Finance Village

By Questor Media

Hosted By Sheldon Brow, Founder & CEO of Pocket Finance. Finance Village is a podcast that caters to both financial professionals and consumers, featuring conversations that challenge and engage e... more

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FAQs about Finance Village:

How many episodes does Finance Village have?

The podcast currently has 24 episodes available.

Finance Village episodes:

July 22, 2024 The Role of Technology in Financial Advising
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/
...more
35min
July 10, 2024 Behavioural Finance Insights For Smarter Advising & Investing
Discover the secrets of behavioural finance for smarter advising & investing in this episode. Learn how psychology influences your financial decisions and gain insights to become a smarter investor and advisor.

https://financevillage.ca/

Connect with Sheldon:
linkedin.com/in/sheldon-brow

Connect with Seun:
linkedin.com/in/seunadeyemi
...more
19min
June 27, 2024 Financial Planning Tips for Millennials
In this episode, we dive deep into the world of financial planning tailored for millennials. Navigating the financial landscape of today, millennials face distinct challenges and opportunities. From tackling student loan debt to mastering the art of saving for the future, we explore practical tips and strategies to help you achieve financial independence.

Whether you're just starting your financial journey or looking to optimize your current plan, this episode is packed with actionable advice to help you take control of your financial future

Connect with Sheldon:
linkedin.com/in/sheldon-brow

Connect with Seun:
linkedin.com/in/seunadeyemi
...more
21min
June 18, 2024 Understanding Financial Advising Referral Fees
In this episode Sheldon & Seun dive deep into the world of financial advising referral fees. Join us as we unravel the complexities surrounding referral fees, a critical yet often misunderstood aspect of financial advisory services. We'll explore what referral fees are, how they work, and the ethical considerations involved.

Whether you're a seasoned financial advisor or new to the field, this episode will equip you with the knowledge and tools to navigate referral fees with confidence and integrity.

Connect with Sheldon:
linkedin.com/in/sheldon-brow

Connect with Seun:
linkedin.com/in/seunadeyemi

Thanks for being a resident of Finance Village
...more
22min
May 23, 2024 Chartered Financial Planner Debate
This episode tackles (respectfully and fairly) title protection in the financial advisory space, particularly the CFP and the recent developments in the Chartered Financial Planner designation controversy head-on, fostering a critical discussion among industry-leading financial professionals in Canada.

