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The Advisor Delta™ is your essential guide to mastering the wealth management industry. Hosted by Worldsource Wealth Management, this podcast delivers expert advice, actionable insights, and innovative strategies to grow and elevate your practice.
Join industry leaders for interviews, thought-provoking roundtables, and quick-fire 'Ask Me Anything' Q&A sessions, as we cover everything from emerging trends to leadership development. The Advisor Delta™ is more than just a podcast—it's a partner in your success. We aim to provide high-value industry insights while building a community of like-minded professionals who can learn from each other’s’ experiences.
Start listening today and unlock the tools, strategies, and inspiration you need to elevate your wealth practice with The Advisor Delta™. For more episodes and insights, don’t forget to subscribe and visit us at www.worldsourcewealth.com. And remember, together, we can take your practice to the NextLevel™.
Narrator: Welcome to The Advisor Delta™, the practice management podcast dedicated to helping investment advisors grow their business and reach their goals. Whether you’re looking to scale your practice, streamline operations, adapt to emerging technology, or deliver value to clients - this is the place for actionable insights, thoughtful leadership and innovative strategies. Brought to you by Worldsource Wealth Management. Let’s dive in!
Kristen: Sometimes the biggest changes in an industry don't come from a new regulation or a market trend. They come from people who refuse to accept limits. Welcome to another episode of The Advisor Delta™. I'm Kristen McElhone, National Vice President, Partnerships and Advisor experience at Worldsource Wealth Management and your host for this episode.
Today's conversation is all about breaking barriers, building networks, and proving that women belong and thrive in every corner of the financial services world. Our guest is someone who's been leading by example for over four decades. I'm thrilled to welcome Sue Foley, a Certified Financial Planner and owner of Hartry Foley Financial at World Source Financial Management.
Sue is also a certified executor administrator specializing in retirement and estate planning, and a prominent member of the Tumblers and empowering community of women advisors who are dedicated to supporting each other's growth and success. Welcome to the podcast, Sue.
Sue: Nice to be here, Kristen. Thank you.
Kristen: I'm so excited for our discussion today, we're going to be exploring the unique challenges and opportunities for women in wealth management. Sue's remarkable career journey and her involvement in The Tumblers.
Sue, could you start by sharing your journey in financial services?
What inspired to you to enter this industry back in 1980?
Sue: Well, it was the fact that I, uh, lived with a father that worked at Confederation Life. Uh, he retired at 55. He was the superintendent of industries, and when I graduated from university, he had started helping people retire himself. That's what people would say to him, Doug, if you can retire at 55, can you help me please?
And he felt that I would be good at it. When I started, I didn't work alongside my father. I worked independently and wanted to be successful on my own, which on hindsight is maybe a little immature when I look back at it. And maybe some of the issues that I had could have been fixed if I had been working with my father.
When I started, there was only two women in downtown Toronto, uh, as salespeople. Wow. Yeah, it's, it was a definite. Male dominated industry. Mm-hmm. Um, I had an incredible secretary that kept me on course, and it was old school and you couldn't leave your office till you'd made 25 phone calls and, you know, not independent.
Yeah. Like they made you, you were a team and you had to be responsible. I think the hardest thing for me was. That every Friday there was meetings about commission, commission, commission.
Mm-hmm.
And it was so opposite of how I'd grown up with a father who said, never worry about commission. If you do the right thing, business comes to you.
Yeah. And there was so much emphasis back on the day on that it was always a constant struggle. I had to participate in lots of contests and so with my type A personality, you know, I won them. But I, I just really always had the struggle with always talking about money. Yeah. And um, maybe the fact that we only had one company Confederation Life to represent when I would sit with clients, that was hard too and I always, in the back of my mind thought. Gee, maybe there's another insurance that could be less money for my client. Mm-hmm.
Another tough thing that was uh, difficult was my ma, my direct manager. He was not an honest person. In fact ended up going to prison with his dishonesty. And maybe because I was only 21 and 22 at the time, I didn't have the maturity to go to his boss to tell him what he was doing.
