Why Lin Sok thinks more advisors should be working independently

About this episode

Brenda Bouw interviews Lin Sok about her journey as an independent financial advisor and her views on various financial topics.

In the first episode of season 3, Brenda Bouw interviews Lin Sok, an independent financial advisor from Montreal. Lin talks about how her experience growing up with immigrant parents and selling mixtapes in high school sparked her entrepreneurial spirit. They also cover how open banking could give consumers and advisors more control, Lin’s views on crypto in a portfolio, and practical ways to build a finance career beyond traditional banks.

People in this episode

Host: Brenda Bouw

Guest: Lin Sok

Topics covered

• independent financial advising
• entrepreneurial spirit
• open banking
• crypto in portfolios
• finance career development

Keywords

• financial advisor
• open banking
• crypto
• entrepreneurship
• finance career

Mentioned in this episode

Organizations: The Globe and Mail

Places: Montreal

More episodes of Behind the Advice

• Aravind Sithamparapillai’s path to becoming an advisor started in a birthing room · June 10, 2026 · 31 min
• Why Shay Steacy switched from being a fee-based advisor to an advice-only financial planner · June 3, 2026 · 34 min
• Herman Chan on the benefits and challenges of going independent · May 27, 2026 · 25 min
• How Elke Rubach helps families avoid financial trauma · May 20, 2026 · 25 min
• Coming soon: Season four of Behind the Advice · May 13, 2026 · 1 min
• From philosophy to finance: Jay Smith’s unconventional path to becoming a top advisor · March 18, 2026 · 26 min