Finaeo

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The Finaeo team talks about breaking into the insurance industry as young advisors / brokers. Topics of conversation include the evolution of the insurance industry, the value of financial & insurance advice, technology, and best practices that advisors should adopt. We also bring on featured guests to discuss their paths to success in insurance.

15/06/2018

The Advisor Advantage speaks with BenefitDeck.com

This week Finaeo's Head of Marketing & PR speaks with Alex Miljkovic, GM of Benefitdeck.com. We discuss the fast paced industry of Group Benefits, the day in the life of a GM running a hyper growth consultancy and how technology plays a key role in staying a head of the curve.

22 min
23/03/2018

The Advisor Advantage

Our first episode of The Advisor Advantage series is with industry-leading @justwealth. CEO Andrew Kirkland sits down with Finaeo’s Head of Marketing to talk industry insights.

38 min
20/11/2017

Grants Hicks On Beyond Data

Jason speaks with Grant via phone to discuss his nearly 30-year professional career - starting off with Manulife Securities to building (and selling) his own practice, to where he is now. His passion is helping advisors build top practice management processes in their business and focuses advisors on three keys: ideal growth, ideal capacity, and ideal lifestyle. Grant Hicks, CIM, is an author, speaker, coach and practice management consultant. He is the founder and National Director of Practice Management at www.advisorpracticemanagement.com with 27+ years of unique experience in the financial services industry, including 20 years as an advisor. He built and sold a practice of 120 million of clients wealth. He has dedicated his life to helping advisors solve their blind spots, create business opportunities and get ahead of regulatory changes. His passion is helping advisors build top practice management processes in their business and focuses advisors on three keys: ideal growth, ideal capacity and ideal lifestyle. He is part of five published books and Grant is best known for co-authoring “Guerrilla Marketing for Financial Advisors” with Jay Conrad Levinson, part of the successful “Guerrilla Marketing “ series of which there are 58 volumes in 62 languages, and more than 21 million copies have been sold worldwide. ( version 2 comes out in 2016) Grant writes the “Practice Management in 5 Minutes” blog weekly. His experience as National Director of Practice Management for Manulife Financial has helped Grant and advisors see their potential blind spots and opportunities in growing their practice. Grant has spoken to thousands of advisors for several financial organizations over the last 10 years, but finds he constantly learns more by coaching and consulting to advisors and financial firms. He has had over 500+ advisors through his practice management and fee ready workshops. Grant lives in Calgary, Alberta and enjoys coaching hockey, golf and travelling with his family. He played professional hockey in Europe before starting in the financial industry.

42 min
04/10/2017

Madrock Financial Talks Bionic Advisor & The Future of Financial Advising

Madison from Madrock Financial joins us as our guest this week to discuss being a Bionic Advisor. At Finaeo, we call this the Bionic Advisor. It is an advisor that merges with technology to help produce better client engagement, more efficiency, and smarter processes. You can follow Madrock on Twitter at @madrockfincorp Interviewing Madison Madrock is our very own Head of Marketing & Communications, Jason Leo Carvalho. You can Follow Jason on Twitter at @jasonlcarvalho About Madrock Financial Madrock Financial Corporation (“Madrock”) is a growing, independently owned and operated, Life and Health Insurance Brokerage. Founded in 2014 by John Madison McKimm – we focus on your needs first, designing financial programs that create the greatest long-term value for you, your family and your business. Madrock has offices in Toronto and Mississauga, servicing small-to-medium sized businesses, families, and professionals across Ontario. About Finaeo Finaeo is a Canadian insurtech platform built for financial advisors, particularly with a focus towards group benefits and individual/voluntary insurance. Finaeo helps advisors in these verticals automate their back-office administration by providing a digital assistant powered by a custom-built CRM engine. This combination uniquely leverages data to nudge them towards best practices, keeping them organized, prepared, and ready to sell, enabling them to focus on what matters most: Building Strong Client Relationships. Finaeo was co-founded by former insurance advisors in the group benefits space. To learn more, visit http://www.finaeo.com.

18 min
22/09/2017

Kevin Jeffrey on Being an Entrepreneur in Insurance

Jonathan chats with Kevin Jeffries about his time in benefits consulting, and how to become a successful entrepreneur in your financial advisory business.

37 min

5 Episodes

The Finaeo team talks about breaking into the insurance industry as young advisors / brokers. Topics of conversation include the evolution of the insurance industry, the value of financial & insurance advice, technology, and best practices that advisors should adopt. We also bring on featured guests to discuss their paths to success in insurance.

Creator

Finaeo
Years Active

2017 - 2018
Episodes

5
Rating

Clean
Show Website

Finaeo

Finaeo

Episodes

The Advisor Advantage speaks with BenefitDeck.com

The Advisor Advantage

Grants Hicks On Beyond Data

Madrock Financial Talks Bionic Advisor & The Future of Financial Advising

Kevin Jeffrey on Being an Entrepreneur in Insurance

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