Spark...On the go

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...

Unlock the secrets of effective persuasion and negotiation in the world of life insurance advising! In this episode, DeeAnn sits down with performance coach Michael Cooke to explore the art of influencing clients and colleagues—without manipulation.  Whether you’re a new advisor building your practice, an experienced professional refining your approach, or a leader guiding a team, this episode del...

Discover how ethical influence shapes our work and relationships. Performance coach Michael Cooke breaks down the key principles of influence—like reciprocity, social proof, and authority. Whether you’re a leader or simply looking to strengthen your relationships, this episode offers actionable strategies and memorable anecdotes to help you become a more positive and effective influencer. To see o...

In Part 2 of our emotional intelligence series, we welcome back Manuela Carlin for a deep dive into how emotional intelligence (EQ) drives success in business and beyond. This episode explores the real-world impact of EQ on leadership, sales, and team dynamics, revealing why technical skills alone aren’t enough. Manuela discusses the science behind emotional hijacking, the importance of psychologi...

Join guest Manuela Carlin for Part 1 of a two-part series on emotional intelligence (EQ). In this episode, Manuela breaks down what emotional intelligence really means, how it differs from IQ, and why EQ is a crucial skill for personal and professional success.  Through candid conversation and relatable examples, we explore common misconceptions, the science behind emotional hijacking, and practic...

We are joined again by ivari Sales Director Shalini Lal Mishra to explore the foundational role of credibility in the advisor-client relationship. From the quiet power of consistency and transparency to the importance of empathy, education, and ethical behavior, this conversation dives deep into what makes an advisor truly trustworthy.  Shalini shares personal stories, practical tips, and powerful...

We sit down with Renna Abdulgany, Sales Director at ivari, to unpack the art of effective networking. Whether you're attending your first industry event or looking to deepen existing relationships, this conversation offers practical strategies for showing up with purpose, leveraging your interests, and building trust through authenticity.  From navigating social gatherings to using social med...

We chat with ivari Sales Director, Shalini Lal-Mishra to explore the art and impact of building meaningful client relationships.  Hear real-life stories, actionable tips, and reflections on how small gestures can transform one-time buyers into lifelong advocates. Whether you're just starting out or looking to deepen your client connections, this episode offers a refreshing reminder that succe...

In this episode, we chat with Renna Abdulgany, Sales Director at ivari, to explore how advisors can personalize their approach to client engagement. From building trust and navigating compliance to embracing patience and education, we unpack what it really takes to succeed in today’s evolving financial landscape.  Whether you're new to the industry or a seasoned pro, this conversation offers...