The Insight is Capital™ Podcast

The Insight is Capital™ Podcast

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The Insight is Capital™ Podcast episodes

  • Why the Best Advisors Ask the Hardest Questions | Doug Boneparth

    The advisors who will thrive in the AI era are the ones willing to ask the questions no algorithm ever will.

    In this episode of Insight Is Capital, host Pierre Daillie sits down with Douglas Boneparth, CFP and President of Bone Fide Wealth, to explore the growing gap between what financial advisors deliver and what clients actually need. Drawing on his best-selling book Money Together, Doug makes the case that the most valuable thing an advisor can offer has nothing to do with portfolios or projections. It is the willingness to go deeper, to ask uncomfortable questions, and to make room for the conversations that clients are not having anywhere else. From couples and communication to generational wealth transfer and the rise of AI in practice management, this conversation is a candid look at where the advisory profession is falling short and what the best advisors are doing differently.

    CHAPTERS

    00:00 Introduction: Why the advisory business is changing faster than most advisors want to admit

    02:00 One year of Money Together: what Doug and Heather Boneparth have learned on the road
    05:30 What the industry keeps getting wrong: treating the household as one client
    09:00 The cost of comfort: why staying comfortable is the biggest risk in an advisor's practice
    10:30 The single highest-value habit: learning to ask uncomfortable questions
    11:30 What honest money conversations actually look like for couples
    14:00 Knowing your lane: when to bring in a therapist, an attorney, or an AI tool
    18:00 Practical steps: getting both partners in the room and meeting clients where they are
    24:30 AI in the advisory practice: what it can and cannot do
    28:00 The real bottleneck was never information. It was agreement.
    31:00 The CFP board adds behavioral finance. What that signal means for the profession.
    32:00 Closing thoughts: the heart of a social worker and the mind of a capitalist

    Where to find Douglas Boneparth

    Douglas Boneparth on Linkedin

    Bone Fide Wealth LLC

    Book: Money Together: How to find fairness in your relationship and become an unstoppable financial team

    #FinancialAdvisor #WealthManagement #BehavioralFinance #MoneyTogether #DougBoneparth #FinancialPlanning #AdvisorGrowth #CouplesAndMoney #InsightIsCapital #AIinFinance #FinancialTherapy #ClientRelationships #CFP #AdvisorLife #FinancialServices #MoneyMindset #PracticeManagement #WealthAdvisor #FeeCompression #FinancialWellness

    ```

    34 min
  • Where Macro Meets Opportunity: A Time-Tested, Three-Pillar Approach to Global Equities

    When the market itself quietly becomes the concentration risk, a top-down process built over 30 years may be exactly the second tool advisors didn't know they were missing.

    For most of the past decade, buying the market and achieving broad diversification were the same act. Today they are two separate jobs. In this episode of Insight Is Capital, host Pierre Daillie sits down with Christian Crête, Senior Portfolio Manager, Global Top-Down Strategies at Desjardins Global Asset Management, and Patrick Gagnon, Managing Director and Head of National Sales, Desjardins Investment Solutions, to examine exactly where that gap has opened and what fills it.
    Christian traces a macro-led process born in 1991, stress-tested through the GFC and Brexit, and refined for a world moving from one economic center of gravity to many. He walks through how his team reads the forest before the trees, working across macro, valuation, and investor sentiment simultaneously, to surface opportunities that passive indexing and conventional bottom-up stock picking are not designed to find. Japan's structural shift, European defense rearmament, and fragmenting global supply chains are not just headlines here — they are live portfolio positions with reasoned conviction behind them.
    Patrick brings the conversation to the advisor's desk: the quiet anxiety building around CRM3 and total cost reporting, the behavioral challenge of diversifying away from what has worked, and why Desjardins' co-creation approach — listening first, building second — is redefining what an asset manager partnership can look like. The episode closes with a plain-English breakdown of where DAGL sits alongside the newly launched Desjardins Active Canadian Bond Universe ETF (DACU) and Desjardins Canadian Equity Leaders ETF (DACL).
    Timestamped Chapters

