Episode 19: The Human Touch in Wealth Management with Candice Jay

The Future-Ready Advisor

Embark on a journey through the financial landscape with Candice Jay, a wealth advisor with CC&L Private Capital, who brings her frontline experience to bear on the complexities of managing affluence in a fast-paced world. Her expertise unravels the tapestry of holistic advice, where the art of wealth management transcends the boundaries of mere number crunching to embrace the personal aspirations and legacies of high net-worth individuals. With a focus sharpened on the burgeoning realm of direct alternative investments, Candice illuminates how advisors like her navigate the intricate dance of risk, liquidity, and the pursuit of uncorrelated returns. Moreover, she delves into the growing importance of philanthropy and the meticulous crafting of legacies, underscoring the invaluable role of human guidance amid life's transitions and investment quandaries.

Within our conversation's rich fabric, we also celebrate the distinct voice and resilience of women in the financial advisory world, a realm where Candice's insights are especially poignant. She reflects on the pillars of empathy and deep listening as essential tools for fostering relationships that endure the test of time and financial turbulence. For advisors seeking to retain their indispensable human touch in an era increasingly seduced by automation, Candice offers sage advice on combating behavioral biases and the significance of patience both in nurturing investments and cultivating client rapport. For those inspired by Candice's perspective or wishing to delve further into the wisdom shared, she warmly extends the opportunity to continue the conversation through her professional network.

Links mentioned in this episode:

https://www.linkedin.com/in/candice-jay/

https://cclprivatecapital.com/

Thanks for listening. Be sure to rate and subscribe to The Future-Ready Advisor podcast to not miss an episode.

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 www.samsivarajan.com.