
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.


business
Hosted by Bridgehouse Asset Managers · business · EN
BridgeBytes provides snackable content suited for you and your clients. If you're looking for insights from our managers or our investor behaviour and mental health subject-matter experts, you've come to the right place.
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Contact path
Verified email
Booking probability
25%
Guest openness
Selective
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Signup to Generate a PitchBridgeBytes provides snackable content suited for you and your clients. If you're looking for insights from our managers or our investor behaviour and mental health subject-matter experts, you've come to the right place.
BridgeBytes is hosted by Bridgehouse Asset Managers. The show has published 154 episodes to date.
Recent episodes include "T. Rowe - Positioning Financial Advice in a World Influenced by Social Media" (9 September 2026, 2 minutes), "T. Rowe - Connecting to Younger Clients by Asking the Right Questions" (9 September 2026, 4 minutes), and "T. Rowe - How Jargon Can Hurt Trust with Younger Investors" (9 September 2026, 4 minutes).
BridgeBytes publishes roughly daily, with episodes averaging 4 minutes across 154 episodes.
Booking probability for BridgeBytes is 25%, and the host is rated Selective on guests. BridgeBytes requires a Pod Score of 80 or higher. BridgeBytes's contact route on record: verified email.
The strongest fits for BridgeBytes are Investment Banking & Trading and Investing & Wealth Management. BridgeBytes has a business audience.
Bridgehouse Asset Managers hosts BridgeBytes, a business podcast with 154 episodes published.
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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.

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.

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.

BridgeBytes
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.

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.

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

BridgeBytes
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.

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.

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.

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

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.

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...

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.

BridgeBytes
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.

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

BridgeBytes
Jeffrey Germain walks through some examples of how he and his team use the margin of safety principle to guide their investment decisions.

Jeffrey Germain explains his investing thesis as it applies to companies within the semiconductor and AI spaces.

Jeffrey Germain clears up some common misconceptions about value investing and describes the kinds of companies value managers look to add to their portfolios.

BridgeBytes
Jeffrey Germain explains why he believes there are still opportunities within international value stocks, in spite of recent outperformance.
Recent guests on BridgeBytes. Study who booked and why before you pitch.
Insights Director, T. Rowe Price
CMHA-Toronto
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