Podcasts about nest wealth

An enthusiastic problem solver who sees a challenge as an invitation to get creative, Amanda Small is a professionally trained artist and experienced People & Culture Leader, with a passion for collaborating with entrepreneurs, startups & creatives to find new ways to deeply engage with their communities and talent. Partnering with the leadership team at Nest Wealth to support and integrate people-first thinking and initiatives, she is building and implementing tactical and strategic plans for better HR practices in order to support happier humans in the workplace. Amanda applies her diverse skills and experience toward building company culture, streamlining processes, and driving employee growth with impactful cultural shifts that advocate the importance of mentoring and engaging in honest, supportive coaching for employees. She is passionate about growing companies by helping people focus on what they love and how they contribute value.Amanda reveals her thoughts on leadership, strategies for supporting employees, and the power of allowing technology disconnection as a path to connectivity and creativity.Brought to you by Aria Benefits and Life & Legacy Advisory Group

Denise Willet is the Chief Revenue Officer (CRO) at Nest Wealth, Canada's largest independent digital wealth management platform. Prior to Nest, Denise spent 9 years as the VP of Sales for Achievers and 10 years with IBM Canada's IT department. She is a goal-oriented leader with a proven track record of building and leading high-performing teams in numerous growth environments. In today's episode, we'll discuss revenue operations, why they are important, and how you can create full funnel freedom through RevOps designed to break down silos between departments. What You'll Learn: - What are revenue operations (RevOps)? - How to get sales, marketing, and customer success to work together - Why a CRO without RevOps is rudderless - The benefits of RevOps implementation in a company  - Setting expectations in sales teams - What to look out for in your revenue operations team - How to hold your team accountable - Why you must be clear with the steps in your sales cycle - Things to consider when going into a new market - Denise's advice to her younger self on how to become better at selling RevOps is a business function designed to maximize an organization's revenue potential. As Denise explains, RevOps drives full funnel freedom through aligning sales, marketing, and customer success. When properly implemented, RevOps helps facilitate collaboration between the departments that directly affect a company's revenue, and therefore drive growth. Links and Resources: - When you need to hire top sales professionals, turn to a recruiting partner that speaks sales. Alaant Workforce Solutions. Learn more and book a discovery call at www.fullfunnelfreedom.com/alaant - The perfect CRM system, streamlined business processes and happier customers – Eligeo CRM Inc can make it happen for your business. Go to www.fullfunnelfreedom.com/eligeo for more info - Nest Wealth - Digital Wealth Management: https://nestwealth.com/ - Denise's LinkedIn: https://www.linkedin.com/in/denisewillett/?originalSubdomain=ca - Women at Work Podcast: https://podcasts.apple.com/us/podcast/women-at-work/id1336174427 - Never Split the Difference: Negotiating As If Your Life Depended On It by Chris Voss https://www.amazon.com/Never-Split-Difference-Negotiating-Depended-ebook/dp/B014DUR7L2 - Full Funnel Freedom https://fullfunnelfreedom.com - The Sandler Summit 2023 https://www.hamish.sandler.com/orlando  - Sandler on Instagram https://www.instagram.com/sandler_yyc/  - Sandler in Calgary - www.hamish.sandler.com/howtosandler - Connect with Hamish Knox on LinkedIn https://www.linkedin.com/in/hamishknox/  - Sponsorship or guest inquiries - podcast@fullfunnelfreedom.com   

Canada invades the United States in this episode of TacoTech. Randy Cass, CEO of Nest Wealth, chats with Johnny and Torie about the white-label digital wealth platform that Nest Wealth provides to help modernize client experiences for banks and financial institutions, how fintech can help advisors provide more financial advice to more people, and why Nest Wealth wants to be a "multiplier" instead of the desktop of the advisor tech experience.

