Category: 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...

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...

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,...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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....

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...

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...

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...

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...

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,...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...