He wouldn't let me sell term insurance. And back in the day, if somebody only had $50, they couldn't buy a whole lot of mm-hmm. Uh, permanent insurance. They could only afford and only needed term insurance, and he wouldn't let me sell it. That was one of the reasons I ended up. Deciding to leave the industry and have a start, a family, and then came back to the industry in 1992 and it was very different when I returned to it.
Things had changed a lot.
Kristen: That's really good. Like, I mean, it's so hard when you want to act in the best behalf of your clients, and from the time I've known you. That is so who you are. So I can't imagine how hard that was for you and then to make the decision to step away when you had joined the business your dad had been part of.
That must have been such a challenging decision, but obviously the right one in the long term.
Sue: I, I do think it broke his heart a little bit and it was very difficult for me to tell him that I just couldn't do it. And of course, wasn't honest with him for all the reasons. And it wasn't till probably 20 years later that I told him.
And obviously he knew that this person was not honest as he did end up going to prison. So, um, it was very tough and being young right outta university to deal with somebody like that.
Kristen: For sure, for sure. So as you know, we've been sort of talking, the financial services industry has historically been very male dominated and to some extent, you know, there are parts that I'd say that are still today. What unique challenges have you faced as a woman in this field and how have you overcome them in your career?
Sue: That is a question that I've been asked so many times in my 34 years of doing this. I think because I was brought up.
With three girls. Um, we were always told you could do whatever you wanted to do. My dad did want a doctor, a lawyer, and a dentist, and he only got a lawyer. So, um, that's, you know, I just, I never, I never even think about it. I never have. I just always did the best I could and, uh, did what my dad said and just.
Did the best for my clients and I, I just think that women are really good in this industry. Yeah, I think we're empathetic and we're caring, and I think. I hope no one shoots me on this, but I think women are a little more organized than men perhaps, and you do what you say you're gonna do. Yeah. And you're gonna be successful in this business.
Kristen: For sure. For sure. So as the owner of Hartry Foley Financial, what leadership approach do you take with your team to ensure that your entire practice reflects your values and your vision?
Sue: I was probably one of the first in the industry to go to zero front end, which is what perpetuated me to come to Worldsource.
Mm-hmm. Actually, because when I did that switch that I felt was best for clients mm-hmm. Uh, not having any deferred sales charges, Manulife was not happy about that. And, um. My team knows that wherever I can, my my client's portfolios get changed when it's profitable for the client to nominee, self-directed as soon as possible.
I lower my trailer fees. My staff is very, very connected with that.
Yeah.
And they too are looking whenever they can to, to make those changes for clients. And we all work together and I brought, um, another person into the business and we all share the same team together. It's, it's fantastic. That's all I can say.
Kristen: Can you tell us a little bit about your decision to go to zero front end when that really wasn't very common in the industry when you did it?
Sue: It wasn't common at all. What led me to that was I had a client that I really liked and I got her stuck in one company's product with the DSC, the deferred load, and I couldn't move it.
And, you know mm-hmm. Just being sort of new in the industry, I didn't realize there was other options. Anyway, she, uh, she left. And it was devastating. It was my first big client that I lost and I thought, I don't ever wanna feel like that again. And I, I felt like she was a friend after all the times that we had met together.
Um, so what happened was, I, I researched it and on my own, I was at Manulife Securities at the time and the year before I had doubled my business. And when I went to a, a gala or whatever. I got a beautiful gold bracelet and a sterling silver butter dish for my growing of my business. Mm-hmm. And that next year after I was zero front end, I doubled my business again and I went to the, the gala.
Mm-hmm. And I got nothing. And when I went to talk to my boss the next day, mm-hmm. I just asked him just outta curiosity, I doubled my business again, which was a bigger number than the year before, and I wasn't even recognized. And he said, why would we recognize you when you aren't making us the money that you were before with doing zero front end?
And I said to him, if I continue to be doubling my business and you look long term mm-hmm. I think I'll be making. You some money.
Yeah.
