Best Ivari Podcasts (2025)

1
Empathy & understanding: Finding insurance solutions for older clients 38:25

6d ago38:25

38:25

Michelle Apollinaro is back to discuss the unique challenges and opportunities of working with older clients. Michelle and DeeAnn delve into the importance of empathy, understanding, and trust-building when advising older clients, who may be skeptical of insurance products due to past experiences. Michelle shares her 30 years of expertise, offering…

1
The toolbox of transferable skills 19:21

19d ago19:21

19:21

DeeAnn sits down with Dawn Kulas, Account Manager at ivari to discuss the importance of transferable skills in building a successful career. Dawn shares her journey from a financial advisor to a sales role, highlighting the valuable skills she has acquired along the way. Whether you're new to the industry or looking to enhance your existing skill s…

1
Adapting your approach with younger generations 36:59

1M ago36:59

36:59

DeeAnn welcomes back Michelle Apollinaro to delve into the unique challenges and strategies for selling life insurance to younger generations. Michelle shares her insights on adapting communication styles, understanding the values and goals of younger clients, and building trust in a rapidly changing digital landscape. Whether you're a new advisor …

1
Mastering social selling 19:24

2M ago19:24

19:24

In our second episode on social selling DeeAnn again welcomes Nyima Gyalmo, the founder of Social Sherpa and an expert in social media marketing for businesses. Nyima shares her insights on social selling, discussing the importance of engagement, measuring success, and the key ingredients for being successful in social selling. Nyima also provides …

1
The power of social selling 27:19

2M ago27:19

27:19

In part one of our two-part social selling series, DeeAnn sits down with Nyima Gyalmo, the founder of Social Sherpa, to discuss the latest trends and techniques in social media marketing for businesses. Nyima shares her insights on how you can leverage social platforms to enhance your digital presence and connect with customers more effectively. Tu…

1
Compliance: Anti-money laundering, terrorist financing and sanctions evasion 16:31

3M ago16:31

16:31

DeeAnn welcomes Effie Bekas, Senior Manager of Regulatory Compliance at ivari. Effie shares her extensive knowledge and experience in the field of compliance, focusing on critical topics such as anti-money laundering (AML), anti-terrorist financing (ATF), and sanctions evasion. Effie explains the importance of these measures in the insurance indust…

1
Mastering presentation skills 36:03

3M ago36:03

36:03

DeeAnn Brinton is joined by Peter Hiddema from Commanding Presence to go over some easy ways to help you master presentation skills. Listen is as Peter shares practical tips to build confidence, manage self-talk, and use good breathing techniques to enhance your presentations. Whether you're speaking to a large audience or in a one-on-one meeting, …

1
Building habits for high performance 27:22

3M ago27:22

27:22

In this episode, DeeAnn Brinton chats with Manuela Carlin, Event Manager at ivari, about the habits that contribute to high performance. Manuela highlights three pillars of high performance, while providing practical tips and personal anecdotes to help advisors implement these principles in their own lives and businesses. To see our full legal disc…

1
Navigating the sandwich generation 48:32

4M ago48:32

48:32

DeeAnn welcomes back financial advisor Michelle Apollinaro to discuss the challenges and realities of the sandwich generation—people who are simultaneously caring for their aging parents and their own children. Michelle shares her extensive experience and insights, offering valuable tips and advice for those navigating this demanding role. Listen i…

1
Understanding money personalities 32:19

4M ago32:19

32:19

In this episode DeeAnn sits down with financial advisor Michelle Apollinaro to explore the fascinating world of money personalities. Michelle shares her insights from over 30 years in the financial advice industry, discussing how different money personalities impact financial decisions and relationships. Michelle explains the strengths and weakness…

1
Beyond tax planning: Understanding estate planning with William Yeung 27:58

5M ago27:58

27:58

DeeAnn chats with William Yeung about the intricacies of estate planning. William shares his expertise on various estate planning tools and strategies, emphasizing the importance of understanding individual objectives and minimizing estate challenges. Learn about key estate planning tools like a Last Will & Testament, life insurance, and trusts. Li…

