FinancialPodcast.CA: Interviewing Professionals

- Why social media is important to the financial services industry.

- Finding the sweet spot in the number of posts per day.

- Engaging your followers.

- Which platform works best for financial services.

- The value of paid ads.

- How else to engage with your network and connections.

Guest: Megan Lockhart, the founder of a digital marketing company Hello Life Academy.

Megan is a mother of two, dog owner, online store owner and volunteers her time with the women’s shelter local to her area. She loves helping small business owners understand and create amazing marketing plans that increase their audience size ultimately increasing their sales.

Contact:

You can find Megan at www.hellolifeacademy.com.

1) How a referral arrangement works.

2) Who you would want to set up an arrangement with.

3) Some of the advantages of a referral arrangement.

4) Some of the disadvantages.

5) Who do you use and how many referral partners do you have.

6) What to do when you just want to remain in the Insurance Industry.

Guest: David LeNevue, Chartered Investment Manager, a Certified Executor Advisor, an active member of the Independent Financial Brokers of Canada, and a member of the Million Dollar Roundtable.

David went to University in New York where he had an outstanding academic and athletic career. For those hockey fans amongst us – David was also a professional goaltender in the NHL playing with the Phoenix Coyotes, Anaheim Ducks, and Columbus Blue Jackets before ending his career with the New York Rangers in the Stanley Cup Finals in 2014.

Contact info:

https://rockmoorwealth.com

1) The importance of being prepared to file your tax return.

2) When to start thinking about taxes.

3) The first step in preparing a tax return.

4) When to expect to receive documents.

5) What to do when you don't get all the slips.

6) An overview of MyAccount with the Government of Canada.

7) What's involved in e-filing your tax return.

8) Why audits happen.

9) Common mistakes made on tax returns.

Guest: Natalie Yunes, Bachelor of Business Administration, Chartered Professional Accountant and a Certified General Accountant.

Natalie Yunes is a tax professional with over 25 years of diversified tax experience both in the industry and in public accountancy. She has worked at one of the Big4 firms in corporate, non-for profit, and personal tax fields. Her expertise includes reporting, compliance and defense of income tax, international tax and commodity tax issues.

Contact Info:

www.taxwelldone.com

 

1) Discuss John's  and what inspired him to write it.

2) The difference between a wealth strategy plan and an estate plan.

3) How to simplify the estate planning process.

4) The significance of unanticipated events.

5) The dangers of relying solely on a Will based estate plan.

6) The training to specialize in estate planning.

7) The role insurance plays in estate planning.

8) Will kits.

9) Other tools in the estate planning toolkit.

Guest: John Askin, the founder of Wealth Strategy Group.

John has degrees in both Commerce and Law and is a member of the Law Societies of both Alberta and British Columbia. In addition to advising high net worth clients and families, John also works with corporate clients Sun Life, TD Evergreen, CIBC, Investors Group, the Berkshire Group, Manulife Financial, Scotia McLeod, and the Hong Kong Bank. He is the past president of the Estate Planning Council of Edmonton and current member of the Vancouver Estate Planning Council and the Canadian Tax Foundation. He has written papers for both domestic and international publications. His book "For Love, Not Money" is a great resource for those that don't realize the importance of a well constructed estate plan.

Contact:

The Wealth Strategy Group

http://wealthstrategy.ca/

email: [email protected], [email protected]

phone: 604-531-0814

1) Defining insolvency and bankruptcy.

2) Some steps to take for businesses to avoid bankruptcy.

3) Steps to prepare for bankruptcy.

4) How a bankruptcy impacts insurance.

5) How a bankruptcy impact a personal and business ability to get credit again.

6) The advantage of legal representation during a bankruptcy.

7) The change in creditor flexibility during 2020.

Guest: Michael Loberg, Barrister & Solicitor.

Michael Loberg has been practicing law for over 20 years specializing in

commercial litigation and dispute resolution, insolvency, and

restructuring. He became and Attorney-at-Law for the Cayman Islands in

2006, and a Solicitor for the High Court of England and Wales in 2008

(active in Alberta only). Michael has represented a number of large

companies in the areas of receivership, bankruptcies, and restructuring.

As well, he has international insolvency and litigation representations

including complex multi-jurisdictional commercial litigation with

particular emphasis on financial, securities and derivatives litigation,

corporate and partnership litigation, fraud recovery and related

remedies, international and domestic enforcement of judgments, and

dealing with related recovery issues.

