Spark...On the go

We sit down with communication expert Peter Hiddema to unpack the art—and anxiety—of networking, especially for life insurance advisors. Whether you're a seasoned extrovert or a hesitant introvert, this conversation offers practical, real-world strategies to help you show up authentically, start meaningful conversations, and build lasting professional relationships. If you’ve ever debated whe...

We welcome back Peter Hiddema for a deep dive into the subtle yet powerful art of facilitation.  Whether you're leading a team meeting, presenting to a large audience, or navigating a tough conversation between clients, Peter shares practical strategies to help you create psychologically safe spaces, manage group dynamics, and stay grounded when discussions go off track.  This is a must-liste...

Join Josie Malandrino, ivari Sales Director as she explores the power of referrals in the insurance industry. Discover how referrals can reduce marketing costs, build trust, and lead to easier client conversions. Learn the difference between referrals and personal introductions, and gain practical tips on effective referral strategies, including preparation, personalization, and timing.  There’s a...

Join us as we chat with Josie Malandrino, ivari Sales Director about making a positive impression and standing out in a competitive environment. Josie shares tips on building relationships, the benefits of sharing personal stories, and the importance of being prepared and authentic.  Tune in for practical advice on delivering a strong first impression through practice and authenticity. To see our...

Michelle Apollinaro is back to discuss the unique challenges and opportunities of working with older clients. Michelle delves into the importance of empathy, understanding, and trust-building when advising older clients, who may be skeptical of insurance products due to past experiences. Michelle shares her 30 years of expertise, offering practical tips on how to address the specific needs and con...

DeeAnn sits down with Dawn Kulas, Account Manager at ivari to discuss the importance of transferable skills in building a successful career. Dawn shares her journey from a financial advisor to a sales role, highlighting the valuable skills she has acquired along the way.  Whether you're new to the industry or looking to enhance your existing skill set, this episode offers advice and insights...

DeeAnn welcomes back Michelle Apollinaro to delve into the unique challenges and strategies for selling life insurance to younger generations. Michelle shares her insights on adapting communication styles, understanding the values and goals of younger clients, and building trust in a rapidly changing digital landscape.  Whether you're a new advisor or a seasoned professional, this episode off...

In our second episode on social selling DeeAnn again welcomes Nyima Gyalmo, the founder of Social Sherpa and an expert in social media marketing for businesses. Nyima shares her insights on social selling, discussing the importance of engagement, measuring success, and the key ingredients for being successful in social selling. Nyima also provides practical advice on choosing the right platform, s...

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 t...

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 operation...

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...

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,...

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 a...

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...

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 re...

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 interna...

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...

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 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...

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...

MJ Macdonald, AVP of Learning & Development at ivari joins DeeAnn to share her unique strategies for maintaining balance while juggling multiple projects and responsibilities. They take us through their entrepreneurial journey, sharing valuable lessons learned along the way. The conversation emphasizes the importance of a balanced and sustainable approach to personal and professional growth, a...

In this insightful episode, DeeAnn is joined by our Senior Learning & Development Consultant Tara Muir to delve into the critical elements of building healthy relationships, both personally and professionally. They highlight the importance of trust and empathy as foundational pillars. The discussion emphasizes the need for constructive communication, transparency, and handling difficult conver...