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

An effective financial advisor does more than help their clients prepare for their own futures: they also help them allocate their assets in accordance with their values. Today’s guest is here to share how he helps his clients live by their values, from setting their goals to planning their estates. Sterling Rempel has more than 30 years of experience in the financial services industry. Twenty years ago, he founded his own independent financial planning firm, Future Values Estate & Financial Planning, where he serves as the principal advisor. Sterling is a Certified Financial Planner, holds the distinction “Fellow of FPSC” and is a two-time finalist in the PlanPlus Canada Financial Planning Awards. Listen to the episode to hear what he has to say about estate planning practices, the importance of education for bringing in new clients, and more. What You’ll Learn in This Episode: What planners get wrong about the financial planning process (7:05) The three questions to address in e