Contact:

Loberg Law

1000 Bankers Hall West

888 – 3rd Street SW

Calgary, AB T2P 5C5

Phone: (403) 457-6680

Website: https://loberg-law.com/

1) Scott's entry into the world of Financial Planning.

2) The success factors.

3) Tips for the new advisors.

4) Some surprises in insurance.

5) What makes Customplan stand out.

Guest: Scott Grant - Senior Financial Advisor.

Since graduating from BCIT in the business program in 1987 Scott has

been an entrepreneur. In 1995 he joined the financial industry where  he

quickly put his leadership skills to work building a significant

practice working with Business Owners, Professionals and Families. Scott

is also a stakeholder in Customplan Financial Advisors Inc. where he

teaches, mentors and speaks to advisors across Canada.

Scott's designations are many; he is an Elder Planning Counsellor, a

Qualified Associate Financial Planner, and a qualifying member of the

Million Dollar Round Table.

Contact: [email protected]

 

1) Benefits of an Insurance broker

2) Home based vs small business

3) What a business owner needs to think about when considering insurance needs

4) What affects insurance pricing

5) Role of a broker in a claim situation

6) Pandemic considerations

7) Advice & Recommendations

Guest: Paul VanderHooft, B Comm, CIP, CAIB.

Paul is a married father of 2, who started in the insurance business in

Manitoba. He has been in the insurance industry for over 20 years and

has many accomplishments to his name. He achieved his Canadian

Accredited Insurance Broker (CAIB) designation, the Chartered Insurance

Professional (CIP) designation, he is a Past President of the Insurance

Brokers Association of Alberta, and he is the Alberta Director of the

Insurance Brokers Association of Canada.  He is the Commercial Manager

with Westland Insurance in Lethbridge, Alberta.

Westland Insurance has been in business for over 40 years and they are

now coast to coast having just expanded to Nova Scotia and Quebec, to

add to their locations in Ontario, Manitoba, Saskatchewan, Alberta, and

BC. Westland Insurance now employs well over 1600 employees.

Contact information:

Website: https://www.westlandinsurance.ca/

Email: [email protected]

Lethbridge office: 403-328-7777

1) The number one obstacle to good communication.

2) How good communication can help you.

3) Trying to pick up on body language when you are working in an online world.

4) Tips for better communication through a computer.

5) Overcoming unstable internet connections.

6) Researching your audience.

Guest: Lauren Sergy.

Public speaking and communication expert Lauren Sergy has helped people

across Canada, the US, and Europe become more powerful speakers and

communicators. Her clients include organizations such as KPMG, Northern

Trust Corporation, Alberta Treasury Branch, Alberta Blue Cross, Grant

Thornton, and many more.  Lauren teaches business communication at the

University of Alberta. Her book, The Handy Communication Answer Book,

was featured on the Best Reference Books of 2017 list by Library

Journal.

Website: https://laurensergy.com

Video Conference Skills Course:

https://laurensergy.com/videoconferenceskills/

1. The role of the Head Office underwriter.

2. Insurable interest.

3. Financial Underwriting, what it takes.

4. Medical history - how do you determine when additional information is required?

5. How does the underwriter determine whether to approve, modify or deny an application for insurance coverage?

6. Are there any major differences in underwriting for the different insurance companies?

7. How long does the underwriting process take?

8. The Cover Letter.

9. Bonus: The importance of good communication. Also, expert witness cases.

Guest: Peter Speers.

Peter has been involved in underwriting for over 35 years, beginning

his career in Winnipeg with Great West Life.  He moved on to Crown Life

and Canada Life where he was the Director of Underwriting. RBC Life Insurance was his next calling, overseeing new business and underwriting.  Now, as a risk mitigation strategist, he works expert witness cases, and for complex cases partners with insurers, reinsurers and Advisors.

[email protected] and 604-899-1212.

Speaker: Natalie Yunes, BAS, CPA, CGA.

1) How are you taxed differently when holding real estate for a long period of time?

2) Calculation of capital gain or loss in real estate.

3) Correctly expensing costs.

4) The impact of taking money from your RRSP to invest in real estate.

5) Buying real estate personally or through a corporation.

6) Owning real estate in another country.

7) Legal suites.

Natalie Yunes is a tax professional with over 25 years of

diversified tax experience both in the industry and in public

accountancy. She has worked at one of the Big4 firms in corporate,

non-for profit, and personal tax fields. Her expertise includes

reporting, compliance and defense of income tax, international tax and

commodity tax issues.

She holds the following degrees - Bachelor of Business Administration,

Chartered Professional Accountant and a Certified General Accountant.

Natalie can be reached at [email protected] or (416)-895-7749.