Category: Blog
A 2020 Year in Review: Life and Health Insurers Evolve to Take On Future Disruptions
The COVID-19 pandemic has pushed life and health insurers to respond to new market and operational realities. This transformation provides signs of what challenges and opportunities...
Keep ReadingLife Insurance Product Features That Matter Most to Clients
Life insurance plans come in a variety of options, and can include a wide array of product features and benefits. The upside of having more optionality...
Keep ReadingFor Advisors, By Advisors: Navigating Carrier Updates & Benefit Packages
In this episode of For Advisors, By Advisors, we're joined by Chris Gory of Orchard Benefits to discuss the recent changes to carrier processes and employee...
Keep ReadingSupporting Your Clients Through Estate and End-of-Life Planning
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...
Keep ReadingFor Advisors, By Advisors: The Power of Community
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...
Keep Readinge-Signatures: Insurance Documents in the Digital Era
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,...
Keep ReadingFor Advisors, By Advisors: The Benefits of Being Multi-Licensed
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...
Keep ReadingExtending Benefits for Laid off Employees
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...
Keep ReadingFinaeo Advisors Place $1B in Coverage for Canadian Families
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...
Keep ReadingHow Accelerated Underwriting is Being Leveraged Across Canada
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...
Keep ReadingA Guide to Remote Work for Financial Advisors
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...
Keep ReadingWomen in Insurance: Nichole Myers
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...
Keep ReadingWomen in Insurance: Carolyn McAvinn
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...
Keep ReadingDigitizing your Advisory Business for 2020
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...
Keep ReadingAdvisor Spotlight: Mariska Reinerink
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...
Keep ReadingAdvisor Spotlight: Michael Thorpe
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...
Keep ReadingAdvisor Spotlight: Brett Fulmer
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...
Keep ReadingDispelling the Myth that Robo-Advisors Are The Way of the Future
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...
Keep Reading5 Steps to Building a Digital Advisory Business
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...
Keep ReadingFinaeo: Built by Advisors, For Advisors – Our Founding Story
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....
Keep ReadingFinancial Advisors: 3 Ideas For A Productive Summer.
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...
Keep ReadingHow to Offer More to Your Ideal Clients
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...
Keep ReadingTime Management Of Elite Financial Advisors
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...
Keep ReadingWhy You Should Care About Compliance
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...
Keep ReadingNew Year? Let’s Look at the Three Lessons the Data Teaches Us About Top Performing Financial Advisors!
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,...
Keep ReadingThe Five Reasons Millennials Should Become Financial Advisors
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...
Keep ReadingThe Five Things a Financial Advisor Should Do During Spring Break
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...
Keep ReadingCommunity Focus: Teighan Malloy on Being a Millennial & Succession Planning
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...
Keep ReadingFinaeo Podcast #2 – No, I Don’t Want to Have Coffee With You
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...
Keep ReadingFlex Plans and What They Can Tell Us About the Future of Insurance
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...
Keep ReadingFinaeo Podcast #1: Is Selling Insurance Like Panning for Gold?
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...
Keep ReadingThe Two Reasons Why Insurance Brokers Will Thrive in the Future
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...
Keep ReadingThe Three Biggest Struggles Young Insurance Advisors Face (and How to Get Past Them)
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...
Keep ReadingThe Ultimate Checklist for Financial & Insurance Advisors to Close Off the Year
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...
Keep ReadingThe Five Tips I Wish I Had Known When Starting Out My Insurance & Financial Advice Business
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...
Keep ReadingThe Six Steps to Implementing New Technology into Your Insurance or Financial Services Firm
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...
Keep ReadingThe Five-Step Process To Hiring Amazing Junior Financial & Insurance Advisors
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...
Keep ReadingAfter the Meeting: A Financial or Insurance Advisor’s Five Step Guide to Making Your Clients Love 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...
Keep ReadingThe Five Best Practices to Crush Client Meetings
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...
Keep ReadingWhy the Future of Technology is Bright for Financial and Insurance Advisors
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...
Keep ReadingThe Most Important Similarity Between Top-Performing Financial and Insurance Advisors
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...
Keep ReadingThe Best Practices to Build a Successful Online Presence as a Financial Advisor
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...
Keep ReadingThe Three Differences Between Your Funnel and Pipeline (And Why You Should Care)
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...
Keep ReadingThe Financial Advisor’s Ultimate Cheat Sheet to Succession Planning
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...
Keep ReadingSelling to Millennials? Here Are Three Ways to Win!
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...
Keep ReadingThree ways the financial advisor landscape has shifted since 2008
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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