Financial Practice Made Perfect

By Independent Financial Brokers of Canada

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 In... more

· Business

Download on the App Store

Download on the App Store

Get it on Google Play

FAQs about Financial Practice Made Perfect:

How many episodes does Financial Practice Made Perfect have?

The podcast currently has 16 episodes available.

Financial Practice Made Perfect episodes:

March 28, 2017 Financial Practice Made Perfect - Episode 26: Preparing for Retirement
In this episode we talked to Best-selling Author, Strategist, and Mentor George Hartman. George discusses the steps to retirement, succession and transition planning among Canadian advisors, and how to be financially and emotionally ready for when the time comes.
Music by www.bensound.com
...more
18min
March 13, 2017 Financial Practice Made Perfect - Episode 25: For the Independent Advisor
In this episode of Financial Practice Made Perfect we speak with IFB's Director of Policy & Regulatory Affairs, Susan Allemang. We discuss the challenges facing Independent Advisors, the importance of running a compliant practice, and keeping up with regulatory trends.
Music by www.bensound,com
...more
7min
February 28, 2017 Financial Practice Made Perfect - Episode 24: Private Investments
In this episode of Financial Practice Made Perfect we are joined by Cora Pettipas, President of NEMA - the national exempt market association. Cora speaks on 'what' an exempt market is, how investors currently have access to private investment, and the trends happening in private investment that could change the landscape of the future.
Music by: www.bensound.com
...more
13min
February 14, 2017 Financial Practice Made Perfect - Episode 23: Advice to Insurance Advisors Part II
We continue our conversation with Max Mahardi, Business Development Manager with Ontario Blue Cross on the number of insurance advisors who are product pushing, overlooking the importance of living benefits, and why Canadians are ignoring this.
Music by www.bensound.com
...more
13min
January 31, 2017 Financial Practice Made Perfect - Episode 22: Advice for Insurance Advisors Part I
Max Mahardi, Business Development Manager with Ontario Blue Cross talks to us about the age gap when selling life insurance, finding a solution to a client problem, rather than product pushing, and his advice to insurance advisors.
Music by www.bensound.com
...more
8min
January 17, 2017 Financial Practice Made Perfect - Episode 21: Travel Insurance
In this episode of Financial Practice Made Perfect we spoke to David Roberts, Regional Sales Manager for Group Medical Services in Alberta and the Northwest Territories. We discuss travel insurance; why you need it, what it is, and how claims are paid.
Music by www.bensound.com
...more
15min

FAQs about Financial Practice Made Perfect:

How many episodes does Financial Practice Made Perfect have?

The podcast currently has 16 episodes available.