1
Reflecting on the year and looking forward to 2025 1:16

5M ago1:16

1:16

In this episode, DeeAnn announces the changed schedule for rest of December. She also hints at some exciting changes coming in early January. Happy Holidays everyone! To see our full legal disclaimers, please visit ivari.ca/podcastBy ivari

1
Cybersecurity challenges and solutions 28:39

6M ago28:39

28:39

In this episode, Craig Peppard, ivari’s VP and Chief Information Security Officer, delves into the latest cybersecurity threats and trends of 2024. From data breaches and AI-powered attacks to ransomware campaigns, Craig provides an in-depth analysis of the current landscape. He also shares practical tips on how to protect both personal and corpora…

1
Navigating immigration and travel in underwriting 25:20

6M ago25:20

25:20

DeeAnn and Underwriting Consultant Franzi Steven discuss the intricacies of immigration and travel in underwriting. They explore challenges and opportunities for advisors with new immigrants to Canada, the importance of understanding residency requirements, and the impact of temporary accommodations on policy persistency. Franzi shares insights on …

1
Get to know Jeffrey Fox, ivari’s SVP and Chief Distribution Officer 36:25

7M ago36:25

36:25

In this episode, take a peek behind the curtain in the world of ivari and get to know our SVP and Chief Distribution Officer, Jeffrey Fox. Tune in to hear about Jeffrey's career highlights, personal passions, and his outlook on the future of ivari and the insurance industry. To see our full legal disclaimers, please visit ivari.ca/podcast…

1
Getting things done 47:02

7M ago47:02

47:02

If you're overwhelmed with tasks and time management, this episode is for you. DeeAnn speak with Ashley Frank who shares actionable strategies for smart scheduling, prioritizing high-impact activities, and maximizing success. Learn about ROTI (Return on Time Invested) and how to make every minute count. Tune in to streamline your day, boost product…

1
Shifting from follow up to follow through 47:20

7M ago47:20

47:20

In the fast-paced world of financial services, it's easy to get stuck chasing leads and doing repetitive follow-ups. In this episode, DeeAnn and Ashley Frank discuss tools and strategies to help identify and nurture high-level clients. Tune in to learn how to move opportunities forward and turn endless follow-ups into productive, results-driven fol…

1
Uncovering your unique brand DNA 55:21

8M ago55:21

55:21

In a world where consumer trust is at an all-time low, creating a distinctive and authentic personal brand is more important than ever. In this episode, guest Ashley Frank shares his expertise on the essential elements of a strong personal brand, common pitfalls to avoid, and practical tips for ensuring your brand resonates with your audience. Tune…

1
Documentation tips for advisors 30:36

8M ago30:36

30:36

DeeAnn and Adam Kulesza, Compliance Practice Consultant delve into the crucial topic of documentation for advisors. Adam shares his top tips for maintaining compliance, emphasizing the importance of thorough documentation to protect credibility and ensure regulatory requirements are met. Tune in to learn how to make compliance an integral part of y…

1
Balancing act: Igniting your business potential 36:24

9M ago36:24

36:24

MJ Macdonald, AVP of Learning & Development at ivari joins DeeAnn to share her unique strategies for maintaining balance while juggling multiple projects and responsibilities. They take us through their entrepreneurial journey, sharing valuable lessons learned along the way. The conversation emphasizes the importance of a balanced and sustainable a…

1
Trust and empathy in building healthy relationships 54:21

9M ago54:21

54:21

In this insightful episode, DeeAnn is joined by our Senior Learning & Development Consultant Tara Muir to delve into the critical elements of building healthy relationships, both personally and professionally. They highlight the importance of trust and empathy as foundational pillars. The discussion emphasizes the need for constructive communicatio…

1
Guiding success: Developing closing skills, overcoming objections, and cultivating a positive sales mindset 37:45

10M ago37:45

37:45

In this enlightening episode, guest Paul Binnendyk shares strategies for guiding clients towards making decisions and effectively handling objections. During this engaging discussion, he emphasizes the importance of asking insightful questions, using positive summary statements, and the power of storytelling and social proof. Tune in to gain valuab…

