In this Finance Village episode, host Sheldon Brow sits down with Philip Setter—licensed insurance advisor and founder of Affinity Life and PolicyStream—to get real about what separates a merely competent advisor from a truly transformational one.

If you work in insurance/finance—or you’re a family trying to protect what matters—this one’s packed with practical insights, uncomfortable truths, and usable tools.

What you’ll learn

- Selling with integrity: how to recommend what’s right (even when you make $0)

- Why term first: start simple, build trust, layer smartly (CI/DI/perm when it truly fits)

- Niche marketing that works: serving high-risk hobbies (climbing, backcountry skiing) responsibly

Connect with Philip Setter

Licensed Insurance Advisor • Founder, Affinity Life (consumer) & PolicyStream: https://policystream.ca/

Affinity Life: affinitylife.ca

YouTube: Affinity Life

LinkedIn: @philipsetter

IG (climbing): @therealcanadianboys

Disclaimer

This conversation is for education only and isn’t legal, tax, or personalized financial advice. Talk to a qualified professional about your specific situation.

👉 Don't forget to like, subscribe, and share with someone who needs a healthier relationship with money.

Apple:

Spotify:

#FinancePodcast #TrevorParry #TaxStrategy #Entrepreneurship #FinancialPlanning #PrivateWealth #WealthPreservation #PolicyMatters #HybridPipeline #FinancialAdvisors #FinanceVillage

#insurance #financialadvice #ethics #terminsurance #canada #contentmarketing #PolicyStream #AffinityLife #FinanceVillage

In this episode of Finance Village, host Sheldon Brow sits down with Saijal Patel, CFA, former CNBC Asia and BNN Bloomberg anchor, and financial strategist, Together, they explore how the financial services industry must evolve—moving from siloed, transactional advice to truly holistic, inclusive, and human-centered planning.

🔍 Topics Covered:

• Why “functional” financial advice is falling short

• The real risks women face—and why most don't know their net worth

• Building trust and engagement across couples, families, and generations

• The rise (and risks) of financial influencers and DIY advice culture

💬 “Most people don’t trust the industry—but worse, they don’t trust themselves,” says Saijal, as she outlines the education gap and how her platform helps women step confidently into their financial lives.

If you're a financial professional striving to improve client outcomes or a consumer feeling overwhelmed by financial noise, this conversation will hit home.

📣 Follow Saijal on LinkedIn

https://www.linkedin.com/in/saijal-patel-cfa-4846233/

👉 Don't forget to like, subscribe, and share with someone who needs a healthier relationship with money.

https://youtu.be/ADsP-O21msI

#FinancePodcast #TrevorParry #TaxStrategy #Entrepreneurship #FinancialPlanning #PrivateWealth #WealthPreservation #PolicyMatters #HybridPipeline #FinancialAdvisors #FinanceVillage

In this episode of Finance Village, host Sheldon Brow sits down with tax strategist and policy expert Trevor Parry for a no-holds-barred discussion on what’s really going wrong in today’s financial and regulatory landscape—and what professionals can do about it.

From outdated tax systems and bloated bureaucracies to attacks on private enterprise, Trevor shares sharp insights on:

• The growing hostility toward business structures like corporations, trusts, and partnerships

• How to navigate new threats like wealth taxes, GAAR expansions, and anti-avoidance policies

• Why entrepreneurs feel crushed—and what financial professionals must do differently

Trevor brings legal insight, economic history, and political commentary with zero sugarcoating. Whether you’re an advisor, planner, lawyer, or entrepreneur, this episode is packed with high-level ideas and practical takeaways.

Connect with Trevor:

https://www.linkedin.com/in/trevor-parry/

👉 Don't forget to like, subscribe, and share with someone who needs a healthier relationship with money.

https://youtu.be/ADsP-O21msI

#FinancePodcast #TrevorParry #TaxStrategy #Entrepreneurship #FinancialPlanning #PrivateWealth #WealthPreservation #PolicyMatters #HybridPipeline #FinancialAdvisors #FinanceVillage