🎙️ 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

In this episode of Finance Village we discuss strategies and tips on how finance professions can improve at communicating when having difficult or uncomfortable conversations between other professionals and their clients.

We also role-play some examples of DO's & DONT's when being confronted by clients and how you should respond when tense moments arise.

Finance Village

Pocket Finance

Producer by Questor Media

In this episode Finance Village is joined by John Pelley from Colibri Financial. We dive deep into a crucial topic that many business owners often overlook: the importance of regularly reviewing banking services. John brings over 35 years of experience in big banking, to discuss how businesses are unknowingly paying hidden fees and missing opportunities to save significant amounts of money.

Tune in to learn practical steps for conducting your own banking review, identifying hidden costs, and negotiating better terms with your bank. Whether you’re a seasoned business owner or just starting out, this episode is packed with valuable insights that could SAVE YOU THOUSANDS!

Finance Village

Connect with John

Connect with Sheldon

Connect with Seun

In this episode Finance Village is joined by Kinsted Wealth. We dive deep into the lucrative and dynamic world of private equity & discuss how financial advisors can unlock the potential of these alternative investments to diversify portfolios, mitigate risks, and maximize returns for their clients. We explore key strategies, insights, and industry trends shaping the future of private equity and real assets. Join our expert guests as they break down complex topics, demystify investment jargon, and share actionable tips to help advisors confidently navigate this high-growth sector.

Kinsted Wealth is a $1.4Billion boutique Discretionary Wealth Management Firm, founded in 2003, and based in Calgary. We have developed a unique investment platform consisting of 3 well established private asset funds with 4+ year track records, along with public equities and bonds.

https://kinsted.com/

https://financevillage.ca/

Connect with Sheldon:

linkedin.com/in/sheldon-brow

Connect with Seun:

linkedin.com/in/seunadeyemi

In this episode Sheldon & Seun discuss how financial professionals can speed up and simplify the client data collection process for both parties and what are the obstacles that advisors face when trying to collect all the financial data they need.

https://financevillage.ca/

Connect with Sheldon:

linkedin.com/in/sheldon-brow

Connect with Seun:

linkedin.com/in/seunadeyemi

In this episode Sheldon & Seun discuss how advisors and financial professionals can create and keep good will between themselves, their clients, and their colleagues.

https://financevillage.ca/

Connect with Sheldon:

linkedin.com/in/sheldon-brow

Connect with Seun:

linkedin.com/in/seunadeyemi