Podcast

Behind the Advice

Author: The Globe and Mail
Feed episode count: 26
Official site: https://behind-the-advice.simplecast.com
RSS: https://feeds.simplecast.com/OZVJlu3c
JSON: /v1/public/podcasts/behind-the-advice-7023081
Markdown: /podcast/behind-the-advice-7023081.md

Summary

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

Jun 10, 2026 · not_requested

Aravind Sithamparapillai’s path to becoming an advisor started in a birthing room

Duration seconds: 1865
Source: https://behind-the-advice.simplecast.com/episodes/aravind-sithamparapillais-path-to-becoming-an-advisor-started-in-a-birthing-room-EVsOJcRd

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Jun 3, 2026 · not_requested

Why Shay Steacy switched from being a fee-based advisor to an advice-only financial planner

Duration seconds: 2019
Source: https://behind-the-advice.simplecast.com/episodes/why-shay-stacey-switched-from-being-a-fee-based-advisor-to-an-advice-only-financial-planner-PwGl3KJK

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May 27, 2026 · not_requested

Herman Chan on the benefits and challenges of going independent

Duration seconds: 1492
Source: https://behind-the-advice.simplecast.com/episodes/herman-chan-on-the-benefits-and-challenges-of-going-independent-VdSdRfcs

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May 20, 2026 · not_requested

How Elke Rubach helps families avoid financial trauma

Duration seconds: 1495
Source: https://behind-the-advice.simplecast.com/episodes/how-elke-rubach-helps-families-avoid-financial-trauma-umh52Ij_

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May 13, 2026 · not_requested

Coming soon: Season four of Behind the Advice

Duration seconds: 58
Source: https://behind-the-advice.simplecast.com/episodes/coming-soon-season-four-of-behind-the-advice-v1YUOQog

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Mar 18, 2026 · not_requested

From philosophy to finance: Jay Smith’s unconventional path to becoming a top advisor

Duration seconds: 1553
Source: https://behind-the-advice.simplecast.com/episodes/from-philosophy-to-finance-jay-smiths-unconventional-path-to-becoming-a-top-advisor-H0hoLblf

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Mar 11, 2026 · not_requested

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

Duration seconds: 1377
Source: https://behind-the-advice.simplecast.com/episodes/why-switching-to-advice-only-was-the-best-career-move-lori-curtiss-ever-made-b60sd_ox

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Mar 4, 2026 · not_requested

What the loss of her family’s wealth during the Iranian revolution taught Tina Tehranchian about diversification

Duration seconds: 1300
Source: https://behind-the-advice.simplecast.com/episodes/what-the-loss-of-her-familys-wealth-during-the-iranian-revolution-taught-tina-tehranchian-about-diversification-tgkZtHZq

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Feb 25, 2026 · not_requested

Why Darren Coleman thinks longevity and caregiving are the next big trends in wealth planning

Duration seconds: 1767
Source: https://behind-the-advice.simplecast.com/episodes/why-darren-coleman-thinks-longevity-and-caregiving-are-the-next-big-trends-in-wealth-planning-9GyIu0Tb

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Feb 18, 2026 · not_requested

How Shiraz Ahmed went from cold-calling prospects to launching his own wealth management firm

Duration seconds: 1407
Source: https://behind-the-advice.simplecast.com/episodes/how-shiraz-ahmed-went-from-cold-calling-prospects-to-launching-his-own-wealth-management-firm-M_OY92kL

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Feb 11, 2026 · not_requested

Why Lin Sok thinks more advisors should be working independently

Duration seconds: 1703
Source: https://behind-the-advice.simplecast.com/episodes/why-lin-sok-thinks-more-advisors-should-be-working-independently-5lNOYuzm

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Feb 5, 2026 · not_requested

Coming soon: Season three of Behind the Advice

Duration seconds: 62
Source: https://behind-the-advice.simplecast.com/episodes/coming-soon-season-three-of-behind-the-advice-laixF8hP

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Jul 23, 2025 · not_requested

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

Duration seconds: 1705
Source: https://behind-the-advice.simplecast.com/episodes/how-julia-chung-went-from-being-a-single-teenage-mother-to-a-financial-advisor-T2JpIXu5

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Jul 16, 2025 · not_requested

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

Duration seconds: 1441
Source: https://behind-the-advice.simplecast.com/episodes/why-bo-banner-left-the-cfl-for-a-career-as-an-advisor-Ea4mQuql

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Jul 9, 2025 · not_requested

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

Duration seconds: 1710
Source: https://behind-the-advice.simplecast.com/episodes/why-samantha-sykes-thinks-we-should-be-worried-about-the-rise-of-finfluencers-0Ay0GGqn

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Jul 2, 2025 · not_requested

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

Duration seconds: 1679
Source: https://behind-the-advice.simplecast.com/episodes/why-maili-wong-left-a-high-profile-job-on-wall-street-for-a-career-as-an-advisor-HlHBaIdj

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Jun 25, 2025 · not_requested

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

Duration seconds: 1632
Source: https://behind-the-advice.simplecast.com/episodes/from-poverty-to-cancer-robyn-thompsons-experiences-have-shaped-her-financial-perspective-rtBGqDLR

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Jun 18, 2025 · not_requested

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

Duration seconds: 1686
Source: https://behind-the-advice.simplecast.com/episodes/john-de-goey-is-questioning-long-held-beliefs-within-the-financial-services-industry-Jtpdvuaf

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Jun 11, 2025 · not_requested

Coming soon: Season two of Behind The Advice

Duration seconds: 96
Source: https://behind-the-advice.simplecast.com/episodes/coming-soon-season-two-of-behind-the-advice-z_m4FuL_

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Dec 5, 2024 · not_requested

How life as an Olympic sprinter prepared Adrienne Power for a career in financial planning

Duration seconds: 1303
Source: https://behind-the-advice.simplecast.com/episodes/how-life-as-an-olympic-sprinter-prepared-adrienne-power-for-a-career-in-financial-planning-tyvzE3PS

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Nov 21, 2024 · not_requested

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

Duration seconds: 1474
Source: https://behind-the-advice.simplecast.com/episodes/how-advisor-ivan-arturo-turned-a-telecom-sales-job-into-a-career-in-financial-planning-yWV8_cE4

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Nov 7, 2024 · not_requested

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

Duration seconds: 1715
Source: https://behind-the-advice.simplecast.com/episodes/how-kent-manderville-went-from-nhl-journeyman-to-advising-pro-hockey-players-ib2R4KA7

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Oct 24, 2024 · not_requested

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

Duration seconds: 1501
Source: https://behind-the-advice.simplecast.com/episodes/how-growing-up-with-a-scarcity-mindset-shaped-tiffany-hardings-advisor-philosophy-ZIlbNeJA

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Oct 10, 2024 · not_requested

How Xin Lou went from crypto entrepreneur to wealth planner

Duration seconds: 1404
Source: https://behind-the-advice.simplecast.com/episodes/how-xin-lou-went-from-crypto-entrepreneur-to-wealth-planner-HMo_8atM

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Sep 26, 2024 · not_requested

How Jackie Porter’s childhood struggles influenced her money mindset

Duration seconds: 1798
Source: https://behind-the-advice.simplecast.com/episodes/how-jackie-porters-childhood-struggles-influenced-her-money-mindset-HSxTvTHn

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