1
Navigating the sales landscape: Personalization, trust and openness 43:00

10M ago43:00

43:00

In this riveting episode, guest Paul Binnendyk delves into the critical role of personalized and effective recommendations in driving successful sales outcomes. During the discussion, Paul emphasizes the value of storytelling, preparation, and visualization in building trust with clients, and the need for humility and openness in the advisor-client…

1
The art of the sale: Communication, empathy, and strategy with Paul Binnendyk 1:00:21

11M ago1:00:21

1:00:21

DeeAnn is again joined by sales skills facilitator Paul Binnendyk in this enlightening podcast as they delve into the art of sales communication. They discuss the pivotal role of effective communication, active listening, and understanding clients’ needs in the sales process. Explore with them the strategies for asking probing questions, maintainin…

1
Creating your sales playbook with Paul Binnendyk 52:49

11M ago52:49

52:49

Paul Binnendyk, a seasoned salesperson and now facilitator, shares strategies to help you prepare for successful client meetings. He chats with DeeAnn about the importance of understanding your client’s needs by preparing and researching BEFORE you meet with them. Tune in to learn how you can start creating your very own sales playbook. This is par…

1
Backstage Pass: Elevating Your Sales Game with Ashley Frank 48:14

12M ago48:14

48:14

Dive into the art of humanizing the sales process and discover how to transform yourself from just another insurance salesperson to a trusted advisor. During this insightful conversation, Ashley shares his wisdom on leveraging a human approach to sales, asking the right questions, and truly understanding clients’ needs. Don’t miss out on the secret…

1
The basics of working with business owners 28:35

12M ago28:35

28:35

DeeAnn is joined by William Yeung, Director of Complex Case Solutions at ivari as they go over the basics of working with business owners. They discuss some of the issues that face business owners, the different business structures in Canada, including some of the benefits of each. Lastly William gives some tips on how advisors can engage with busi…

1
Building working relationships with Joanne Trotta 31:53

1y ago31:53

31:53

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…

1
What’s new in cybersecurity 41:23

1y ago41:23

41:23

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…

1
Psychological safety with Michael Cooke 38:14

1y ago38:14

38:14

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…

1
Insuring juveniles with Franzi 33:08

1y ago33:08

33:08

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…

1
Compliance APRs 28:07

1y ago28:07

28:07

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, plea…

1
Psychology of success 53:43

1y ago53:43

53:43

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 re…

1
Underwriting processes 34:10

1+ y ago34:10

34:10

In this episode, DeeAnn is joined by Scott Downey, Senior Underwriting Manager. They discuss the importance of understanding the underwriting process, managing day-to-day operations, the importance of the attending physician statement and other third-party information in evaluating risk. They further discussed the turnaround times in their industry…

1
Foreign death claims and minor beneficiaries 30:59

1+ y ago30:59

30:59

DeeAnn is joined Sol Bard, Senior Manager of Claims and Underwriting Risk Management at ivari to discuss two different claims topics: foreign death claims and minor beneficiaries. They discuss what is considered a foreign death claim, how the process is different (or the same) to a regular claim, and the complexity around it. Then they go into mino…

1
Morning routines 34:10

1+ y ago34:10

34:10

DeeAnn is joined Grant Harris, Vice-President of Finance at ivari to discuss morning routines and how they can relate to success in business. They go into the “ideal success formula,” the Wheel of Life, how you can become a member of the 5:00 AM club and how all of this relates to building a solid morning routine. Grant also offers some useful reso…

1
Business development for modern advisors 36:34

1+ y ago36:34

36:34

DeeAnn is joined by Kim Skermer, of the Approach Coaching Method to discuss the journey that entrepreneurs go on, and how the business life cycle is like human life cycle. They go over some common business archetypes and how you can use these at every stage of your business. To see our full legal disclaimers, please visit ivari.ca/podcast…

1
Working on your business and how to grow it 49:02

1+ y ago49:02

49:02

Host DeeAnn Brinton is joined by Michelle Apollinaro, Principal and BNA Financial as she discusses her 30ish years in the industry and what she’s learned along the way. They go building your business in the early days, to over building up your team, to staying true to yourself during the entire journey. Whether you're new to this industry, or not s…

