Beste Ivari podcaster (2024)

1
Get to know Jeffrey Fox, ivari’s SVP and Chief Distribution Officer 36:25

11d ago36:25

36:25

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…

1
Getting things done 47:02

25d ago47:02

47:02

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 product…

1
Shifting from follow up to follow through 47:20

1M ago47:20

47:20

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 fol…

1
Uncovering your unique brand DNA 55:21

2M ago55:21

55:21

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…

1
Documentation tips for advisors 30:36

2M ago30:36

30:36

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 y…

1
Balancing act: Igniting your business potential 36:24

3M ago36:24

36:24

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 a…

1
Trust and empathy in building healthy relationships 54:21

3M ago54:21

54:21

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 communicatio…

1
Guiding success: Developing closing skills, overcoming objections, and cultivating a positive sales mindset 37:45

4M ago37:45

37:45

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, using positive summary statements, and the power of storytelling and social proof. Tune in to gain valuab…

1
Navigating the sales landscape: Personalization, trust and openness 43:00

4M ago43:00

43:00

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 visualization in building trust with clients, and the need for humility and openness in the advisor-client…

1
The art of the sale: Communication, empathy, and strategy with Paul Binnendyk 1:00:21

5M ago1:00:21

1:00:21

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 clients’ needs in the sales process. Explore with them the strategies for asking probing questions, maintainin…

1
Creating your sales playbook with Paul Binnendyk 52:49

5M ago52:49

52:49

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 you meet with them. Tune in to learn how you can start creating your very own sales playbook. This is par…

1
Backstage Pass: Elevating Your Sales Game with Ashley Frank 48:14

6M ago48:14

48:14

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 to sales, asking the right questions, and truly understanding clients’ needs. Don’t miss out on the secret…

1
The basics of working with business owners 28:35

6M ago28:35

28:35

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, including some of the benefits of each. Lastly William gives some tips on how advisors can engage with busi…

1
Building working relationships with Joanne Trotta 31:53

6M ago31:53

31:53

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 and client needs, adapting to this new reality, self-awareness, emotional intelligence, and the necessity of…

1
What’s new in cybersecurity 41:23

7M ago41:23

41:23

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 discern fact from fiction. They dive deeper into recent cybersecurity threats, including deep fake technology…

1
Psychological safety with Michael Cooke 38:14

7M ago38:14

38:14

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…

1
Insuring juveniles with Franzi 33:08

8M ago33:08

33:08

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 planning perspective. To see our full legal disclaimers, please visit ivari.ca/podcast…

1
Compliance APRs 28:07

9M ago28:07

28:07

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 an APR or not, this podcast will give you some good insights and tips. To see our full legal disclaimers, plea…

1
Psychology of success 53:43

9M ago53:43

53:43

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 discomfort in achieving success, as well as the value of reflecting on past successes to maintain motivation and re…

1
Underwriting processes 34:10

9M ago34:10

34:10

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 third-party information in evaluating risk. They further discussed the turnaround times in their industry…

1
Foreign death claims and minor beneficiaries 30:59

10M ago30:59

30:59

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 process is different (or the same) to a regular claim, and the complexity around it. Then they go into mino…

1
Morning routines 34:10

10M ago34:10

34:10

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 AM club and how all of this relates to building a solid morning routine. Grant also offers some useful reso…

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Business development for modern advisors 36:34

11M ago36:34

36:34

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 at every stage of your business. To see our full legal disclaimers, please visit ivari.ca/podcast…

1
Working on your business and how to grow it 49:02

11M ago49:02

49:02

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 team, to staying true to yourself during the entire journey. Whether you're new to this industry, or not s…

1
Leading through change 21:05

12M ago21:05

21:05

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 we can use different forms to energy to build up our resilience. To see our full legal disclaimers, pleas…

1
Generative AI 29:27

12M ago29:27

29:27

Host DeeAnn Brinton chats with Mike Daicoff, ivari’s VP of IT & Chief Information Officer all about the fascinating topic of AI. They discuss the history of AI, the fast pace of technology, where we are today and some ways that AI could impact the insurance industry. To see our full legal disclaimers, please visit ivari.ca/podcast…

