By Questor Media
The podcast currently has 23 episodes available.
In this episode of Finance Village Sheldon and Seun address why younger generations—Millennials and Gen Z—are losing trust in traditional banks and turning to independent advisors for a different approach to Investing and Finance than their "Parents" Banks
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https://financevillage.ca
https://pocketfinance.com
https://linktr.ee/questorpods
In this episode of Finance Village Sheldon and Seun discuss securing client communication in the financial services industry. With the SEC and other regulators cracking down on communication compliance, financial advisors are facing unprecedented fines—nearly $400 million to date—for off-channel communication practices. The episode delves into the challenges of implementing secure communication tools in a way that clients will actually adopt.
https://financevillage.ca/
https://pocketfinance.com/
https://linktr.ee/questorpods
In this episode of Finance Village we discuss strategies and tips on how finance professions can improve at communicating when having difficult or uncomfortable conversations between other professionals and their clients.
We also role-play some examples of DO's & DONT's when being confronted by clients and how you should respond when tense moments arise.
Finance Village
Pocket Finance
Producer by Questor Media
In this episode Finance Village is joined by John Pelley from Colibri Financial. We dive deep into a crucial topic that many business owners often overlook: the importance of regularly reviewing banking services. John brings over 35 years of experience in big banking, to discuss how businesses are unknowingly paying hidden fees and missing opportunities to save significant amounts of money.
Tune in to learn practical steps for conducting your own banking review, identifying hidden costs, and negotiating better terms with your bank. Whether you’re a seasoned business owner or just starting out, this episode is packed with valuable insights that could SAVE YOU THOUSANDS!
Finance Village
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In this episode Finance Village is joined by Kinsted Wealth. We dive deep into the lucrative and dynamic world of private equity & discuss how financial advisors can unlock the potential of these alternative investments to diversify portfolios, mitigate risks, and maximize returns for their clients. We explore key strategies, insights, and industry trends shaping the future of private equity and real assets. Join our expert guests as they break down complex topics, demystify investment jargon, and share actionable tips to help advisors confidently navigate this high-growth sector.
Kinsted Wealth is a $1.4Billion boutique Discretionary Wealth Management Firm, founded in 2003, and based in Calgary. We have developed a unique investment platform consisting of 3 well established private asset funds with 4+ year track records, along with public equities and bonds.
https://kinsted.com/
https://financevillage.ca/
Connect with Sheldon:
linkedin.com/in/sheldon-brow
Connect with Seun:
linkedin.com/in/seunadeyemi
In this episode Sheldon & Seun discuss how financial professionals can speed up and simplify the client data collection process for both parties and what are the obstacles that advisors face when trying to collect all the financial data they need.
https://financevillage.ca/
Connect with Sheldon:
linkedin.com/in/sheldon-brow
Connect with Seun:
linkedin.com/in/seunadeyemi
In this episode Sheldon & Seun discuss how advisors and financial professionals can create and keep good will between themselves, their clients, and their colleagues.
https://financevillage.ca/
Connect with Sheldon:
linkedin.com/in/sheldon-brow
Connect with Seun:
linkedin.com/in/seunadeyemi
In this episode, Sheldon & Seun speak with Zael Miransky from MCO Private Wealth about the current state of the international economy, how/if investors & advisors should be reacting, & how you can keep a stable strategy in unstable times.
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https://financevillage.ca/
Connect with Sheldon:
linkedin.com/in/sheldon-brow
Connect with Seun:
linkedin.com/in/seunadeyemi
Zael Miransky:
linkedin.com/in/zaelmiransky
In this episode, Sheldon & Seun dive into the world of car payments and explore how they might be keeping you financially stuck. From understanding the true cost of financing to discovering the long-term impact on your wealth, we break down the reasons why car payments can hinder your financial freedom.
Join us as we discuss practical strategies to:
- Avoid the debt cycle
- Take advantage of financing strategies
- Gain control of your finances and make smarter money decisions.
https://financevillage.ca/
Connect with Sheldon:
linkedin.com/in/sheldon-brow
Connect with Seun:
linkedin.com/in/seunadeyemi
In this episode Sheldon and Nick dive into the transformative role of technology in financial advising. 🌐 Discover how cutting-edge innovations are reshaping the financial landscape, making advising more efficient, accurate, and accessible. Whether you're an advisor looking to stay ahead of the curve or an investor keen on understanding the tools your advisors use, this episode is packed with insights you can't afford to miss!
In this episode, we cover:
How AI and machine learning are revolutionizing client interactions
Must-have tech tools for modern financial advisors
Real-life success stories of tech integration in financial planning
🔔 Subscribe to stay updated on the latest in financial technology!
Website: https://financevillage.ca/
Sheldon Brow: https://www.linkedin.com/in/sheldon-brow/
Nick Giovannetti: https://www.linkedin.com/in/nickgio/
The podcast currently has 23 episodes available.