“Find ways for people to participate.” - Jenny do Forno How do YOU listen to your employees? How do you find ways for them to participate in change and the company's success? Tune into this episode to refresh your passion for listening to the people you serve and for treating them as fully-formed adults. My guest is Jenny do Forno who is the Talent Director at OMERS Ventures where she is part of the Operations team supporting 55 different start-up companies. She also helps the Investment Deal teams evaluate new ventures. Her day is highly variable and all about context-switching - she might be advising one founder on an organizational redesign at 11am and then providing vendor recommendations to a newly-minted HR consultant at 2pm. In this episode of Talent Management Truths, you'll discover:

In this 92nd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host welcomes back Randy Cass (Nest Wealth) and David Faulkner (RazorPlan) about their company’s merger and how fintech can be used to holistically improve clients’ lives. Episode Highlights: ● 00:58: – Nest Wealth was one of the earliest robo-advisor platforms. ● 01:35: – Razor Plan offers financial planning software and has become the number one platform of independent financial advisors. ● 02:21: – Their merger felt destined to happen. ● 04:04: – The Razor team was brought into Nest to combine their different expertise. ● 08:35: – The ultimate goal for the partnership between Nest and Razor is to create a holistic approach to financial planning that’s adaptable and reflects assets in real time. ● 09:58: – Financial advisors spend their time accumulating data, planning, and on the implementation of that plan. ● 10:16: – Their goal is to decrease the amount of time it takes to generate the plan and to automate and scale the implementation. ● 12:17: – Data shows that where human financial advisors add value over robo-advisors is in human interaction. ● 19:05: – Even if you create a so-called “easy button” for generating a plan, the human advisor on the other end still needs to understand all the factors going into the plan being generated and how that plan will hold up for the client in future years. ● 22:00: – No small thing is just that small thing, because it doesn’t exist in isolation, it interacts with all the other financial factors going on. ● 24:09: – They want to invest in Advisor Intelligence, which breaks down the most prevalent advisor rules of thumb and automates them. ● 26:12: – Doing this doesn’t standardize the advice given to people, but it does help to eliminate some of the most common errors that come up. ● 28:40: – Siloed information and lack of communication is what has impeded the growth of the financial planning industry. ● 29:19: – What they most want to see in the industry is the aggregation of data and the ability, using advisor intelligence platforms, to ensure that people are getting the appropriate advice for the moment they’re in. 3 Key Points 1. Automating the planning and implementation of financial advising will never replace the value of human interaction. 2. Technology supplements the human intelligence beyond what it’s capable of, and the human judgment and understanding of context and the nuances of each client supplement the technology. 3. Great financial advising, when paired with fintech, can provide flexibility and freedom to millions of people. Tweetable Quotes: ● “We want to make sure that the right advice gets right person at the right time, and the right person is every Canadian that has a vested interest in their financial outcome.” –Randy Cass ● “What we're doing can have such a meaningful material difference when we execute well on it, when we see distribution of the solution; it's really the most exciting thing I've ever worked on in my career.” –Randy Cass Resources Mentioned: ● Facebook – Jason Pereira● LinkedIn – Jason Pereira● FintechImpact.co – Website ● https://www.nestwealth.com/ ● https://razorplan.com/ ● Randy Cass: Twitter, Linkedin ● David Faulkner: Twitter, Linkedin See acast.com/privacy for privacy and opt-out information.

What happens when the debt collector calls?  Insolvency trustee Doug Hoyes talks about your rights, and how to handle the calls. Then, finding the perfect financial advisor can be a tough task. Robert Irwin, Co-founder of Match Worth, is here to tell us how its online tool can help you find the advisor that’s right for you.  And, Nest Wealth’s Randy Cass tells us about the “holy trinity” of retirement savings.  Plus, what this year’s J.D. Power investor satisfaction survey says about Canada’s investment firms.

