Adam Chapman
Retirement-focused financial planner who helps clients optimize spending in retirement and advocates turning money into meaningful experiences for retirees.
Best podcasts with Adam Chapman
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Jan 8, 2026 • 1h 16min
Episode 391: How Assumptions Shape Financial Planning Outcomes
Join Adam Chapman, a retirement planner focused on meaningful experiences, Joe Nunes, an actuary with deep pension expertise, and Aaron Theilade, a financial education leader. They dive into how assumptions shape financial outcomes. Discover the importance of starting with inflation and bond yields and embracing both expected and unexpected outcomes in planning. The panel also highlights client biases, the limits of planning software, and the need for continuous updates. Learn how blending math with humanity leads to better client success.
Sep 30, 2025 • 37min
310: Referral Process Makeover - More Referrals with One Simple Twist with Guest Adam Chapman
Adam Chapman, a Canadian financial planner with two decades of experience, shares his innovative referral method that simplifies the introduction process. He emphasizes a mindset shift away from pressure, advocating for a client-driven thank-you process that enhances trust. Adam explains the power of handwritten notes and thoughtful gestures, showing how these personal touches lead to more natural referrals. He also highlights the significance of involving new clients in expressing gratitude, creating a seamless experience that fosters deeper connections.
