Best Sam Sivarajan Podcasts (2025)

1
The Hidden Biases Hurting Your Decisions — And How to Fix Them with Nuala Walsh 41:41

4d ago41:41

41:41

In this episode of The Future-Ready Advisor, host Sam Sivarajan sits down with behavioral scientist and author Nuala Walsh to explore the unseen forces that lead even smart people to make poor decisions. Together, they break down the common cognitive traps and biases that affect advisors and clients alike. Nuala shares her powerful “decision traps”…

1
The Power of Niche - How Ryan Townsley Turned Industry Focus into a $110M Financial Advisory Practice 41:16

18d ago41:16

41:16

In this episode of The Future-Ready Advisor, host Sam Sivarajan sits down with Ryan Townsley, founder of Town Capital and former senior reactor operator in the nuclear power industry. Ryan shares his remarkable transition into financial advising and how building a niche practice focused on nuclear professionals helped him grow a $110M business. The…

1
From Panic to Plan: How Advisors Can Navigate Change with Clarity and Confidence — with Sam Sivarajan 39:43

1M ago39:43

39:43

🎙️ Episode Overview In this first solo episode of The Future-Ready Advisor, host Sam Sivarajan shares a timely and transformative message on how advisors can lead themselves and their clients through volatility, uncertainty, and change. Drawing on decades of leadership in wealth management, behavioral finance, and real-life crisis moments—from the …

1
From Transactional to Transformational - How Financial Advisors Can Master Meaningful Conversations with Mary Schmid 45:47

2M ago45:47

45:47

Episode Summary In this episode, Sam Sivarajan is joined by Mary Schmid, expert in communication and creator of the Conversational Edge system. Together, they dive into the transformative power of communication in financial advising and explore how financial professionals can foster trust and deepen client relationships through more meaningful, emo…

1
Coloring Outside the Lines - Creativity, Resilience & Authentic Client Relationships with Will Baggett 49:05

2M ago49:05

49:05

Episode 42: Coloring Outside the Lines - Creativity, Resilience & Authentic Client Relationships with Will Baggett Episode Overview In this episode of The Future-Ready Advisor, host Sam Sivarajan sits down with author and keynote speaker Will Baggett for a powerful conversation on creativity, resilience, and the power of authenticity in client rela…

1
How Financial Advisors Can Build Authority and Attract High-Value Clients with Paul McManus 51:45

2M ago51:45

51:45

Episode Overview In this episode of The Future-Ready Advisor, host Sam Sivarajan sits down with Paul McManus, an expert in authority marketing, to explore how financial advisors can establish trust and attract high-value clients. Paul shares insights on personal branding, the power of authorship, and the importance of defining a niche market. They …

1
From Refugee to Rockstar: Christian Ray-Flores on Personal Branding and High Performance 54:24

3M ago54:24

54:24

Episode 40: From Refugee to Rockstar: Christian Ray-Flores on Personal Branding and High Performance Episode Overview In this episode of The Future-Ready Advisor, host Sam Sivarajan interviews Christian Ray-Flores, an accomplished entrepreneur, pop artist, and high-performance coach. Christian recounts his incredible journey from a refugee to pop s…

1
The Taylor Swift Effect: Building Client Loyalty Through Emotional Connection with Edmund Chien 47:41

3M ago47:41

47:41

Episode 39: The Taylor Swift Effect: Building Client Loyalty Through Emotional Connection with Edmund Chien Episode Overview In this episode of The Future-Ready Advisor, host Sam Sivarajan welcomes Edmund Chien, a former financial advisor and now coach to capital raisers and executives. Edmund draws a compelling analogy between financial advising a…

1
Investment Strategies That Work: Avoiding Costly Mistakes with Larry Swedroe 57:53

4M ago57:53

57:53

Episode 38: Investment Strategies That Work: Avoiding Costly Mistakes with Larry Swedroe In this episode of The Future-Ready Advisor, Sam sits down with Larry Swedroe, a renowned advocate for evidence-based investing, to explore the principles behind successful investment strategies and the critical role behavioral finance plays in shaping investor…