And he said, well, that's not good for now. And that's when I started looking and, and found myself at Worldsource for, um, I said to him, that's in client's best interest.
Yeah. So that was, that was my reasoning. Yeah. And it, and it was in client's best interest. And sometimes I don't like to think about it too much. When I think of all the 5% deferred sales charge, I missed out on all those. That the assets that I grew, but in the long run it was, it was the best for the client,
Kristen: for sure. Yeah. You've really made a point of making the decisions that are right for your clients and knowing that the success in your practice will come from it. So your team does include other women as part of your group. Was building out a team that included other women, something you set out? Was it a conscious decision?
And how has that influenced sort of the culture and client relationships?
Sue: The woman part of the team would be that I brought my daughter in. I also have three female staff members. Mm-hmm. And again, they're just very organized. We also have a male admin assistant. That's incredible as well. Yeah. And it's just a fun place to work sometimes.
I think it might be too fun.
Kristen: Well, that's good. Yeah. It keeps everybody happy and and motivated. 'cause I know how hard you all work. Yeah. For your clients. Can you tell us a bit more about your daughter joining? 'cause I know your son is also part of the practice. What has that been like?
Sue: Yeah. Cam came in right after university and Lauren went on to do her a degree in education and do her master's in education and unfortunately couldn't get a job.
Even though she gave a whole year of her life to two schools. So one of the ladies in my rotary club said to me, Sue, you know I'm a teacher and I've never taught a day in the classroom. And she said to me that every industry needs a teacher. And I said to Lauren, she'd be incredible in this industry.
Yeah. And it turns out she is. So, she has a specialty in group. Insurance or group RSPs. Mm-hmm. And impersonal, and now as a financial planner herself. So I'm pretty proud.
Kristen: That's such an amazing legacy to have come into the business that your dad was in and now,
yeah.
Your kids are in that business?
Sue: Well, they grew up, I had a home office for 15 years and they grew up in this environment, so it just kind of was a natural thing for them both to do.
They've lived with their mom on a phone, making dinner, talking to clients, and you know, they've flipped it.
Kristen: Can you tell us more about your involvement in Rotary and what that's meant to you and to your practice?
Sue: My dad was a big Rotarian, and it was just a natural segue that I would join Rotary. I had Rotarians around me for my whole life.
I was the one that went to Cloverdale and Sherway for the Rotary tv auction and got items to sell, and I did all the rotary things with them. My sisters not so much, but for some reason I always did. Maybe being the youngest. But when you're with a group of professional people, which is what Rotary is, it is just so nice to take the time now in the next breath, I've barely been able to do Rotary in the last 10 years because of my business growing so much and being a member of the Toronto Eco Club, that organization is great, and I think a lot of advisors go into Rotary and Lions thinking it's for clients. That's not what it's about. I think my first Rotary client was after six years of being a Rotarian.
Okay. It's almost like they make you Prove them. Yeah. Prove yourself. They, you're naturally there because you want to be a Rotarian. Not because you're looking for new business. Mm-hmm. But it is, I think as a, an advisor, it's nice to be associated with such a strong professional group of people. And it being the only charity in Canada that a hundred percent of everything that you, uh, that we fundraise for goes to charity.
Kristen: That's amazing. Okay. Let's change tack a little bit and talk about The Tumblers. Uh, can you explain to us a bit about what this group is and how they came into being?
Sue: I think this group's been going, I, I'm gonna say almost 20 years. I think that the Griffin Advantage has more female advisors than most MGAs have.
It is an incredible group of women that are willing to share and help each other like every week. We have a WhatsApp that we all share together, but we also have emails and, you know, people have a struggle or a question and it goes out to everyone. Mm-hmm. And there's right away feedback from whoever has the answer.
It's, it's something where we've sat together, brought in our files to see how everybody keeps their files. This is, you know, before scanning took place. It's a group of women that we just a couple of months ago, shared all the AI technology that everyone's using in their businesses and how to take advantage of chat, GPT, and, you know, what are the best contact management systems.
