Financial Practice Made Perfect

In our latest episode of Financial Practice Made Perfect we are joined by Roberta Tasson, partner at The Magnes Group (the broker for IFB’s E&O program). Roberta speaks to us about the three key items for advisors to think about when shopping for an E&O policy. Advisors should look at: who is covered, what is covered, and which insurer is providing the coverage. Music by: www.bensound.com

Our latest episode of Financial Practice Made Perfect is on the Certified Executor Advisor (CEA) designation. Mark O’Farrell, President of the Canadian institute of Certified Executor Advisors (CICEA) gives us the breakdown of the CEA program, why you would want to obtain the CEA designation, and why it matters to independent advisors, specifically what makes it special for IFB members. Music by www.bensound.com

In this episode of Financial Practice Made Perfect we are joined by Brian Popp, Vice-President of sales for western Canada for Canada Protection Plan (CPP). We find out what No Medical and Simplified Issue Life Insurance is, the different coverage that CPP offers, and examples of questions that will determine if someone qualifies for coverage or not. Music by: www.bensound.com

We are joined by Grant Hicks, a well-known author, speaker, coach, and President of Advisor Practice Management - a financial advisor training company. In this episode of Financial Practice Made Perfect, we explore the best practices for practice management, the challenges that advisors face today and in the future, and how to grow your practice in the face of all these changes. Music by www.bensound.com

In our latest episode of Financial Practice Made Perfect, we talked to David Roberts, Regional Sales Lead for Group Medical Services (GMS) in Alberta and the Northwest Territories. David gives us more insight into the Canadian benefits industry, the advantages to having a group benefits plan, and why its critical for advisors to understand the dynamics of the decision making process within each group. Music by www.bensound.com

We talk to Dan Hostick, a business coach and president of Hostick Consulting Services Incorporated, about how financial advisors can set goals for their practice and stay motivated in the face of setbacks. Music by www.bensound.com

As a financial advisor, playing up your strong suits can help you maintain good relationships with your clients and generate new business. We spoke with Dan Hostick, president of Hostick Consulting Services Incorporated, about how advisors can determine their strengths, and his 4-step process for analyzing and expanding the potential of a financial practice. Music by www.bensound.com

Many independent financial advisors run their own businesses, and even though that can come with a sense of self-sufficiency, it also comes with a myriad of rules and regulations that you have to abide by. The complex legal frameworks surrounding independent business operations can pave the way for unexpected legal challenges. And that’s where legal expense insurance comes in. Music by www.bensound.com

With E&O renewal underway, we called on Roberta Tasson, partner at the Magnes Group and Broker for IFB's individual and corporate E&O programs. In this episode of Financial Practice Made Perfect, we discuss why it is crucial for advisors to have E&O insurance, what to consider before purchasing an E&O policy, and what regulators expect of you. Music by www.bensound.com

In this episode of Financial Practice Made Perfect we are joined by IFB's President and Chairman, Scott Findlay. Scott talks about the recent changes to IFB's Board of Directors and the benefits of these changes, the revised value proposition, and future priorities of IFB. Music by www.bensound.com

In this episode we talked to Best-selling Author, Strategist, and Mentor George Hartman. George discusses the steps to retirement, succession and transition planning among Canadian advisors, and how to be financially and emotionally ready for when the time comes. Music by www.bensound.com

In this episode of Financial Practice Made Perfect we speak with IFB's Director of Policy & Regulatory Affairs, Susan Allemang. We discuss the challenges facing Independent Advisors, the importance of running a compliant practice, and keeping up with regulatory trends. Music by www.bensound,com

In this episode of Financial Practice Made Perfect we are joined by Cora Pettipas, President of NEMA - the national exempt market association. Cora speaks on 'what' an exempt market is, how investors currently have access to private investment, and the trends happening in private investment that could change the landscape of the future. Music by: www.bensound.com

We continue our conversation with Max Mahardi, Business Development Manager with Ontario Blue Cross on the number of insurance advisors who are product pushing, overlooking the importance of living benefits, and why Canadians are ignoring this. Music by www.bensound.com

Max Mahardi, Business Development Manager with Ontario Blue Cross talks to us about the age gap when selling life insurance, finding a solution to a client problem, rather than product pushing, and his advice to insurance advisors. Music by www.bensound.com

In this episode of Financial Practice Made Perfect we spoke to David Roberts, Regional Sales Manager for Group Medical Services in Alberta and the Northwest Territories. We discuss travel insurance; why you need it, what it is, and how claims are paid. Music by www.bensound.com