Beyond The Bank

著者： Andrew Auerbach and Jean Blacklock
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  • サマリー

  • Join hosts Andrew Auerbach and Jean Blacklock as they explore the future of Canadian wealth management.
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あらすじ・解説

Join hosts Andrew Auerbach and Jean Blacklock as they explore the future of Canadian wealth management.
個人ファイナンス 経済学
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エピソード
  • 23: A Conversation with Psychotherapist Megan Janzen

    23: A Conversation with Psychotherapist Megan Janzen
    2024/11/07
    In this episode of Beyond the Bank, Jean Blacklock welcomes Megan Janzen, a Toronto-based registered psychotherapist, to discuss the value of therapy and how wealth professionals can help clients navigate life’s challenges. Megan shares her experiences, explains the basics of relational therapy, and offers insights on how therapy can foster self-awareness and emotional balance. The conversation sheds light on common therapy misconceptions, the importance of finding the right client-therapist fit, and why professionals might encourage clients to seek therapeutic support.
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    45 分
  • 22: Taking Career Risks and Embracing Rewards with Industry Veteran Fred Pinto

    22: Taking Career Risks and Embracing Rewards with Industry Veteran Fred Pinto
    2024/11/01
    In this episode, Andrew Auerbach welcomes Fred Pinto, CEO of CFA Society Toronto, for an insightful conversation on building a career marked by resilience, strategic risk-taking, and leadership in financial services. Fred shares his journey from the Bay Street investment world to leading the world’s largest CFA society. They discuss the evolution of CFA Institute, Fred’s unconventional career moves, and the invaluable lessons learned from managing firms both large and small. With over 25 years in asset management, Fred explains the impact of the CFA on his career and emphasizes the importance of ethics, trust, and innovation in the wealth management industry. Tune in to gain wisdom from Fred’s career journey and his perspectives on the future of finance and the CFA’s role in shaping the industry.
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    49 分
  • 21: Sandra Corelli on Leadership, Inclusion, and Navigating Wealth Management Challenges

    21: Sandra Corelli on Leadership, Inclusion, and Navigating Wealth Management Challenges
    2024/10/24
    In this episode of Beyond the Bank, Jean Blacklock is joined by Sandra Corelli, Founder and CEO of Humanicity Consulting Group, to discuss the human side of leadership in wealth management. Sandra shares her journey from financial services to leading a boutique leadership development firm, offering insights into effective communication, psychological safety, and preventing burnout in teams. The conversation also explores how wealth advisors can support clients facing personal challenges related to money, values, and family dynamics.
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    45 分

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