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/

Advice from an Underwriter. Episode 18

FinancialPodcast.CA: Interviewing Professionals
Advice from an Underwriter. Episode 18
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1. The role of the Head Office underwriter.
2. Insurable interest.
3. Financial Underwriting, what it takes.
4. Medical history – how do you determine when additional information is required?
5. How does the underwriter determine whether to approve, modify or deny an application for insurance coverage?
6. Are there any major differences in underwriting for the different insurance companies?
7. How long does the underwriting process take?
8. The Cover Letter.
9. Bonus: The importance of good communication. Also, expert witness cases.

Guest: Peter Speers.

Peter has been involved in underwriting for over 35 years, beginning
his career in Winnipeg with Great West Life.  He moved on to Crown Life
and Canada Life where he was the Director of Underwriting. RBC Life Insurance was his next calling, overseeing new business and underwriting.  Now, as a risk mitigation strategist, he works expert witness cases, and for complex cases partners with insurers, reinsurers and Advisors.

connect@peterspeers.com and 604-899-1212.

 

Electronic Signature – made in Canada. Episode 16

FinancialPodcast.CA: Interviewing Professionals
Electronic Signature - made in Canada. Episode 16
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1)  What is a e-signature?
2)  How does Signority prove that a person signed a document?
3)  What kind of security is in place?
4)  Made in Canada.
5)  Ease of use.
6)  Endorsed by CSIO.
7)  Special offer.

Speaker: Jane He – CEO/Founder at Signority.

Jane has been in the hi-tech industry for 25 years. She has lived in
three continents, born and raised in Shanghai, received her graduate
degree in Europe have been working as a hi-tech professional since 1996
in Canada. She worked at Nortel and several other large companies until
2010, when she started Signority. Over the last 10 years, Signority has
made several significant milestones: in 2016, the Department of National
Defense of Canada has successfully deployed that platform, through the
federal government innovation program, and, for the first time in
history, Signority helped the Government of Canada eSign the first MoU
with the Government of Great Britain.

Special offer:

10% discount off of the web listing price for the first year of a subscription. Just email support@signority.com or call 1-833-222-1088 and mention Financial Podcast.

Episode 13. What is a health spending account

FinancialPodcast.CA: Interviewing Professionals
Episode 13. What is a health spending account
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1) Overview of how a health spending account works.
2) What it can or cannot include.
3) How it benefits the employer.
4) Potential tax implications.
5) How clients can quality.
6) The benefits of outsourcing it vs running in-house.

An interview with Andrew Brandsma

About Andrew Brandsma:

Andrew is the Director of Sales and New Business Development at National HealthClaim in Calgary, AB. He holds a degree in Commerce specializing in Risk Management and Insurance. Over the last 8 years, Andrew has cultivated a reputation by providing consultants and advisors with real-time, real-person service regarding innovative solutions, especially in regard to the growing industry requests for not only HSA’s but Lifestyle spending accounts or LSA’s.

Andrew can be reached at andrew @ nationalhealthclaim.com or (403) 554-8510

Episode 10. What does it mean to be a financial advisor?

FinancialPodcast.CA: Interviewing Professionals
Episode 10. What does it mean to be a financial advisor?
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  • What to do before you start as a financial advisor?
  • Advice about what value you can provide clients?
  • What mindset you have to have to start a new business?
  • What qualities a financial advisor must quest to build a successful career?
  • How advisors are paid?
  • What is the difference between NET and GROSS pay?

Derek Tedrick
Forward Financial
tel: (403) 969-0330
email: derektedrick@gmail.com

Philosophy of retirement, what and how to achieve when you retire

FinancialPodcast.CA: Interviewing Professionals
Philosophy of retirement, what and how to achieve when you retire
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This podcast is not about money

-Uncover the potential when you retire
-What is Philosophy of Retirement?
-What is Retirement Life Plan?
-How is the Retirement Life Plan related to a client’s financial plan?

During Gary’s 26 years in the financial services industry, Gary provided financial advice to thousands of clients. He came to recognize that many of these clients were in need not only of financial advice but non-financial advice as well.

Gary W. Poier, CFP
Email Gary at gary [AT] aspirepersonalachievement.com or call (403) 835-0615