16 episodios
Financial Practice Made Perfect Independent Financial Brokers of Canada
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- Economía y empresa
Financial Practice Made Perfect examines issues affecting independent financial advisors, and helps advisors gain insight into how to run their businesses efficiently and successfully. Presented by Independent Financial Brokers of Canada.
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Financial Practice Made Perfect - Episode 33: The 3 Key Items for E&O Insurance
In our latest episode of Financial Practice Made Perfect we are joined by Roberta Tasson, partner at The Magnes Group (the broker for IFB’s E&O program). Roberta speaks to us about the three key items for advisors to think about when shopping for an E&O policy. Advisors should look at: who is covered, what is covered, and which insurer is providing the coverage.
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Financial Practice Made Perfect - Episode 32: The CEA Designation
Our latest episode of Financial Practice Made Perfect is on the Certified Executor Advisor (CEA) designation. Mark O’Farrell, President of the Canadian institute of Certified Executor Advisors (CICEA) gives us the breakdown of the CEA program, why you would want to obtain the CEA designation, and why it matters to independent advisors, specifically what makes it special for IFB members.
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Financial Practice Made Perfect - Episode 31: Simplified Issue Life Insurance
In this episode of Financial Practice Made Perfect we are joined by Brian Popp, Vice-President of sales for western Canada for Canada Protection Plan (CPP). We find out what No Medical and Simplified Issue Life Insurance is, the different coverage that CPP offers, and examples of questions that will determine if someone qualifies for coverage or not.
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Financial Practice Made Perfect - Episode 30: The Future Ready Financial Advisor
We are joined by Grant Hicks, a well-known author, speaker, coach, and President of Advisor Practice Management - a financial advisor training company. In this episode of Financial Practice Made Perfect, we explore the best practices for practice management, the challenges that advisors face today and in the future, and how to grow your practice in the face of all these changes.
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Financial Practice Made Perfect - Episode 29: Group Benefits Plan
In our latest episode of Financial Practice Made Perfect, we talked to David Roberts, Regional Sales Lead for Group Medical Services (GMS) in Alberta and the Northwest Territories. David gives us more insight into the Canadian benefits industry, the advantages to having a group benefits plan, and why its critical for advisors to understand the dynamics of the decision making process within each group.
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Financial Practice Made Perfect - Episode 4: Staying Motivated
We talk to Dan Hostick, a business coach and president of Hostick Consulting Services Incorporated, about how financial advisors can set goals for their practice and stay motivated in the face of setbacks.
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