The Grow Their Wealth Advisor Podcast

The Grow Their Wealth Advisor Podcast A NEW financial podcast hosted by certified Financial Planner Shyam Ganesh giving you all the tools you need to succeed as a financial advisor in Canada!

Have you ever wondered what it would be like to be a financial planner in Canada? Shyam Ganesh is excited to announce that he will soon be hosting a podcast dedicated to the business of an advisory practice and will be sharing all of his secrets to success. From snippets of his personal life to explaining the difference between RRSP’s and TFSA’s, he will coach you on how to decide what will give y

ou the greatest financial returns now and down the road. Life is complicated, but your finances do not have to be.

Search for organizations you can immerse yourself in.Finding the right group of like-minded individuals and client prosp...
10/06/2022

Search for organizations you can immerse yourself in.

Finding the right group of like-minded individuals and client prospects will benefit your business in the long run - and help you to create a solid foundation to work from.

Follow the link to tune into the podcast and learn from industry leaders. https://www.growtheirwealth.ca/e/episode-fifteen-marc-chris/

“Being a true wealth manager might involve educating the next generation on how to receive wealth and deal with wealth.”...
07/21/2022

“Being a true wealth manager might involve educating the next generation on how to receive wealth and deal with wealth.”

A key part of wealth and business succession is passing the necessary knowledge - how to manage wealth - on to your successors. All that and more on the Grow Their Wealth Podcast with JR MacDonald. https://www.growtheirwealth.ca/e/ep-14-jr-macdonald-episode/

“Love what you do.I say if you love your job as a financial advisor and you're building friends through your clients, bu...
07/18/2022

“Love what you do.

I say if you love your job as a financial advisor and you're building friends through your clients, building relationships with other professionals, and [...] allowing people to achieve their goals - that's something good.”

Wise words from JR MacDonald.

Listen to that and more on the Grow Their Wealth Podcast.

https://www.growtheirwealth.ca/e/ep-14-jr-macdonald-episode/

On this episode of the Grow Their Wealth Podcast, we talk about the important role of the financial advisor in helping o...
07/13/2022

On this episode of the Grow Their Wealth Podcast, we talk about the important role of the financial advisor in helping owner-managers structure their business for a successful exit.

Host Shyam Ganesh speaks with specialist lawyer JR MacDonald who shares insights and anecdotes from his 40 years of experience: https://www.growtheirwealth.ca/e/ep-14-jr-macdonald-episode/

“There's so many different business models because when you go into the model of, we want to help ideal people get compr...
06/10/2022

“There's so many different business models because when you go into the model of, we want to help ideal people get comprehensive planning and advice like we said, there's all different ways to get there and all different models to help people get there, as long as you're delivering, like, comprehensive planning and advice that takes care of all seven areas." - Grant Hicks

https://www.growtheirwealth.ca/e/episode-thirteen-grant-hicks/

“You can't deliver the same level of service to all your clients, can you? There's first class and there's coach for a r...
06/08/2022

“You can't deliver the same level of service to all your clients, can you? There's first class and there's coach for a reason, and your best clients are paying for it. Are they really, really getting it? Are they getting the best of you?” - Grant Hicks

https://www.growtheirwealth.ca/e/episode-thirteen-grant-hicks/

Join in on the conversation as I sit down with Jason Periera, a well-known Financial Planner, Writer, Commentator, Finte...
05/06/2022

Join in on the conversation as I sit down with Jason Periera, a well-known Financial Planner, Writer, Commentator, Fintech Expert, and thought leader in the Canadian Financial Advisory space. He pulls no punches– expect some straight talk about what he has learned, what is working for him, and what needs to change in the financial planning industry.

https://www.growtheirwealth.ca/e/episode-twelve-jason-pereira/

“The expansion journey was quite interesting for me, it was always working on the business rather than working in the bu...
04/08/2022

“The expansion journey was quite interesting for me, it was always working on the business rather than working in the business. It was important to work in the business initially to understand how it works. And then it was important to put the right processes in place and scale it up. “ - Jayesh

https://www.growtheirwealth.ca/e/episode-eleven-jayesh-kasim/

Join us on the latest episode of the Grow Your Wealth podcast as we sit down with Australian B2B Franchisor, Jayesh Kasi...
04/05/2022

Join us on the latest episode of the Grow Your Wealth podcast as we sit down with Australian B2B Franchisor, Jayesh Kasim, Co-Founder of Valenta. We’ll be talking about his foray into financial services and building his business, CRMs and AI, and how digitization is transforming the way we advisors do business.

https://www.growtheirwealth.ca/e/episode-eleven-jayesh-kasim/

Love them or hate them, cold calls are still a big part of our success as financial planners. This quick video is from o...
03/25/2022

Love them or hate them, cold calls are still a big part of our success as financial planners. This quick video is from our interview with Michael Gau, CEO at Win Succession, and explains their importance, even in the digital age.

https://www.growtheirwealth.ca/e/episode-ten-michael-gau/

In this eye-opening video Shyam Ganesh speaks with Micheal Gau, founder and CEO at Win Succession about getting started ...
03/17/2022

In this eye-opening video Shyam Ganesh speaks with Micheal Gau, founder and CEO at Win Succession about getting started in our industry, growing your skills and your clients, cold calls, succession planning, marketing in the digital age, and more.

https://www.growtheirwealth.ca/e/episode-ten-michael-gau/

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