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

John De Goey is a portfolio manager at Industrial Alliance Securities. He’s also an author and a recognized Canadian authority on the subject of professional, transparent, and evidence-based financial advice. John has received numerous awards for his contributions to the financial planning field, including the Donald J. Johnston Lifetime Achievement Award. He’s also been named one of the top 50 advisors in Canada by Wealth Professional magazine. In today’s episode, John will be talking about the assumptions advisors need to make when developing financial projections. Tune in to the episode to hear what John has to say about the key assumptions an advisor needs to make before developing any financial projections and advisors’ biggest mistakes when making assumptions. John will also share some information about his upcoming book. Topics Discussed in this Episode: The key assumptions an advisor has to determine before developing any financial projections for their clients How to come up