Why Maili Wong left a high-profile job on Wall Street for a career as an advisor
Maili Wong has always embraced a challenge. Whether that was pursuing a career in neurosurgery, or, after shifting her focus to finance, moving to New York City to work on the trading floor of a prestigious Wall Street investment bank. But working in a building connected to the World Trade Center on the morning of 9/11 had a profound effect on Maili, forcing her to reevaluate her career path and consider what truly mattered.
In this episode, Maili and Brenda discuss her decision to leave her successful Wall Street career, the impact of AI on the wealth advisory industry—both positive and negative—and the qualities she looks for when hiring the next generation of financial advisors.
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From poverty to cancer, Robyn Thompson’s experiences have shaped her financial perspective
Growing up, economic stress was a daily reality for Robyn Thompson. Whether it was tagging along with her parents to Money Mart for a cash advance or seeing them rely on welfare to cover basic needs, these struggles instilled in her a strong work ethic and a sense of financial responsibility that she has carried throughout her career. Today, in addition to her role as a financial advisor, Robyn is a seasoned keynote speaker and media personality, dedicated to providing financial advice to a broader audience.
Robyn shares her journey from waitress to wealth advisor, why she sold her business, Castlemark Wealth, and how her experience with cancer inspired her latest career transition.
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John De Goey is questioning long-held beliefs within the financial services industry
In the first episode of season two, Brenda speaks with John De Goey, a well-known advisor and author who isn't afraid to question industry norms. John's bold ideas and critical perspective have set him apart from most of his peers in the financial services world. With books like "The Professional Financial Advisor" and "Stand Up to the Financial Services Industry," he pushes for changes that better serve investors.
John talks about his upbringing on a southwestern Ontario farm, explains why he thinks advisors paint an overly optimistic picture of the market, and outlines what red flags to look out for when choosing your advisor.
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Coming soon: Season two of Behind The Advice
Money weaves its way through all our lives. It influences our choices, big and small, and charts the course of our future. And behind every piece of financial advice, there's a person with a unique story to tell. Host Brenda Bouw is back for season two of Behind The Advice, a Globe and Mail podcast about financial advice and the people who give it. From an advisor who kept their previous experience living in poverty a secret from colleagues and clients for years, to one who thinks the industry has become far too complacent, Behind The Advice gathers stories of trial and triumph, and digs deep into the moments that shape how advisors think about money, their clients, and the industry at large. Season two launches June 18th.
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How life as an Olympic sprinter prepared Adrienne Power for a career in financial planning
Adrienne Power is an Olympic sprinter turned financial advisor from East Jeddore, N.S. Raised by a family that fostered a love of competition, Adrienne excelled at sports from a young age and starred for the Dalhousie University track and field team while she pursued her commerce degree. Following university, Adrienne focused on track and field full-time, representing Canada at the 2008 Olympic Games in Beijing. She also competed at the 2010 Commonwealth Games in Delhi, winning bronze medals in the 200 metres and 4 x 400 metres relay. After retiring from track at age 35, she returned to finance and now works as an advisor at Edward Jones in Bedford, N.S.Adrienne talks about dreaming of the Olympics from a young age, a life-altering event in her teens that shaped her views around money, and the qualities that she carried over from professional athlete to financial advisor.
There’s no one-size-fits-all when it comes to financial advice. It’s as varied and individual as the people giving it. Welcome to Behind The Advice, a new podcast from The Globe and Mail. Join Globe Advisor reporter Brenda Bouw as she speaks with a wide variety of financial advisors across the country, digging into their personal relationships with money, the most important lessons learned over the years, and how their experiences shape the advice they give clients today.
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