Women in the Financial Services Industry. Episode 39
1) Explore the difficulty of recruiting women into this field. 2) How much does history have an impact on this challenge? 3) How do we balance the nu...
FINANCIALPODCAST.CA: INTERVIEWING PROFESSIONALS
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Listen-in on conversations with a variety of professionals working in a various fields on topics that matter to you such as Debt Management, Taxation, Estate Planning, Investments and so much more. All in an effort to elevate your Financial IQ and help you make educated decisions.
Using Technology to Grow Your Insurance Business. Episode 38
1. The beginning of Trufla. 2. Helping brokers to be found on the internet. 3. Setting a broker up for success. 4. Increasing efficiency with technol...
The Insurance Broker Always Rings Twice. Episode 37
1) Why to always go above and beyond. 2) 17 tips for building your business (some are): - Enjoy yourself; - Your word is your bond; - Your to-do list...
Dave Patriarche and “Selling Benefits” Understanding Selling Group Insurance Part 2. Episode 36
1) The creation of Canadian Group Insurance Brokers. 2) The importance of having a mentor. 3) Never stop asking questions. 4) Even one person can mak...
Dave Patriarche and “Selling Benefits” Understanding Selling Group Insurance Part 1. Episode 36
1) Discuss his book "Selling Benefits". 2) Selling Group Benefits to small and medium sized businesses. 3) When to walk away from a client. 4) Why ra...
In Conversation with Greg Pollock of Advocis. Episode 35
1) The importance of education for financial advisors. 2) The importance of title regulation for financial advisors. 3) What Advocis does for its mem...
Managing Wealth is a Family Affair Part 2. Episode 34
1) Financial literacy for 14 - 18yrs old. 2) Approaches to take when introducing financial literacy. 3) Some important financial management principle...
Managing Wealth is a Family Affair Part 1. Episode 34
1) Why it's important to start the education of financial literacy early in life. 2) 3 steps to good money management habits. 3) How an independent a...
Online Business Insurance. Episode 33
1) Next Insurance and Amazon. 2) Buying business insurance in the online world and if this is an option for Canadians. 3) Are home insurance add-ons ...
A Conversation With MDRT. Episode 32
1) Brief history of MDRT. 2) Worldwide membership. 3) What it takes to become a member. 4) About MDRT Academy. 5) Advantages of membership. 6) After ...