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Advise the Advisor Canada Big Fist Media
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- Wirtschaft
This podcast is a great way for both new and seasoned Financial Security Advisors in Canada to learn, grow and become more successful. Join host Jon Cohen as he sits down with guests and has an open and direct conversation about the business and ask the questions that will help you on your journey.
We look to help guide new advisors in the best practices and help you set yourself up for success. Remember nothing comes to those without some hard work, but with this podcast we hope to at least give you the tools and resources to work smarter.
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The Ethics in Advising
In this podcast we discuss the ethics of being a financial security advisor in Canada. We will delve into the "what to do", "what not to do" and where is the line you should not cross.
Join host Jon Cohen and he chats with Ivan Cons of IMC Financial as they explore "The Ethics in Advising".
What role do ethics play in being a good advisor?
If you are unethical would you get caught?
What are the legal ethical requirements for advisor? If any?
Can someone who has a not such clean past become an financial security advisor?
What do you do if a client is being unethical? -
The Business of Business
In this podcast we discuss the business of doing business as a financial security advisor in Canada. The tips and tricks shared are valuable to new and seasoned advisors but also some good suggestions for any business you might be in.
Join host Jon Cohen and he chats with Ivan Cons of IMC Financial as they explore "The Business of Business".
Questions:
• If you are working as an independent agent should you register a corporation at the beginning or wait till you get some sales?
• What key things should a new agent spend money on. ie: website, business cards, advertising, marketing, etc.
• In the competitive landscape for agents, what can someone do to set themselves apart from the crowd?
• What percentage of the job is sales and what percentage is administration?
• Should you work with friends, family, life partner?
More info for Ivan Cons: https://imcfinancial.ca
More info for Jon Cohen: https://joncohen.ca -
Intro to being an Advisor
In this episode we sit down with Ivan Cons of IMC Financial who shares wisdom and insight of his over 30 years working as a Financial Security Advisor in Canada. Ivan shares some of his "do's" and "don't" with me and will answer the question of what advice would he have given himself if he could go back in time 30 years. Sit back and enjoy this candid conversation.