{"podcast":{"title":"Behind the Advice","slug":"behind-the-advice-7023081","podcast_index_feed_id":7023081,"rss_url":"https://feeds.simplecast.com/OZVJlu3c","website_url":"https://behind-the-advice.simplecast.com","image_url":"https://image.simplecastcdn.com/images/06b7eb4f-a8b4-4d1d-9292-1c46e601249c/bc0659d3-5274-47ef-a089-3a44b01267c8/3000x3000/behind-the-advice-1.jpg?aid=rss_feed","author":"The Globe and Mail","episode_count":26,"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.","last_synced_at":"2026-06-10T18:17:23.931004+00:00","page_url":"https://stenobird.com/podcast/behind-the-advice-7023081"},"episode":{"title":"Herman Chan on the benefits and challenges of going independent","slug":"herman-chan-on-the-benefits-and-challenges-of-going-independent","published_at":"2026-05-27T08:00:00+00:00","page_url":"https://stenobird.com/podcast/behind-the-advice-7023081/herman-chan-on-the-benefits-and-challenges-of-going-independent","show_page_url":"https://stenobird.com/podcast/behind-the-advice-7023081","url":"https://behind-the-advice.simplecast.com/episodes/herman-chan-on-the-benefits-and-challenges-of-going-independent-VdSdRfcs","audio_url":"https://afp-119681-injected.calisto.simplecastaudio.com/0e1a7767-ecb5-4a20-a3aa-a54ae2d19808/episodes/e6c49a26-d7f7-45ca-bca7-fb96e56a37c6/audio/128/default.mp3?aid=rss_feed&awCollectionId=0e1a7767-ecb5-4a20-a3aa-a54ae2d19808&awEpisodeId=e6c49a26-d7f7-45ca-bca7-fb96e56a37c6&feed=OZVJlu3c","summary":"Herman Chan’s path to becoming a financial planner was anything but linear. He started out with a journalism degree and a dream of being a sports writer, before a stint in retail management convinced him it was time for a career change. After 15 years of supporting other advisors at major firms such as RBC and London Life (now Canada Life), Herman took the leap into independent advice. We talked about his \"frugal-boomer\" upbringing in Port Coquitlam, B.C., why he thinks every good advisor needs to be a bit like Batman, and the “Platinum Rule” that guides his new firm, Crimson Financial.","meta_description":"Herman Chan’s path to becoming a financial planner was anything but linear. He started out with a journalism degree and a dream of being a sports writer,…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1492,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/behind-the-advice-7023081/episodes/herman-chan-on-the-benefits-and-challenges-of-going-independent/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/behind-the-advice-7023081/herman-chan-on-the-benefits-and-challenges-of-going-independent.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}