Spark...On the go

Compliance can feel like alphabet soup, but it does not have to be hard to digest. In this episode of DeeAnn and Adam Kulesza break down key compliance concepts for advisors—from documentation and disclosures to replacements, AML and KYC—and explain how doing things right helps build lasting client trust. To see our full legal disclaimers, please visit ivari.ca/podcast

DeeAnn sits down with Kelly Gorman, President and CEO of Advocis, to talk about the value of belonging to a professional association. From advocacy and education to mentorship and community, they explore how Advocis supports financial advisors as they build their practice, navigate change and continue to serve Canadians with confidence. To see our full legal disclaimers, please visit ivari.ca/podc...

In part two of our Centres of Influence (COI) series, DeeAnn and Michelle Apollinaro answer common advisor questions about building stronger COI relationships. They discuss who can be a centre of influence, why these relationships take time, how to stay top of mind, and why “always be connecting” is key to long-term growth. To see our full legal disclaimers, please visit ivari.ca/podcast

In this episode, DeeAnn is joined by podcast regular Michelle Apollinaro to explore how advisors can build stronger relationships with centres of influence. Learn how to move beyond cold pitches, create meaningful connections and turn trust into warm referrals.  To see our full legal disclaimers, please visit ivari.ca/podcast

In this episode, DeeAnn and ivari compliance consultant Rodney Nemours break down how conflicts of interest can show up in everyday advisor-client interactions. Through practical examples, they discuss how advisors can recognize, disclose and manage conflicts while keeping the client’s best interest at the centre of every recommendation. To see our full legal disclaimers, please visit ivari.ca/pod...

DeeAnn speaks with William Yeung, ivari’s Director of Complex Cases, about why every Canadian should have a Last Will and Testament. They explore common misconceptions, what can happen without one, the role of an executor, and how proper planning can help protect your wishes, your loved ones and your legacy.  To see our full legal disclaimers, please visit ivari.ca/podcast

If you’ve ever ended the week wondering where your time went, this episode is for you. DeeAnn and Manuela Carlin explore why so many advisors feel stuck in reactive mode—and what to do about it. Learn how to identify your biggest time drains, spend more time on the work that truly moves your business forward, and build a weekly plan that supports both productivity and balance. To see our full lega...

Join DeeAnn and veteran advisor Michelle Apollinaro as they dive into the real-life complexity older clients face—from retirement and blended families to estate equalization, tax exposure, health events and long-term care.  Using a practical case study, they show how life insurance can help advisors bring clarity, flexibility, and choice when clients’ lives are anything but simple. To see our full...

In this episode, DeeAnn is joined again financial advisor Michelle Apollinaro to unpack a simple shift that may help you resonate with younger clients: position it as a normal “grown-up” step—right alongside buying a first home, getting married, or starting a family.  Listen in to hear practical ways to lead with what clients are already juggling (cash flow, student debt, mortgages), surface their...

Referrals are back, and in an AI-filled world, trust is your real advantage. DeeAnn sits down with longtime advisor Michelle Apollinaro to break down what it really means to be referrable: showing up with authenticity, integrity and a client experience people feel confident sharing with their closest connections. You’ll hear practical ways to stay top of mind without sounding salesy, how to ask fo...

Leadership isn’t a title to claim—it’s a service to give. In this episode of DeeAnn and ivari’s SVP & Chief Distribution Officer, Jeffrey Fox, unpack what it means to treat leadership as a privilege: build trust in the small moments, lead with clarity and accountability, and make sound decisions even when you don’t have all the information. To see our full legal disclaimers, please visit ivari...

Accountability isn’t about motivation—it’s about habits. In the second part of our “accountability chat” DeeAnn and Ashley Frank explore how small, intentional habits create lasting accountability. From practical prompts to “accountability maps,” this conversation offers simple, actionable ways to strengthen focus, follow-through, and differentiation in a competitive market. To see our full legal...

What does accountability really look like? In this episode, DeeAnn and Ashley Frank break down the difference between responsibility, accountability, and ownership—and why clarity in each builds trust, confidence and long‑term success. Listen in to the first part of our “accountability chat” for a practical conversation to help you follow through, serve clients better and grow your business with i...

Documentation doesn’t have to be stressful—and when done well, it can actually set you free. Join DeeAnn and ivari Compliance and Practice Development Consultant, Adam Kulesza as they explore what effective documentation really looks like in today’s life insurance landscape. Listen in for practical insights to help you build confidence, credibility, and peace of mind in your practice. To see our f...

Being busy doesn’t always mean business is moving forward. In this episode, DeeAnn and Ashley Frank explore how life insurance advisors can shift from activity to intention by creating clear expectations, meaningful next steps, and shared commitment in client conversations. Learn how clarity, leadership, and a service‑first mindset help build momentum—without pressure or wasted effort. To see our...

In this episode, DeeAnn and Eszylfie Taylor discuss how the Taylor Method shifts the focus from selling products to solving problems, emphasizing the power of asking questions, building genuine relationships, and cultivating social equity. Learn why discipline and process matter more than motivation, and how resilience in the face of rejection is the key to long-term success. To see our full legal...

In this episode, DeeAnn and resilience coach Matthew Caldaroni, President & CEO of Molliteum, break down what truly drives advisor performance—identity, belief systems, and daily intentional action. Discover how the most successful advisors build certainty, what the first 30–90 days of change really look like, and how to stop chasing perfection and start building momentum. Whether you’re regro...

In this episode, DeeAnn Brinton welcomes resilience coach Matthew Caldaroni, President & CEO of Molliteum. Together, they dive deep into the concept of identity-based goal setting—revealing why the key to achieving your targets isn’t just about what you do, but who you believe you are. Whether you’re planning ahead or seeking to elevate your practice, this episode offers actionable insights an...

DeeAnn Brinton and Mike Daicoff, SVP and CIO, for ivari and Sagicor North America, discuss how advisors can use data and digital platforms to boost productivity, strengthen client relationships, and stay secure in a rapidly evolving industry. Listen in to discover how ivari’s move to cloud technology and AI-powered tools is changing the life insurance landscape. To see our full legal disclaimers,...

How do you make learning stick for your clients—and ensure your advice truly resonates? In this episode, DeeAnn chats with Tara Muir as they dive into the art and science of educating adult clients. Discover why adult learners are different, and how relevance, autonomy, and real-world application are key to helping clients make informed decisions. Listen in as Tara offers actionable insights and t...

We are joined by ivari Senior Learning Consultant Tara Muir to discuss the power of learning and how anyone can become a lifelong learner. The delve into the importance of learning at every stage of life—both personally and professionally—and how ivari can help you with your learning and development goals. To see our full legal disclaimers, please visit ivari.ca/podcast

Michael Cooke joins DeeAnn to discuss the importance of psychological safety in both team environments and individual relationships. They go over the role of psychological safety in fostering creativity, innovation and a positive team attitude. 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 relationship...

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 disclaimer...

In today’s fast-paced world, stress is a constant companion—especially for life insurance advisors juggling client meetings and business growth. In this episode, DeeAnn and ivari Learning & Development Consultant Tara Muir explore how mindfulness can become a powerful tool for reducing stress and enhancing professional effectiveness. Discover practical mindfulness techniques that you can use b...