The Advisor Map

Massimo Curiale | The Advisor Map
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This podcast features in-depth conversations with leading advisors across Canada. Join us as we uncover who they are, what they value, how they think, and how they best serve Canadians

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  1. 7 thg 8

    Joshua Hornbeck, QAFP - Ottawa, Ontario

    Joshua Hornbeck, a financial planner based out of Ottawa, Ontario, shares his journey into the industry, the challenges he faced, and the importance of holistic financial planning. He emphasizes the need for fiduciary duty and the impact of personal growth in his career. Joshua's approach to client relationships is centered on understanding their emotional needs and providing support. Our conversation covers the importance of human connection in financial planning, the significance of understanding a client's emotional response to market fluctuations, and the rewarding aspects of being a financial planner. Where you can find him : https://www.linkedin.com/in/joshua-hornbeck-qafp®-4b352622a  joshuahornbeck@live.com

  2. 7 thg 8

    Maria Smith, QAFP - Edmonton, Alberta

    Maria Smith, an advice-only financial planner out of Edmonton Alberta, shares her journey from being a certified athletic therapist to a high school teacher and finally to an independent financial planner. She emphasizes the importance of accountability and breaking down financial concepts into manageable chunks. Maria also discusses the Women Can Money Summit, her approach to financial empowerment, and the need for Canadian-specific content for women in finance. Our discussion covers insights on financial planning, the transition to a new career, and the importance of involving both partners in financial decisions. Here's where you can find her: https://mariasmithfinancialplanning.com/ @mariasmithfinancialplanning

  • 2 tập

Giới Thiệu

This podcast features in-depth conversations with leading advisors across Canada. Join us as we uncover who they are, what they value, how they think, and how they best serve Canadians

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