Women in the Financial Services Industry. Episode 39

FinancialPodcast.CA: Interviewing Professionals
Women in the Financial Services Industry. Episode 39
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1) Explore the difficulty of recruiting women into this field.
2) How much does history have an impact on this challenge?
3) How do we balance the numbers going forward?

Guests: Meghan Vallis, VP for Western Canada for Equitable Life; Libby Wildman, partner at Davis Rea Ltd.

Meghan Vallis
As the Group Sales Vice President for Western Canada at Equitable Life Meghan Vallis leads the Western sales team. She is passionate about helping Advisors succeed to transform their client’s employee benefit experience to what Meghan calls braggable benefits. Her 15-year career has been centered around three pillars: building meaningful relationships, embracing innovative technology and solutions, and harnessing the potential in others to achieve strategic goals while also supporting them as an individual.

https://www.equitable.ca/

Libby Wildman
Libby Wildman, is a partner of Davis Rea Ltd. and creator of Liminal Escapes. Libby’s approach to building a business in the financial services industry is centered around the whole person and creating a relationship with them. She has been in this business for over 3 decades and has mentored many and involved in a number of charities.

https://davisrea.com/

Using Technology to Grow Your Insurance Business. Episode 38

FinancialPodcast.CA: Interviewing Professionals
Using Technology to Grow Your Insurance Business. Episode 38
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1. The beginning of Trufla.
2. Helping brokers to be found on the internet.
3. Setting a broker up for success.
4. Increasing efficiency with technology.
5. Why Egypt?

Guest: Sherif Gemayel
Sherif is an entrepreneur who is passionate about disrupting the traditional way insurance is done. He uses trends from other industries to help navigate through this unchartered territory, which has led him to build one of the most innovative brokerages in Canada; Sharp Insurance. The knowledge and firsthand experience he has gleaned from Sharp Insurance inspired him to launch Trufla Technology which provides brokers with a complete digital transformation solution their brokerages.

Contact:
LinkedIn: @sherifgemayel
Email: sherif.g@trufla.com
Website: https://www.trufla.com/

The Insurance Broker Always Rings Twice. Episode 37

FinancialPodcast.CA: Interviewing Professionals
The Insurance Broker Always Rings Twice. Episode 37
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1) Why to always go above and beyond.
2) 17 tips for building your business (some are):
– Enjoy yourself;
– Your word is your bond;
– Your to-do list;
– Respect your competitors.

Guest: Joel Cadesky
Joel was born and lived in Owen Sound Ont until he went to University of
Guelph where he graduated with a general BA with a sociology major. He
continued his education by going to teacher’s college at Western
University and then taught for several years in Aylmer, Ontario.
In 1978 Joel started a new career in the insurance industry and moved
his family to Toronto. Joel has successfully built his business and
career and continues to sell group benefits and also individual products
such as life insurance, mortgage insurance, income replacement insurance
and critical illness insurance to name a few.
In his off time, he is an avid sports enthusiast watching baseball,
hockey, basketball and golf on TV. He has an avid interest in watching
the entertainment provided by Professional Wrestling- having been to 3
Wrestlemanias-#6,11 and 18.

Contact Info:
email: joel@scinsurance.ca
phone: 416-414-0309

Dave Patriarche and “Selling Benefits” Understanding Selling Group Insurance Part 2. Episode 36

FinancialPodcast.CA: Interviewing Professionals
Dave Patriarche and "Selling Benefits" Understanding Selling Group Insurance Part 2. Episode 36
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1) The creation of Canadian Group Insurance Brokers.
2) The importance of having a mentor.
3) Never stop asking questions.
4) Even one person can make lasting change.
5) Outsourcing tasks you’re not strong in.
6) The advantages to specializing.

Guest: Dave Patriarche-Employee Benefits Specialist, Association Founder, Educator & Bestselling author.

Dave Patriarche founded Mainstay in 1996 to provide employee benefits to small business. A strong believer in continuing education in this area, he started a small networking group in 2003, which evolved into Canadian Group Insurance Brokers, an organization dedicated to supporting continuing education for the benefits industry.
Dave is recognized as a leader in the benefits industry, a contributor to industry publications, a mentor and resource to benefit brokers and an active participant in industry think tank groups.

Contact:
Email: dave@mainstayinsurance.ca
Phone: (905) 886-9203 or 1-877-624-6789
Websites: https://www.mainstayinsurance.ca/, https://cgib.ca/, http://sellingbenefits.ca/

Dave Patriarche and “Selling Benefits” Understanding Selling Group Insurance Part 1. Episode 36

FinancialPodcast.CA: Interviewing Professionals
Dave Patriarche and "Selling Benefits" Understanding Selling Group Insurance Part 1. Episode 36
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1) Discuss his book “Selling Benefits”.
2) Selling Group Benefits to small and medium sized businesses.
3) When to walk away from a client.
4) Why rate shopping hurts the client.
5) The benefits of educating your clients.
6) The importance of storytelling.

Guest: Dave Patriarche-Employee Benefits Specialist, Association Founder, Educator & Bestselling author.

Dave Patriarche founded Mainstay in 1996 to provide employee benefits to small business. A strong believer in continuing education in this area, he started a small networking group in 2003, which evolved into Canadian Group Insurance Brokers, an organization dedicated to supporting continuing education for the benefits industry.
Dave is recognized as a leader in the benefits industry, a contributor to industry publications, a mentor and resource to benefit brokers and an active participant in industry think tank groups.