1
Money, Meaning, and Happiness: The Financial Advisor's Guide with Daniel Crosby 53:42

4M ago53:42

53:42

Episode Summary In this insightful conversation, Dr. Daniel Crosby, a psychologist and behavioral finance expert, explores the intersection of psychology and finance. Dr. Crosby shares his journey from clinical psychology to behavioral finance, emphasizing how financial advisors can deepen client relationships by understanding the emotional and psy…

1
Say ‘Yes, And...’ - Applying Improv Principles to Business Success with Ian Keeling 53:33

5M ago53:33

53:33

Episode 36: Say ‘Yes, And...’ - Applying Improv Principles to Business Success with Ian Keeling Episode Summary In this episode of The Future-Ready Advisor, host Sam Sivarajan welcomes Ian Keeling, an actor, author, improv artist, and corporate coach. Together, they explore how the improv mindset can help us adapt, collaborate, and thrive in today’…

1
A Firm Worth Building - The Digital Family Office with Michael Clarke 43:18

6M ago43:18

43:18

Episode 35: A Firm Worth Building - The Digital Family Office with Michael Clarke Episode Summary In this episode of The Future-Ready Advisor, host Sam Sivarajan sits down with Michael Clarke, veteran financial advisor and author of A Firm Worth Building. Michael shares his journey from surviving the early years of the financial industry to creatin…

1
Health Meets Wealth - A Future-Ready Guide to Aging Gracefully with Scott Fulton 49:40

6M ago49:40

49:40

Episode 34: Health Meets Wealth - A Future-Ready Guide to Aging Gracefully with Scott Fulton Episode Summary In this episode of The Future-Ready Advisor, host Sam Sivarajan speaks with Scott Fulton, author of Wealthspan, about the intersection of health, wealth, and housing in creating a fulfilling future. Scott shares why “aging well” is an art, b…

1
Enhancing Retirement Advice Delivery and Digital Tools with Ryan Donovan 36:38

6M ago36:38

36:38

Episode 33: Enhancing Retirement Advice Delivery and Digital Tools with Ryan Donovan Episode Summary In this episode of The Future-Ready Advisor, host Sam Sivarajan welcomes Ryan Donovan, founder of Retirement.ca, to discuss the non-financial aspects of retirement planning and how digital tools are transforming the industry. Ryan shares how platfor…

1
How to Engage Clients 150 Times a Year: Strategies from John Prendergast 40:25

7M ago40:25

40:25

Episode #32: How to Engage Clients 150 Times a Year: Strategies from John Prendergast Summary In this episode of The Future-Ready Advisor, Sam Sivarajan speaks with John Prendergast, founder and CEO of Blue Leaf, a pioneering wealth management software firm that's reshaping client engagement. John shares his unique career journey and insights on us…

1
Breaking the Optimism Bias in Financial Advisory with John De Goey 47:17

7M ago47:17

47:17

In this episode, host Sam Sivarajan interviews John De Goey, a wealth advisor and consumer advocate, discussing his journey in the financial advisory industry, the concept of optimism bias, and its implications for investors. They explore the role of financial advisors in managing client expectations, the importance of diversification, and the impa…

1
There’s No Place Like Home: The Power of Place in Wealth Planning with Ryan Frederick 52:04

8M ago52:04

52:04

Episode Summary: In this episode of The Future-Ready Advisor, Sam Sivarajan sits down with Ryan Frederick, founder of HERE, to explore the critical connection between place and longevity. Ryan advocates for "place planning," emphasizing how where we live is deeply intertwined with our well-being, especially as we age. This conversation touches on h…

1
Beyond the Balance Sheet with Seth Streeter 45:45

8M ago45:45

45:45

Summary Seth Streeter, founder of Mission Wealth, discusses the concept of redefining wealth beyond financial metrics. He shares his background and the vision behind Mission Wealth, which focuses on comprehensive planning and proactive service. Streeter emphasizes the importance of understanding clients' true motivations and goals, and how advisors…