    00:00 — Introduction: When the index kept its promise but the market narrowed

    02:00 — Guest introductions: Christian Crête and Patrick Gagnon
    03:00 — Career backgrounds
    05:30 — The shift from a unipolar to a multipolar world: what it means for portfolios
    09:00 — Europe, defense spending, and the emerging investment opportunity
    12:00 — Japan: 30 years of deflation, rising rates, and the carry trade risk
    15:00 — Concentration risk at the advisor's desk: index ETFs and the seven-name problem
    19:00 — The three pillars: macro, valuation, and investor sentiment
    24:00 — How advisors are quietly rethinking who they lean on, and why
    25:00 — Origin of the process: 1991, pension mandates, and a founding client still with them today
    29:00 — What advisors need from asset managers in a CRM3 environment
    33:00 — GFC playbook: building defensively in 2007-08, buying financials in January 2009
    37:00 — Brexit: positioning before the vote, buying UK homebuilders in the two-day collapse
    42:00 — Trusting the process when it hurts most
    44:00 — Forest before trees: why 300 names is not 300 stock picks
    46:00 — Quality and value as design, downside resilience as byproduct
    49:00 — Advisor objections and how Patrick answers them
    51:00 — Where DAGL sits in the Canadian ETF landscape
    54:00 — Which clients this fits: balanced, growth, high net worth, and where to be cautious
    55:00 — The active fixed income and Canadian equity case: DACU and DACL
    57:00 — CRM3, cost transparency, and expense ratios across the lineup
    58:00 — Rapid fire: one reason to add a global top-down strategy
    59:00 — What Desjardins offers an advisor's practice that the street does not
    01:00:00 — Co-creation: building solutions from the voice of the advisor
    01:01:00 — Why institutional durability matters inside the investment process

    Funds Mentioned

    DAGL — Desjardins Global Opportunities ETF (global top-down active equity)
    DACU — Desjardins Active Canadian Bond Universe ETF
    DACL — Desjardins Canadian Equity Leaders ETF

    #ActiveETF #GlobalEquity #MacroInvesting #PortfolioDiversification #ConcentrationRisk #AdvisorInvesting #CanadianETF #DAGL #DGAM #Desjardins #TopDownInvesting #WealthManagement #InsightIsCapital #CRM3 #FinancialAdvisor #InvestmentStrategy #MacroEconomics #MultipolärWorld #ETFCanada #ActiveManagement

    1 hr 3 min
  • There's a Version of You Your Family Has Never Met | Elena Iacono

    There's a version of you your family has never met — and the only way they ever will is if someone asks the right question.

    In this episode of Insight Is Capital, host Pierre Daillie sits down with Elena Iacono, founder of LegacyNex, to explore one of the most overlooked dimensions of wealth planning: the stories, wisdom, and hard-won insights that no will, no estate document, and no photo album can hold. Elena calls it human inheritance — the living record of who a person truly is, captured while clarity is still within reach. What begins as a deeply personal conversation about loss becomes a compelling case for why the most valuable thing any of us can leave behind has nothing to do with money.

    Chapters

    0:00 — Opening: The version of you your family has never met

    1:30 — Introducing Elena Iacono and LegacyNex
    2:00 — Elena's origin story: the loss of her father and the search through his drawers
    5:30 — What is "human inheritance"? Unpacking the concept
    9:30 — Parents as people: why we never ask the questions that matter most
    11:00 — Gloria Steinem, storytelling, and the power of a recorded voice
    13:30 — Who Elena's clients are — and what they discover
    17:00 — What families hear that they never knew before
    22:30 — How financial advisors are using LegacyNex with clients
    28:30 — The halo effect: generational impact and legacy across time
    31:00 — What Elena wishes someone had told her at 25

    Where to find Elena and LegacyNex:

    Elena Iacono on Linkedin

    LegacyNex

    #LegacyNex #HumanInheritance #InsightIsCapital #LegacyPlanning #FamilyLegacy #WealthManagement #FinancialAdvisors #LifeStories #EstatePlanning #Storytelling #IntergenerationalWealth #PierreDaillie #ElenaIacono #FamilyHistory #MeaningfulWealth #AdvisorLife #WealthBeyondMoney #CanadianFinance #LegacyCapture #PurposefulLiving

    36 min
  • Seen, Heard, Understood—The 93% of Wealth Advice That AI Won't Disrupt | Ed Chien

    What if the most powerful skill in wealth management has nothing to do with finance — and AI can never learn it?

    In this episode of Insight Is Capital, host Pierre Daillie sits down with Edmund Chien, Behavioural Finance Expert and Coach at Flow Cap Advisory, whose unconventional path — from Ryerson's theatre school to a $70-million book of business — reveals why 93% of what happens in a client meeting is invisible to artificial intelligence. Edmund unpacks the 7-38-55 rule (7% words, 38% tone, 55% body language), shares unforgettable stories about reading the room under pressure, and makes a compelling case that improv comedy is the most underrated professional development tool in financial services today.