1
Productivity mastery unveiled 51:40

1y ago51:40

51:40

In a world where time is a precious resource, mastering productivity is essential for achieving your goals and realizing your potential. Host Nicole Crawford is joined by ivari’s own Manuela Carlin to discuss the psychology of productivity, uncover the key factors that influence your efficiency, and equip you with actionable strategies to superchar…

1
Plain language in business 33:40

1y ago33:40

33:40

If they can’t understand it, they won’t buy it! Host Nicole Crawford is joined by ivari’s copywriter, Sheryl Greenspan to discuss plain language and why it is so important…especially in the life insurance industry. To see our full legal disclaimers, please visit ivari.ca/podcastAv ivari

1
Staying cybersafe 30:40

1y ago30:40

30:40

Host DeeAnn Brinton speaks with Craig Peppard, ivari’s VP And Chief Information Security Officer about cybersecurity. They go over how ivari works to stay safe, what some common threats are and how we all can better protect ourselves. To see our full legal disclaimers, please visit ivari.ca/podcastAv ivari

1
The importance of lifelong learning 32:01

1y ago32:01

32:01

Host Nicole Crawford is joined by ivari 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 disclaimer…

1
Wellness and selfcare 36:32

1y ago36:32

36:32

Let’s face it…we all live busy lives. But it’s so important to slow down, calm your mind and take care of your health and wellbeing. Host Nicole Crawford is joined by ivari’s SVP of Learning & Development (and certified yoga instructor) MJ Macdonald to discuss how to incorporate wellness and yoga into your daily routine and how these practices can …

1
All your social media questions answered 34:38

1y ago34:38

34:38

Host Nicole Crawford is joined by Nyima Rose of Social Sherpa. They go over many of the social media questions that Nyima has heard from you—including why its important to be on social media, how to get started, why you should be using paid ads and so much more! To see our full legal disclaimers, please visit ivari.ca/podcast…

1
Getting started with digital marketing 39:22

1+ y ago39:22

39:22

Host Manuela Carlin is joined by Nyima Rose of Social Sherpa, as well as Nicole Crawford and Stephanie Lim from ivari to discuss digital marketing and why it is important for your business. They go over the basics, including getting started, but dive a bit deeper into setting goals, tracking your success and some trends to be on the lookout for. To…

1
Building relationships 38:21

1+ y ago38:21

38:21

Host Manuela Carlin is joined by Kit Abuan, ivari’s National Sales Manager, Inside Sales to discuss the importance of building relationships. They go over the four elements of building relationships, skills needed to build relationships, the importance of building trust and so much more! To see our full legal disclaimers, please visit ivari.ca/podc…

1
High performing teams and coaching 34:40

1+ y ago34:40

34:40

Teams who display consistent high-performance behaviours experience more success, embrace vulnerability and go the extra mile for each other. Host Manuela Carlin speaks to Michael Cooke about high performing team and how having the skills, knowledge and competencies to coach, rather than lead, can help teams perform at their highest levels. To see …

1
Fair Treatment of Customers with Adam Kulesza 43:16

1+ y ago43:16

43:16

Host Nicole Crawford speaks with Adam Kulesza, Compliance Consultant to go over Fair Treatment of Customers—what it is, why it’s important and how you can ensure you’re following this very important policy. To see our full legal disclaimers, please visit ivari.ca/podcastAv ivari

1
LIMRA and the insurance industry with Brent Lemanski 36:40

1+ y ago36:40

36:40

Host Nicole Crawford is joined by Brent Lemanski, AVP and Executive Director at LIMRA and LOMA Canada. They discuss the role LIMRA plays in the industry and go a little bit deeper into some recent trends, including the role of the pandemic on insurance sales, some predictions for the future of the industry and so much more. To see our full legal di…

1
Organization skills 41:48

1+ y ago41:48

41:48

Organization comes easily to some of us, and others have to work at it. And for others still it probably seems impossible. Guest host Nicole Crawford speaks with Manuela Carlin and Melissa Koll from ivari to discuss some small sustainable tips and tricks to help you get your life and your business organized. To see our full legal disclaimers, pleas…