On the show today we welcome Randy Cass, owner and founder of Nest Wealth, who were the first financial firm to employ the use of robo-advisors in Canada. Their unique business model and forward looking systems and practices are at the forefront of the industry in the country and hearing Randy's recollections from their processes as well as thoughts going forward will be of great interest to anyone interested in the future of their money. In our conversation we cover the basic history of Nest Wealth and what inspired their big decisions. Randy unpacks their fee structure and how some of the systems work and have changed over the last few years before going into the ins and outs of how robo-advisors field questions. Our guest also comments on the financial market's constant evolution and his personal and professional attitude to passive investment strategies. We chat about obstacles that currently stand in the way of the fintech industry and finish off the episode with Randy explaining his iterative approach to development as technology advances. For all this and more, be sure to tune in!   Key Points From This Episode: How Randy decided to launch the first robo-advisor service in Canada. [0:02:17.3] The evolution of the systems used by Nest Wealth since its inception. [0:04:25.1] Nest Wealth's unique fee structure. [0:06:38.0] Handling questions from clients at the firm. [0:09:50.0] Nest Wealth's place in the evolving financial advice market. [0:13:23.8] How Nest Wealth use technology to scale financial advice. [0:19:04.8] Randy's attitude towards passive and active investment management. [0:22:57.8] Some of the notable obstacles that Randy has encountered in Canadian fintech. [0:25:32.1] Looking forward to the future of the industry and developing iteratively. [0:29:19.0] How Randy measures success in his life. [0:31:39.4] And much more!

Randy Cass is an investment portfolio manager, who’s been in the industry over 15 years. He is also the founder and CEO of Nest Wealth, an innovative fintech based on robo-advisors that gives investors more personalize and transparent wealth management solutions. “It was just one... The post Building a Fortune 500 with Randy Cass – February 25 2019 appeared first on Startup Canada.

http://www.alainguillot.com/randy-cass/ Randy Cass is the CEO and founder of Nest Wealth, Canada's #1 robo-advisor. I am a do-it-yourself kind of investor, but if a family member or a friend asks me who could help them with their investments, I would not hesitate to recommend Randy Cass and his firm Nest Wealth. A robo-advisor is a firm which provides financial advice or investment management service online, performed by software algorithms to reduce cost and to reduce the input of human's emotions which could be detrimental to one's portfolio. A robo-advisor automatically allocates, manage and optimize clients' assets with zero human intervention. Nest Wealth is based out of Toronto, with a team of about 45 people. Randy had about 25-years experience in the financial service industry. He went to law school only to discover, after graduation, that he didn't want to be a lawyer. While working in law, he started an investment club, where they invested in penny stocks. He lost money most of the time. I discovered that penny stocks were not the best way to get rich One of the worst thing that could happen to you is to buy penny stocks when you are young and it goes well. Canadians only had three choices when it comes to investing Do it yourself, but the vast majority of Canadians don't want to do that. Full-service advisor, but some firm are not willing to service Canadians unless they have a minimum of one million dollars in assets. High expense ratio mutual funds sold by the major banks and the majority of commission-based financial advisors. Robo-advisor is the other option How about all the stuff that all the high net-worth individuals get A relationship with portfolio managers A customized portfolio A sophisticated asset mix A fiduciary relationship Nest Wealth can offer a better value proposition because it doesn't have all the legacy cost of: Huge office in downtown Toronto, A team MBA, CFA stock analysts, Huge marketing expenses, Trailer fees of 1% payable to the adviser for keeping the account current Fee structure of Nest Wealth Nest Wealth have some of the lowest fees in the country? Starting from as low as $20 a month, Nest Wealth offers a professionally managed portfolio with no account minimums. Under 75K, $20 per month 75K to Under 150K, $40 per month 150K & Above, $80 per month Your portfolio under commission based "Free advice" Let's imagine a 1 million portfolio with commission based mutual funds. At 2.5$ management fee that would be $25,000 (Free is very expensive). The same $1,000,000 portfolio managed by a financial adviser who charges 1% of assets. That would be $10,000 The same $1,000,000 portfolio managed by Nest Wealth. That would be only $960. And it's always the same cost, whether it's one million or 10 million, the cost is always $960. Nest Wealth client demographics 47 years old $175,000 of assets

