Why Darren Coleman thinks longevity and caregiving are the next big trends in wealth planning
About this episode
Brenda speaks with Darren Coleman about the impact of longevity and caregiving on wealth planning.
This week, Brenda speaks with Darren Coleman, senior financial advisor and portfolio manager with Portage Cross Border Wealth Management at Raymond James. The two discuss Darren's entry into the financial services industry at a very young age, how caregiving and longevity are reshaping the business, and why he believes understanding human behaviour is just as essential for an advisor as understanding the numbers.
More episodes of Behind the Advice
- From philosophy to finance: Jay Smith’s unconventional path to becoming a top advisor
- Why switching to advice-only was the best career move Lori Curtiss ever made
- What the loss of her family’s wealth during the Iranian revolution taught Tina Tehranchian about diversification
- How Shiraz Ahmed went from cold-calling prospects to launching his own wealth management firm
- Why Lin Sok thinks more advisors should be working independently
- Coming soon: Season three of Behind the Advice
Explore listener stats, chart rankings, contacts and more on the Behind the Advice podcast page.