Episode 352 – Jessica Moorhouse: Everything But Money
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This is the Rational Reminder Podcast, a weekly reality check on sensible investing and financial decision making from two Canadians. We're hosted by me, Benjamin Felix and Dan Bordellotti, portfolio managers at PWL Capital. All right. Got a good show for everyone today, a little bit different from the usual fair. Yeah, definitely.
a bit of a change of pace from the fairly long run now that we've had of basically finance professors, but I think a welcome change of pace. We used to do more episodes like this and I'm glad that we have another one for the listeners today. So we had Jessica Morehouse on. Jessica is an accredited financial counselor Canada, which is a designation that's kind of like the way she described it in the show at least, is like a light CFP combined with a pretty heavy dose of counseling. It's quite focused on behavior and and uncovering the reasons for behaviors that people have and listening to people.
It's quite an interesting perspective that she brings that's different from the more analytical financial planning approach. Yeah, and I think in addition to being kind of appealing for investors, it was very interesting to me as an advisor because I think that all of us need to be just a little bit more sensitive, be better listeners to our clients and remember that, of course, they're coming to us for investment advice and financial planning. But sometimes we need to dig a little bit deeper and understand kind of what makes people tick below the surface. And then we can give them more appropriate financial advice. So she has a practice as a financial counselor.
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