The Grow Their Wealth Advisor Podcast

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/

10/03/2022

Creating a specialty for you and your business might be the smartest choice you can make.

Learn why specializing is such an important step to take - and how it can benefit you.

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

09/28/2022

Tune in to Episode 15 to gain some insight into why financial organization is extremely important and how it can help you build a reputable business.

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

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/

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/

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/

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/

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/

06/03/2022

“You get your life back, you get to get time to yourself, and your life, and your family. That’s the real power of that.” - Grant Hicks

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

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/

04/12/2022

“Digitizing is a must, it's not optional anymore. I think it's been that way for a few years now, where digitizing just helps bring your business to another level.” - Shyam

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

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/

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/

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/

03/23/2022

Shyam spoke to Michael Gau, Founder and CEO at Win Succession in Vancouver. In this interview clip, Michael reflects on how tough it is to enter and succeed in our industry.

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

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/

02/25/2022

“Getting into business with other people, you have to be mindful of the relationship and the personality and the philosophy and philosophical differences. You have to always invest in the relationship, You always have to invest in your team and your people.” - Joey Lam

In Episode 9 of the Grow Their Wealth Financial Advisor Podcast, I speak with Joey Lam and Caleb Miller, founding partners of InvestorDNA in Calgary. We speak about how they met each other and why they quit successful practices at a life insurance career a...

02/23/2022

“Hindsight is always 20/20. You have to expect to learn, you have to expect you’ll make mistakes and that you're going to make good decisions and bad decisions, but we've got to learn from the bad ones and hopefully make them more good than bad.” - Caleb Miller

In Episode 9 of the Grow Their Wealth Financial Advisor Podcast, I speak with Joey Lam and Caleb Miller, founding partners of InvestorDNA in Calgary. We speak about how they met each other and why they quit successful practices at a life insurance career a...

02/19/2022

“So go ahead and take the deep dive despite the naysayers…because there's no shortage of those, and you have to have the positivity and the inner grit to just keep going.” – Joey Lam

In Episode 9 of the Grow Their Wealth Financial Advisor Podcast, I speak with Joey Lam and Caleb Miller, founding partners of InvestorDNA in Calgary. We speak about how they met each other and why they quit successful practices at a life insurance career a...

01/28/2022

“When we ask advisors what their biggest challenge is, lead generation has crept to the top of the list.” - Charlie Conron

https://www.growtheirwealth.ca/e/episode-eight-charlie-conron/

01/28/2022

“At the center of financial services is still a relationship and still humans.” - Aly Dhalla

https://www.growtheirwealth.ca/e/episode-seven-aly-dhalla/

01/26/2022

“Most advisors were very guarded with their clients and said no, they're my clients and I will be the one to serve them, but what I found was actually opening them up was the best way to, not only serve them, but to create scale for myself. “ - Aly Dhalla

https://www.growtheirwealth.ca/e/episode-seven-aly-dhalla/

01/22/2022

“Once you have your core values knocked out, then you start to create some consistency in action and behavior across your organization, and that will ultimately drive your culture.” - Aly Dhalla

https://www.growtheirwealth.ca/e/episode-seven-aly-dhalla/

12/03/2021

Investing in your business–like spending to expand your team–can seem scary, but the returns are usually quick and allow you to scale up.

https://www.growtheirwealth.ca/.../episode-six-michael.../

12/01/2021

“Service the hell out of your client and he’ll never leave you” –good advice from Michael Wortsman’s father.

https://www.growtheirwealth.ca/e/episode-six-michael-wortsman/

11/22/2021

Throughout his career as an entrepreneur and advisor, Philip Setter has tried, failed, tried again, and succeeded. Learn how he gained the trust of accountants and business owners alike, to build an amazing practice in a short few years.

https://www.growtheirwealth.ca/e/episode-five-philip-setter/

11/20/2021

When Philip Setter became a financial advisor, he pivoted to working with business owners very quickly, even though he had no background in finance. Learn how he developed the technical expertise as well as how he went about marketing.

https://www.growtheirwealth.ca/e/episode-five-philip-setter/