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

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