    Chapters

    0:00 — Introduction: The question advisors are getting wrong about AI

    1:37 — Edmund Chien: From theatre school to a $70M book of business
    4:02 — The 7-38-55 rule: Why only 7% of communication is words
    7:49 — The crossed-arms client: Reading body language to save the meeting
    13:22 — Always be opening: Replacing the old sales playbook
    15:30 — Behavioural finance and the limbic system: Why pitching too soon backfires
    19:47 — Pop culture as rapport: Speaking the language of your client's generation
    27:01 — The German client story: How punctuality closed a million-dollar account
    34:46 — Introverts vs. extroverts in client-facing finance
    40:03 — Myers-Briggs and knowing your own strengths
    43:23 — Family office and multigenerational wealth: The highest expression of behavioural finance
    49:00 — Why improv training belongs in every advisor's development plan
    53:35 — Final advice: Start at Second City, budget for failure, grow for life

    #BehaviouralFinance #WealthManagement #FinancialAdvisor #AIandFinance #ClientRelationships #EmotionalIntelligence #ImprovForBusiness #SoftSkills #BodyLanguage #HighNetWorth #FamilyOffice #FinancialServices #AdvisorLife #738Rule #InsightIsCapital #AdvisorAnalyst #SalesSkills #MindsetMatters #FinanceLeadership #HumanConnection

    55 min
  • Nearly Half of Canadian Advisors Have No Succession Plan

    Nearly half of Canadian financial advisors have no succession plan — and their clients have no idea.

    In this episode of Insight Is Capital, host Pierre Daillie sits down with Brent Allen, EVP and Head of Sales and Distribution at IG Wealth Management, to examine the findings of IG's third Advisor Perception Study. With roughly one-third of Canadian advisors planning to retire within the next decade, the succession challenge is no longer a distant concern — it is arriving now, and the industry is not ready.

    Brent brings a rare perspective: he has been an advisor, a regional vice president, and now leads a network of nearly 1,800 advisors serving over one million clients. Together, Pierre and Brent unpack why so many advisors — the very professionals who build retirement and estate plans for clients — have failed to plan their own exits, what the human cost of that gap looks like, and what a truly thoughtful succession model would require.

    CHAPTERS

    00:00 The succession wave: what the data reveals

    02:00 Brent Allen's path from advisor to EVP
    05:30 IG's Advisor Perception Study: the numbers that surprised
    09:30 Why advisors keep putting off their own succession plans
    12:00 Dealer support gaps: structural or a matter of prioritization?
    15:00 Building the next generation: teams, employee channels, internships
    20:30 Canada's wealth drivers: tax, estates, and small business succession
    22:30 Why client care ranks above price in advisor succession priorities
    28:30 Informal handshake plans versus real business continuity
    30:00 Why IG made business continuity planning mandatory for all advisors
    35:30 Designing the ideal succession model: self-assessment and emotional readiness
    39:00 The five stages of transition and the case for an Amazon-style process
    42:30 Brent's own transition story: what he saw looking back after 10 years
    46:00 The one question every client needs answered: "Am I going to be okay?"

    #SuccessionPlanning #FinancialAdvisor #WealthManagement #IGWealthManagement #CanadianFinance #AdvisorLife #FinancialPlanning #RetirementPlanning #BusinessContinuity #InsightIsCapital #WealthTransfer #AdvisorPodcast #FinancePodcast #CanadianAdvisors #FeeBasedAdvice #ClientFirst #AdvisorNetwork #FinancialServices #WealthAdvisor #MoneyPodcast

    49 min
  • Marcos Milla: The Financial Literacy Revolution Advisors Can't Ignore

    Your clients are probably already getting a lot of their investment intel from financial influencers like Marcos Milla — and that is one of the best things that's ever happened to your practice and to the investment advice profession.

    On this episode of Insight Is Capital, host Pierre Daillie sits down with Marcos Milla, the 25-year-old founder of ETF Academy Media, who built a 57,000-subscriber YouTube channel and a thriving B2B media business by doing something deceptively simple: asking ETF portfolio managers the questions retail investors don't know to ask. What began as late-night YouTube sessions after twelve-hour days at the Federal Reserve has become one of the most-watched independent voices in the ETF space, generating over 20 million monthly views across platforms. Pierre and Marcos explore the blurring line between financial education and financial influence, the ethics of sponsored content in a world where a single video can move fund flows overnight, and why the advisor who dismisses a YouTube-informed client may be making a far costlier mistake than the client ever could. And frankly, what does it really say about how the financial advice profession needs to evolve?

