Step into the world of PPI’s Advisor Talk podcast where independent, insurance-focused advisors in Canada can discover strategies and insights to propel their practice and strengthen client relationships. Take a look back at our first four episodes, where we explored Succession Planning, Generative AI, Underwriting, and Coaching.

🎧 Listen on your favourite podcast apps, including Spotify and Apple Podcasts, or stream directly in the Insurance Compass app.

Visit www.advisortalk.ca to learn more!

Unlocking Your Team’s Talent

In today’s episode – “Unlocking Your Team’s Talent” – we uncover the most common mistakes leaders make, and explore practical coaching methodologies designed to bypass emotional triggers and cultivate real change.

For many financial advisors and firm leaders, developing talent is one of the greatest and most frustrating challenges. Whether you’re building your existing team’s skills or developing the capabilities of your future successor, when it comes to coaching or delivering performance feedback, it often feels like you’re navigating a minefield. You try to be direct—you point out what went wrong—but instead of getting the desired fix, you’re met with resistance, defensiveness, or a breakdown in motivation.
The question we’re going to explore today is: How do I give feedback that actually works. Continue reading “Unlocking Your Team’s Talent” →

The Art of Advanced Underwriting

In today’s episode—“The Art of Advanced Underwriting”—we’re diving into the critical skills that give advisors more influence over their client’s underwriting outcomes.

Let’s be honest—it’s frustrating when you have a deserving client, but the initial medical evidence suggests health issues that could lead to a significant rating or an outright decline.

The question we’re going to explore today is: Rather than accepting a frustrating underwriting outcome, how can you actively manage the narrative of your client’s health and truly advocate for them? Continue reading “The Art of Advanced Underwriting” →