Explorez tous les épisodes du podcast The Advisor Map
| Titre | Date | Durée | |
|---|---|---|---|
| Travis Chappell - Port Elgin, Ontario | 27 Aug 2026 | 00:31:14 | |
The conversation covers Travis Chappell's journey as an independent financial advisor, based out of Port Elgin, Ontario. We discuss his philosophy on honest and transparent financial advice, and the transition to being independent. He emphasizes the importance of unlearning traditional sales culture and educating clients about financial planning, wealth management, and insurance. Our conversation covers various aspects of financial advice, including the challenges, rewards, and ethical considerations. Where to find him : https://www.linkedin.com/in/travis-chappell https://www.instagram.com/travis.financial/ https://www.facebook.com/p/Travis-Chappell-MCO-Private-Wealth-61585133834325/ | |||
| Joshua Hornbeck, QAFP - Ottawa, Ontario | 07 Aug 2026 | 00:41:02 | |
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 : | |||
| Maria Smith, QAFP - Edmonton, Alberta | 07 Aug 2026 | 00:33:28 | |
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 | |||