Hosted By Sheldon Brow, Founder & CEO of Pocket Finance. Finance Village is a podcast that caters to both financial professionals and consumers, featuring conversations that challenge and engage experts across the financial industry. The show’s ultimate goal is to enhance the financial literacy of consumers while providing financial professionals with the best resources to serve their clients effectively. It takes a village of experts to ensure the best care for clients, and Finance Village is here to help build that village.
Technology, Transparency & Trust: Building a Better Financial Industry
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: (https://podcasts.apple.com/ca/podcast/finance-village/id1679905485)
Spotify: (https://open.spotify.com/show/3FwG8uaQYKbdpUqN5Vf6x3?si=c60b1d8b0fc04a18)
#FinancePodcast #TrevorParry #TaxStrategy #Entrepreneurship #FinancialPlanning #PrivateWealth #WealthPreservation #PolicyMatters #HybridPipeline #FinancialAdvisors #FinanceVillage
#insurance #financialadvice #ethics #terminsurance #canada #contentmarketing #PolicyStream #AffinityLife #FinanceVillage
23 Jul 2025TRANSCRIPT
Financial Literacy Isn’t Financial Wellness
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
2 Jul 2025TRANSCRIPT
Smarter Finance in a BROKEN System
Tax strategist Trevor Parry discusses with host Sheldon Brow the failures within today's financial and regulatory systems, offering insights for professionals and entrepreneurs to navigate current threats in this interview.
Inside a recent episode
Technology, Transparency & Trust: Building a Better Financial Industry
Published 21 Aug 2025 · Transcript excerpt
[…] And, you know, the tech isn't going to, tech is never going to replace kind of ethical judgment of a human. You know, chat GPT, I've been a power user since day one paying for it since the day you could pay for it, but it is still very stupid. It's only as useful as the nuance that you give it. And it's really just good for structuring expediting structuring and stuff like that, but it's really not going to do anything majestical as far as, you know, ethics or, you know, creativity, stuff like that. So let's talk a little bit about, you know, what are the different kinds of things that you'll look at with the client? […]
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