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

In this episode of Finance Village, hosts Sheldon Brow and Seun Adeyemi dive deep into the emotional and practical sides of money with certified cash flow specialist and financial coach Maura Shaftoe. Maura’s human-centered approach empowers individuals to align their spending with their personal values, while effectively addressing the emotional and practical aspects of financial stress.

We talk about:

• Why even high-income earners can be cashflow disasters

• Why traditional budgeting fails and what to do instead

• The truth behind "financial infidelity" in relationships

• Coaching versus advising — and why the distinction matters

Whether you're a financial pro, an aspiring saver, or a family navigating the messiness of modern money, this conversation will shift the way you think about cash flow, behavior, and what it means to “do money like it makes sense.”

📌 Connect with Maura Shaftoe on LinkedIn to learn more about her coaching work and how professionals can collaborate to better support clients.

https://www.linkedin.com/in/maura-shaftoe/

https://www.maurashaftoe.ca/

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

https://youtu.be/ADsP-O21msI

#FinancePodcast #MoneyCoaching #Cashflow #FinancialPlanning #BehavioralFinance #PersonalFinanceCanada #FinanceVillage #MauraShaftoe #HolisticAdvice #JoyJar

🎙️ Welcome to Finance Village! 🎙️

Sheldon Brow and Seun Adeyemi welcome legal powerhouse Harold Geller, a trailblazer in financial services advocacy. Known for championing consumer rights and holding industry players accountable, Harold shares his wealth of knowledge on the legal and ethical challenges financial advisors face when things go wrong. Harold also pulls back the curtain on the Canadian financial industry, sharing firsthand insights on systemic issues, regulatory reform, and the importance of transparency.

Connect with Harold-

linkedin.com/in/harold-geller-25094033

Connect with us!

https://financevillage.ca

https://pocketfinance.com

https://linktr.ee/questorpods

In this episode of Finance Village Sheldon and Seun address why younger generations—Millennials and Gen Z—are losing trust in traditional banks and turning to independent advisors for a different approach to Investing and Finance than their "Parents" Banks

• The psychology behind the shift from big banks to independent advisors.

• Strategies for advisors to connect with younger clients, including digital tools and family-centric planning.

• Practical ways to enhance your digital presence, improve client engagement, and build trust across generations

Connect with us!

https://financevillage.ca

https://pocketfinance.com

https://linktr.ee/questorpods

In this episode of Finance Village Sheldon and Seun discuss securing client communication in the financial services industry. With the SEC and other regulators cracking down on communication compliance, financial advisors are facing unprecedented fines—nearly $400 million to date—for off-channel communication practices. The episode delves into the challenges of implementing secure communication tools in a way that clients will actually adopt.

https://financevillage.ca/

https://pocketfinance.com/

https://linktr.ee/questorpods

In this episode of Finance Village we discuss strategies and tips on how finance professions can improve at communicating when having difficult or uncomfortable conversations between other professionals and their clients.

We also role-play some examples of DO's & DONT's when being confronted by clients and how you should respond when tense moments arise.

Finance Village

Pocket Finance

Producer by Questor Media