During this 32nd episode of the Fintech Impact podcast, Jason Pereira interviews Randy Cass, the CEO, Founder, and Portfolio Manager of Nest Wealth. Nest Wealth is the second largest robo adviser in Canada, and a platform provider of digital solutions for the client onboarding experience in asset management. The conversation digs into what has led Randy Cass to creating Nest Wealth, how the company has evolved and expanded, and how they fit into the financial space in Canada.●01:11 – Nest Wealth helps firms, individuals, even employers move whatever process they’ve been using historically and allows them to run it all digitally in the B2B space.●02:07 – Randy decided he didn’t want to be a lawyer and later started trading currencies derivatives at TDSI.●05:15 – He performed a hosting job on BNN for several years with guests that were CEOs, CFOs, and also the heads of regulatory bodies.●07:00 – Nest Wealth was originally started as a direct-to-consumer robo advisor.●07:47 – When compressed margins arise, it becomes about getting more efficient in your operation and scaling your operations above past levels.●12:00 – All on a single stack, Nest Wealth is a Sass-based company and a licensed product that controls their technology.●14:26 – A large financial institution wanted to by Nest Wealth in the past.●17:58 – The average consumer on the direct-to-consumer side of Nest Wealth:78% of consumers have done multiple transfer-in assets in the first six months.●19:00 – Nest Wealth puts more control of the financial process on consumers.●25:03 – In 2013, Nest Wealth launched in the midst of the media saying there will never be a digital advisor in Canada.●27:39 – The financial advisement space isn’t disappearing because of robo advisors, it just needs to continue to focus on adding value.●34:03 – Customers are generally open to change, especially when it benefits them.●40:14 – Nest Wealth is currently the only direct-to-consumer platform with a flat fixed fee regardless of how much someone puts into their account.●43:01 – Randy Cass is most excited about driving transparency and better creating outcomes for investors.3 Key Points:1. On the direct-to-consumer side of Nest Wealth, 78% of consumers have done multiple transfer-ins of assets in the first six months.2.The average account balance of assets contributed to an account doubles in the first six months from the initial contribution.3.The average client on Nest Wealth has an account of about $175,000.Tweetable Quotes:-“Think of us (Nest Wealth) as an engine that powers digital wealth.” – Randy Cass.-“I left to start Nest Wealth as a direct-to-consumer robo advisor.” – Randy Cass.-“Once there is a substitutable similar product in the marketplace, you’re going tohave price competition and margin compression throughout the entire industry.”– Randy Cass.Resources Mentioned:●LinkedIn – Jason Pereira’s LinkedIn●Facebook – Jason Pereira’s Facebook●Woodgate Financial – Website for Woodgate Financial●Randy Cass – LinkedIn for Randy Cass●@Randy_Cass – Twitter for Randy Cass●Nest Wealth – Website for Nest Wealth See acast.com/privacy for privacy and opt-out information.

“Over a period of time it's become incredibly difficult for any individual to stand in front of the data or the facts, and say that there is a defensible edge that I have in picking stocks, or creating strategies in this market that will outperform the passive indices.” - Randy Cass, NestWealth Randy Cass is a professional investor. After speaking to him for just a few minutes, it's clear he knows investing. Randy spent years as an active portfolio manager making big money for big pension plans and institutions, managing their investment portfolios using complicated strategies that most people wouldn't understand. An active portfolio manager gets paid based on how well the portfolio does so it's in their best interest to spend all their time coming up with the best ways to make money. Active portfolio managers work hard and it's their full-time job, so people don't mind paying them high management fees. But what if you could get the same investment returns without paying the high management fees? What if it turned out that there were passive investments, with very low management fees, that performed just as well as the high fee ones? Over time, real data started to prove this was true. The high fees were good for the active managers but not for Canadian investors. Randy eventually took a break from actively managing portfolios and became the host of BNN's television show Market Sense. While at BNN conducting interviews and reporting on investment products, he realized that the majority of Canadians were still losing out on so much growth because of high fees, despite the fact that there were so many low fee options emerging. Randy decided it was time to create a better way to help Canadians grow their money. This is the story of Randy Cass and NestWealth. To try Nest Wealth for yourself, click here: http://try.nestwealth.com/BeauHumphreys NEXT EPISODE 16 - Stephen Weyman Click here to book a FREE 15-minute personal finance consultation with Beau Humphreys, Personal Finance Coach Click here to become a patron of The Personal Finance Show via Patreon To register for my next available personal finance webinar click here.

