In part one of our two-part social selling series, DeeAnn sits down with Nyima Gyalmo, the founder of Social Sherpa, to discuss the latest trends and techniques in social media marketing for businesses. Nyima shares her insights on how you can leverage social platforms to enhance your digital presence and connect with customers more effectively. Tune in to learn valuable tips on how to navigate the ever-changing landscape of social media and build trust with your customers. To see our full legal disclaimers, please visit ivari.ca/podcast…

DeeAnn welcomes Effie Bekas, Senior Manager of Regulatory Compliance at ivari. Effie shares her extensive knowledge and experience in the field of compliance, focusing on critical topics such as anti-money laundering (AML), anti-terrorist financing (ATF), and sanctions evasion. Effie explains the importance of these measures in the insurance industry, how they impact advisors' daily operations, and the steps involved in ensuring compliance. Tune in to learn more about the role of compliance in safeguarding your business and how you can stay informed and vigilant. To see our full legal disclaimers, please visit ivari.ca/podcast…

DeeAnn Brinton is joined by Peter Hiddema from Commanding Presence to go over some easy ways to help you master presentation skills. Listen is as Peter shares practical tips to build confidence, manage self-talk, and use good breathing techniques to enhance your presentations. Whether you're speaking to a large audience or in a one-on-one meeting, this episode will help you connect with your audience effectively. To see our full legal disclaimers, please visit ivari.ca/podcast…

In this episode, DeeAnn Brinton chats with Manuela Carlin, Event Manager at ivari, about the habits that contribute to high performance. Manuela highlights three pillars of high performance, while providing practical tips and personal anecdotes to help advisors implement these principles in their own lives and businesses. To see our full legal disclaimers, please visit ivari.ca/podcast…

DeeAnn welcomes back financial advisor Michelle Apollinaro to discuss the challenges and realities of the sandwich generation—people who are simultaneously caring for their aging parents and their own children. Michelle shares her extensive experience and insights, offering valuable tips and advice for those navigating this demanding role. Listen in to learn about the unique financial, emotional, and time management challenges faced by the sandwich generation. Whether you're part of the sandwich generation or know someone who is, this episode is packed with insights to help you manage and thrive in this complex role. To see our full legal disclaimers, please visit ivari.ca/podcast…

In this episode DeeAnn sits down with financial advisor Michelle Apollinaro to explore the fascinating world of money personalities. Michelle shares her insights from over 30 years in the financial advice industry, discussing how different money personalities impact financial decisions and relationships. Michelle explains the strengths and weaknesses of each personality type and offers practical advice for helping you navigate each personality with your clients. To see our full legal disclaimers, please visit ivari.ca/podcast…

DeeAnn chats with William Yeung about the intricacies of estate planning. William shares his expertise on various estate planning tools and strategies, emphasizing the importance of understanding individual objectives and minimizing estate challenges. Learn about key estate planning tools like a Last Will & Testament, life insurance, and trusts. Listen in for valuable insights for both new and seasoned advisors to better serve their clients' estate planning needs. To see our full legal disclaimers, please visit ivari.ca/podcast…

In this episode, DeeAnn announces the changed schedule for rest of December. She also hints at some exciting changes coming in early January. Happy Holidays everyone! To see our full legal disclaimers, please visit ivari.ca/podcast

In this episode, Craig Peppard, ivari’s VP and Chief Information Security Officer, delves into the latest cybersecurity threats and trends of 2024. From data breaches and AI-powered attacks to ransomware campaigns, Craig provides an in-depth analysis of the current landscape. He also shares practical tips on how to protect both personal and corporate data, emphasizing the importance of digital resilience. Learn about the best practices for keeping systems updated, using strong passwords, enabling multi-factor authentication, and maintaining regular backups. As our online presence continues to grow, this is an episode you won't want to miss! To see our full legal disclaimers, please visit ivari.ca/podcast…

DeeAnn and Underwriting Consultant Franzi Steven discuss the intricacies of immigration and travel in underwriting. They explore challenges and opportunities for advisors with new immigrants to Canada, the importance of understanding residency requirements, and the impact of temporary accommodations on policy persistency. Franzi shares insights on financial underwriting, considerations for international students, and guidelines for foreign travel. Tune in for practical advice and a deeper understanding of how these factors influence underwriting decisions. Don't miss this informative and engaging conversation! To see our full legal disclaimers, please visit ivari.ca/podcast…

In this episode, take a peek behind the curtain in the world of ivari and get to know our SVP and Chief Distribution Officer, Jeffrey Fox. Tune in to hear about Jeffrey's career highlights, personal passions, and his outlook on the future of ivari and the insurance industry. To see our full legal disclaimers, please visit ivari.ca/podcast…

If you're overwhelmed with tasks and time management, this episode is for you. DeeAnn speak with Ashley Frank who shares actionable strategies for smart scheduling, prioritizing high-impact activities, and maximizing success. Learn about ROTI (Return on Time Invested) and how to make every minute count. Tune in to streamline your day, boost productivity, and reclaim your time. To see our full legal disclaimers, please visit ivari.ca/podcast…

In the fast-paced world of financial services, it's easy to get stuck chasing leads and doing repetitive follow-ups. In this episode, DeeAnn and Ashley Frank discuss tools and strategies to help identify and nurture high-level clients. Tune in to learn how to move opportunities forward and turn endless follow-ups into productive, results-driven follow-through. To see our full legal disclaimers, please visit ivari.ca/podcast…

In a world where consumer trust is at an all-time low, creating a distinctive and authentic personal brand is more important than ever. In this episode, guest Ashley Frank shares his expertise on the essential elements of a strong personal brand, common pitfalls to avoid, and practical tips for ensuring your brand resonates with your audience. Tune in to learn how to differentiate yourself as an insurance advisor, build lasting relationships with your clients, and create a memorable brand that sets you apart from the competition. To see our full legal disclaimers, please visit ivari.ca/podcast…

DeeAnn and Adam Kulesza, Compliance Practice Consultant delve into the crucial topic of documentation for advisors. Adam shares his top tips for maintaining compliance, emphasizing the importance of thorough documentation to protect credibility and ensure regulatory requirements are met. Tune in to learn how to make compliance an integral part of your business and enhance your client relationships through effective documentation practices. To see our full legal disclaimers, please visit ivari.ca/podcast…