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In Conversation With... Anick Sharma on Transparent Fees & Evidence-Based Financial Advice

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Manage episode 466158955 series 2645166
Content provided by moneymarketing. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by moneymarketing or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this episode of In Conversation With..., Kimberley Dondo speaks with Anick Sharma, Certified Financial Planner and Director at Videre. Anick shares his journey into financial advice, what makes Videre’s approach unique, and how the Verve Foundation’s Adviser Incubator has shaped his path. They discuss the importance of transparent fees, evidence-based solutions, and how financial planning should be about more than just selling products—it’s about helping clients live their best lives.

  continue reading

160 episodes

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Manage episode 466158955 series 2645166
Content provided by moneymarketing. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by moneymarketing or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this episode of In Conversation With..., Kimberley Dondo speaks with Anick Sharma, Certified Financial Planner and Director at Videre. Anick shares his journey into financial advice, what makes Videre’s approach unique, and how the Verve Foundation’s Adviser Incubator has shaped his path. They discuss the importance of transparent fees, evidence-based solutions, and how financial planning should be about more than just selling products—it’s about helping clients live their best lives.

  continue reading

160 episodes

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