ivari presents...On the go ivari

DeeAnn speaks with Joanne Trotta to discuss the challenges of remote work and building relationships in a virtual setting. They share their insights on remote work and virtual team management, emphasizing the importance of understanding team and client needs, adapting to this new reality, self-awareness, emotional intelligence, and the necessity of selfcare. To see our full legal disclaimers, please visit ivari.ca/podcast

DeeAnn is again joined by Craig Peppard, ivari’s Chief Information Security Officer, to discuss what is new in cybersecurity. Their discussion highlights the rise of synthetic and fake information, and the importance of critical thinking to discern fact from fiction. They dive deeper into recent cybersecurity threats, including deep fake technology, AI-generated scams, and data scraping. Lastly Craig goes over some tips and tricks to better protect yourself and your business. To see our full ...

Michael Cooke joins DeeAnn to discuss the importance of psychological safety in both team environments and individual relationships. They go over the role of psychological safety in fostering creativity, innovation and a positive team attitude.To see our full legal disclaimers, please visit ivari.ca/podcast

Franzi Stephen, our in-house Underwriting Consultant discusses insuring juveniles. During this fascinating discussion they go over the considerations and challenges surrounding life insurance for juveniles, emphasizing the need for a long-term planning perspective. To see our full legal disclaimers, please visit ivari.ca/podcast

DeeAnn is joined by Adam Kulesza, ivari’s Compliance & Practice Development Consultant. They go over what an Advisor Practice Review (APR) is, why it’s important and the significance of maintaining accurate client files. Whether you’ve had an APR or not, this podcast will give you some good insights and tips.To see our full legal disclaimers, please visit ivari.ca/podcast

DeeAnn is joined by Performance Coach Michael Cooke, as they discuss how to reframe your mindset to help you find the path to success. During this incredible chat, they go over the importance of personal accountability and the role of discomfort in achieving success, as well as the value of reflecting on past successes to maintain motivation and redefining what success means in different phases of life. To see our full legal disclaimers, please visit ivari.ca/podcast