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Podcast episodes

Check latest episodes from BridgeBytes podcast

T. Rowe - Positioning Financial Advice in a World Influenced by Social Media

2026/09/09

Patrick Delaney, Insights Director at T. Rowe Price, describes how he would position the role of financial advisors to young investors who prefer to get their financial advice from social media.

T. Rowe - Connecting to Younger Clients by Asking the Right Questions

2026/09/09

Patrick Delaney, Insights Director at T. Rowe Price, shares the number one question he recommends asking clients if you're looking to connect on an emotional level.

T. Rowe - How Jargon Can Hurt Trust with Younger Investors

2026/09/09

Patrick Delaney, Insights Director at T. Rowe Price, explains why jargon-heavy language doesn't resonate with many younger investors and lists out some specific words advisors may want to avoid.

T. Rowe - Shifting from Goals-Based to Value-Based Conversations

2026/09/09

Patrick Delaney, Insights Director at T. Rowe Price, outlines the advantages of shifting from goals-based to values-based conversations when connecting with younger clients.

T. Rowe - Rethinking Your Target Clients

2026/09/09

Patrick Delaney, Insights Director at T. Rowe Price, explains why advisors might want to consider pursuing slightly less wealthy individuals when it comes to approaching younger clients.

T. Rowe - Opportunities in the "Next Wave" of Wealth

2026/09/09

Patrick Delaney, Insights Director at T. Rowe Price, shares statistics on the upcoming intergenerational wealth transfer.

Mental Health and the Financial Advice Relationship - The PERMA Model in Action

2026/09/09

Christina Gallo, a mental health therapist with CMHA-Toronto, walks viewers through a case study of a financial advisor using the PERMA Model, a self-care framework.

Mental Health and the Financial Advice Relationship - Managing Stress with the PERMA Model

2026/09/09

Christina Gallo, a mental health therapist with CMHA-Toronto, shares a practical tool to help manage self-care in a practical and effective way: the PERMA Model.

Mental Health and the Financial Advice Relationship - Understanding Individual Zones of Optimal Functioning

2026/09/09

Christina Gallo, a mental health therapist with CMHA-Toronto, explains the correlation between stress levels and professional performance using a concept called the IZOF* Model.

Mental Health and the Financial Advice Relationship - How Stressed Are Financial Advisors?

2026/09/09

Christina Gallo, a mental health therapist with CMHA-Toronto, shares some statistics on how much stress many advisors are facing in today's world.

Sionna – Canadian Infrastructure Projects on the Horizon

2026/09/09

Aleksy Wojcik shares updates on Canadian infrastructure projects currently in development that aim to enhance how Canada is able to export commodities to global markets.

Sionna – Where Is Canada Positioned for Growth?

2026/09/09

Aleksy Wojcik reviews sectors and individual companies in Canada that he believes are well positioned to grow in the coming years and where Sionna sees opportunities.

Sionna – How Are Chemical and Fertilizer Markets Faring?

2026/09/09

Aleksy Wojcik explains how the closure of the Strait of Hormuz and resulting blockage of a significant portion of global chemical and fertilizer shipments could potentially affect global planting decisions and crop yields.

Sionna – Refined Petroleum Product Shortages

2026/09/09

Aleksy Wojcik discusses how regions without domestic refining capacity may be affected when jet fuel and diesel shipments are interrupted, due to the closure of the Strait of Hormuz.

Sionna – The Potential Consequences of the Conflict in Iran

2026/09/09

Aleksy Wojcik explains how disruptions at the Strait of Hormuz may have long-term consequences for global energy supplies, beyond immediate price swings.