1
Beyond the Buzz: Real AI Insights with Dr. Jeffrey Funk 41:21

9M ago41:21

41:21

Episode Summary: The Future-Ready Advisor with Dr. Jeffrey Funk In this episode of The Future-Ready Advisor, Sam Sivarajan interviews Dr. Jeffrey Funk, a seasoned expert in the economics of innovation, to dissect the current landscape of AI, blockchain, and other emerging technologies. They explore what sets transformative technological innovations…

1
Episode 27: Rewriting Retirement Spending Rules with Adam Chapman 50:16

9M ago50:16

50:16

Episode Summary: Join host Sam Sivarajan in this compelling episode of The Future-Ready Advisor, featuring Adam Chapman, a pioneer in retirement planning and founder of Yes Money. Discover Chapman’s revolutionary approach that encourages retirees to spend intelligently, ensuring a balanced and fulfilling retirement. Key quote from the episode: "It'…

1
Episode 26: Revolutionizing Client Collaboration in Financial Services with Ali Qureshi 41:45

10M ago41:45

41:45

Episode Summary: In this episode of The Future-Ready Advisor, host Sam Sivarajan talks with Ali Qureshi, a fintech innovator, about the transformative power of digital collaboration tools in financial services. Ali delves into the origin and impact of his platform that is setting new standards for managing client relationships and document security…

1
Episode 25: Integrating Technology and the Human Touch with Nataša Williams 48:59

10M ago48:59

48:59

Episode Summary In this riveting episode of The Future-Ready Advisor, Sam Sivarajan talks with Nataša Williams, a seasoned financial advisor and the co-founder of Cadro, leading UK technology-based wealth management firm. Nataša shares her unique insights on the integration of technology in wealth management, the personalized approach to client rel…

1
Episode 24: Secrets to Successful Business Sales with Richard Betsalel 32:21

11M ago32:21

32:21

Episode Summary: In this engaging episode of The Future-Ready Advisor, host Sam Sivarajan sits down with Richard Betsalel, a senior investment banker with Crosbie and Company. They explore the intricacies of mid-market business sales and strategic financing, shedding light on effective preparation and the impact of competitive tension on achieving …

1
Episode 23: Decoding Behavioral Finance with Merle van den Akker 52:15

11M ago52:15

52:15

Episode Summary: In this episode of The Future-Ready Advisor, host Sam Sivarajan welcomes Merle van den Akker, an active voice in behavioral finance. Broadcasting from Sydney, Merle provides a detailed exploration of how deep-seated human behaviors and biases affect financial decision-making. With her extensive background in behavioral science, she…

1
Episode 22: Revolutionizing Client Onboarding with Brandon Chapman 34:06

12M ago34:06

34:06

Episode Summary: Join host Sam Sivarajan in this episode of The Future-Ready Advisor as he engages with Brandon Chapman, founder of Advisor Flow. Brandon delves into how his platform is reshaping client onboarding and the overall advisory experience with innovative digital solutions. Key Quote: “Technology doesn't fix a broken business; it just acc…

1
Episode 21: Navigating Retirement with Gillian Leithman 47:42

12M ago47:42

47:42

Episode Summary: In this engaging episode of The Future-Ready Advisor, host Sam Sivarajan discusses the often misunderstood aspects of transitioning into retirement with expert Gillian Leithman. Gillian, an adjunct professor and co-creator of the Certified Professional Retirement Coach Designation, shares invaluable insights on how retirees can rew…

1
Episode 20: Charting New Ground in Investment Strategy with Rob Janson 46:08

1y ago46:08

46:08

Episode Summary: In this episode of The Future-Ready Advisor, Sam Sivarajan chats with Rob Janson, the co-CEO and Chief Investment Officer of West Court Capital. They delve into the nuanced world of alternative investments and discuss strategies for diversifying portfolios, particularly for ultra-high-net-worth clients and family offices. This disc…

1
Episode 19: The Human Touch in Wealth Management with Candice Jay 31:06

1y ago31:06

31:06

Embark on a journey through the financial landscape with Candice Jay, a wealth advisor with CC&L Private Capital, who brings her frontline experience to bear on the complexities of managing affluence in a fast-paced world. Her expertise unravels the tapestry of holistic advice, where the art of wealth management transcends the boundaries of mere nu…