1
Leading through change 21:05

1+ y ago21:05

21:05

Host DeeAnn Brinton chats with Joanne Trotta to explore how we all process change differently and highlight how we can thrive in today’s’ new world of work. They explore the challenges with adapting to change in this ever-evolving world and how we can use different forms to energy to build up our resilience. To see our full legal disclaimers, pleas…

1
Generative AI 29:27

1+ y ago29:27

29:27

Host DeeAnn Brinton chats with Mike Daicoff, ivari’s VP of IT & Chief Information Officer all about the fascinating topic of AI. They discuss the history of AI, the fast pace of technology, where we are today and some ways that AI could impact the insurance industry. To see our full legal disclaimers, please visit ivari.ca/podcast…

1
Productivity mastery unveiled 51:40

1+ y ago51:40

51:40

In a world where time is a precious resource, mastering productivity is essential for achieving your goals and realizing your potential. Host Nicole Crawford is joined by ivari’s own Manuela Carlin to discuss the psychology of productivity, uncover the key factors that influence your efficiency, and equip you with actionable strategies to superchar…

1
Plain language in business 33:40

1+ y ago33:40

33:40

If they can’t understand it, they won’t buy it! Host Nicole Crawford is joined by ivari’s copywriter, Sheryl Greenspan to discuss plain language and why it is so important…especially in the life insurance industry. To see our full legal disclaimers, please visit ivari.ca/podcastBy ivari

1
Staying cybersafe 30:40

1+ y ago30:40

30:40

Host DeeAnn Brinton speaks with Craig Peppard, ivari’s VP And Chief Information Security Officer about cybersecurity. They go over how ivari works to stay safe, what some common threats are and how we all can better protect ourselves. To see our full legal disclaimers, please visit ivari.ca/podcastBy ivari

1
The importance of lifelong learning 32:01

1+ y ago32:01

32:01

Host Nicole Crawford is joined by ivari Learning Consultant Tara Muir to discuss the power of learning and how anyone can become a lifelong learner. The delve into the importance of learning at every stage of life—both personally and professionally—and how ivari can help you with your learning and development goals. To see our full legal disclaimer…

1
Wellness and selfcare 36:32

1+ y ago36:32

36:32

Let’s face it…we all live busy lives. But it’s so important to slow down, calm your mind and take care of your health and wellbeing. Host Nicole Crawford is joined by ivari’s SVP of Learning & Development (and certified yoga instructor) MJ Macdonald to discuss how to incorporate wellness and yoga into your daily routine and how these practices can …

1
All your social media questions answered 34:38

1+ y ago34:38

34:38

Host Nicole Crawford is joined by Nyima Rose of Social Sherpa. They go over many of the social media questions that Nyima has heard from you—including why its important to be on social media, how to get started, why you should be using paid ads and so much more! To see our full legal disclaimers, please visit ivari.ca/podcast…

1
Getting started with digital marketing 39:22

2y ago39:22

39:22

Host Manuela Carlin is joined by Nyima Rose of Social Sherpa, as well as Nicole Crawford and Stephanie Lim from ivari to discuss digital marketing and why it is important for your business. They go over the basics, including getting started, but dive a bit deeper into setting goals, tracking your success and some trends to be on the lookout for. To…

1
Building relationships 38:21

2y ago38:21

38:21

Host Manuela Carlin is joined by Kit Abuan, ivari’s National Sales Manager, Inside Sales to discuss the importance of building relationships. They go over the four elements of building relationships, skills needed to build relationships, the importance of building trust and so much more! To see our full legal disclaimers, please visit ivari.ca/podc…

1
High performing teams and coaching 34:40

2y ago34:40

34:40

Teams who display consistent high-performance behaviours experience more success, embrace vulnerability and go the extra mile for each other. Host Manuela Carlin speaks to Michael Cooke about high performing team and how having the skills, knowledge and competencies to coach, rather than lead, can help teams perform at their highest levels. To see …

1
Fair Treatment of Customers with Adam Kulesza 43:16

2y ago43:16

43:16

Host Nicole Crawford speaks with Adam Kulesza, Compliance Consultant to go over Fair Treatment of Customers—what it is, why it’s important and how you can ensure you’re following this very important policy. To see our full legal disclaimers, please visit ivari.ca/podcastBy ivari

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