Episode 107: Purpose in Practice - Seema Sharma on Serving with Empathy and Building with Intention.

Every advisor reaches a point where they ask: Who do I really want to serve—and what kind of impact do I want to make?

In this inspiring episode, Seema Sharma, President and Executive Financial Planner at Wealth Estate Financial Canada, shares how she built a thriving 25-year career by focusing on purpose, empathy, and specialization.

From her early days cold-calling physicians with a phone book and a rate manual, to becoming one of Canada’s most respected advisors serving medical professionals, Seema reveals how she turned focus into freedom—and advice into advocacy.

Her story reminds us that building a meaningful business isn’t about selling—it’s about serving.

In this episode, you’ll hear:

• How Seema discovered her niche with medical associations
• The planning gaps that most physicians and specialists face
• How empathy drives stronger, more lasting client relationships
• Why philanthropy and legacy planning belong in every financial conversation

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Whether you’re an advisor looking to refine your niche or rediscover your “why,” this episode is a must-listen.