We talk to Judy Paradi from StrategyMarketing.ca about the white paper she co-authored on why there are so few female financial advisors and why it is important to increase the numbers.
Connect with Strategy Marketing on Twitter.
Why are there so few female financial advisors? This is the question Judy Paradi from StrategyMarketing.ca explores in a new white paper. Then, there is a growing need for mental health disability claims. Nainesh Kotak from Kotak Personal Injury Law tells us how to make a claim. And, financial planning for families with someone with a disability. Graeme Treeby, founder of the Special Needs Planning Group, tells us about the Henson Trust. Plus, Credit Counselling Canada’s new “Bill of Rights” with CEO Michelle Pommells. And, in our “Blogger Spotlight” we talk to Sherry from Save Spend Splurge.
To find out more about the guests check out:
- Sherry: Twitter | Facebook | Instagram
- Nainesh Kotal: Facebook
- Judy Paradi: Twitter
- Michelle Pommells: Twitter | Facebook
We talk to Lawrence Cunningham and he joins us to talk about his book Dear Shareholder: The Best Executive Letters from Warren Buffet, Prem Watsa and other great CEOs.
Connect with Lawrence on Twitter.
We talk to the founder of Patient Pathways, Connie Jorsvik, a senior healthcare navigator and patient advocate. She is here to tell us about her book “Advance Care Planning: Prepare for Serious Illness by Sharing your Wishes for Future Health and Personal Care.”
You can find out more about Patient Pathways on Facebook.
We talk to Vince Annable, the founder of Wealth Strategies Advisory Group and the Household Endowment Model. He breaks down why the endowment model can also make sense for families.
Find out more about The Household Endowment on Facebook.