It it's just everyone is literally willing to help each other. And we do a few big social things. Like every year we have a, a group of us go down to Florida. For about five days in the beginning of October, we're going to Niagara to a winery overnight, and it's just fun and it's. Educational and it's just nice that women can get together and be, uh, helpful to each other.We're not, no one's in competition.
Mm-hmm.
This industry's there's enough people to go around. Yeah. That no one has to ever feel that we're in competition. And I think that's unusual in this industry that you can feel that way.
Kristen: Yeah, I know I've witnessed it. I see some of those emails and been in meetings with these people and there is, there's no ego.
Everybody is so, yeah, no ego open and willing to help the next person in their practice. And it's been, especially I've found really nice to watch as younger women. Come in and women with more experience, just take them under their wing and help them and mentor them. That's been so amazing to see in our industry.
Sue: One of the things I remember is when I, when I had gone to zero front end, I'd probably done it for 15 years at that point, and I started to talk to my women in the Tumblers group and I said, if anyone wants to listen, I think that you need to start. Doing zero front end with all your new business mm-hmm to create a, an annuity for yourself. Because if the industry changes it and there was Ram rumblings, that that was what was going to happen, you're gonna be deer in the headlights. So there was probably about seven or eight women that listened to me that had bigger books of business and you know, that's the kind of thing that The Tumblers do.
Yeah. And new women that start, you know, it's. There's been a few situations where I've just had them come into my office and, you know, tell them how they need to look professional, that they need to get a logo, and they need to do all the things that you know, that PE, that clients are looking for, for them to be a successful advisor,
Kristen: Can you share a little bit about where the name Tumblers came from? 'cause I think it's such a fun story.
Sue: Oh, I won't say any names so I don't embarrass 'em. But we were on one of our little Tumbler meetings. We used to go into the States and we'd sleep over for two nights so we could get our $800 exemption and we would take Rod's little bus and it would start off being empty.
And then on the way home we'd be sitting on people's suitcases and we'd have bags stuffed all over. Uh, we would go to. Two different malls over the two days. And literally there was not even room to walk on the return home. But we were at this mall and we had been given these little cardigans with a big G for Griffin on it.
And this lady came up to two of my friends and they said, uh, is there a con a convention? Are you here with your kids? And they said, no, it's our convention. And she goes. Well, what is it for? And they said, we're Tumblers. They just made something up off the top of their head. And that lady laughed so hysterically.
She was in the mall, she worked at Macy's and she couldn't stop laughing and of so that, uh, she was so embarrassed that they got free facials and a massage, which they couldn't collect. But she's, I think she thought she might lose her job 'cause she couldn't stop laughing. But anyway, that's. Where the Tumblers came from.
Yeah. It makes no sense in our industry it was just what they did.
Kristen: No, I love it.
This is so funny. So this group has really grown since it started. What do you think that growth says about the need for such communities and that camaraderie in our industry?
Sue: We have another group in our industry called the Griffin Council, and that's for men and women.
That, again, is sharing your top ideas and I can't even tell you over the years what I've learned from that, and that's what the Tumblers has done as well. Yeah, like that meeting that I attended about ai, all that's going on in the industry with chat, GPT and just. It's just, it's such a resource. Yeah. And to hear it from people not listening to it on your computer.
Mm-hmm.
It's personal information and I think it's invaluable. And when you get the top people in an industry mm-hmm. Sharing their best ideas. How can it not work and how can it not be successful? And I think that's the culture I would say at Griffin may be different than other places that everyone is comrades, they're, you know, we have so many social things that everyone's helping each other.
Kristen: I don't think you see that in every industry, and certainly not in other aspects of ours.
So it's just amazing to see people supporting each other because as you mentioned, like there are enough clients to go around. Women advisors often face unique challenges in building their client base. Have you found that female clients have different financial planning needs or communication preferences?
Sue: I do, I believe that women, uh, need to have more contact. I feel they're more comfortable in having a financial plan that they can follow. Mm-hmm. Maybe they're a little more analytical than men are. My dad always said to me. Two things. He said, women need a stash of cash. They always need to have a little emergency pot.
