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

Helping people improve their financial literacy and understand the best ways to use their money is a powerful way to help improve people’s lives. Often, the people who most need this kind of advice are those who are least able to afford financial planning services, or who are in demographics that may be ignored by traditional financial planners. Today’s guest is a money coach who feels called to use his considerable skill and knowledge to help others. Trevor Van Nest is a Certified Financial Planner and professional money coach who founded Niagara Region Money Coaches. Trevor has been the recipient of several awards for his unique education-based approach to financial planning, including Professional Services Business of the Year in Newmarket. Trevor was also a Finalist for Outstanding New Business of the Year for the Greater Niagara Region in 2015. Before becoming a money coach, Trevor spent 20 years at American Express – 8 of those years as Vice President of Marketing. In addition to his