Finance Village
Hosted By Sheldon Brow, Founder & CEO of Pocket Finance. Finance Village is a podcast that caters to both financial professionals and consumers, featuring conversations that challenge and engage experts across the financial industry. The show’s ultimate goal is to enhance the financial literacy of consumers while providing financial professionals with the best resources to serve their clients effectively. It takes a village of experts to ensure the best care for clients, and Finance Village is here to help build that village.
Episodes
Tuesday Sep 05, 2023
Creating The Future Of The Financial Industry - Brandon Chapman
Tuesday Sep 05, 2023
Tuesday Sep 05, 2023
Brandon Chapman is the visionary founder of Advisor Flow. Brandon is on a mission to revolutionize the way financial advisors operate, helping them streamline their operations, simplify compliance, and transform client relationships into collaborative and automated experiences. With Advisor Flow, he's created a one-stop solution for everything from intake forms to updating client information, making life easier for both advisors and their clients.
Brandon brings a wealth of experience to the table, with over 8 years of expertise in financial and business planning. He's been instrumental in helping Canadian businesses and professionals thrive by offering strategic advice and harnessing the power of technology.
In today's episode, we dive deep into some intriguing topics with Brandon:
🔹 Are MLMs (Multi-Level Marketing) worth your time and investment? We'll uncover the pros and cons of this controversial business model.
🔹 When should individuals start crafting their financial plan? Brandon shares insights on the ideal timing for taking control of your financial future.
🔹 And finally, we'll explore the red flags to watch out for in the finance industry. With Brandon's extensive experience, he'll reveal the warning signs that every investor and business owner should be aware of.
So, if you're ready to gain valuable insights into finance, technology, and the world of entrepreneurship, stay tuned for an enlightening conversation with Brandon Chapman.
--Connection Links 🔔
Sheldon Brow: linkedin.com/in/sheldon-brow
Brandon Chapman: linkedin.com/in/brandonchapmancf
Wednesday Jul 19, 2023
Succession Planning from the Buying Advisors’ Perspective
Wednesday Jul 19, 2023
Wednesday Jul 19, 2023
Welcome to another insightful episode of Finance Village. In this episode, we dive into the world of Succession Planning from the Buying Advisors' Perspective. Join us as we explore the complex and dynamic landscape of buying advisor practices, their challenges, and the strategies they can employ to ensure a smooth and prosperous succession plan.
We discuss these and more topics 👇
- The Messy Book Dilemma- Beyond the Retiring Clients- Common Challenges Faced- The Changing Demographic Landscape:- Building Trust and Relationships
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Connection Links 🔔
Sheldon Brow: linkedin.com/in/sheldon-brow
Nick Giovannetti:linkedin.com/in/nickgio
Simon Wong: linkedin.com/in/simonwonguofa
Monday Jul 10, 2023
Monday Jul 10, 2023
Join us in this captivating episode as we dive into the fascinating world of behavioral finance with Preet Banerjee, a renowned consultant to the wealth management industry. Preet's expertise lies in the commercial applications of behavioral finance, and he has an impressive track record as a fintech founder, investor, and personal finance educator.
As the founder of MoneyGaps, Preet has revolutionized the financial technology landscape, creating innovative solutions to bridge the gaps between individuals and their financial goals. His investments in WealthScope, Drop, and Tunezy showcase his deep understanding of emerging fintech trends and the potential for disruption in the industry.
Preet's passion for educating others about personal finance is palpable & he has empowered countless individuals to take control of their financial futures. Tune in to discover his unique insights and practical advice on managing wealth and making informed financial decisions.
--Connection Links 🔔
Sheldon Brow: linkedin.com/in/sheldon-brow
Nick Giovannetti:linkedin.com/in/nickgio
Simon Wong: linkedin.com/in/simonwonguofa
Preet Banerjee
moneygaps.com (Company)
preetbanerjee.com (Personal)
preet.banerjee@gmail.com
Thank you for being a member of Finance Village
Tuesday Jun 20, 2023
Tuesday Jun 20, 2023
In this episode, we’re peeling back the curtain to share our very own tales of how we navigated through the Canadian financial landscape.From a mix of backgrounds, we stumbled upon the world of finance. But how did we get here? What sparked our interest? And, how did we adapt and grow? Tune in as we candidly discuss our experiences, and the unexpected and weird moments that changed our careers. An episode filled with genuine stories and highlighting the human side of an ever-evolving industry.