Mm-hmm. To feel comfortable and that they're gonna be okay. And that is so true. Yeah. And the other thing was is he always told me to make sure people do travel and everything before they retire because not everyone's. Given the blessing Yeah. Of living that long. So those are the two things I always think about when I'm dealing with people.
But women especially, it is, I always think of 'em when they, when they're talking about their little, yeah. Emergency fund or that they have to have three bank accounts to work from. Mm-hmm. And you know, they. They just have everything worked out.
Kristen: So you specialize in retirement and estate planning, and you also hold the Certified Executor Advisor designation. What drew you to this area of focus, and what perspective does that experience bring to these sensitive financial discussions with clients?
Sue: I remember probably 20 years, um, standard Life did an analysis, a business consultancy on my practice, and my average age was 78. There was no discussion about it. That was what I was doing. I did a lot of segregated funds and a lot of estate planning, and I always have, and when I would have a client die instead of losing clients, I, that's how I grew my business is I'd be sitting around a table and then I would have their children as my clients.
So by doing estate planning mm-hmm. It, that's how you can grow your business if you. Do all the right things and you save the kids, the, the legal and the probate and yeah, you do whatever you can from that end. They're thankful. By doing estate planning, you're, you're doing timely estates for the family.
It's, it was just a natural progression for me to get that design designation. And I use it all the time and I think it's comforting to clients to know that I have it.
Kristen: For sure. And I think a lot of people struggle in our industry in looking at, they have their clients, how do they get that next generation of clients?
And it sounds like between you having, you know, your kids having joined your practice and having these types of discussions that you really have. That area, you know, under wraps, whereas a lot of people do struggle with, how do they maintain those relationships through generations?
Sue: Well, you know, you're getting older when clients start to ask you, so what is your plan?
Yeah. You know, that's, it's like, oh, my wrinkles are showing, so what can you do? So I, uh, it's great that I have Paul Galton and I have both my kids. And, uh, that's, I, uh, there's great relief for clients to know that they, for sure. You know, I just sat with a lady on Friday up in Wasega and she said, Sue, like you've been looking after me for 19 years. Wow. And I am 18 years retired. And she said, I just, I'm so happy that there's someone else that's gonna look after me when you retire.
Kristen: That's such an amazing relationship, and I love that she. Is so appreciative of the planning you've done for her and the planning you're doing in your practice so that she knows she's taking care of long term as well.
What unique perspective do you think you bring to these types of sens sensitive financial discussions?
Sue: Oftentimes if I can, I ask them, uh, to bring in family members. I mean, as clients are getting older now, we have more issues with dementia Alzheimer's, so oftentimes I will reach out to family members if I'm concerned about that sort of thing.
I've had situations where family members have. Try to take over their parents' investments and that has happened. It, it's a complicated industry and when you're talking, I always say money may be the most important people thing to people. Other than family, and hopefully it's family first, but often it money became, becomes more important.
I think just doing, talking about what people can do. Um, not everyone wants to do segregated funds or GICs at life insurance companies, but I, what I will say is the advantage. Over the banks is tremendous. Mm-hmm. And, uh, if people get dually licensed, then this gives clients a huge opportunity. And you settle in a state in two to three weeks, you're looking pretty good.
Kristen: It gives you, you know, a real advantage to have so many tools to choose from when working with your clients. For sure. So our industry, the financial services industry is evolving rapidly. What changes have you seen regarding women's representation and influence in wealth management over the span of your career?
Sue: Back in the day, it was, uh, if a client's spouse passed away and the, I had to actually help some women. Learn how to write checks. Yeah. They had never done it. They were so financially dependent on their husbands. That has been a huge change. I think divorce is a big part of it. I think there's more women working now.
There's less, uh, women staying home with their families. All of that has, has created change and with women wanting to know more about their finances and taking a, a bigger role, a lot of. Families today, the women are the prime financial, uh, people of the household. The husbands don't seem to to care as much as they did in the past, and the women have more women have taken on that role.