Speakers 👇
Jason Pereira: linkedin.com/in/pereirajm
Mark McGrath: linkedin.com/in/markmcgrathcfp
Mehul Gandhi: linkedin.com/in/mehulgandhicfp
Julia Chung: linkedin.com/in/juliaychung
...more
2h 31min
September 05, 2023 Creating The Future Of The Financial Industry - Brandon Chapman
Brandon Chapman is the visionary founder of Advisor Flow. Brandon is on a mission to revolutionize the way financial advisors operate, helping them streamline their operations, simplify compliance, and transform client relationships into collaborative and automated experiences. With Advisor Flow, he's created a one-stop solution for everything from intake forms to updating client information, making life easier for both advisors and their clients.
Brandon brings a wealth of experience to the table, with over 8 years of expertise in financial and business planning. He's been instrumental in helping Canadian businesses and professionals thrive by offering strategic advice and harnessing the power of technology.
In today's episode, we dive deep into some intriguing topics with Brandon:
🔹 Are MLMs (Multi-Level Marketing) worth your time and investment? We'll uncover the pros and cons of this controversial business model.
🔹 When should individuals start crafting their financial plan? Brandon shares insights on the ideal timing for taking control of your financial future.
🔹 And finally, we'll explore the red flags to watch out for in the finance industry. With Brandon's extensive experience, he'll reveal the warning signs that every investor and business owner should be aware of.
So, if you're ready to gain valuable insights into finance, technology, and the world of entrepreneurship, stay tuned for an enlightening conversation with Brandon Chapman.
--Connection Links 🔔
Sheldon Brow: linkedin.com/in/sheldon-brow
Brandon Chapman: linkedin.com/in/brandonchapmancf
...more
52min
July 19, 2023 Succession Planning from the Buying Advisors’ Perspective
Welcome to another insightful episode of Finance Village. In this episode, we dive into the world of Succession Planning from the Buying Advisors' Perspective. Join us as we explore the complex and dynamic landscape of buying advisor practices, their challenges, and the strategies they can employ to ensure a smooth and prosperous succession plan.
We discuss these and more topics 👇
- The Messy Book Dilemma- Beyond the Retiring Clients- Common Challenges Faced- The Changing Demographic Landscape:- Building Trust and Relationships
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Connection Links 🔔
Sheldon Brow: linkedin.com/in/sheldon-brow
Nick Giovannetti:linkedin.com/in/nickgio
Simon Wong: linkedin.com/in/simonwonguofa
...more
1h 25min
July 10, 2023 Decoding Financial Behaviour: Unleashing the Power of Behavioural Finance with Preet Banerjee
Join us in this captivating episode as we dive into the fascinating world of behavioral finance with Preet Banerjee, a renowned consultant to the wealth management industry. Preet's expertise lies in the commercial applications of behavioral finance, and he has an impressive track record as a fintech founder, investor, and personal finance educator.
As the founder of MoneyGaps, Preet has revolutionized the financial technology landscape, creating innovative solutions to bridge the gaps between individuals and their financial goals. His investments in WealthScope, Drop, and Tunezy showcase his deep understanding of emerging fintech trends and the potential for disruption in the industry.
Preet's passion for educating others about personal finance is palpable & he has empowered countless individuals to take control of their financial futures. Tune in to discover his unique insights and practical advice on managing wealth and making informed financial decisions.
--Connection Links 🔔
Sheldon Brow: linkedin.com/in/sheldon-brow
Nick Giovannetti:linkedin.com/in/nickgio
Simon Wong: linkedin.com/in/simonwonguofa
Preet Banerjee
moneygaps.com (Company)
preetbanerjee.com (Personal)
[email protected]

Thank you for being a member of Finance Village
...more
1h 33min
June 20, 2023 Canadian Finance Professionals Spill the Beans on Career Turning Points | Grace Jahns
In this episode, we’re peeling back the curtain to share our very own tales of how we navigated through the Canadian financial landscape.From a mix of backgrounds, we stumbled upon the world of finance. But how did we get here? What sparked our interest? And, how did we adapt and grow? Tune in as we candidly discuss our experiences, and the unexpected and weird moments that changed our careers. An episode filled with genuine stories and highlighting the human side of an ever-evolving industry.
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Connection Links 🔔
Sheldon Brow: linkedin.com/in/sheldon-brow
Nick Giovannetti:linkedin.com/in/nickgio
Simon Wong: linkedin.com/in/simonwonguofa
Grace Jahns: linkedin.com/in/grace-jahns

Thank you for being a member of Finance Village
...more
1h 25min
April 28, 2023 Navigating The Shift From Retail to Digital Operations | Chris Whyte
Chris is a senior executive, consultant and adviser with over 3 decades of experience developing, leading and growing financial services businesses including large organizations as well as startups.
He has helped new organizations find their niche and growth their business and has leveraged his experience at large established players like TD, BMO, CIBC and Davis & Henderson, and helped Home Trust through major governance, operations, and financial issues. He now has his own consulting firm helping all kinds of financial entities accelerate their businesses and elevate customer experiences.
He is also an advisor to my fintech start up Pocket Finance, and when I need a moment of his time, his advice is clear, intelligent, specific, and he gives me tons of brilliant and compelling language to steal in refining our message, and determining our strategies for pricing, enterprise board room sales, and much more.
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Connect with Host - Sheldon Brow 🔔
Linkedin:linkedin.com/in/sheldon-brow
Pocket Finance: https://www.pocketfinance.com/
Connect with Chris Whyte 🔔
Email :[email protected]
Website: freestonegroup.ca
Thank you for being a member of Finance Village
...more
1h 7min

FAQs about Finance Village:

How many episodes does Finance Village have?

The podcast currently has 24 episodes available.