Growing Your Financial Advisory Practice | Insights for Financial Advisors, Planners and Investment Managers
Snap Projections
62 episodes
9 months ago
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.
All content for Growing Your Financial Advisory Practice | Insights for Financial Advisors, Planners and Investment Managers is the property of Snap Projections and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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.
048: Transforming the Financial Planning Industry into an Evidence-based, Fiduciary Profession
Growing Your Financial Advisory Practice | Insights for Financial Advisors, Planners and Investment Managers
35 minutes 53 seconds
5 years ago
048: Transforming the Financial Planning Industry into an Evidence-based, Fiduciary Profession
It’s one thing to build up your own practice. But as we approach the end of the year, we’re taking a step back to look at what it takes to build an entire profession. Today’s guest is here to show us what the financial planning industry can become at its best.
Jason Pereira is a Senior Financial Consultant with Woodgate Financial Inc and IPC Securities Corp. He is one of Canada's most respected authorities on financial planning, the financial industry, and financial technology. He’s been awarded 7 industry designations including the CFA, CFP, and RFP. He has won and been named a finalist for several industry awards, and he is the only 3-time winner of the PlanPlus Global Financial Planning Awards.
Jason is also the leader of a growing group of financial advisors seeking to improve financial planning, both for advisors and consumers. As the president of the newly launched Financial Planning Association of Canada (FPAC), he’s here to talk about his hopes for the future of financial planning in this country.
What You’ll Learn in This Episode:
Why FPAC exists and what its goals are (2:40)
Why FPAC needed to be a new organization in order to reach its goals (10:30)
How FPAC will benefit the public (15:30)
How FPAC plans on handling enforcement (17:05)
The benefits of FPAC membership to advisors (21:40)
What types of memberships are available (27:05)
What the reception for FPAC has been like in the industry (29:45)
Links and Resources:
Financial Planning Association of Canada
FPCA Charter
Email Jason
Woodgate Financial Inc
Quotes by Jason Pereira:
“This is a coming together of like-minded individuals who want to see the professionalization of planning in Canada, and to basically move this industry and this country forward.”
“We’re trying to create the member body that basically is going to push for active change.”
“We’re not going to be able to build the industry up if we don’t provide the resources to do that.”
You might remember Jason from an earlier episode of the show (and if you didn’t, do take the time to hear his advice for competing – and winning – in the Canadian HNW segment). However, today’s show is a little different as we’ll be hearing from Jason about his passion project of transforming financial planning from a sales-based industry to a robust profession in Canada.
Below, we’re sharing three key ideas from this episode:
...
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.
