Success and What It Takes to be Successful – Part 2 | Episode 48
/
RSS Feed
Share
Link
Embed
'
class="input-embed input-embed-480"/>
1) Rod’s Greatest Lesson.
2) A Little Help from a Friend.
3) Your State of Mind.
4) Eastern Influence.
5) Be Around the Right People.
6) Rod’s Personal Legacy.
Guest: Rod Burylo
Rod Burylo, CIM, FCSI, is the Manager of EMD and IFM Services, and Chairs the Investment Review Committee, for Axcess Capital Advisors. He has worked throughout the financial services for a wide variety of companies in roles that include CCO, CFO and Director.
For over 30 years, Rod has been designing and delivering continuing education as a writer and speaker on the topic of business ethics ethics and professional responsibility for several designation and registration categories, including CPA, CFP, PBA and IIROC. He is a 2004 Canadian Advisor of the Year Award winner, 2019 Champion of Financial Literacy Award Finalist, and author of three books, including The Wealthy Buddhist (2019).
Rod also consults to boards and leadership teams on topics that include governance, communications strategy, and regulatory compliance. He has served on the board of public and private companies, as well as professional associations and not for profits, including the National Exempt Market Association, Foundation for the Advancement of Entrepreneurship, and the Public Business Accountants Society.
Success and What It Takes to be Successful – Part 1 | Episode 48
/
RSS Feed
Share
Link
Embed
'
class="input-embed input-embed-475"/>
1) The Importance of Setting Goals.
2) The Meaning of Success.
3) Setting Yourself Apart from the Competition.
4) Being in the Right Environment for Success.
5) 3 Habits for Success.
Guest: Rod Burylo
Rod Burylo, CIM, FCSI, is the Manager of EMD and IFM Services, and Chairs the Investment Review Committee, for Axcess Capital Advisors. He has worked throughout the financial services for a wide variety of companies in roles that include CCO, CFO and Director.
For over 30 years, Rod has been designing and delivering continuing education as a writer and speaker on the topic of business ethics ethics and professional responsibility for several designation and registration categories, including CPA, CFP, PBA and IIROC. He is a 2004 Canadian Advisor of the Year Award winner, 2019 Champion of Financial Literacy Award Finalist, and author of three books, including The Wealthy Buddhist (2019).
Rod also consults to boards and leadership teams on topics that include governance, communications strategy, and regulatory compliance. He has served on the board of public and private companies, as well as professional associations and not for profits, including the National Exempt Market Association, Foundation for the Advancement of Entrepreneurship, and the Public Business Accountants Society.
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/
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.
Building Your Business by Prospecting and Maintaining Relationships. Episode 31
/
RSS Feed
Share
Link
Embed
'
class="input-embed input-embed-401"/>
1) Do you want to be a generalist or a specialist?
2) Looking for opportunities to prospect.
3) Some steps in building that relationship.
4) Shortening the gap in relationship building.
5) The importance of continuing education.
6) How to use social media.
Guest:Libby Wildman, the founder of Wildman & Associates.
Libby has over 34 years of financial services and planning experience.
She is the founder of Wildman & Associates, a highly successful Holistic wealth management firm that provided a comprehensive set of financial services and life management products. She merged her firm with Davis Rea Ltd in 2018 and became a senior partner, in order to round out her offering of also managing clients investments. A one stop story shop as she calls it.
Libby is a lifetime member of ADVOCIS and CALU. In 2020 she became the creator of Liminal Escapes where she brings small groups of adventurers together with experts/leaders for transformational experiences. When people connect and create memories, they will share and relive them for years to come. 10 years ago Libby also founded a women’s entrepreneur community called The Collective . In 2014 she was nominated as a Woman of Influence in the Insurance and Investment Journal and is a sought after speaker and thought leader. She lives in Toronto with her Life and business Partner at Davis Rea Ltd John O’Connell and 3 awesome kids.
– 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.
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.
