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Behind the Advice

The Globe and Mail

EN37 episodes
businessinvesting

There’s no one-size-fits-all when it comes to financial advice. It’s as varied and individual as the people giving it. Welcome to Behind The Advice, a new podcast from The Globe and Mail. Join Globe Advisor reporter Brenda Bouw as she speaks with a wide variety of financial advisors across the country, digging into their personal relationships with money, the most important lessons learned over the years, and how their experiences shape the advice they give clients today.

Episodes (37)

Why switching to advice-only was the best career move Lori Curtiss ever made

Behind the Advice

Mar 11, 202622:57failed

What the loss of her family’s wealth during the Iranian revolution taught Tina T...

Behind the Advice

Mar 4, 202621:40pending

Why Darren Coleman thinks longevity and caregiving are the next big trends in we...

Behind the Advice

Feb 25, 202629:27pending

How Shiraz Ahmed went from cold-calling prospects to launching his own wealth ma...

Behind the Advice

Feb 18, 202623:27pending

Why Lin Sok thinks more advisors should be working independently

Behind the Advice

Feb 11, 202628:23pending

Coming soon: Season three of Behind the Advice

Behind the Advice

Feb 5, 20261:02pending

How Julia Chung went from being a single teenage mother to a financial advisor

Behind the Advice

Jul 23, 202528:25pending

Why Bo Banner left the CFL for a career as an advisor

Behind the Advice

Jul 16, 202524:01pending

Why Samantha Sykes thinks we should be worried about the rise of finfluencers

Behind the Advice

Jul 9, 202528:30pending

Why Maili Wong left a high-profile job on Wall Street for a career as an advisor

Behind the Advice

Jul 2, 202527:59pending

From poverty to cancer, Robyn Thompson’s experiences have shaped her financial p...

Behind the Advice

Jun 25, 202527:12pending

John De Goey is questioning long-held beliefs within the financial services indu...

Behind the Advice

Jun 18, 202528:06pending

Coming soon: Season two of Behind The Advice

Behind the Advice

Jun 11, 20251:36pending

How life as an Olympic sprinter prepared Adrienne Power for a career in financia...

Behind the Advice

Dec 5, 202421:43pending

How advisor Ivan Arturo turned a telecom sales job into a career in financial pl...

Behind the Advice

Nov 21, 202424:34pending

How Kent Manderville went from NHL journeyman to advising pro hockey players

Behind the Advice

Nov 7, 202428:35pending

How growing up with a ‘scarcity mindset’ shaped Tiffany Harding’s advisor philos...

Behind the Advice

Oct 24, 202425:01pending

How Xin Lou went from crypto entrepreneur to wealth planner

Behind the Advice

Oct 10, 202423:24pending

How Jackie Porter’s childhood struggles influenced her money mindset

Behind the Advice

Sep 26, 202429:58pending

Coming Soon: Behind The Advice

Behind the Advice

Sep 20, 20241:20pending