1
Episode 18: Designing a Purpose-Driven Retirement with Simon Chan and Mike Drak 56:04

1y ago56:04

56:04

Discover the keys to unlocking a vibrant and dynamic retirement as we challenge the outdated notions of this life transition with financial visionaries Simon Chan and Mike Drak. This episode promises to redefine your understanding of retirement and work, exploring beyond the financial readiness to the vital non-monetary elements that foster a fulfi…

1
Episode 17: Fostering Lasting Impact with Mike Todd 33:54

1y ago33:54

33:54

Prepare to transform your financial advising approach with industry stalwart Mike Todd, as he guides us through the heart and soul of philanthropy in wealth management. Mike unveils his journey from a zealous stock market guru to an altruistic philanthropic strategist, providing a blueprint for advisors to intertwine clients' charitable ambitions w…

1
Episode 16: The Art of Retiring with Susan Latremoille 45:49

1y ago45:49

45:49

Ever thought retirement was just about saving enough money for the golf course and sunny days in Florida? Think again. Today, I'm joined by Susan Latremoille, a pioneer in the retirement coaching arena, as we uncover the less talked about emotional and psychological shifts that hit you when your 9-to-5 turns into endless free time. This isn't your …

1
Episode 15: Investor’s Guide to a Cleaner Economy with Joanna Klimczak 37:02

1y ago37:02

37:02

The push towards clean energy provides investment opportunities for investors. Dial into the insights from Joanna Klimczak of CREO, as we examine the brave new world of sustainable investing. We dive into CREO's bold strategy, targeting an impressive $100 billion impact by 2025, and discuss how asset managers and financial advisors are becoming piv…

1
Episode 14: The Art of Courageous Questioning with Alex Bunyan 41:12

1+ y ago41:12

41:12

Unlock the transformative power of coaching, both in life and in the world of financial advice, with Sam Sivarajan and guest, executive coach Alex Bunyan. Our conversation is a deep dive into the heart of decision-making, revealing how courageous questioning can lead to personal and professional fulfillment. By drawing parallels between financial a…

1
Episode 13: The Art of Building a Successful Financial Advice Practice with Dan Allen 39:01

1+ y ago39:01

39:01

What's the secret to building a successful financial practice? It's not just about knowing numbers, it's about knowing people. As we chat with Dan Allen, a senior financial advisor with Manulife Securities, you'll glean wisdom from his 25 years in the industry. He's evolved from a value-based selling strategy to specializing in retirement income an…

1
Episode 12: The Rise of the Integrated Advisor with Tom McCullough 38:08

1+ y ago38:08

38:08

Ever thought about the role of a financial advisor? It's more than just managing investments or selling products. In our candid discussion with Tom McCullough, co-founder, chairman, and CEO of Northwood Family Office, we'll reveal how the industry is shifting - moving away from a product-centric focus towards a more holistic approach that prioritiz…

1
Episode 11: The New Era of Investing - Balancing ESG and Returns with Angela Wiebeck 30:28

1+ y ago30:28

30:28

Are you or your clients curious about ESG and what it means for portfolios? Uncover what ESG is and why it will continue to be a key theme for years with Angela Wiebeck, Chief Sustainability Officer at Aquila Capital. In an era where profit meets purpose, our enlightening conversation peels back the layers of impact investing, revealing the potent …

1
Episode 10: Unleashing the Power of Personal Branding with Michelle Griffin 31:21

1+ y ago31:21

31:21

Ever wondered why some businesses steal the spotlight while others sink into oblivion? What if the secret to entrepreneurial success lies in brand clarity, niche targeting, and LinkedIn presence? Our guest for today's episode, Michelle Griffin, a personal branding maestro, is here to shed light on these questions and much more. Michelle takes us th…

1
Episode 9: Trust-Building and Goal-Setting in Financial Planning with Bill Bell 36:59

1+ y ago36:59

36:59

Does planning for your financial future feel like a paralyzing paradox? Well, you're not alone. We're joined by the insightful Bill Bell, a senior financial advisor and author, who takes us through his journey from selling disability insurance to founding Bell Financial. With his unique perspective on the discovery process and the creation of compr…