    Episode Chapters

    00:00 — Introduction: How retail investors are discovering ETFs before their advisors do

    02:00 — Marcos's origin story: from Domino's cashier to Federal Reserve examiner to YouTube
    09:00 — The wholesaler analogy: how creator media is replacing traditional ETF distribution
    10:30 — Navigating conflicts of interest: how ETF Academy decides who to work with (and who to turn away)
    20:00 — Distributed due diligence: why Marcos's interviews are, for many viewers, the closest thing to professional research they'll ever access
    25:30 — Framework vs. buy signal: how Marcos thinks about retail influence and investor responsibility
    29:30 — Why ETF issuers and retail investors are skeptical of advisors — and what advisors can do about it
    35:30 — Who's actually watching: the 25-to-40 demographic reshaping the advice conversation
    36:30 — The most sophisticated (and surprising) questions Marcos gets from viewers
    49:00 — What advisors should do when a client walks in with a YouTube-formed opinion
    55:30 — Embrace or be left behind: the financial literacy floor is rising, and so is the ceiling for advisors who get it

    #ETF #ETFInvesting #FinancialLiteracy #RetailInvestor #InvestingForBeginners #ETFAcademy #MarcosMilla #FinancialEducation #WealthManagement #InvestmentAdvisor #PersonalFinance #ETFNews #FinTok #PassiveInvesting #DividendInvesting #CoveredCallETF #IncomeInvesting #InsightIsCapital #AdvisorAnalyst #FinanceYouTube

    58 min
  • Kevin Carter: The World's AI Supply Chain is in Emerging Markets

    What if the biggest winners of the global AI arms race aren't in Silicon Valley — and passive investors are already exposed to them without knowing it?

    Host Pierre Daillie sits down with Kevin Carter, CIO of EMX ETF, for a conversation that fundamentally reframes what emerging markets means in the age of AI. Kevin reveals how three semiconductor giants — TSMC, Samsung, and SK Hynix — have quietly come to represent a third of the MSCI Emerging Markets Index and nearly all of its recent returns, why the hyperscaler CapEx debate misses the real story, how China's open-weight AI models have already surpassed US models in total token usage, and why India may become the world's most important AI implementation market. From DeepSeek's origin story and China's Six AI Tigers to a stunning ETF performance gap that blindsided Vanguard investors, this conversation challenges everything advisors think they know about international allocations.

    Chapters

    0:00 — The old EM story vs. the new one: three chip names now own 31% of the benchmark

    1:00 — Welcome: Kevin Carter returns to Insight Is Capital
    3:30 — Is the MSCI EM Index still doing its job? The concentration question
    6:30 — The Mag Three: how TSMC, Samsung, and SK Hynix drove EM past the S&P
    9:00 — Where all that hyperscaler CapEx is actually going
    11:30 — $965 billion in two years: the Mag Three's staggering profit outlook
    13:00 — iShares vs. Vanguard: how Korea exclusion cost investors 30 percentage points
    15:00 — EM as a direct beneficiary of US AI infrastructure spending
    21:00 — The five-layer AI stack: who really controls the supply chain
    24:00 — Power constraints: China has three times the US electricity capacity
    25:30 — The model layer: OpenAI, Anthropic, and the race at the top
    31:30 — China's Six AI Tigers and Tsinghua University's startup machine
    34:00 — DeepSeek's origin story: from quant hedge fund to AI disruptor
    35:30 — The DeepSeek moment: $6.5M model, Nvidia drops 30%
    38:00 — Chinese models now lead globally in total token usage
    39:00 — From token maxi to token mining: the bill arrived
    43:00 — Unintended consequences: how chip sanctions accelerated China's innovation
    46:30 — Hong Kong's AI IPO pipeline: 300 listings in the queue
    55:30 — India's AI thesis: implementation over frontier model development
    59:30 — Final word: what advisors should tell clients about EM today
    1:02:00 — Wrap-up: EMX ETF, EMQQ, FMQQ, and the TGRZ Tigers LLM ETF

    #EmergingMarkets #AIInvesting #TSMC #DeepSeek #ChineseAI #EMXetf #EMQQ #MagThree #AISupplyChain #OpenWeightAI #IndiaAI #HongKongIPO #KimiK3 #TGRZetf #InsightIsCapital #AIStocks #Semiconductors #GlobalInvesting #WealthManagement #FinancePodcast #MacroInvesting #PierreDaily #KevinCarter #ETF #AIRace

    ```

    1 hr 4 min
  • Meb Faber: The Quiet 50% Return Nobody at the Beach Is Talking About.