1
Leadership 34:46

1+ y ago34:46

34:46

Leadership is much more than a title. Effective leadership involves trust, character, competence and connection, as well as many other important traits. Guest host Manuela Carlin speaks to Michael Cooke about leadership, exploring how you can develop your own personal leadership approach to effectively lead yourself and others during times of chang…

1
Pillars and intentions with Kim Skermer 23:32

1+ y ago23:32

23:32

Guest host Manuela Carlin chats with Kim Skermer as she takes us through the 5 Pillars and the Intentions in Business, and teaches you how to set your non-negotiables when it comes to achieving your business goals. To see our full legal disclaimers, please visit ivari.ca/podcastAv ivari

1
How to be the best YOU—Setting yourself apart 34:07

1+ y ago34:07

34:07

Guest host Nicole Crawford chats with Michelle Apollinaro of B&A Financial Group as she shares her insights into how she has built her business and served her clients with her main focus on bringing value to those relationships. To see our full legal disclaimers, please visit ivari.ca/podcastAv ivari

1
Understanding burnout 35:00

1+ y ago35:00

35:00

DeeAnn is joined by ivari’s Learning & Development Consultant Tara Muir to discuss burnout. They help us understand what it is, how to manage it, and offers insights into your own energy levels and real-world strategies to apply in your life. To see our full legal disclaimers, please visit ivari.ca/podcast…

1
Your ivari Associate Sales Directors with Marlene Martin 24:46

1+ y ago24:46

24:46

Listen in as DeeAnn speaks with Marlene Martin, AVP of Inside Sales and Distribution Technology at ivari all about your Associate Sales Directors (ASDs). Get to know Marlene a little bit better as they go over what an ASD does, how they can help you with your business. To see our full legal disclaimers, please visit ivari.ca/podcast…

1
Placing ratings and hypotheticals with Franzi 31:19

1+ y ago31:19

31:19

DeeAnn is joined by our Underwriting Consultant Franzi Stephen to discuss two underwriting topics: ratings and hypotheticals. Franzi explains how ratings work, then they go over some of the questions she most often sees. Next they discuss some of the most often seen conditions and will tell you a bit about the RISK that underwriters consider during…

1
Communication styles 22:54

1+ y ago22:54

22:54

DeeAnn chats with Tara Muir, ivari Learning Consultant, to discuss different communication styles, the importance of recognizing your own style, how to adapt your communication to different situations and what you can do to have effective communication.Av ivari

1
Your Unique Value Proposition with Kim Skermer 22:44

2y ago22:44

22:44

DeeAnn is joined by Kim Skermer, Business Development Coach to discuss UVPs—Unique Value Propositions. They dive into what it is, why you should have one, and how it can benefit your business. To see our full legal disclaimers, please visit ivari.ca/podcastAv ivari

1
Win trust and gain credibility with Mark Bowden 39:31

2y ago39:31

39:31

DeeAnn sits down with world-renowned body language expert Mark Bowden to discuss effective communication in our new hybrid world. Their engaging conversation goes from making a positive first impression, to gaining trust, to being authentic and so much more. This is an episode you won’t want to miss!…

1
Storytelling in business 27:48

2y ago27:48

27:48

DeeAnn chats with Tara Muir, ivari Learning Consultant, to discuss the science behind storytelling, as well as a repeatable process to help you build your storytelling skills. Interested in learning more about storytelling? Check out the accompanying ivari presents on demand session.Av ivari

1
Dee’s top 10 tips 24:22

2y ago24:22

24:22

In this episode, DeeAnn offers 10 simple tips to help you ignite your business potential. These are simple tips that you can get started on today—no matter where you are in your career!Av ivari

1
Interview with Greg Pollock, CEO of Advocis 26:53

2y ago26:53

26:53

DeeAnn chats with Greg Pollock, President and CEO of Advocis to learn a bit more about who Advocis is, what they do and how this professional organization can help you with your career.

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