Coming soon: Season four of Behind the Advice
About this episode
Season four of Behind the Advice explores the complexities of financial advising through personal stories and experiences.
Money choices are rarely simple. They come wrapped up in fear, ambition, regret and our own life experiences. On season four of Behind the Advice, we’re going deeper into the world of the adviser. Not just the polished presentations and growth charts, but the late‑night client calls, awkward confessions, and the moments when plans collide with things like illness, divorce, job loss or sudden opportunity. In each episode, we talk candidly with advisors about how they found their way into the industry, the lessons carved out over decades of markets and mistakes, and the personal histories that quietly steer the counsel they give. Season four launches on May 20th.
More episodes of Behind the Advice
- Aravind Sithamparapillai’s path to becoming an advisor started in a birthing room
- Why Shay Steacy switched from being a fee-based advisor to an advice-only financial planner
- Herman Chan on the benefits and challenges of going independent
- How Elke Rubach helps families avoid financial trauma
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