Contact:
Email: dave@mainstayinsurance.ca
Phone: (905) 886-9203 or 1-877-624-6789
Websites: https://www.mainstayinsurance.ca/, https://cgib.ca/, http://sellingbenefits.ca/

In Conversation with Greg Pollock of Advocis. Episode 35

FinancialPodcast.CA: Interviewing Professionals
In Conversation with Greg Pollock of Advocis. Episode 35
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1) The importance of education for financial advisors.
2) The importance of title regulation for financial advisors.
3) What Advocis does for its members.

Guest: Greg Pollock is the President and CEO of Advocis, The Financial Advisors Association of Canada.
Greg is responsible for providing effective strategic leadership and direction and oversees all aspects of Advocis’s day-to-day activities. He is also the Chief Operating Officer of The Institute, the leading designation body in Canada for financial services practitioners in the areas of wealth transfer, estate planning and living benefits.

Prior to joining Advocis in 2008, Greg was general secretary of the 43,000-member Ontario English Catholic Teachers’ Association (OECTA).
Greg is a CERTIFIED FINANCIAL PLANNER® Professional and has a Chartered Director designation from McMaster University’s DeGroote School of Business. He has both a Master of Laws degree from York University’s Osgoode Hall Law School and a Master of Educational Administration from the University of Toronto. In 2012, he was awarded the Diamond Jubilee Medal for his contribution to the teaching profession in Canada.

Contact:
gpollock@advocis.ca

Home

Managing Wealth is a Family Affair Part 2. Episode 34

FinancialPodcast.CA: Interviewing Professionals
Managing Wealth is a Family Affair Part 2. Episode 34
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1) Financial literacy for 14 – 18yrs old.
2) Approaches to take when introducing financial literacy.
3) Some important financial management principles.
4) What is compound interest?
5) What is dollar cost averaging?
6) Explanation of a Family Office.
7) The benefit to an advisor.

Guest: Alphil Guilaran, Co-Founder at Financial Literacy Counsel (FLC).

Alphil was born and raised in Vancouver by immigrant parents from the Philippines. Alphil graduated from University of British Columbia with a degree in Political Science in 2000. He has worked for both CIBC World Markets and RBC Capital Markets. Alphil has a passion to “build financially literate generations” through teaching and financial coaching. He teaches financial literacy with a unique emphasis on helping Canadians get their financial houses in order, become retirement ready, and train heirs and beneficiaries to be financially responsible.
Alphil is a lifetime member of the Million Dollar Roundtable.

Contact:
alphil@flci.ca
www.flci.ca

Managing Wealth is a Family Affair Part 1. Episode 34

FinancialPodcast.CA: Interviewing Professionals
Managing Wealth is a Family Affair Part 1. Episode 34
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1) Why it’s important to start the education of financial literacy early in life.
2) 3 steps to good money management habits.
3) How an independent advisor can add value in this process.

Guest: Alphil Guilaran, Co-Founder at Financial Literacy Counsel (FLC).

Alphil was born and raised in Vancouver by immigrant parents from the Philippines. Alphil graduated from University of British Columbia with a degree in Political Science in 2000. He has worked for both CIBC World Markets and RBC Capital Markets. Alphil has a passion to “build financially literate generations” through teaching and financial coaching. He teaches financial literacy with a unique emphasis on helping Canadians get their financial houses in order, become retirement ready, and train heirs and beneficiaries to be financially responsible.
Alphil is a lifetime member of the Million Dollar Roundtable.

Contact:
alphil@flci.ca
www.flci.ca

Online Business Insurance. Episode 33

FinancialPodcast.CA: Interviewing Professionals
Online Business Insurance. Episode 33
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1) Next Insurance and Amazon.
2) Buying business insurance in the online world and if this is an option for Canadians.
3) Are home insurance add-ons sufficient?
4) Why it’s important to have a knowledgeable broker.
5) How can an independent broker remain relevant if business insurance continues to move online.
6) Interpreting the high valuation of Next Insurance.

Guest: Tom Reid.

Tom has spent more than a quarter of a century in a variety of leadership positions in the Canadian P & C industry. His background includes software development, finance, underwriting, business development, digital marketing, running a large brokerage, as well as a stint as the president of a startup digital technology firm.
Tom also spent a decade volunteering with high performance athletes, including 4 years as President of Ski Jumping Canada which was capped off with the honour of being the Canadian team leader for ski jumping at the 2018 Winter Olympics.

Contact: For DX information/assistance treid@ibac.ca, tom@grtr.consulting

A Conversation With MDRT. Episode 32

FinancialPodcast.CA: Interviewing Professionals
A Conversation With MDRT. Episode 32
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1) Brief history of MDRT.
2) Worldwide membership.
3) What it takes to become a member.
4) About MDRT Academy.
5) Advantages of membership.
6) After qualifying, what’s next?
7) How membership has helped both personally and professionally.

Guest: Regina Bedoya, CLU, ChFC.

Regina Bedoya has been a member of MDRT for 28 years and is their Immediate Past President. She also has 7 Court of the Table and 4 Top of the Table honours. She is a Platinum Knight of the MDRT Foundation and a member of its Inner Circle Society. Regina is president of RB Financial Advisors, a financial consulting firm specializing in retirement and insurance planning. Her volunteerism within MDRT includes speaking at several Annual Meetings and international industry conferences. She has been the recipient of the Irvin Konter Award, was named Prudential Palm Beach’s Agent of the Year twice, and is the recipient of the American Free Enterprise Companion Medal awarded by Palm Beach Atlantic University.

Contact: MDRT.org

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