Spark...On the go

Compliance can feel like alphabet soup, but it does not have to be hard to digest. In this episode of DeeAnn and Adam Kulesza break down key compliance concepts for advisors—from documentation and disclosures to replacements, AML and KYC—and explain how doing things right helps build lasting client trust.

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DeeAnn sits down with Kelly Gorman, President and CEO of Advocis, to talk about the value of belonging to a professional association. From advocacy and education to mentorship and community, they explore how Advocis supports financial advisors as they build their practice, navigate change and continue to serve Canadians with confidence.

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In part two of our Centres of Influence (COI) series, DeeAnn and Michelle Apollinaro answer common advisor questions about building stronger COI relationships. They discuss who can be a centre of influence, why these relationships take time, how to stay top of mind, and why “always be connecting” is key to long-term growth.

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In this episode, DeeAnn is joined by podcast regular Michelle Apollinaro to explore how advisors can build stronger relationships with centres of influence. Learn how to move beyond cold pitches, create meaningful connections and turn trust into warm referrals. 

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In this episode, DeeAnn and ivari compliance consultant Rodney Nemours break down how conflicts of interest can show up in everyday advisor-client interactions. Through practical examples, they discuss how advisors can recognize, disclose and manage conflicts while keeping the client’s best interest at the centre of every recommendation.

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DeeAnn speaks with William Yeung, ivari’s Director of Complex Cases, about why every Canadian should have a Last Will and Testament. They explore common misconceptions, what can happen without one, the role of an executor, and how proper planning can help protect your wishes, your loved ones and your legacy. 

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If you’ve ever ended the week wondering where your time went, this episode is for you. DeeAnn and Manuela Carlin explore why so many advisors feel stuck in reactive mode—and what to do about it. Learn how to identify your biggest time drains, spend more time on the work that truly moves your business forward, and build a weekly plan that supports both productivity and balance.

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Join DeeAnn and veteran advisor Michelle Apollinaro as they dive into the real-life complexity older clients face—from retirement and blended families to estate equalization, tax exposure, health events and long-term care. 

Using a practical case study, they show how life insurance can help advisors bring clarity, flexibility, and choice when clients’ lives are anything but simple.

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In this episode, DeeAnn is joined again financial advisor Michelle Apollinaro to unpack a simple shift that may help you resonate with younger clients: position it as a normal “grown-up” step—right alongside buying a first home, getting married, or starting a family. 

Listen in to hear practical ways to lead with what clients are already juggling (cash flow, student debt, mortgages), surface their real financial footprint, and use clear, emotional language that protects their priorities without pressure or jargon. 

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Referrals are back, and in an AI-filled world, trust is your real advantage. DeeAnn sits down with longtime advisor Michelle Apollinaro to break down what it really means to be referrable: showing up with authenticity, integrity and a client experience people feel confident sharing with their closest connections.

You’ll hear practical ways to stay top of mind without sounding salesy, how to ask for introductions at the right moment (after you’ve delivered real value), and how to build a simple referral system that scales as your practice grows—without making your relationships feel automated. 

To see our full legal disclaimers, please visit ivari.ca/podcast