Growing Your Financial Advisory Practice | Insights For Financial Advisors, Planners And Investment Managers

More and more activities that previously took place in person are happening online these days. But is it possible to be an effective financial advisor and build strong relationships with clients online? Today’s guest believes that it is, and he has the experience to back that up. David Dyck is a Certified Financial Planner and a Chartered Investment Manager. He joins the podcast today to talk about working at the Canadian robo-advisor service WealthBar. David is a Financial Advisor, Portfolio Manager and Head of Client Services at WealthBar. David began his career in financial services with CIBC where he held a number of positions. He was awarded an Unsung Hero Award for his work helping clients and colleagues improve. In his current position at WealthBar, he works with clients all over the country and helps to develop technologies that will transform the financial advice industry. Topics Discussed in This Episode: What brought David to WealthBar Why planning is an important focus at WealthBar How t