Shawn Brayman is the former CEO of PlanPlus, an industry-leading financial planning software firm. Just how reliable are risk profiling questionnaires, really?

*Our sincerest apologies for the audio quality of this episode. Despite our best efforts, technical challenges beyond our control resulted in less-than-ideal sound.

However, it was still a great conversation with Lauren Jeffrey. Enjoy!

-Lauren Jeffrey is the President of Point.Shift, a practice management firm that helps advisors navigate relationships. Lauren and John agree on the need for a shift, but how are they different in their perspectives?

Amanda Lang is a Canadian business journalist, currently employed by BNN Bloomberg. Previously, she was the host of Bloomberg North on Bloomberg TV Canada.

John A. Turner is a Ph.D. from the University of Chicago who is a senior pension consultant and researcher based in the U.S. Are people too optimistic about what they expect to earn in their defined contribution plans?

Marc Kealey is a principal at Kealey and Associates, a boutique management consulting firm with public policy expertise. What do you know about the election of R.B. Bennett in 1930?

Greg Romundt is the founder and President of Centurion Asset Management Inc., Centurion Apartment REIT, and Centurion Financial Trust, which collectively manages over $7.2 billion in assets.

What’s the right way to pronounce Cantillon – and what the heck is the Cantillon Effect?

Jasmine Fan, Director and Senior Member of the iShares Investment Strategy team, joins John to offer her firm’s outlook for 2024. Pop quiz: what’s the difference between a soft landing and no landing?

Coreen Sol is a CFA and Portfolio Manager. Her recent book, ‘Unbiased Investor: Reduce Financial Stress and Keep More of your Money’ cements her reputation as an authority who incorporates behavioural finance into practice management.

Dennis Mitchell joined Starlight Capital in March 2018 as Chief Executive Officer and Chief Investment Officer. He has over 20 years of experience in the investment industry.

Harry Mamaysky is a professor of professional practice at Columbia Business School, where he is the faculty director of the Master of Science in Financial Economics program and the Program for Financial Studies. He is also the co-founder of QuantStreet Capital, a NY registered investment advisor.