Advice Around The World

In this edition of Advice Around the World, we discuss running a planning firm that spans Switzerland, Sweden and Germany, as well as the importance of financial coaching and inclusion. 

Financial planning, heavy metal, inclusion, and why women are usually better investors than men. This episode of Advice Around the World covers lots of ground, which is unsurprising considering that our interviewee operates across Switzerland, Sweden and Germany. 

Our interviewee this time is Sarah Genequand Miche, partner at Lyra Wealth. The firm stands out among others in its region, with a stated focus on financial planning, coaching, and passive investing. This might seem commonplace to those listening in from the US or UK, but is still a somewhat maverick approach in the prominent banking nation of Switzerland, where Genequand Miche calls in from.  

We can extend the maverick storyline further. Genequand Miche has also authored a book titled Women Are Worth It, which offers straightforward explainers and research on why women should engage with their finances and take charge of their investments. The intention is to help people make better financial decisions, encourage greater access to knowledge, and also to challenge the perception that financial services are stuffy and exclusive.

In this episode of Advice Around the World, Gusi Cohen from Insigneo offers an Argentine perspective on financial planning, rugby, and the perfect asado. 

 Most financial planners have a challenging job as it is, but how would you operate in a nation with political unrest like Argentina? There is a lot to love about the country, but in a financial sense it is not an ideal place for providing peace of mind. Thankfully, we are joined this week by Gusi Cohen, senior independent financial adviser at Insigneo. Cohen explains how people have adapted to the political and economic uncertainty and how financial advisors can cater to their needs. In other episodes we have delved into financial planning, behavioral finance and other topics that help clients to properly consider their circumstances and ambitions. This does not appear to have taken such a hold in Argentina, where soft skills and trust remain important, but protecting capital takes on a more central role. 

Episode eight of Advice Around the World takes us to South Africa, where we talk to Gugu Sidaki, founder of financial planning firm Wealth Creed, about financial literacy, diversity, funeral plans, and more.

How many advice firms do you know where most clients are black women? Not many, we assume. In this week’s Advice Around the World, Gugu Sidaki tells us how she has bucked this trend, and how her experiences in life have shaped her as a financial planner.

Gugu shares her passion for financial literacy, and also about her series of children’s books on the topic. As an advocate of greater access to advice for women, she also passes on some key points on how to bring more women to the table in this profession. 

Episode eight of Advice Around the World takes us to Wales, where we speak to record-holding athlete and successful advice firm founder, Jade Williams. The young Welsh planner is a national record holder for the 3000-metre steeplechase, training for the Olympics, and the owner of an advice business with over £100m in AUM. She also dances Argentine tango. We may as well mention that. In this podcast, Williams explains how she balances her two careers and makes the two work together. For instance, many of her clients are from a sporting background too and appreciate the insights of someone who can relate to their daily challenges. Williams is joining us for this episode from Germany and explains how she’s managed to maintain client communications while competing in various locations around the world. 

In episode seven of Advice Around the World, we head to Canada for a lesson on leadership, standards setting, and team culture from PWL Capital’s CEO, Brenda Bartlett.