Are you ready to transform your financial perspective? With Sarah Kolla-Empey, a financial planner and wealth advisor, we journey into the world of holistic financial advice. Sarah's commitment to comprehensive financial planning has helped her clients thrive, and she's here to share her insights with you too. From her beginnings in an accounting firm to her specialized practice, Sarah's journey is a reflection to the power of understanding your clients' long-term goals and short-term concerns. We delve into the nuances of making sound financial decisions, from investments to insurance, and estate planning.

One of the critical areas we unpack with Sarah is tax planning for business owners – a topic often overlooked but vital. Realize how a comprehensive understanding of your financial situation can dramatically shift your investment strategies. You'll discover that there's more to consider than just long-term equities in RSPs, and how working with an advisor who comprehends tax-efficient strategies is crucial. As business owners age, their needs change, and we emphasize the importance of early succession planning.

Beyond money matters, we explore the rise of women in finance. As more women take control of their finances, a positive ripple effect is being felt throughout the industry. This shift not only empowers women but also enhances our ability to work with clients in terms of succession and estate planning. Join us on this riveting journey as we navigate these important issues and learn how to be future-ready in the world of finance.

Links mentioned in the episode:
https://mallardwealth.ca/
https://www.linkedin.com/in/sarah-kolla-empey1/

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What’s Next?

Staying Ahead of the Curve: Insights for Financial Advisors

In today's rapidly evolving financial landscape, how do you continue to thrive and better serve your clients? As an industry veteran for over 25 years, I understand the unique challenges facing financial advisors.

I have a wealth of resources to help you navigate these challenges:

Visit my website at https://www.samsivarajan.com/resources to download a free behavioral coaching guide and a free goals-based investing case study, packed with tips and strategies.
While you're there, don't forget to explore my bestselling books at https://www.samsivarajan.com/books. These books provide readers with further insights and guidance on how we can make better decisions - in investing, at home, and in the workplace.
Want to stay updated with my latest insights? Sign up for my LinkedIn newsletter, The Goals-Based Advisor. It's a great way to keep in touch and receive regular updates directly to your inbox.

Finally, if you have any questions or hire me as a speaker, coach or consultant, book a meeting with me on ...

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