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Connection Links 🔔
Sheldon Brow: linkedin.com/in/sheldon-brow
Nick Giovannetti:linkedin.com/in/nickgio
Simon Wong: linkedin.com/in/simonwonguofa
Grace Jahns: linkedin.com/in/grace-jahns
Thank you for being a member of Finance Village
Friday Apr 28, 2023
Navigating The Shift From Retail to Digital Operations | Chris Whyte
Friday Apr 28, 2023
Friday Apr 28, 2023
Chris is a senior executive, consultant and adviser with over 3 decades of experience developing, leading and growing financial services businesses including large organizations as well as startups.
He has helped new organizations find their niche and growth their business and has leveraged his experience at large established players like TD, BMO, CIBC and Davis & Henderson, and helped Home Trust through major governance, operations, and financial issues. He now has his own consulting firm helping all kinds of financial entities accelerate their businesses and elevate customer experiences.
He is also an advisor to my fintech start up Pocket Finance, and when I need a moment of his time, his advice is clear, intelligent, specific, and he gives me tons of brilliant and compelling language to steal in refining our message, and determining our strategies for pricing, enterprise board room sales, and much more.
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Connect with Host - Sheldon Brow 🔔
Linkedin:linkedin.com/in/sheldon-brow
Pocket Finance: https://www.pocketfinance.com/
Connect with Chris Whyte 🔔
Email :chris@freestonegroup.ca
Website: freestonegroup.ca
Thank you for being a member of Finance Village
Thursday Apr 20, 2023
Financial Wellness and Mental Health
Thursday Apr 20, 2023
Thursday Apr 20, 2023
Join us for an enlightening discussion on the connection between financial wellness and mental health with our guest, Assel El-Baba. In this episode, we explore the various strategies for managing financial anxiety and improving financial wellness, as well as the psychological aspects of spending, saving, and investing. We also discuss the impact of societal pressure and comparison on financial decisions and the benefits of financial therapy. Plus, we delve into practical tips for managing financial stress and developing a healthy relationship with money. Tune in to learn how building a support system for financial and mental wellness can improve overall well-being, and discover how to promote greater awareness of the link between financial wellness and mental health in society.
--Connect with Host - Sheldon Brow 🔔
Linkedin:linkedin.com/in/sheldon-brow
Pocket Finance: https://www.pocketfinance.com/
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Connect with Aseel
Linkedin:linkedin.com/in/aseel-elbaba
Website: holisticoptimalwealth.com/
Thank you for being a member of Finance Village
Monday Apr 17, 2023
Young Finance Squad
Monday Apr 17, 2023
Monday Apr 17, 2023
Welcome to the "Young Finance Squad" section of Finance Village, where we bring on a special guest each episode to share their raw and honest thoughts about finance. In this section, we sit down with a young guest and ask them to share their perspective on various financial concepts that are commonly discussed among adults. From savings and budgeting to investments and entrepreneurship, we'll explore a range of topics with a fresh and curious mind. Join us as we learn from the next generation and gain new insights into the world of finance.
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Connect with Host - Sheldon Brow 🔔
Linkedin
Pocket Finance
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Stacy Brooks is strategic advisor, resource, and thought leader to senior management with more than 15 years of experience in financial services sales and marketing supportLinkedin: linkedin.com/in/stacy-brooks
Email: brooks.stacy.ab@gmail.com
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Nolan Griffiths is a remarkably bright and well spoken 12 year old from Canada and has a lot to say about how the future generation looks at the world of finance.
Nolans Youtube Page: https://www.youtube.com/@NolanG/featured
Thank you for being a member of Finance Village
Thursday Apr 06, 2023
Navigating the Niche: Excelling in Specialized Financial Advice
Thursday Apr 06, 2023
Thursday Apr 06, 2023
In this episode, financial planner Jarrett Holmes from Unaffiliated Wealth talks about excelling in specialized financial advice. He shares the story behind his brand and how he identified his niche in the financial advisory market. Holmes also provides advice for aspiring financial advisors on creating their own brand and selecting a niche, and discusses the importance of staying up-to-date on the latest trends and developments in their niche market. Other topics include the changing landscape of the financial advice industry, the importance of collaboration with other niche experts, and the unique aspects and common pitfalls of the realtor niche.
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Connect with Host - Sheldon Brow 🔔
Linkedin
Pocket Finance
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Connect with Jarrett 🔔
Website
Linkedin
Email
Thank you for being a member of Finance Village
Sheldon Brow
Financial education, guidance, and disclosure are very important in todays banking landscape. I continually look to develop new and innovative strategies for empowering clients with fair disclosure and the same advice I would give my own dear mother.
I started Finance Village because I think Finance needs big change, and I believe the focus of my ever growing team will lead the way to those answers. The whole game is getting flipped on its head, I promise