This week Finaeo's Head of Marketing & PR speaks with Alex Miljkovic, GM of Benefitdeck.com. We discuss the fast paced industry of Group Benefits, the day in the life of a GM running a hyper growth consultancy and how technology plays a key r

The Advisor Advantage

Mar 23rd, 2018 38m 22s

Our first episode of The Advisor Advantage series is with industry-leading @justwealth. CEO Andrew Kirkland sits down with Finaeo’s Head of Marketing to talk industry insights.

Grants Hicks On Beyond Data

Nov 20th, 2017 42m 5s

Jason speaks with Grant via phone to discuss his nearly 30-year professional career - starting off with Manulife Securities to building (and selling) his own practice, to where he is now. His passion is helping advisors build top practice mana

Madrock Financial Talks Bionic Advisor & The Future of Financial Advising

Oct 4th, 2017 17m 57s

Madison from Madrock Financial joins us as our guest this week to discuss being a Bionic Advisor. At Finaeo, we call this the Bionic Advisor. It is an advisor that merges with technology to help produce better client engagement, more efficiency

Kevin Jeffrey on Being an Entrepreneur in Insurance

Sep 22nd, 2017 37m 13s

Jonathan chats with Kevin Jeffries about his time in benefits consulting, and how to become a successful entrepreneur in your financial advisory business.

Mike McClenahan on Financial Advisors, 25 Years Later

Aug 24th, 2017 51m

Jonathan sits down with Mike to discuss his experiences in the insurance industry, and how he ended up running one of Canada's largest Third Party Administrators - Benefits By Design.

Professor Grace on a Strange New World

Jul 13th, 2017 44m 26s

Professor Chuck Grace talks to us about the future of financial advising as he sees it, as well as the exciting research he has been doing around the topic.

On Unicorns - Brandon Chapman, the Millennial Advisor

May 25th, 2017 33m 41s

Brandon Chapman talks millennials - both being one and selling to them as a financial advisor.

Change is the Only Constant in the World

Apr 5th, 2017 37m 3s

Today, Jonathan speaks to Dante DeDominicis about a variety of topics in the financial advisor landscape. A VP at AllState who is helping spread the company's voluntary benefits across the country, Dante has amazing insight on where the industr

Building Trust Networks

Mar 14th, 2017 43m 22s

Today, Jonathan interviews Jay Palter about his time in the financial advice industry as a technologist. We focus around using social media to build trust networks for advisors.

Virtual High Fives

Mar 5th, 2017 32m 12s

Today, Donald and Jonathan discuss the life of financial advisors in the first year of practice, and where they can turn to for help.

No, I Don't Want to Have Coffee With You!

Feb 23rd, 2017 50m 22s

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 that helped him start out, as well as where he thinks insurance advice is going. A

Is Selling Insurance Like Panning for Gold?

Jan 27th, 2017 34m 57s

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 create strong insurance books!

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