Productivity Smarts

Productivity Smarts 077 - A Life of Purpose with Tina Tehranchian


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Nov 05 2024 28 mins  
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Have you ever reviewed your finances and felt a wave of anxiety? When financial matters are disorganized, the impact can reach every part of life—affecting mood, productivity, and even relationships.

In this episode of the Productivity Smarts podcast, host Gerald J. Leonard speaks with Tina Tehranchian, an award-winning financial advisor at Assante Capital Management, about how financial planning is not merely about wealth accumulation. Rather, it’s a path to creating stability that enhances productivity and overall well-being. Tina emphasizes that financial stress can greatly impair focus and performance, both personally and professionally.

The discussion also touches on those who may be starting over later in life due to circumstances such as divorce or bankruptcy. Tina offers reassurance that it’s possible to rebuild and highlights the importance of openness with financial advisors during these transitions.

Gerald highlights the value of long-standing relationships between clients and advisors, with Tina reflecting on her pride in working with clients for decades. The episode emphasizes that effective financial planning is key to reducing stress and enhancing life satisfaction.

What We Discuss

  • [02:01] Introduction to Tina Tehranchian
  • [06:03] Keys to success
  • [08:04] Importance of a financial plan
  • [09:54] Starting financial planning
  • [14:04] Client success story
  • [16:08] The role of financial advisors
  • [17:52] Impact of financial planning on productivity
  • [20:28] Risks in wealth building
  • [22:45] Advice on financial well-being
  • [23:38] Starting over financially

Notable Quotes

  • [00:03:14] “When your financial life is not together, it can create a lot of stress in people's lives. But when you have an inkling of how to start and how to budget, it brings a lot of relief and fluidity in your life.” - Gerald J. Leonard

  • [00:10:23] “Removing that stress can definitely help with improving productivity. Many people get overwhelmed when they think about their financial planning, but you have to take the first step and do it in small steps.” - Tina Tehranchian

  • [00:14:04] “A good example that comes to mind is one of my clients who's been a client for over 30 years. When I met him, he was up to his neck in debt, but we started tackling the debt, and now he's retired with enough wealth to be concerned about taxes.” - Tina Tehranchian

  • [00:24:02] “It's perfectly all right to start all over again. Things happen in life. Don't be ashamed of your situation, whatever it is.” - Tina Tehranchian

Our Guest

Tina is a distinguished Senior Wealth Advisor at Assante Capital Management with over 30 years of experience. She has received numerous awards, including being the first Canadian and woman to earn the Senior Wealth Advisor of the Year title from the International Association of Top Professionals in 2020. In 2021, she was named Senior Wealth Advisor of the Decade and Empowered Woman of the Year. Recently, Tina was recognized as one of Wealth Professionals Canada’s *Top 50 Leading Women in Wealth* for 2023 and a Five-Star Advisor in Ontario in 2024.

Resources

Tina Tehranchian

Productivity Smarts Podcast

Gerald J. Leonard

Kiva is a loan, not a donation, allowing you to cycle your money and create a personal impact worldwide. https://www.kiva.org/lender/topmindshelpingtopminds

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