Kristen: Mentorship is often cited as crucial for women's advancement in finance. Have you had important mentors in your career and how do you approach mentoring the next generation of women advisors?
Sue: I can't say that I've had female mentors. I've definitely had male mentors. My dad obviously being my number one guy.
Mm-hmm. I think the biggest. Mentorship for me was the value system that he gave to me. Yeah. And not thinking about money. And I've been able to pass that down to my kids and the fact that they were able to come into the industry right away and do zero front end is huge. I've had some really, really great people in the industry from different presidents of smaller companies who've helped me.
I think all the educational. Things that we get on computer are fantastic. And again, just uh, the Griffin, I look at the amount of assets I had when I joined them mm-hmm. 20 years ago to what I have now is you have a group of people backing you
Yeah. And supporting you and Worldsource as well. Being able to keep independent.
Yeah.
Even though, you know, they're owned by different companies, the fact that I don't, are not, there's no pressure to, to sell their products is incredible.
Kristen: So the Tumblers emphasize the importance of women supporting women in our industry. Do you have an example of how this community has helped you or allowed you, uh, to help another woman with a professional challenge?
Sue: Yes. When they start or they've come over from a different MGA, you know, they just, they really just wanna establish themselves. Mm-hmm. And if they're younger, they really just need some help in, in their professionalism. We have some pretty incredible women that are on LinkedIn that have done a dynamic job mm-hmm.
On using AI technology every. Monthly session, somebody is getting helped. Yeah. I mean it's mentorship, mentorship, mentorship. And I don't think anyone ever feels in that group of women that they're asking a stupid question. Yeah. And even myself, who's probably the oldest in the industry for this group anyway, there's lots of questions I have and I never embarrassed because obviously they're learning a lot of things that maybe I'm, I have had had no knowledge of, because I'm so busy doing what I do every day and it's an eye-opener to see, you know, some of the advances that I wasn't even aware of. Yeah. So you never stop learning
Kristen: Work-life balance is, is so important and you know, especially in our industry and I think knowing you for many years, um, you do some amazing things and travel.
I know how hard you work and how many hours, uh, you work. How have you managed to get some sense of balance throughout your career, and what advice would you give to a woman entering this industry?
Sue: I think my friends would say I have no balance…
Kristen: I could see why they'd say that
Sue: … but, uh, living on a farm with donkeys and horses and 18 acres of property to look after. It's a lot. And eight grandchildren. Some might say I'm ADHD, and that's okay. I just, I just have a balance where I, I am very organized. Mm-hmm. Uh, if you went and looked at my desk right now, you'd probably just start to laugh after I said that, but I know where every little piece of paper is.
Yeah. Yeah. I just, I just, I'm an early riser. I work long days and I really love what I do. Yeah. And I think that's all the difference for sure. If you're working at a bank doing, being a financial advisor, I'm not sure you're gonna say you love what you do, it's your career. I love what I do. Yeah. And I think my kids would say they love what they do, and when you're running your, your own business and your clients feel like you're, they're your family and you're, you've gotta be.
You've gotta be their quarterback. You just do what you have to do. Yeah. And I am busy. I think time is the most valuable. Possession we have. More than money, more than anything. My time is, mm-hmm. Is my number one.
Kristen: I think your desk comment made me giggle a bit because growing up I always went to my dad's office and the desk was a disaster. It was piled high and I have seen your desk, but he, same thing. He knew exactly where everything was. So, you know, if the system works for you, the system works for you. That's fantastic. So looking at client demographics, studies show that women are controlling an increasingly larger portion of wealth.
How have you positioned your practice to serve this growing market, and are there any unique needs you've identified for female clients?
Sue: I think that when you're in this industry, for as long as I have, referrals just naturally come to you. Yeah. And it's kind of something, I don't really think about it all.