    While everyone else was at the beach celebrating another S&P up year, global value stocks quietly returned 50% — and Meb Faber is done being polite about it.

    Cambria Investment Management Founder and CIO Meb Faber joins Pierre Daillie on Insight Is Capital for a conversation that starts where most investment discussions are too comfortable to go. US equities are expensive, concentrated, and priced at CAPE ratios within striking distance of their all-time peak. Yet the complacency is total: the S&P is up mid-teens again, the beach crowd is happy, and almost no one is paying attention to the fact that global value stocks returned 50% last year and are up 25% again this year. Meb and Pierre dig into why that gap exists, what it reveals about herd behavior and passive indexing dogma, and what a genuinely diversified portfolio — one that includes shareholder yield, trend following, real assets, and ex-US exposure — actually looks like in practice. Along the way, Meb dismantles some of the most persistent myths in finance: that dividends are a free bonus, that T-bills are safe, that passive indexing means owning the S&P 500, and that buybacks are a modern invention. His new book, Investing in America: The Rise of a 250-Year Bull Market, surfaces as the historical backdrop to all of it — a reminder of what patient capital actually earns across generations, and a quiet indictment of everything designed to distract investors from that truth.

    Timestamped Chapters

    00:00 — Introduction: 250 years, one chart, $1 into $200 million

    03:00 — COVID, meme stocks, and a generation let in through the casino door

    06:30 — Creative destruction: why the top companies of every decade eventually vanish

    09:00 — Railroads, dark fiber, AI: how every bust seeds the next expansion

    12:30 — The valuation problem: writing a US bull market book when US stocks are historically expensive

    15:30 — CAPE at 42, dividend yield at 1%: the global opportunity hiding in plain sight

    18:00 — The 50% return nobody at the beach is talking about

    21:00 — Time Billionaires: human capital, ownership mentality, and the delayed gratification problem

    26:30 — Young investors have always been gamblers — the narrative of desperation is wrong

    27:30 — Nominal vs. real: why T-bills have had a 50% drawdown and almost no one knows it

    30:00 — The dividend myth: 80% of retail investors think a dividend is a free check

    35:30 — Shareholder yield: why ignoring buybacks gives you an incomplete and often negative picture

    44:00 — SYLD's 10-year track record: top decile across three geographies

    46:00 — Energy: from a third of the S&P to under 5%, and what that asymmetry means now

    50:00 — Trend following and managed futures: the AI optimizers say 15 to 30%, zero investors do it

    55:00 — The investing pyramid: the 80% that matters before any of the sexy 20%

    01:01:00 — Passive investing's Achilles heel: market cap weighting loads you into the most expensive things at the worst time

    01:08:00 — The passive dogma problem: nobody who calls themselves an indexer actually indexes globally

    01:13:00 — One habit young investors must build; one habit seasoned investors must unlearn

    #MebFaber #CambriaInvestments #GlobalDiversification #ShareholderYield #InternationalEquities #ValueInvesting #TrendFollowing #ManagedFutures #PassiveInvesting #ETFinvesting #FactorInvesting #BehavioralFinance #WealthManagement #InvestmentStrategy #FinancialAdvisor #PortfolioConstruction #InsightIsCapital #AdvisorAnalyst #StockMarket #GlobalValueStocks

    1 hr 12 min
  • David Wong: Anything Can Happen—3 Decades of Market Crises Shaped this $400B CIO's Playbook

    What do electricity, a forgotten 1920s financier, and Bobby Orr have to do with building a portfolio that wins in 2026? More than you think.

    Pierre Daillie sits down with David Wong, Group Chief Investment Officer at CIBC Global Asset Management, who oversees investment teams across Canada and the US and runs more than $100 billion in managed solutions. With nearly three decades of experience, including a front-row seat to the 2008 crisis in New York, David brings a rare "anything can happen" perspective to a market that looks constructive yet crowded.

    The conversation ranges from the AI super cycle and why it may rhyme with the 1870 to 1970 productivity boom, to the uncomfortable lesson of Samuel Insull, who backed the right technology and still faced ruin. David lays out where conviction and caution sit in equities and fixed income, why Canada deserves a second look, and how quant, low volatility, alternatives and high-conviction active management each play a role on an all-star roster built for any kind of game.

