Advisor Talk
Advisor Talk is the premier podcast for insurance advisors where we dive into the real-world challenges and opportunities facing today’s advisors — from underwriting to succession planning, team building, and practice management.
Flourishing in the Age of AI
In today’s episode—“Flourishing in the Age of AI”—we’re diving into one of the most pressing and complex topics facing advisors today: the rise of artificial intelligence.
Let’s be honest—AI is changing everything. It can process data faster than any human, analyze patterns with astonishing precision, and even generate client-ready reports in seconds.
If you’re feeling uncertain—or even a little fearful—about what AI means for your role, your relationships, and your relevance, you’re not alone. Many advisors are asking: Where do I fit in a world where machines can do so...
The Succession Wake Up Call
In today’s episode—“The Succession Wake-Up Call”—we’re diving into a story that every advisor in Canada needs to hear.
It’s heartbreaking. It’s disturbing. And it’s eye-opening. This is not just a cautionary tale—it’s a call to action.
I was recently introduced to a story involving three advisors, three chapters, and one uncomfortable truth: too many advisors are unprepared for the unexpected.
Chapter 1 begins with a veteran advisor in his 70s, diagnosed with terminal cancer. With time running out, he scrambles to put a succession plan in place.
Chapt...
Advisor Talk: Grow Your Business and Better Serve Your Clients
Are you an independent insurance-focused advisor in Canada looking to elevate your practice and stay ahead of the curve? You’re in the right place.
Launching in September, Advisor Talk is your go-to podcast for real-world insights, practical strategies, and expert conversations that help you grow your business and better serve your clients. From underwriting and marketing to succession planning and practice management — we cover the topics that matter most to today’s advisors.
In this trailer, we introduce what Advisor Talk is all about:
✔️ Actionable advice from top industry experts
✔️ Real stories from...
