Advisor Network: Recent Episodes
Distribution Transformation
Darlene Anders of St Albert, Alberta has been an advisor for 46 years. We're pretty sure she's the longest serving current advisor and heck, she's likely the longest tenured advisor we've ever had.
Featuring the legendary Bob Cottell. Bob broke the record for consecutive years qualifying for EB back in 2016. He's kinda lost track, but he thinks he's qualified for about 32 years now. That's a record that may never be broken. Another fun fact about Bob is that he just celebrated his 75th birthday. And he's been married to the amazing Sandy for 56 years. Wow. And while retirement is in his sights, he hasn't committed to a date yet.
Being an advisor is a small town has it's own set of unique challenges. Dan Macdonald, is an A1 in Prince Edward Island with offices in three small communities - Wellington, Alberton and Tignish. And while life there is different, you might be surprised at how Dan's approach to everything from community involvement to staffing can be applied to SMAs of all sizes.
Mitchell Miranda is an A1T in Ottawa Ontario. Mitchell came to us from the Bank of Nova Scotia and provides interesting insights into what he found attractive about- Co-operators. So if you are currently looking for a wealth associate, listen very carefully to what Mitchell has to say.
Jeremy Bishop, an advisor with offices in Nova Scotia, talks about the importance of meaningful client reviews.
Despite the naysayers, Tammy Truman of Calgary, Alberta became one of our most successful advisors.
On July 15, multiple tornados hit Ontario. In Barrie, Christine Hobden was the advisor most impacted by the storm. Christine shares her observations and learnings and points out that it can, in fact, happen to you.
Danny Carey is one of our legendary advisors. He's run a successful agency in Bridgewater, Nova Scotia for 43 years.
Jocelyn Robbins of Port Elgin, Ontario is a big fan of ongoing learning and development, for both herself and her staff. And while the regular accreditations are very important, she's also taking a deeper dive into learning about client behavior and psychology.
Gary Laakso has been an advisor for 25 years and with The Co-operators for 40. In 2019, he could definitely see the organizations growing focus on wealth. His AUM was small and at that time, he really lacked the skills to aggressively grow his wealth book. So he began a search for a book and body.
Roger Stevenson started with Co-operators some 20 years ago in claims and now runs 3 agencies north east of Calgary. He feels that wealth conversations take client relationships to a whole new level, but also points out that not all clients make good wealth clients
Santiago Pinto has been an A1T in Petrolia, Ontario since September 2019. His background is banking, having had financial advising experience with both TD and Scotiabank. He's had an inside look at how banks deal with wealth products and feels the grass isn't always greener on the other side, especially for clients.
Making Executive Builders takes effort and dedication. And a great team. Nyroze Tanious talks about making EB and developing a great team.
Whether you are a new advisor or have been around for a few years, who wouldn't like more solid prospects? Cory Young talks about how he used Group Benefits to quickly build his network and how it continues to be a key driver of business in his agency.
Jeff Welsh is an A1T in Waterdown, Ontario. He shares his thoughts on getting started as an advisor, prospecting, time management, the laws of inertia and why we should applaud our 2020 trainees . He provides insights of interest to all advisors.
Declan grew a small agency in Saskatoon into one of the largest in the province. While Declan concedes that attitude is very important, he also notes it's not the only key to success.
For a year, legendary advisor Joanne Sirois urged her cousin Josée Brisson to meet with Steve Smallwood to talk about a career in insurance. Josée made that phone call and now runs a successful agency in Orleans, Ontario, just outside of Ottawa.
You know, advisors didn't have enough time in the day to do everything before they found themselves knee-deep in a global pandemic. So how do you make sure you see your glass as half full and not half empty? In this series of podcasts, we're going to talk to four advisors who stand out because their attitude is everything. I’d like to introduce Jeremy August who runs a busy agency in Whitehorse, Yukon.
Existing relationships and experiences can help you build your commercial book! Find out how Jeff Lyle used his connections to find great opportunities to write business associated with law enforcement, funeral homes and medi-spas. And discover why you should never pass up a chance to take a selfie with a client!
Let's say you have an opportunity to transfer a client's mutual fund assets to The Co-operators. One problem, you're still working on your license. It's a perfect time to call on one of our virtual advisors. Grant Campbell is a Financial Planning and Retirement Consultant and he works exclusively online.
Five weeks after re-opening, we checked in with Tom and Daryl Ciezki. They talked about retraining clients, dealing with change and trying to remember to lock the door.
Mike Kelemen has been with The Co-operators for 38 years, the last 15 as an advisor in Camrose, Alberta. He is very proud of his commercial book. We talked to him about commercial insurance and how COVID19 has impacted his business.
When a catastrophe hits and your phone, email and text are overloaded what do you? Calgary advisor Faiza Solomon talks about how online services was a game changer for both her and her clients during a recent hailstorm.
Richelle reflects on having time for more genuine conversations, the advantages of virtual meetings and how she plans to be proactive, rather than reactive, as the time to reopen her office nears.
Glynn talks about how he's used technology over the past few months, virtual client meetings and why he won't be opening a tiger park any time soon.
Tom Ciezki Agencies is in their first week of reopening in Edmonton, Alberta. Tom and his wife and office manager Daryl share some of their learnings and insights.
Jennifer Sharer builds strong relationships with her clients and passionately believes in our Critical Assist products to protect them.
Veteran advisor John Karn welcomed his son Andrew into his Ottawa agency 12 years ago. Both highly educated financial advisors, the secret to their success is being able to use 2 sets of eyes and different perspectives to offer insight and advice to clients. Their themes are knowledge, mentorship and working together.
Financial advisor and tuna fisherman Jansen McKinnon from Souris, PEI tells us that success is easy - just get the client in front of you and the rest falls into place.
Based in Hamilton, Ontario, financial advisor Sandy Alfonsi believes our wealth strategy gives us a competitive advantage, making us a one-stop shop.
Saint John, New Brunswick financial advisor Melanie Lyons finds success by building relationships with her clients and demonstrates how to find the money that’s already on the table within your book of business.