Grow Their Wealth

On Episode 14, I speak with JR MacDonald, a 41-year veteran lawyer whose practice exclusively focuses on succession, estate and tax planning for business owners. This episode is for those of us financial advisors who are building or want to build a clientele of highly successful owner-managers. Although our conversation gets a bit technical at times, listen in for the anecdotes and insights from JR’s experience. He shares how we as...

In this episode, Grant shares some really valuable insights on capacity planning and marketing. He specifically walks me - and by extension, you - through a couple of exercises on how to design your practice, add more value while optimizing your own time, take 8-12 weeks of vacation a year, and create an advisory practice that won't just sell for two times revenue but 5-10 times multiple. On marketing, we talk about how to segment ...

In this episode, Jason and I talk about how he’s built his practice based on client success instead of targets, what and who he learned from along the way, and how to grow without making larger clients subsidize smaller ones. He also passionately explains why he advocates for advisors to be held to a fiduciary standard, including how that would spur immense innovation in our industry and thereby improve service levels for clients a...

In this episode, Jayesh shares the incredible journey of how he replaced his income from a high-paying mining job in just 9 months as a financial planner. He also talks about how he marketed his practice - leading it to expand into 3 locations in 3 years, and why he decided to sell that practice to help advisors meet their staffing, technology, and marketing needs. This business now employs over 500 staff and counting, and he's don...

On Episode 10, I speak with Michael Gau of Win Succession. He’s acquired over 50 books of life insurance and investment business and provides some great insights on how to position your book for sale and what to look for when buying. Listen in to learn about what can go wrong in a transition and how to get it right.

Episode Highlights 7:00 - The secret to success, cold calls and relationships, new technology 11:00 - The need for tr...

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 agency to start something fresh. We talk about their acquisition, and how they’ve grown by significantly cutting down their service offering. What’s really interesting is that Joey...

Charlie Conron is the Founder and CTO at Life Design Analysis. He shares the story of how he leveraged technology to double his step-father’s life insurance business year over year several times in a row. He talks about how that sparked the idea to build a tool that over 20,000 advisors now use. Listen in to learn what happens when life insurance is more understandable to new clients, and how to improve service and mine opportuniti...

Although he first aspired to work in sports therapy, Aly Dhalla’s career path snaked its way through financial services working for TD Bank, to a tech startup in the insurance space and finally has led him to co-found Finaeo, a venture-backed insurtech startup that is reshaping insurance distribution to help independent life insurance advisors thrive in a digital era. Finaeo provides advisors with a digital toolkit, paired with an ...

Host Shyam Ganesh speaks with Michael Wortsman, Partner at Bridgewell Financial. They discuss how his passion for technology at a very young age allowed him to be extremely effective at taking over and managing a small book of group business. He shares how his fine arts background has helped him build a brand and the client experience, and how he grew his group business to over 275 clients through referrals, partnerships and effect...

Founder and CEO of Business Critical and Advisor Institute, Philip Setter, sits down today to talk about his personal and professional journey. From his humble beginnings in the financial services industry, trying to start a lawn painting business, through many highs and lows, mistakes and surprising learning opportunities, he entertains us with stories about how he came to start his Business Critical seminars and founded the Advis...

Host Shyam Ganesh speaks with Dave Faulkner, Founder of financial planning software tools FP Solutions and RazorPlan, and author of his latest book “Organize Your Wealth”. They speak passionately about what Financial Organization is, why it’s difficult to provide financial advice when a client isn’t organized, and what the role of a financial advisor is and can be in helping clients get there.

0:29: Shyam greet...

Host Shyam Ganesh speaks with Jason Watt, instructor and former co-owner of Business Career College. They discuss how his 14-year career in the Canadian Armed Forces, including 3 tours in Bosnia, as well as a desire to transition back to civilian life to be there for his family, led him to a career in financial planning education. Jason shares tips on leveraging technology to help convey complex ideas more simply, as well as his ch...

In Episode 2, host Shyam Ganesh speaks with Marc Sherman, Founder of the Plan Pros. They discuss how his experience running a tutoring business and networking in his community looking for other business opportunities, led him to a career in financial planning. He tells us how he rebuilt an agency’s entire financial planning process, how that led him to a role doing financial planning quality review for a Big 5 bank, and why he leve...

On our first ever Episode, Shyam speaks with Julia Chung - CEO of Spring Financial Planning and Co-Founder of Admin Slayer. We talk about her 25-year journey into and within financial planning and what led her to create a solution for the administrative burden faced by every advisory organization. Julia shares her insights on how and why she got into complex financial planning on a fee-only basis, how she successfully collaborates ...