    Along the way, he pulls back the curtain on how a $400 billion manager actually makes decisions, from a monthly investment committee to a daily 8 AM "Kaizen" meeting that brings a couple hundred people together across North America. The episode closes with the one thing David believes advisors are underestimating right now.

    Chapters

    00:00 Introduction: offense, defense and discipline

    02:00 David's path from Bay Street summer student to Group CIO
    07:00 The AI super cycle and Robert Gordon's productivity thesis
    14:00 Financing the boom: the Samuel Insull warning
    17:30 Equities: earnings breadth, valuations and strategic allocation
    20:30 Canada's second look: resources, power and the AI build-out
    22:30 Tech concentration and the second-order effects nobody sees yet
    27:00 Building the core: quant strategies and active conviction
    30:00 Fixed income: rising yields and the 1977 to 1981 lesson
    34:30 Where the fixed income opportunity sits today
    38:30 The all-star team: offense, defense and two-way players
    45:00 Heroes without capes: the real alpha advisors deliver
    46:00 Running $100 billion: investment committee and the Daily Kaizen
    54:30 Alternatives and real assets: the LeBron James role
    58:30 Total portfolio thinking and the power of the IPS
    61:00 What really matters after three decades
    67:00 What advisors are underestimating right now
    69:00 Closing thoughts

    #InsightIsCapital #DavidWong #CIBCAssetManagement #PortfolioConstruction #AssetAllocation #AISuperCycle #Investing #WealthManagement #FinancialAdvisors #FixedIncome #BondYields #CanadianEquities #TSX #Diversification #QuantInvesting #LowVolatility #ActiveManagement #Alternatives #HedgeFunds #PrivateCredit #MarketOutlook2026 #InvestmentStrategy #BehavioralFinance #AdvisorAnalyst #FinancePodcast

    1 hr 11 min
  • The Credibility Dividend: Why Finfluencers are Making Real Advisors More Valuable Not Less | Stephanie Wolfe

    35% of Canadian retail investors have made a financial decision because of a finfluencer. Here's why that's the best news advisors have heard in years.

    The way investors learn about money has been rewired, scroll by scroll, on platforms never built for financial advice. In this episode of Insight is Capital, Pierre Daillie sits down with Stephanie Wolfe, EVP and Head of Marketing at Global X Canada, to unpack what her team's research reveals about how Canadians actually consume financial content, and why the rise of finfluencers, short-form video, and AI verification tools may be strengthening, not eroding, advisor credibility.

    Here's what the research revealed:Facebook was #1 with Boomers at 86% and Gen X at 82%Gen Z Top 3: YouTube 81% / Instagram 75% and TikTok 75%70% of Canadian investors watch Finfluencer content: • 94% of Gen Z watch 4.9 x a week • 80% of Millennials watch 2.5x a week • 71% of Gen X watch 1.9x a week • 54% of Boomers watch 2.3x a week

    Drawing on two decades of financial marketing leadership at Franklin Templeton, BlackRock, and now Global X, Stephanie explains why the trust equation has shifted from brands to people, what a Reddit AMA taught her about authenticity, and how time-crunched advisors can meet clients where they are without becoming content creators themselves. She also shares a sneak peek of unreleased research on how AI is lengthening, and reshaping, the investor decision journey.

    Chapters

    00:00 - The ground has shifted: finfluencers go mainstream

    03:40 - Stephanie's career arc: Franklin Templeton, BlackRock, Global X

    05:45 - What the research says investors actually want

    10:50 - "They don't know what they don't know": the new client conversation

    13:30 - The two-to-five-minute sweet spot and Dunbar's number

    15:50 - Quarterly client events as trust and referral engines

    20:05 - The access gap: investors who can't find an advisor

    22:40 - Inside a Reddit AMA: how trust really works on platforms

    27:45 - Content strategies for time-crunched advisors

    31:20 - Sneak peek: new research on AI, finfluencers, and Quebec investors

    36:30 - The biggest content mistake hiding in plain sight

    40:10 - Deepfakes, regulation, and the next two years

    44:20 - How investors really make decisions: signals, not straight lines

    #Finfluencers #FinancialAdvisors #Investing #ETFs #WealthManagement #GlobalXCanada #InvestorEducation #FinancialMarketing #PersonalFinance #CanadianInvestors #AIinFinance #FinTwit #AdvisorMarketing #FinancialContent #InsightIsCapital

    48 min

About The Insight is Capital™ Podcast

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This is The Insight is Capital Podcast, AdvisorAnalyst.com’s fireside chats with fascinating people in finance to discuss their insights on life, markets, macro, investment strategy, and and much…