In this episode, we talk about what a robo advisor is, and how it can be a lot less expensive than the traditional approach of investing in high-fee, actively managed mutual funds. I find robo advisors to be the easiest way to invest in Canada, but this does result in higher fees than if you were to just buy the investments yourself (which is actually really easy).  I personally just buy the investments myself to get the lowest fees and pay the least tax possible (You can see exactly how I do it over at www.BuildWealthCanada.ca/invest.) With that said, I realize not everybody wants to learn how to actually be a passive investor and get the lowest possible fees, and so robo advisors can be a good option if you value simplicity of fees.  Links and Resources Top Tools and Resources for Financial Independence (for Canadians): Sign up anywhere on www.BuildWealthCanada.ca for a free guide on all the top tools and sites that I've personally used to help us achieve financial independence in our early 30s. They're also what we use now to optimize and manage our finances, and ensure that we're paying the lowest fees while getting solid returns on our investments.  Kornel's investing course with free sample lessons at www.BuildWealthCanada.ca/invest Questions Covered: 1. For those just getting started in investing, can you explain what a robo advisor service is, and especially why we as Canadians should care? 2. When you build investment portfolios for Canadians, why are ETFs such a core part of your portfolios? (perhaps explain what an ETF is first for all the listeners just getting started with this) 3. Nest Wealth mentions that you manage the money based on proven investing principles and Nobel Prize-winning theories. Can you elaborate on the Nobel Prize-winning theories component? 4. One thing I noticed on your Nest Wealth site, is that you actually list all the ETFs you buy (which is nice, I really like that transparency), but if I'm just a regular Canadian, why don't I just buy the ETFs myself through a discount brokerage (especially since some discount brokerages let me buy ETFs for free) and then save on the fees that Nest Wealth charges? 5. Anybody following the financial services industry knows that there are a LOT of robo advisor services out in Canada. What sets Nest Wealth apart from all the rest? 5.a. One of the things that really intrigued me when I first heard of you guys is that you have a flat fee model. For those not familiar, can you explain what that is and why it's actually a pretty big deal? 5.b. You mention that your portfolios are “custom built” unlike your competitors. Can you elaborate how this works and why it's so important? 6. I imagine that a big concern Canadians have is that with all these robo advisor companies out there, it's totally conceivable that not all of them will survive long term. Because of this, it wouldn't surprise me if some Canadians are holding back from investing because they are afraid of losing all their money if something was to ever happen. Can you speak to this concern? 7. What customer support do you offer? Ex. If somebody has questions while going through the automated portfolio building process? What about after all is set up? 8. One of the other things that intrigued me was that on your site you mention that as a client you get your own portfolio manager that you can speak with, text or call. What types of things is a Portfolio Manager ideally suited to help you with? And what types of question are beyond the scope of a Portfolio Manager like this? (I'm trying to gauge what kind of other professionals you need on your team apart from Nest Wealth). 10. I went through Nest Wealth and had it build a portfolio for me. I noticed that there were different goals that you can select, and I assume Nest Wealth will optimize your portfolio, depending on your goal correct? How does Nest Wealth change what portfolio it recommends depending on whether somebody is savings for retirement vs is already retired and now needs the income instead of growth? What about if they're saving for something like a down payment on a home or post-secondary education for their child? What's the strategy behind those types of portfolios? 11. I noticed Nest Wealth will build your portfolio based on your questions, but it won't actually tell you whether you will be able to actually retire by an age you specify, and whether your income in retirement is sustainable. Is that because that is an area where you actually need a financial planner to do a more in-depth, 1-on-1 personalized analysis with you? 12. How is the MER absorbed? Is that covered by the monthly fee? What about other fees? 13. To close things off, who is Nest Wealth not for? ex. Those with credit card debt? 13. Who is Nest Wealth ideally for? What type of person benefits most from what your service?

Randy Cass is the CEO of Nest Wealth, a robo-advisor in Canada that charges for its services through a flat monthly fee instead of the more traditional percentage-of-assets-managed model. We chat at his offices in Toronto.