1
Episode 8: The Future of Finance: Women, Wealth and Wisdom with Sarah Kolla-Empey 34:22

1+ y ago34:22

34:22

Are you ready to transform your financial perspective? With Sarah Kolla-Empey, a financial planner and wealth advisor, we journey into the world of holistic financial advice. Sarah's commitment to comprehensive financial planning has helped her clients thrive, and she's here to share her insights with you too. From her beginnings in an accounting f…

1
Episode 7: Fixed Income Opportunities and Central Bank Policies with Konstantin Boehmer 35:31

1+ y ago35:31

35:31

Explore the labyrinth of fixed income opportunities and central bank policies in this enriching conversation with our guest, Konstantin Boehmer. With his global experience as a fixed income portfolio manager, Konstantin sheds light on the intricacies of short-term and long-term bonds, and the ripple effects of a fluctuating Canadian dollar. Listen …

1
Episode 6: Mastering the Art of Long-Term Investing with Morten Springborg 41:21

1+ y ago41:21

41:21

Ready to unravel the intriguing world of long-term investments? Listen in as we converse with Morten Springborg, a portfolio manager and thematic specialist from the institutional investment firm C Worldwide. Morten uncovers the key techniques behind C Worldwide's success - from their unique 30-stock approach to their in-depth thematic analysis. We…

1
Episode 5: Creating a Meaningful Financial Life Plan with Andy Baxley 43:31

1+ y ago43:31

43:31

What if you could rewrite the narrative of your clients' financial journey, focusing not only on numbers but on purpose? Meet Andy Baxley, a fee-only financial planner, who is doing just that. Andy joins us to discuss the concept of financial life planning, a human-centered approach that prioritizes individuals and their goals over the technicaliti…

1
Episode 4: Maximizing Wealth Through Insurance with Bryan Scott 40:05

1+ y ago40:05

40:05

Looking to maximize your wealth and minimize your taxes? Craving expert advice on financial planning? Well, you're in luck. Our latest podcast episode features financial advisor, Bryan Scott, who brings over a decade of experience in the financial services industry. We unpack Bryan's journey from being a transactional advisor to comprehensive plann…

1
Episode 3: The Future of Regulation in Canada with Bill Donegan 31:38

1+ y ago31:38

31:38

Brace yourself for a regulatory rollercoaster ride with Bill Donegan! This episode takes you on a journey through the recent regulatory merger in Canada, its potential implications, and the ripple effects it might have on advisors and firms. Powered by his rich experience with both the Mutual Fund Dealers Association (MFDA) and the Investment Indus…

1
Episode 0: Embracing the Future: The Changing Tides of Financial Advice 3:58

1+ y ago3:58

3:58

Ready for an exciting journey into the future of financial advice? I promise that you'll gain valuable insights into how you can make your practice future-ready. I am your host, Sam Sivarajan, a seasoned wealth management consultant, behavioral scientist and author, ready to help you navigate the evolving industry landscape. We'll journey from the …

1
Episode 1: Rethinking the Role of Financial Advisors in the Digital Age with Christopher Dewdney 23:43

1+ y ago23:43

23:43

Ever wonder how emotions and technology are reshaping the financial advisory industry? Meet Christopher Dewdney, a seasoned financial expert with two decades of experience, who shares his unique insights into the evolution of his practice and the industry at large. We delve into everything from the role of media in influencing investors to the mete…

1
Episode 2: Harness the Power of Your Five Brains with Dr. Carlos Davidovich 33:58

1+ y ago33:58

33:58

Discover the secret to building stronger relationships with your clients, as we sit down with neuro-management expert, Dr. Carlos Davidovich and embark on a journey through the fascinating realm of our five brains. Can understanding the intricacies of our instinctual, emotional, and rational brains, coupled with the heart and gut brain, unlock the …

Podcasts Worth a Listen

Sam Sivarajan Podcasts

Podcasts Worth a Listen