I, I wasn't actively ever trying to grow my business. Mm-hmm. As large as it did in fact. I've tried to sell off portions of my business and it just keeps growing. I'm not sure how I'm ever gonna retire, but I just think that growing your business comes from helping people and it's just the way it is. Uh, I think that anybody who's been in the industry as long as I have would probably say the same thing.
You've been there for a long time. So people wanna deal with people that have the knowledge and experience behind them. Yeah.
Kristen: And I think for clients, seeing you as a woman, you're very successful, you've built an incredible practice. It probably gives them a lot of comfort feeling that they can, can trust in you because your empathy and, and your knowledge comes across with them for sure.
Sue: Probably the two greatest skills. Yeah. Rod always said to me, he said, fully, you're successful 'cause you're nice. I'm, I'm not sure that's a nice comment or not, but anyway, uh, there's might be a little bit more to it, but I really do care about my clients. Yeah, and I think that's the number one for sure. Do what you say you're gonna do and follow up and just, just help them.
Kristen: Yeah, no, I think it really comes across that you do for sure.
So as we wrap up, what legacy do you hope to leave in the financial services industry, both through your practice and through your involvement in groups like the Tumblers?
Sue: Get a bit teary talking about legacy. 'cause you know no one likes to get older, but you do know at one point you have to retire.
I think my legacy's gonna be my kids. Yeah. My legacy is going to be the fact that I still talk about, I'm gonna get teary here, the fact that I still talk about my dad.
Yeah.
On a regular basis.
Kristen: That's amazing. Yeah. Aw. Yeah. No, I can't, I think, I mean, I've known you for a number of years. The, and you do, it comes from your dad, but it's gone to your children and I think it's just an incredible practice you've created.
It's been such a pleasure getting to chat with you today about it. So Sue, thank you so much for joining us, for being so honest and really bearing your heart about what this industry has meant to you. You gave us such an honest look at what being a leader in this industry looks like when it's both grounded in your expertise, but more importantly in your empathy.
Your work with the Tumblers is also a reminder that success isn't just about numbers, it's about the people that you uplift along the way. As we conclude this episode of Advisor Delta, I wanna emphasize to our listeners that if you take away anything from today's episode, let it be this. Seek out your community, invest in relationships, and never underestimate the impact of a supportive network.
Being an advisor can sometimes feel like a one person endeavor, but it doesn't have to be that way. The landscape of wealth management is evolving and women are playing an increasingly influential role as both advisors and as clients. As Sue has illustrated for us today, creating supportive networks and mentorship opportunities is essential for continuing this positive trend of women.
Supporting women and ensuring that diverse perspectives shape the future of our industry. Thank you for joining us today on the Advisor Delta. I hope this conversation has inspired you to reflect on how we can all contribute to a more inclusive and dynamic wealth management industry. Until next time, keep innovating, keep growing, and keep building meaningful connections in the world of wealth management.
Narrator: Thanks for tuning into The Advisor Delta™! We hope you found today’s episode valuable to supporting your practice. For more episodes and insights, don’t forget to subscribe and visit us at www.worldsourcewealth.com. And remember, together, we can take your practice to the NextLevel™.
Mutual Funds and Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc., sponsoring mutual fund dealer. Other Products and Services are offered through Hartley Foley Financial Ltd.
The views and opinions expressed in this podcast are those of the participants only. This podcast is for informational purposes only and does not constitute financial, legal, or professional advice. Listeners are encouraged to seek professional guidance for their specific needs. Worldsource Wealth Management does not endorse any products, services, or companies mentioned in this episode.
Worldsource Financial Management Inc. is a mutual fund dealer. Worldsource Wealth Management Inc. is a dual-registered firm, both as a mutual fund dealer and an investment dealer. Both Worldsource Financial Management Inc. and Worldsource Wealth Management Inc. are members of the Canadian Investor Protection Fund (CIPF) and the Canadian Investment Regulatory Organization (CIRO) and subsidiaries of Worldsource Group of Companies Inc., a wholly owned indirect subsidiary of the Fédération des caisses Desjardins du Québec (FCDQ), which is part of the Desjardins Group.