All Episodes

Coming soon: Season four of Behind the Advice

From philosophy to finance: Jay Smith’s unconventional path to becoming a top advisor

Why switching to advice-only was the best career move Lori Curtiss ever made

What the loss of her family’s wealth during the Iranian revolution taught Tina Tehranchian about diversification

Why Darren Coleman thinks longevity and caregiving are the next big trends in wealth planning

How Shiraz Ahmed went from cold-calling prospects to launching his own wealth management firm

Why Lin Sok thinks more advisors should be working independently

Coming soon: Season three of Behind the Advice

How Julia Chung went from being a single teenage mother to a financial advisor

Why Bo Banner left the CFL for a career as an advisor

Why Samantha Sykes thinks we should be worried about the rise of finfluencers

Why Maili Wong left a high-profile job on Wall Street for a career as an advisor

From poverty to cancer, Robyn Thompson’s experiences have shaped her financial perspective

John De Goey is questioning long-held beliefs within the financial services industry

Coming soon: Season two of Behind The Advice

How life as an Olympic sprinter prepared Adrienne Power for a career in financial planning

How advisor Ivan Arturo turned a telecom sales job into a career in financial planning

How Kent Manderville went from NHL journeyman to advising pro hockey players

How growing up with a ‘scarcity mindset’ shaped Tiffany Harding’s advisor philosophy

How Xin Lou went from crypto entrepreneur to wealth planner

How Jackie Porter’s childhood struggles influenced her money mindset

Coming Soon: Behind The Advice