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Finaeo Blog

As financial advisors, helping clients plan for their future is where we shine. An advisor’s role revolves around helping clients achieve financial security and save for…

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During times of adversity or uncertainty, a strong community can provide a safe place to learn, share resources and most importantly, uplift each other.  June 2020…

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The use of e-signatures has been a point of contention in the insurance industry for some time now. With the operational changes brought on by COVID-19,…

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If you’re thinking of becoming an insurance advisor, or exploring licensing options that are available to you, be sure to tune in to our first episode…

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As the global economy continues to fluctuate, several companies have been faced with the difficult decision to reduce their employee headcount until the market resettles. An…

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I started my career as a retail financial advisor working for TD Canada Trust. My branch, located in a middle-class neighbourhood in Coquitlam, British Columbia, was…

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In a few short weeks, the insurance industry has been overturned by the COVID-19 global pandemic. Insurers have been racing to mobilize solutions as fast as…

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Many of us in the advisor community have experienced a rapid shift to remote work in the past couple of weeks. Like everyone else, we are…

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In celebration of International Women’s Day, we wanted to spotlight women leaders in insurance, and the incredible work they’re doing to drive our industry forward. We…

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In celebration of International Women’s Day, we wanted to spotlight women leaders in insurance, and the incredible work they’re doing to drive our industry forward. We…

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In our last blog of the year, Brett Fulmer, Finaeo Ambassador, reviews his favourite digital tools for advisors. Learn how you can grow your business in 2020…

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At Finaeo, we believe the future of financial advice will be a “hybrid model” — a combination of automated technology and the required human touch to…

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At Finaeo, we believe the future of financial advice is a “hybrid model” — a combination of automated technology and the required human touch to provide an unmatched…

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At Finaeo, we believe the future of financial advice is a “hybrid model” — a combination of automated technology and the required human touch to provide an…

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We’ve seen these headlines countless times: Robo-advice is the way of the future or Financial institution introduces direct-to-consumer technology. Many industry experts believe that robo-advisors are…

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Advisors around the world are leveraging technology to automate various parts of their day so they can spend more time with prospects and clients. Connecting with…

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In a world where artificial intelligence and machine learning seem to dominate media headlines, it’s become a common misconception that technology is out to replace human interaction….

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What Your Client Said (While You Weren’t Listening…) Guest Contributor: Robert M. Gignac I was speaking to a large group of financial professionals recently and during…

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What’s your 30 Mile March for Summer 2018? Imagine being an explorer in Antartica.  You have to make it to the middle of the continent by…

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To see the full article click here  https://www.wealthprofessional.ca/news/emerging-markets/the-key-to-scaling-your-advisory-business-241937.aspx  The successful advisors of the past will not be heading the field in the future, according to a…

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In the recently posted article “How To offer More To Your Ideal Clients” by Grant Hicks dives deep into key questions pragmatic financial advisors in 2018 should…

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GUEST POST by Author Grant Hicks, President of AdvisorPracticeManagement.com The difference between an average producer and an elite producer is how they manage their time. How…

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Compliance is becoming a big part of an advisor’s business. For veteran advisors, they may reminisce of a time when there were few requirements other than…

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Happy New Year! Let’s Talk Data So, the Finaeo platform has been out for about six months now, and with the New Year just getting started,…

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So I’ve recently been spending a lot of time in conversation with younger financial advisors (for example, check out this recent podcast with Brandon Chapman). To…

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So, RRSP season is done and over with. If you’re anything like the advisors in the Finaeo community, this has been a brutally busy, hyper stressful…

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by Jonathan Bega So, one of the goals of Finaeo from the get-go was to help build a community of insurance & financial advisors. One of…

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Today, the Finaeo team interviews Howard Kettner about how he built an immensely successful benefits business and then sold it. We discuss the tips and tricks…

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Customization is the new “it” thing If you’re in group benefits, you’ve likely noticed a recent shift in group insurance over the last few years. For…

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Today, the Finaeo team focuses on what it’s like breaking into the insurance industry as a young advisor. We focus on the dos and don’ts that…

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I’ll Be Back A few days ago, a really interesting blog post by Lemonade caught my eye. In it, the Lemonade team discussed that they had…

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In a previous blog post, I went through the five tips beginning insurance and financial advisors needed to know when starting in the industry (check it…

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So over the last week, the snow has been coming down hard and it’s been getting chilly. I’ve been feeling this particularly harshly as I’ve been…

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Starting a new business is hard. That’s true whether you’re working on a tech company or building out your book of insurance. Starting out a career…

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So I’ve spent a lot of time talking about establishing strong relationships with your clients. For example, in an earlier series of posts, I focused on…

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So, in previous blogs, I’ve spent a good amount of time talking about how technology is the key to success in taking on the trends that…

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A few weeks ago, I did an article about people and culture article, specifically focused on the three best practices to coaching a junior advisor. You…

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This is part three of a three-part miniseries on best practices. If you haven’t read part one on the importance of process. Next up was part…

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Today’s article is going to be really fun. I’ve been itching to write this one since the very first blog, but I felt the timing wasn’t…

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So, this is the fourth blog in our series on technology and financial advisors. For part one, on building a great online presence, go here. For…

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This is part two of our four part miniseries on technology and how it can help financial advisors grow their books. For part one, check out…

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This blog is a little different from the usual. It’s also part one of our three part series on how technology can help financial advisors grow…

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For the longest time, I believed that the sales funnel and the sales pipeline were two words for the same thing. It was a visualization tool to…

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How to grow your book and business in a shifting landscape This is part 3 of our three-part series on how to grow your book and business in a…

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How to grow your book and business in a shifting landscape This is part 2 of our three-part series on how to grow your book and business in…

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How to grow your book and business in a new world One of my favorite anecdotes about the change which hit the financial advisor landscape comes from…

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