PodcastsBusinessEllen Bessner's Financial Prosperity Podcast

Ellen Bessner's Financial Prosperity Podcast

Ellen Bessner
Ellen Bessner's Financial Prosperity Podcast
Latest episode

5 episodes

  • Ellen Bessner's Financial Prosperity Podcast

    How to Find the Right Advisor (and the Right Clients)

    2026-03-18 | 33 mins.
    How to Find the Right Advisor (and the Right Clients)
    This episode of The Financial Prosperity Podcast focuses on one of the most searched financial topics: how to choose a financial advisor. Ellen Bessner and Brendan Monahan walk listeners through how to find a qualified, registered advisor or portfolio manager, and how advisors can ensure they're working with clients who genuinely fit their practice.
    They explore why the search is often overwhelming, how to check advisor registration, and why the advisor–client relationship needs to be the right match on both sides. Ellen shares common mistakes investors make early in their financial journey, while Brendan outlines practical steps for starting your search — from referrals to dealer websites to financial planning portals.
    They also explain how to combine online financial platforms with human advisors, how to prepare for your first meeting, and what questions help investors identify red flags and assess whether an advisor aligns with their financial goals.
    Key topics:
    •        How to know if an advisor is properly registered
    •        Where to start your search (referrals, bank-owned dealers, independent dealers, planners)
    •        Common investor mistakes to avoid
    •        Questions to ask in your first meeting
    •        How advisors assess whether a client is a good fit
    •        What makes an advisor–client relationship succeed
    •        How choosing the right advisor supports long-term financial planning and wealth-building
    Resources mentioned:
    Government of Canada – Choosing a Financial Advisor

    FP Canada — Find a Planner 

    Ellen's Investor Guide – Communication Risk
    Order Ellen's Books:
    Advisor at Risk: A Roadmap to Protecting Your Business
    Communication Risk: How to Bridge the Client-Advisor Gap to Protect and Grow Your Business
    Contact us: [email protected] | www.babinbessnerspry.com  
    Follow us: @TheFinancialProsperityPodcast 
    Subscribe to our Financial Services & Securities blog
  • Ellen Bessner's Financial Prosperity Podcast

    Relationship with Money

    2026-02-18 | 27 mins.
    Relationship with Money:  Why understanding your money story is essential to financial prosperity
    In this episode, Ellen Bessner and Brendan Monahan explore one of the most influential — and overlooked — elements of financial literacy: your relationship with money. They break down how childhood experiences, habits, fears, and beliefs shape the way adults save, spend, invest, and plan for the future.
    Ellen shares how her early experiences created money anxiety, while Brendan explains how recognizing these patterns helps investors make clearer decisions, communicate better with advisors, and improve their long-term wealth-building strategies. They also discuss how individuals using online platforms can self-reflect to improve their financial planning.
    Key topics:
    • What "relationship with money" really means
    • How past experiences impact spending, saving, and planning
    • Signs your money mindset may be holding you back
    • Questions advisors can ask to help clients open up
    • How investors can self-reflect and communicate their needs
    • Whether and how you can change your money mindset
    • Why emotional awareness leads to better financial outcomes and planning for the future
    Order Ellen's Books:
    Advisor at Risk: A Roadmap to Protecting Your Business
    Communication Risk: How to Bridge the Client-Advisor Gap to Protect and Grow Your Business
    Contact us: [email protected] | www.babinbessnerspry.com  
    Follow us: @TheFinancialProsperityPodcast 
    Subscribe to our Financial Services & Securities blog
  • Ellen Bessner's Financial Prosperity Podcast

    Welcome to the Financial Prosperity Podcast

    2026-01-21 | 8 mins.
    Welcome to The Financial Prosperity Podcast
    In this first, introductory, episode we kick off by providing real life examples of mistakes made by both investors and investment service providers which create friction and hold investors back from identifying and meeting their  goals. 
    If you are an investor or prospective investor or if you participate in providing financial services (CIRO registered, securities commission registered, insurance registered, financial planners) this podcast is for you.   
    In this podcast we'll break down these gaps and solve for them in a simple, relatable, non-technical way — from building better money habits to improving communication with your financial service providers. By solving for these gaps we aim to achieve: Happy investors and happy financial service providers!
    Make sure to follow The Financial Prosperity Podcast so you don't miss any episodes. If you find the content helpful, share it with those who could also benefit.
    Order Ellen's Books: 
    Advisor at Risk: A Roadmap to Protecting Your Business
    Communication Risk: How to Bridge the Client-Advisor Gap to Protect and Grow Your Business
    Contact us: [email protected] | www.babinbessnerspry.com  
    Follow us: @TheFinancialProsperityPodcast 
    Subscribe to our Financial Services & Securities blog
  • Ellen Bessner's Financial Prosperity Podcast

