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The Intersection of Banking and Insurance with James Li | DORE Podcast EPS.46

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Manage episode 521373952 series 3676976
Content provided by DORE Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by DORE Podcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Send us a text

In this episode of the Dore Podcast, host Dan Dore sits down with James Li to explore his unique career transition from banking to the insurance industry. They discuss the nuances of commercial insurance, the importance of personalization, and the current soft market for insurance premiums. James also shares valuable insights on the benefits of having a proactive insurance broker and the importance of building long-term relationships with clients. Tune in to learn how insurance can serve as both protection and a long-term security measure, and why now might be the perfect time to review your insurance policies.
00:00 Introduction and Guest Teaser
01:05 James' Journey into Insurance
03:42 Transition to Marsh and Aon
05:01 Joining Navor and Industry Insights
06:49 Personalization in Insurance
09:56 Long-term Security vs. Protection
12:14 Identifying a True Insurance Partner
17:07 Holistic Insurance Solutions
21:28 The Importance of Relationships in Insurance
21:51 Challenges in the Insurance Industry
22:41 Reviewing and Updating Insurance Policies
23:10 Market Shifts and Their Impact on Insurance
24:04 Navigating the Commercial Insurance Market
24:28 The Role of Reinsurers and Market Recovery
25:24 The Value of Networking and Market Shopping
27:14 Personal Touch in a National Brand
28:15 Leveraging Expertise and Network for Clients
30:07 Contract Reviews and Risk Management
32:45 Geographical Reach and Client Support
34:39 Building Relationships and Providing Solutions
35:33 Influences and Personal Philosophy
37:58 Conclusion and Contact Information
ABOUT THE DORE PODCAST
The DORE Podcast, hosted by Dan Dore, features weekly conversations with entrepreneurs, business leaders, landlords, developers, and industry experts shaping Ottawa’s real estate and business community. Our mission is to highlight real stories, practical insights, and growth-focused discussions that help inspire and educate our viewers.
People searching for our show often use terms like: Dore Podcast, Dan Dore Podcast, DORE Podcast Ottawa, Ottawa business podcast, Ottawa real estate podcast, Ottawa entrepreneurs, property management Ottawa, Blackburn Landing podcast.
If you’re looking for authentic business conversations from Ottawa’s top voices, this is the show for you.

🔗 Connect with James Li & Navacord:
Website: https://navacord.com
LinkedIn: https://www.linkedin.com/in/james-li-817b3250
Instagram: https://www.instagram.com/ottawaofficegroup

🎙 STREAM THE FULL EPISODE NOW!
Available on YouTube, Spotify, Apple Podcasts, and all major platforms.

DORE PROPERTY MANAGEMENT INFO
🌐 Websites:
https://www.dorerentals.com
https://www.dorepropertymanagement.com
https://www.doremultiresidential.com
https://www.blackburnlanding.com
📧 Email: [email protected]
📱 Instagram: https://www.instagram.com/dorepropertymanagement
📘 Facebook: https://www.facebook.com/dorepropertymanagement
💼 LinkedIn: https://www.linkedin.com/in/dorerentals

BLACKBURN LANDING
Website: https://www.blackburnlanding.com
Facebook: https://www.facebook.com/share/1H4YVEubbV/?mibextid=wwXIfr

Don’t forget to like, subscribe, and turn on notifications so you never miss an episode!
“Best known beats best, and visibility beats ability.” — Dan Dore

  continue reading

46 episodes

Artwork
iconShare
 
Manage episode 521373952 series 3676976
Content provided by DORE Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by DORE Podcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Send us a text

In this episode of the Dore Podcast, host Dan Dore sits down with James Li to explore his unique career transition from banking to the insurance industry. They discuss the nuances of commercial insurance, the importance of personalization, and the current soft market for insurance premiums. James also shares valuable insights on the benefits of having a proactive insurance broker and the importance of building long-term relationships with clients. Tune in to learn how insurance can serve as both protection and a long-term security measure, and why now might be the perfect time to review your insurance policies.
00:00 Introduction and Guest Teaser
01:05 James' Journey into Insurance
03:42 Transition to Marsh and Aon
05:01 Joining Navor and Industry Insights
06:49 Personalization in Insurance
09:56 Long-term Security vs. Protection
12:14 Identifying a True Insurance Partner
17:07 Holistic Insurance Solutions
21:28 The Importance of Relationships in Insurance
21:51 Challenges in the Insurance Industry
22:41 Reviewing and Updating Insurance Policies
23:10 Market Shifts and Their Impact on Insurance
24:04 Navigating the Commercial Insurance Market
24:28 The Role of Reinsurers and Market Recovery
25:24 The Value of Networking and Market Shopping
27:14 Personal Touch in a National Brand
28:15 Leveraging Expertise and Network for Clients
30:07 Contract Reviews and Risk Management
32:45 Geographical Reach and Client Support
34:39 Building Relationships and Providing Solutions
35:33 Influences and Personal Philosophy
37:58 Conclusion and Contact Information
ABOUT THE DORE PODCAST
The DORE Podcast, hosted by Dan Dore, features weekly conversations with entrepreneurs, business leaders, landlords, developers, and industry experts shaping Ottawa’s real estate and business community. Our mission is to highlight real stories, practical insights, and growth-focused discussions that help inspire and educate our viewers.
People searching for our show often use terms like: Dore Podcast, Dan Dore Podcast, DORE Podcast Ottawa, Ottawa business podcast, Ottawa real estate podcast, Ottawa entrepreneurs, property management Ottawa, Blackburn Landing podcast.
If you’re looking for authentic business conversations from Ottawa’s top voices, this is the show for you.

🔗 Connect with James Li & Navacord:
Website: https://navacord.com
LinkedIn: https://www.linkedin.com/in/james-li-817b3250
Instagram: https://www.instagram.com/ottawaofficegroup

🎙 STREAM THE FULL EPISODE NOW!
Available on YouTube, Spotify, Apple Podcasts, and all major platforms.

DORE PROPERTY MANAGEMENT INFO
🌐 Websites:
https://www.dorerentals.com
https://www.dorepropertymanagement.com
https://www.doremultiresidential.com
https://www.blackburnlanding.com
📧 Email: [email protected]
📱 Instagram: https://www.instagram.com/dorepropertymanagement
📘 Facebook: https://www.facebook.com/dorepropertymanagement
💼 LinkedIn: https://www.linkedin.com/in/dorerentals

BLACKBURN LANDING
Website: https://www.blackburnlanding.com
Facebook: https://www.facebook.com/share/1H4YVEubbV/?mibextid=wwXIfr

Don’t forget to like, subscribe, and turn on notifications so you never miss an episode!
“Best known beats best, and visibility beats ability.” — Dan Dore

  continue reading

46 episodes

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