{"id":701190,"date":"2026-05-29T08:50:08","date_gmt":"2026-05-29T08:50:08","guid":{"rendered":"https:\/\/www.newsbeep.com\/ca\/701190\/"},"modified":"2026-05-29T08:50:08","modified_gmt":"2026-05-29T08:50:08","slug":"where-advisors-share-their-real-money-stories","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/ca\/701190\/","title":{"rendered":"Where advisors share their real money stories"},"content":{"rendered":"

Open this photo in gallery:<\/a><\/p>\n

The Behind the Advice podcast, now in its fourth season, is a way to get to know advisors as real people and see how their own experiences with money make them want to help others with their finances.Anton Vierietin\/iStockPhoto \/ Getty Images<\/p>\n

Brenda Bouw knows advisors\u2019 biggest secrets.<\/p>\n

Since launching the Behind the Advice series<\/a> in late 2023, Ms. Bouw has spoken to some of Canada\u2019s top advisors about their biggest money mistakes, their family finances growing up and the industry changes or client concerns that keep them up at night.<\/p>\n

Two years ago, the articles expanded into a podcast<\/a> that\u2019s become mandatory listening in Canada\u2019s financial advice community. With the fourth season now rolling out, we asked Ms. Bouw about the series and what to listen for in the latest episodes.<\/p>\n

For those who don\u2019t know the series, what\u2019s Behind the Advice?<\/p>\n

I like to think of it as the human-interest side of the advisor profession. Advisors are often seen as math people who crunch numbers and tell us how much we should save and spend \u2013 and less as humans with their own financial baggage. <\/p>\n

Behind the Advice is a way to get to know these professionals as real people and to see how their own experiences with money motivate them to help others with their finances. There have been some really inspiring stories!<\/p>\n

What are you most excited about with the latest podcast season?<\/p>\n

The series is evolving with some new questions and topics. I\u2019ve done print interviews with these guests before, but the podcast conversations are very different. The conversation is unscripted, and sometimes I\u2019m surprised by the direction it takes (with no regrets!). I also like a new, fun question we\u2019ve added about what famous person or fictional character advisors think would be good at what they do. There have been some great answers.<\/p>\n

You\u2019ve been covering finance for many years. What have you learned from doing these advisor interviews?<\/p>\n

These interviews have shown me how important it is, as an investor, to find an advisor you can relate to. There are many advisors out there with different styles, and it\u2019s important to find one who resonates with you. <\/p>\n

It\u2019s not always the best returns (although that\u2019s of course nice), but also someone who gets what you want to do with your money, not what they think you should do. (I say this with some experience of being told by an ex-advisor, many years ago, how much I should set aside for a retirement activity I had no interest in.) <\/p>\n

And from what I can tell from my interviews, advisors are getting pickier about who they work with in terms of specialized niches and personality fit. That\u2019s healthy for investors and the industry overall.<\/p>\n

Why should advisors listen to the podcast?<\/p>\n

I\u2019m obviously biased, but I think it\u2019s a good mix of human-interest stories, money talk and career advice that\u2019s not just for advisors. It\u2019s for anyone interested in a good conversation and insight into how childhood experiences affect how we view and treat money.<\/p>\n

Listen to the series here<\/a> or wherever you find your podcasts.<\/p>\n<\/p>\n

Are you reading us on the web or did someone forward the e-mail version to you? If so, you can sign up for Advisor Weekly here<\/a>.Must reads<\/p>\n

More time: The Canada Revenue Agency is giving wealth management dealers and independent advisors until Jan. 1, 2028, to begin charging GST\/HST on mutual fund trailing commissions. In updated guidance published Tuesday, the agency said the extension would \u201cprovide the industry time to implement the necessary system changes and procedural adjustments.\u201d<\/a> <\/p>\n

More responsibility: The best advisors have always known their clients deeply and who else those clients trust. That used to be enough. Now, they\u2019re expected to be the quarterback of the relationships across a client\u2019s full financial life. The wealth management industry is starting to refer to this as \u201corchestration.\u201d Kendra Thompson explains how to stay ahead.<\/a><\/p>\n

A little help: The June 15 deadline for self-employed workers to file their income tax returns is approaching, and some clients may need a nudge to get their books in order on time. Here\u2019s how to keep them on track.<\/a><\/p>\n

More from The Globe<\/p>\n

Greenwashing hearing: Purpose Investments Inc.\u2019s high-profile greenwashing case began this week before the Ontario Securities Commission\u2019s Capital Markets Tribunal. The OSC alleged that Purpose and its founder, Som Seif, made false or misleading statements about ESG investing<\/a>. <\/p>\n

Retail play: Montreal-based investment manager Letko, Brosseau & Associates Inc. is launching eight mutual funds as it makes its first foray into serving retail investors after decades spent focused on institutional money managers.<\/a><\/p>\n

101 ways to invest: Looking for new exchange-traded fund ideas, or need help sifting through the hundreds of new products coming to market? Here\u2019s Globe Investor\u2019s 2026 buyer\u2019s guide to ETFs, highlighting 101 of the best ETFs in Canada.<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"Open this photo in gallery: The Behind the Advice podcast, now in its fourth season, is a way…\n","protected":false},"author":2,"featured_media":701191,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[14],"tags":[28124,1397,45,49,48,133,5266,131,132],"class_list":["post-701190","post","type-post","status-publish","format-standard","has-post-thumbnail","category-personal-finance","tag-advisorweeklynewsletter","tag-appwebview","tag-business","tag-ca","tag-canada","tag-finance","tag-globe-advisor","tag-personal-finance","tag-personalfinance"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts\/701190","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/comments?post=701190"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts\/701190\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/media\/701191"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/media?parent=701190"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/categories?post=701190"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/tags?post=701190"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}