Is this your podcast?
Sign up
to track ranks and reviews from Spotify, Apple Podcasts and more
Snap Projections
Growing Your Financial Advisory Practice
Insights for Financial Advisors, Planners and Investment Managers
If you're a financial advisor, planner and investment manager looking for tips, strategies, and insights that can help you grow your firm, this is the podcast for you. Tune in to the interviews with industry experts whose experience and insights will help you grow your own financial advisory practice.
Listen now
Ratings & Reviews
☆
☆
☆
☆
☆
5.0 stars from 24 ratings
Should get CE Credits for this!
☆
☆
☆
☆
☆
“Without fail, I find at least one gem of advice in each episode. There is such a talented, diverse line up of Canadian financial pros on this podcast I feel like I should get continuing education credits for listening. A great listen and certainly under appreciated for the value! Thanks for...”Read full review »
DA Wilder via Apple Podcasts ·
Canada ·
11/16/19
Great Canadian content
☆
☆
☆
☆
☆
“If you want to know what’s happening in the Canadian financial planning world, this is by far your best resource.
Pawel is an excellent host. He is thoughtful and knows how to push his guests to give interesting and helpful insights into the industry.
As a young planner making a career change...”Read full review »
markr_709 via Apple Podcasts ·
Canada ·
10/20/19
Very informative
☆
☆
☆
☆
☆
“As a planner, advisor and field leader, I am always curious of the process and experience of others in the industry and Pawel has done a fantastic job of lining up quality guest after guest. Thanks and keep it up!”
HermanChan18 via Apple Podcasts ·
Canada ·
03/28/19
Recent Episodes
Advisors need to be able to help their clients meet not just their short-term goals, but also their long-term wealth management goals, and that means building strong relationships with clients and having a clear understanding of their needs and priorities. Today’s guest has built a successful...
Published 06/24/20
Financial advising isn’t just about what an individual should do with their money while they’re still alive. It’s also about their family and what happens to wealth after an individual passes away. Wills, estate planning, powers of attorney, and healthcare directives are all important things that...
Published 06/10/20
Is it possible to make investments and get good returns while investing in assets that reflect your values? Today’s guest says that it is. Tim Nash is the founder of Good Investing, an investment planning firm with a focus on sustainable investing.
Tim's blog The Sustainable Economist has...
Published 05/27/20
Do you host a podcast?
Track your ranks and reviews from Spotify, Apple Podcasts and more.
Links
Twitter
Facebook
Instagram
Patreon
Genres
Artwork or description wrong?
Request an update »
Updates may take a few minutes.
Do you host a podcast?
Track your ranks and reviews from Spotify, Apple Podcasts and more.
