Why Use a Business Coach. Episode 40

FinancialPodcast.CA: Interviewing Professionals
Why Use a Business Coach. Episode 40
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1) What is a business coach?
2) How is a business coach different from an employee’s manager?
3) How is a business coach different from an accountability partner?
4) Why reading books alone may not be enough.
5) Knowing your clients business.
6) Where to start in the coaching process.
7) Helping clients change their thinking.
8) How coaching can help in different situations.

Guests: Michelle Neustaedter.
Michelle is an entrepreneur whose goal it is to help others succeed. She is a mother of 4 and has been growing people for the last 10 years. Michelle holds a master’s degree in Psychology and is certified as a counsellor (CCPA), coach (JMT), and trainer (JMT).
During the course of her career, she has walked with people through some of their toughest times. She has been invited into people’s most private moments and has had the privilege of seeing significant success and change. Having been through her own series of challenges, both personal and professional, she is able to better understand some of the difficulties companies and individuals can face. She brings the fruit of her training, extensive study and reflection, and life experience to her work.

Contact: P: 403.679.2683 | E: michelle@michelleneustaedter.com
Schedule a consult at www.schedulicity.com/scheduling/EESEAA
Podcast: motivation moments with Michelle
Blog: https://livethefulfilledlife.wordpress.com/

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/

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

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

The Importance of Financial Literacy. Episode 27.

FinancialPodcast.CA: Interviewing Professionals
The Importance of Financial Literacy. Episode 27.
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1) How FLC began and why they discovered the importance of teaching financial literacy.
2) Who FLC serves.
3) What is a family office.
4) Why teaching multi generations about financial literacy is important in preserving and building wealth.
5) The different financial literacy programs in elementary schools, high schools, and Universities.
6) Final thoughts and suggestions.

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

Alphil was born and raised in Vancouver by immigrant parents from the Philippines.
He 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. Aside from setting up financial literacy programs in and around Vancouver, Alphil is a lifetime member of the Million Dollar Roundtable.

Contact:
Website: flci.ca
Email: education@flci.ca
Phone: 604-620-6630

Why Social Media Matters. Episode 26.

FinancialPodcast.CA: Interviewing Professionals
Why Social Media Matters. Episode 26.
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– Why social media is important to the financial services industry.
– Finding the sweet spot in the number of posts per day.
– Engaging your followers.
– Which platform works best for financial services.
– The value of paid ads.
– How else to engage with your network and connections.

Guest: Megan Lockhart, the founder of a digital marketing company Hello Life Academy.

Megan is a mother of two, dog owner, online store owner and volunteers her time with the women’s shelter local to her area. She loves helping small business owners understand and create amazing marketing plans that increase their audience size ultimately increasing their sales.

Contact:
You can find Megan at www.hellolifeacademy.com.

Why You Want to Refer Clients. Episode 25.

FinancialPodcast.CA: Interviewing Professionals
Why You Want to Refer Clients. Episode 25.
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1) How a referral arrangement works.
2) Who you would want to set up an arrangement with.
3) Some of the advantages of a referral arrangement.
4) Some of the disadvantages.
5) Who do you use and how many referral partners do you have.
6) What to do when you just want to remain in the Insurance Industry.

Guest: David LeNevue, Chartered Investment Manager, a Certified Executor Advisor, an active member of the Independent Financial Brokers of Canada, and a member of the Million Dollar Roundtable.

David went to University in New York where he had an outstanding academic and athletic career. For those hockey fans amongst us – David was also a professional goaltender in the NHL playing with the Phoenix Coyotes, Anaheim Ducks, and Columbus Blue Jackets before ending his career with the New York Rangers in the Stanley Cup Finals in 2014.

Contact info:
david@rockmoorwealth.com

Home

Who are insurance brokers and what they do. Business insurance | Episode 20

FinancialPodcast.CA: Interviewing Professionals
Who are insurance brokers and what they do. Business insurance | Episode 20
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1) Benefits of an Insurance broker
2) Home based vs small business
3) What a business owner needs to think about when considering insurance needs
4) What affects insurance pricing
5) Role of a broker in a claim situation
6) Pandemic considerations
7) Advice & Recommendations

Guest: Paul VanderHooft, B Comm, CIP, CAIB.

Paul is a married father of 2, who started in the insurance business in
Manitoba. He has been in the insurance industry for over 20 years and
has many accomplishments to his name. He achieved his Canadian
Accredited Insurance Broker (CAIB) designation, the Chartered Insurance
Professional (CIP) designation, he is a Past President of the Insurance
Brokers Association of Alberta, and he is the Alberta Director of the
Insurance Brokers Association of Canada.  He is the Commercial Manager
with Westland Insurance in Lethbridge, Alberta.
Westland Insurance has been in business for over 40 years and they are
now coast to coast having just expanded to Nova Scotia and Quebec, to
add to their locations in Ontario, Manitoba, Saskatchewan, Alberta, and
BC. Westland Insurance now employs well over 1600 employees.

Contact information:
Website: https://www.westlandinsurance.ca/
Email: pvanderhooft@westlandinsurance.ca
Lethbridge office: 403-328-7777

The Importance of Good Communication. Episode 19

FinancialPodcast.CA: Interviewing Professionals
The Importance of Good Communication. Episode 19
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1) The number one obstacle to good communication.
2) How good communication can help you.
3) Trying to pick up on body language when you are working in an online world.
4) Tips for better communication through a computer.
5) Overcoming unstable internet connections.
6) Researching your audience.

Guest: Lauren Sergy.

Public speaking and communication expert Lauren Sergy has helped people
across Canada, the US, and Europe become more powerful speakers and
communicators. Her clients include organizations such as KPMG, Northern
Trust Corporation, Alberta Treasury Branch, Alberta Blue Cross, Grant
Thornton, and many more.  Lauren teaches business communication at the
University of Alberta. Her book, The Handy Communication Answer Book,
was featured on the Best Reference Books of 2017 list by Library
Journal.

Website: https://laurensergy.com

Video Conference Skills Course:
https://laurensergy.com/videoconferenceskills/

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