ivari presents...On the go
Join host DeeAnn Brinton—and some special guests along the way—as we cover topics to help you successfully run your life insurance business. So now, when you’re driving the kids to school or grabbing a quick coffee between meetings, you can stay informed in your own time. Listen and follow wherever you get your podcasts!
To see our full legal disclaimers, please visit ivari.ca/podcast
Episodes
55 episodes
Getting things done
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 ROT...
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Season 1
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Episode 55
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47:02
Shifting from follow up to follow through
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 ...
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Season 1
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Episode 54
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47:20
Uncovering your unique brand DNA
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 bran...
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Season 1
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Episode 53
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55:21
Documentation tips for advisors
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...
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Season 1
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Episode 52
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30:36
Balancing act: Igniting your business potential
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 valu...
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Season 1
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Episode 50
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36:24
Trust and empathy in building healthy relationships
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 ...
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Season 1
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Episode 51
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54:21
Guiding success: Developing closing skills, overcoming objections, and cultivating a positive sales mindset
In this enlightening episode, guest Paul Binnendyk shares strategies for guiding clients towards making decisions and effectively handling objections. During this engaging discussion, he emphasizes the importance of asking insightful questions,...
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Season 1
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Episode 49
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37:45
Navigating the sales landscape: Personalization, trust and openness
In this riveting episode, guest Paul Binnendyk delves into the critical role of personalized and effective recommendations in driving successful sales outcomes. During the discussion, Paul emphasizes the value of storytelling, preparation, and ...
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Season 1
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Episode 48
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43:00
The art of the sale: Communication, empathy, and strategy with Paul Binnendyk
DeeAnn is again joined by sales skills facilitator Paul Binnendyk in this enlightening podcast as they delve into the art of sales communication. They discuss the pivotal role of effective communication, active listening, and understanding clie...
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Season 1
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Episode 47
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1:00:21
Creating your sales playbook with Paul Binnendyk
Paul Binnendyk, a seasoned salesperson and now facilitator, shares strategies to help you prepare for successful client meetings. He chats with DeeAnn about the importance of understanding your client’s needs by preparing and researching BEFORE...
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Season 1
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Episode 46
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52:49
Backstage Pass: Elevating Your Sales Game with Ashley Frank
Dive into the art of humanizing the sales process and discover how to transform yourself from just another insurance salesperson to a trusted advisor. During this insightful conversation, Ashley shares his wisdom on leveraging a human approach ...
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Season 1
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Episode 45
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48:14
The basics of working with business owners
DeeAnn is joined by William Yeung, Director of Complex Case Solutions at ivari as they go over the basics of working with business owners. They discuss some of the issues that face business owners, the different business structures in Canada, i...
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Season 1
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Episode 44
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28:35
Building working relationships with Joanne Trotta
DeeAnn speaks with Joanne Trotta to discuss the challenges of remote work and building relationships in a virtual setting. They share their insights on remote work and virtual team management, emphasizing the importance of understanding team an...
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Season 1
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Episode 43
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31:53
What’s new in cybersecurity
DeeAnn is again joined by Craig Peppard, ivari’s Chief Information Security Officer, to discuss what is new in cybersecurity. Their discussion highlights the rise of synthetic and fake information, and the importance of critical thinking to dis...
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Season 1
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Episode 42
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41:23
Psychological safety with Michael Cooke
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....
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Season 1
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Episode 41
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38:14
Insuring juveniles with Franzi
Franzi Stephen, our in-house Underwriting Consultant discusses insuring juveniles. During this fascinating discussion they go over the considerations and challenges surrounding life insurance for juveniles, emphasizing the need for a long-term ...
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Season 1
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Episode 40
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33:08
Compliance APRs
DeeAnn is joined by Adam Kulesza, ivari’s Compliance & Practice Development Consultant. They go over what an Advisor Practice Review (APR) is, why it’s important and the significance of maintaining accurate client files. Whether you’ve had ...
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Season 1
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Episode 39
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28:07
Psychology of success
DeeAnn is joined by Performance Coach Michael Cooke, as they discuss how to reframe your mindset to help you find the path to success. During this incredible chat, they go over the importance of personal accountability and the role of discomfor...
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Season 1
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Episode 38
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53:43
Underwriting processes
In this episode, DeeAnn is joined by Scott Downey, Senior Underwriting Manager. They discuss the importance of understanding the underwriting process, managing day-to-day operations, the importance of the attending physician statement and other...
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Season 1
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Episode 37
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34:10
Foreign death claims and minor beneficiaries
DeeAnn is joined Sol Bard, Senior Manager of Claims and Underwriting Risk Management at ivari to discuss two different claims topics: foreign death claims and minor beneficiaries. They discuss what is considered a foreign death claim, how the p...
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Episode 36
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30:59
Morning routines
DeeAnn is joined Grant Harris, Vice-President of Finance at ivari to discuss morning routines and how they can relate to success in business. They go into the “ideal success formula,” the Wheel of Life, how you can become a member of the 5:00 A...
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Season 1
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Episode 35
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34:10
Business development for modern advisors
DeeAnn is joined by Kim Skermer, of the Approach Coaching Method to discuss the journey that entrepreneurs go on, and how the business life cycle is like human life cycle. They go over some common business archetypes and how you can use these a...
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Season 1
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Episode 34
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36:34
Working on your business and how to grow it
Host DeeAnn Brinton is joined by Michelle Apollinaro, Principal and BNA Financial as she discusses her 30ish years in the industry and what she’s learned along the way. They go building your business in the early days, to over building up your ...
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Season 1
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Episode 33
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49:02
Leading through change
Host DeeAnn Brinton chats with Joanne Trotta to explore how we all process change differently and highlight how we can thrive in today’s’ new world of work. They explore the challenges with adapting to change in this ever-evolving world and how...
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Season 1
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Episode 32
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21:05
