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Advisors unscripted: sharing experiences on the Discovery Sequence

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Advisors unscripted: sharing experiences on the Discovery Sequence

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Various voices

To seize the big selection of experiences and wishes of advisors within the finance trade, The Discovery Sequence options audio system from very totally different backgrounds and specializations.

Requested how they select a speaker or theme, Bhanji and Lee say they’ve realized to suppose very rigorously concerning the subjects of curiosity and gaps available in the market.

“After we began season one throughout Covid, I used to be simply turning to my Rolodex and questioning who was producing enterprise and who had story,” Bhanji says. “However then we began to strategize concerning the themes of every season, and ask ourselves the place are the underserved markets in Canada at this time.”

Consequently, the primary 4 months of 2023 centered on girls’s monetary literacy, that includes seven feminine advisors with a various vary of backgrounds, together with a divorce specialist and even a volunteer firefighter.

“I’d say 60% of our viewers are girls monetary advisors, so I really feel that we hit a very sturdy chord coping with monetary literacy within the feminine empowerment area,” Bhanji provides.

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