    Big Fat Questions

    2026-01-21 | 30 mins.
    Big Fat Questions:
    Why advisors ask personal questions — and how to make the conversation more comfortable.
    In this episode of The Financial Prosperity Podcast, Ellen Bessner and guest Brendan Monahan explore a common challenge in financial planning: the discomfort investors feel when advisors ask personal questions about income, savings, debt, and goals. These details are essential for building a financial plan for the future, yet many adults hesitate to share them.
    Ellen introduces her "Big Fat Questions" — open-ended, human-first questions that help financial advisors understand clients as whole people, improving money management conversations and strengthening advisor–client communication. Brendan shares why this approach builds trust, reduces anxiety, and leads to better outcomes for investors seeking long-term financial prosperity.
    Key topics:
    • Why investors avoid sharing personal financial information
    • Why advisors legally and practically need these details
    • How assumptions lead to poor financial outcomes
    • How "Big Fat Questions" help close the communication gap
    • How advisors can earn the right to ask sensitive questions
    • How clear communication supports better financial planning and wealth-building
    Order Ellen's Books: 
    Advisor at Risk: A Roadmap to Protecting Your Business 
    Communication Risk: How to Bridge the Client-Advisor Gap to Protect and Grow Your Business 
    Contact us: [email protected] | www.babinbessnerspry.com  
    Follow us: @TheFinancialProsperityPodcast 
    Subscribe to our Financial Services & Securities blog
  • Ellen Bessner's Financial Prosperity Podcast

    Welcome to the Financial Prosperity Podcast

    2025-01-21 | 8 mins.
    Welcome to The Financial Prosperity Podcast
    In this first, introductory, episode we kick off by providing real life examples of mistakes made by both investors and investment service providers which create friction and hold investors back from identifying and meeting their goals. 
    If you are an investor or prospective investor or if you participate in providing financial services (CIRO registered, securities commission registered, insurance registered, financial planners) this podcast is for you. 
    In this podcast we'll break down these gaps and solve for them in a simple, relatable, non-technical way — from building better money habits to improving communication with your financial service providers. By solving for these gaps we aim to achieve: Happy investors and happy financial service providers!
    Make sure to follow The Financial Prosperity Podcast so you don't miss any episodes. If you find the content helpful, share it with those who could also benefit.
    Order Ellen's Books:
    Advisor at Risk: A Roadmap to Protecting Your Business
    Communication Risk: How to Bridge the Client-Advisor Gap to Protect and Grow Your Business
    Contact us: [email protected] | www.babinbessnerspry.com
    Follow us: @TheFinancialProsperityPodcast
    Subscribe to our Financial Services & Securities blog here

More Business podcasts

About Ellen Bessner's Financial Prosperity Podcast

The Financial Prosperity Podcast identifies, analyzes, and solves the most common gaps between investors and financial service providers so that you can build long-term financial prosperity, strengthen your financial literacy, and make informed decisions about your money management and future financial planning. Because investors and financial service providers—whether online platforms, individual financial advisors, financial planners, or Portfolio Managers—sit on the same side of the table, the success of one depends on the success of the other. Each episode uncovers a real-world disconnect between investors (around their savings, investing decisions, financial goals, and confidence in sharing information) and financial service providers (their ability to communicate clearly in person, online, or by email by asking the right questions and using the right language and tone). We explain the gap, why these gaps exist, and offer practical, actionable steps to close them—whether you're trying to understand how to choose a financial advisor, evaluate advice, improve communication, or start building long-term wealth. Hosted by lawyer, author, and industry expert Ellen Bessner, the Financial Prosperity Podcast breaks down financial conversations and services in a way that's human, honest, and easy to apply. Listeners gain clarity and confidence on essential topics such as retirement planning, wealth-building strategies, finding the right advisor, and making informed decisions that lead to real, lasting financial prosperity. Ellen Bessner is a leading Canadian lawyer, author, and expert in financial services practices. With decades of experience advising and defending wealth firms and financial advisors, she brings a clear, practical lens to how investors and financial service providers can better understand and bridge communication gaps. Her focus: helping people make confident, well-informed decisions about their money so they can truly achieve financial prosperity.
Podcast website

Listen to Ellen Bessner's Financial Prosperity Podcast, PBD Podcast and many other podcasts from around the world with the radio.net app

Get the free radio.net app

  • Stations and podcasts to bookmark
  • Stream via Wi-Fi or Bluetooth
  • Supports Carplay & Android Auto
  • Many other app features