In Episode 2, host Shyam Ganesh speaks with Marc Sherman, Founder of the Plan Pros. They discuss how his experience running a tutoring business and networking in his community looking for other business opportunities, led him to a career in financial planning. He tells us how he rebuilt an agency’s entire financial planning process, how that led him to a role doing financial planning quality review for a Big 5 bank, and why he leverages the thousands of plans he has seen and reviewed to now support financial advisors in not only creating financial plans for their clients but also learn the process of delivering them in a way that makes for a great client experience.
0:50: Shyam greets Marc Sherman to the Pod and discusses the circumstantial ways he fell into FP work
4:39: Initial resistance to obtaining IIROC license
8:01: How science and education informs Marc's advisor practice
11:30 Education and coaching to inform the advisor hand-off process
16:00: Talking about hard decisions with your clients
25:24: The effects of succession in business
31:41: 'Plan Failure', review and evaluation practices in advisor plans by Risk Management
38:54: Marc develops his project and submits it to the IPC
46:09: Beginning a journey with PlanPro
49:02: Engaging existing clients and a robust process to onboard new prospects
Episode Fifteen: Marc & Chris
Episode Fourteen: JR MacDonald
Episode Thirteen: Grant Hicks
Episode Twelve: Jason Pereira
Episode Eleven: Jayesh Kasim
Episode Ten: Michael Gau
Episode Nine: Joey Lam & Caleb Miller
Episode Eight: Charlie Conron
Episode Seven: Aly Dhalla
Episode Six: Michael Wortsman
Episode Five: Philip Setter
Episode Four: Dave Faulkner
Episode Three: Jason Watt
Episode One: Julia Chung
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
The Commercial Edge: Unleash the Power of People
Aligned Money Show
Gorse Culture PODcast : The H.R. Detective Agency!
HCI Leadership Revolution
The Ramsey Show
Planet Money