Spark...On the go

We chat with ivari Sales Director, Shalini Lal-Mishra to explore the art and impact of building meaningful client relationships. 

Hear real-life stories, actionable tips, and reflections on how small gestures can transform one-time buyers into lifelong advocates. Whether you're just starting out or looking to deepen your client connections, this episode offers a refreshing reminder that success is built on empathy, authenticity...

In this episode, we chat with Renna Abdulgany, Sales Director at ivari, to explore how advisors can personalize their approach to client engagement. From building trust and navigating compliance to embracing patience and education, we unpack what it really takes to succeed in today’s evolving financial landscape. 

Whether you're new to the industry or a seasoned pro, this conversation offers fresh insights on how to lead with p...

We sit down with communication expert Peter Hiddema to unpack the art—and anxiety—of networking, especially for life insurance advisors. Whether you're a seasoned extrovert or a hesitant introvert, this conversation offers practical, real-world strategies to help you show up authentically, start meaningful conversations, and build lasting professional relationships.

If you’ve ever debated whether to attend that after-hours mixe...

We welcome back Peter Hiddema for a deep dive into the subtle yet powerful art of facilitation. 

Whether you're leading a team meeting, presenting to a large audience, or navigating a tough conversation between clients, Peter shares practical strategies to help you create psychologically safe spaces, manage group dynamics, and stay grounded when discussions go off track. 

This is a must-listen for anyone looking to elevate their...

Join Josie Malandrino, ivari Sales Director as she explores the power of referrals in the insurance industry. Discover how referrals can reduce marketing costs, build trust, and lead to easier client conversions. Learn the difference between referrals and personal introductions, and gain practical tips on effective referral strategies, including preparation, personalization, and timing. 

There’s a reason why referrals are the lifebl...

Join us as we chat with Josie Malandrino, ivari Sales Director about making a positive impression and standing out in a competitive environment. Josie shares tips on building relationships, the benefits of sharing personal stories, and the importance of being prepared and authentic. 

Tune in for practical advice on delivering a strong first impression through practice and authenticity.

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Michelle Apollinaro is back to discuss the unique challenges and opportunities of working with older clients. Michelle delves into the importance of empathy, understanding, and trust-building when advising older clients, who may be skeptical of insurance products due to past experiences. Michelle shares her 30 years of expertise, offering practical tips on how to address the specific needs and concerns of older clients, from financ...

DeeAnn sits down with Dawn Kulas, Account Manager at ivari to discuss the importance of transferable skills in building a successful career. Dawn shares her journey from a financial advisor to a sales role, highlighting the valuable skills she has acquired along the way. 

Whether you're new to the industry or looking to enhance your existing skill set, this episode offers advice and insights in identifying and developing transf...

DeeAnn welcomes back Michelle Apollinaro to delve into the unique challenges and strategies for selling life insurance to younger generations. Michelle shares her insights on adapting communication styles, understanding the values and goals of younger clients, and building trust in a rapidly changing digital landscape. 

Whether you're a new advisor or a seasoned professional, this episode offers valuable tips to help you connec...

In our second episode on social selling DeeAnn again welcomes Nyima Gyalmo, the founder of Social Sherpa and an expert in social media marketing for businesses. Nyima shares her insights on social selling, discussing the importance of engagement, measuring success, and the key ingredients for being successful in social selling. Nyima also provides practical advice on choosing the right platform, setting achievable goals, and using ...

In part one of our two-part social selling series, DeeAnn sits down with Nyima Gyalmo, the founder of Social Sherpa, to discuss the latest trends and techniques in social media marketing for businesses. Nyima shares her insights on how you can leverage social platforms to enhance your digital presence and connect with customers more effectively. 

Tune in to learn valuable tips on how to navigate the ever-changing landscape of social...

DeeAnn welcomes Effie Bekas, Senior Manager of Regulatory Compliance at ivari. Effie shares her extensive knowledge and experience in the field of compliance, focusing on critical topics such as anti-money laundering (AML), anti-terrorist financing (ATF), and sanctions evasion. Effie explains the importance of these measures in the insurance industry, how they impact advisors' daily operations, and the steps involved in ensuri...

DeeAnn Brinton is joined by Peter Hiddema from Commanding Presence to go over some easy ways to help you master presentation skills. Listen is as Peter shares practical tips to build confidence, manage self-talk, and use good breathing techniques to enhance your presentations. Whether you're speaking to a large audience or in a one-on-one meeting, this episode will help you connect with your audience effectively.

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DeeAnn welcomes back financial advisor Michelle Apollinaro to discuss the challenges and realities of the sandwich generation—people who are simultaneously caring for their aging parents and their own children. Michelle shares her extensive experience and insights, offering valuable tips and advice for those navigating this demanding role.

Listen in to learn about the unique financial, emotional, and time management challenges faced...

In this episode DeeAnn sits down with financial advisor Michelle Apollinaro to explore the fascinating world of money personalities. Michelle shares her insights from over 30 years in the financial advice industry, discussing how different money personalities impact financial decisions and relationships. Michelle explains the strengths and weaknesses of each personality type and offers practical advice for helping you navigate each...

DeeAnn chats with William Yeung about the intricacies of estate planning. William shares his expertise on various estate planning tools and strategies, emphasizing the importance of understanding individual objectives and minimizing estate challenges.

Learn about key estate planning tools like a Last Will & Testament, life insurance, and trusts. Listen in for valuable insights for both new and seasoned advisors to better serve t...

In this episode, Craig Peppard, ivari’s VP and Chief Information Security Officer, delves into the latest cybersecurity threats and trends of 2024. From data breaches and AI-powered attacks to ransomware campaigns, Craig provides an in-depth analysis of the current landscape. 

He also shares practical tips on how to protect both personal and corporate data, emphasizing the importance of digital resilience. Learn about the best pract...