🎙️ Welcome to Finance Village! 🎙️

Sheldon Brow and Seun Adeyemi welcome legal powerhouse Harold Geller, a trailblazer in financial services advocacy. Known for championing consumer rights and holding industry players accountable, Harold shares his wealth of knowledge on the legal and ethical challenges financial advisors face when things go wrong. Harold also pulls back the curtain on the Canadian financial industry, sharing firsthand insights on systemic issues, regulatory reform, and the importance of transparency.

Connect with Harold-

linkedin.com/in/harold-geller-25094033

Connect with us!

https://financevillage.ca

https://pocketfinance.com

https://linktr.ee/questorpods

In this episode of Finance Village Sheldon and Seun address why younger generations—Millennials and Gen Z—are losing trust in traditional banks and turning to independent advisors for a different approach to Investing and Finance than their "Parents" Banks

• The psychology behind the shift from big banks to independent advisors.

• Strategies for advisors to connect with younger clients, including digital tools and family-centric planning.

• Practical ways to enhance your digital presence, improve client engagement, and build trust across generations

Connect with us!

https://financevillage.ca

https://pocketfinance.com

https://linktr.ee/questorpods

In this episode of Finance Village Sheldon and Seun discuss securing client communication in the financial services industry. With the SEC and other regulators cracking down on communication compliance, financial advisors are facing unprecedented fines—nearly $400 million to date—for off-channel communication practices. The episode delves into the challenges of implementing secure communication tools in a way that clients will actually adopt.

https://financevillage.ca/

https://pocketfinance.com/

https://linktr.ee/questorpods