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Podcast · 5 episodes

The New Wealth Advisor Podcast

The New Wealth Advisor explores how the best advisors are combining human connection with emerging technology to build stronger client relationships and more impactful practices. Through candid conversations with industry leaders, we uncover the ideas, habits, and innovations shaping the future of wealth management.

Episode 05Latest episode

Episode 5: Nick Paleos

Nick Paleos has spent over 25 years in the wealth and insurance industry, the last several building the buy-side practice at Advice Canada — where he evaluates and acquires books of business from advisors at Financial Horizons, IPC, and Quadrus. In this episode of The New Wealth Advisor, Nick joins Marc Gingras, co-founder and CEO of Bloks, to break down what actually makes a book of business valuable — and why the multiple advisors chase is usually the wrong number to focus on.

Nick and Marc get into how buyers evaluate a practice, the different types of buyers an advisor might sell to, and why a book's real worth depends less on AUM and more on three things: how well the advisor has built a team clients trust beyond just them, how consistent the client experience is across the practice, and how deep the relationship already runs with the next generation — the clients' kids who will eventually inherit the wealth.

They also talk through when to start planning an exit (the answer: the day you open your practice), how AI can create the capacity for advisors to focus on relationships instead of admin, and why the human part of advice — not the financial plan itself — is what clients are actually paying for.

If you're a financial or wealth advisor thinking about succession, valuation, or building a practice that's actually sellable, this conversation is for you.

Episode 04

Episode 4: Derrick Kinney

"I'm a financial advisor" used to end conversations before they started. Derrick Kinney tells Marc Gingras about the moment he changed three sentences — and changed his entire business.

In this episode of The New Wealth Advisor, Marc sits down with Derrick Kinney — financial advisor, coach, and bestselling author of Good Money Revolution (Wall Street Journal and USA Today bestseller lists) — to talk about how he built one of the top 1% advisory practices in the U.S., why he sold it at the height of its success, and what he's learned coaching advisors ever since.

Episode 03

Episode 3: Michael Williams

He leads a $2.5B MGA with 1,700 brokers across Canada. Yet not one of them is using AI in their practice today.

In Episode 3 of The New Wealth Advisor, Michael Williams, CEO of TrueStone Financial, shares why trust—not technology—is still the foundation of great advice, why the top 100 advisors generate 97% of revenue, and why AI will reshape the industry without ever replacing the human relationship at its core.

Episode 02

Episode 2: Shawn Bellefeuille

A former funeral director just became one of Canada's top financial advisors.

That's not a typo.

Shawn Bellefeuille spent his teens placing flowers and driving the hearse at a small-town funeral home. Decades later, he says that job — not finance — is the reason he'll never be replaced by AI.

In Episode 2 of The New Wealth Advisor, he says the thing most of his industry is afraid to say out loud about AI. And then he does something I didn't see coming — he flips it completely.

There's a story in here about a cheque he refused to put in the mail, but we're not going to spoil it.

Episode 01

Episode 1: Robert A Di Iorio

"AI is going to eat the world."
That’s Robert Di Iorio. Top wealth advisor in Canada.
While most advisors are still deciding if AI is a fad.

26 years at RBC Dominion Securities. He studied 200 years of technology shifts and came away with a conclusion most of the industry still isn't ready for.

Rob has been saying this publicly since 2021.

This is the first episode of The New Wealth Advisor — a new series where we sit down with the advisors quietly redefining what this industry looks like.

This is why we built Bloks.

Bloks is the Un-CRM. It’s the invisible layer your practice runs on. It doesn't wait to be fed — it feeds itself. Every meeting, every call, every email, captured automatically. Every profile updated without you touching it. Every follow-up tracked without you writing it down.

Not so you can do more. So you can be more present for the work that actually matters: building the relationships that build everything else.

We've spent twenty years making productivity tools. Bloks is the first one we've built that starts with people — not paperwork.

People, not paperwork.

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