framework—a lifeline for a thriving retirement—we reve...2024-03-2645 min
The Future-Ready AdvisorEpisode 15: Investor’s Guide to a Cleaner Economy with Joanna KlimczakThe 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. Joanna shares her journey into climate advocacy and underlines the weighty influence of private financing in attaining net-zero ambitions. Joanna shares an exclusive look at the role of family offices in pioneering environmental progress, leveraging their wealth for strategic, impactful i...2024-03-1237 min