How to Build Your Online Social Network

We live in a new world – COVID-19 has forced many of us to think about how we connect with others and find new ways to engage with family, friends, co-workers and clients. Undeniably, the digital era is now upon us and finding success may be the difference between embracing technology versus thwarting it.

As an advisor, it’s crucial for you to have and maintain an active online presence in order to promote your business and showcase who you are and what you stand for. But how do you build the RIGHT network of followers – that ideal group of clients who are interested in what you have to offer and are willing to engage with you? Here are a few guiding principles to keep in mind: Continue reading “How to Build Your Online Social Network”

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How to Build a Strong Social Media Network


Our Advisor Community: Nick Hounsell

As a father of three, Nova Scotia Advisor Nick Hounsell, an independent Advisor affiliated with PPI, knows how important it is to encourage kids and provide them with the confidence they need to become strong leaders – leaders who then affect meaningful change within their own communities. Kids are bright, energetic, and full of potential, but sometimes they just need the right tools to help them move forward with strength and determination.

For over 6 years, Nick and his wife Anna have worked with and supported the Catapult Leadership Society. Catapult provides students who have displayed natural leadership skills but are experiencing difficult life circumstances, a chance to reach their full potential through world-class leadership programs, volunteerism and ongoing mentorship and guidance. What started with camp sponsorships turned into hosting a series of singer-songwriter concerts, with all proceeds going directly to support Catapult. Nick believes that all kids should have the opportunity to learn, grow and achieve success. For many kids, the lessons learned, and experiences garnered from their time with the Catapult Leadership Society are transformational, creating a lifetime of impact – because sometimes all that it takes is a helping hand and someone to believe in you.

#catapultns

https://www.catapultcamp.com/support-us

Catapult Leadership Society Continue reading “Our Advisor Community: Nick Hounsell”


Our Advisor Community: Aubrey DeLima

One of PPI’s core beliefs is in the essential value of Advisors in helping their clients, and in the meaningful work they do within their communities. Aubrey Delima, an independent Advisor affiliated with PPI, is one of those Advisors. For over a decade, Aubrey and her family have worked with Canuck Place, a pediatric palliative care provider for kids in BC, to raise funds. Her mission began after she lost her 9-year old daughter Lauren to congenital heart disease. Lauren taught everyone around her how to truly love and live life to the fullest. Aubrey’s eldest daughter Jenna, also diagnosed with a life-threatening disease, received support from Canuck Place too, and is thankfully now doing well at the age of 22. Our hearts are with the Delima family as they continue to raise funds for this incredible hospice and keep Lauren’s memory alive. A true inspiration.

#canuckplacefrontstepsproject

http://bit.ly/3wLayH9momslegacy

https://my.canuckplace.org/teamlauren Continue reading “Our Advisor Community: Aubrey DeLima”


Protecting your Client’s Business with ALAViDA

This year has been a challenging one for everyone. Your business-owner clients are having a particularly difficult time as they struggle to keep their doors open, their bills paid and their staff employed. Their employees, the very backbone of their business, have likewise been grappling with their own set of adversities including work overload, household demands, loneliness and the overall sense of uncertainty. And for those individuals already struggling with mental health, the stresses of COVID have been close to unbearable.

As a result, some have turned to alcohol or narcotics as way to cope with the stress and overwhelming sense of insecurity. Substance use disorders have always existed, but with the majority of Canadians now working from home, these dependencies have become more widespread. In fact, substance use disorders represent 33% of employee mental health issues but only 10% of Canadians receive the treatment they need due to stigma, cost and lack of availability. Continue reading “Protecting your Client’s Business with ALAViDA”

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ALAViDA - Keeping Your Employees Safe and Sound


Tailoring the Perfect Fit for Your Clients

As an Advisor, you know that recommending an insurance type and amount without needs-based planning is like a dentist performing a root canal without even looking inside their patient’s mouth – ouch!

We’ve discussed this type of planning in previous articles as a way to determine your client’s needs and risks in order to provide them with the right insurance – insurance that is tailored purposefully to fit their life. In this article, we would like to elaborate on the topic of needs-based planning by providing you with some assessment tips that will not only demonstrate your insurance expertise and reinforce your brand, but will continue to strengthen your client/advisor relationship. Let’s start by looking at the benefits of needs-based planning for you and your client. Continue reading “Tailoring the Perfect Fit for Your Clients”


Getting Documents Signed Remotely: eSignatures

Over the last few decades, everything in our life has been moving onto a digital platform, from navigation and communication to banking and investing. Life Insurance has been fairly resistant to these trends. Necessity, however, is the mother of all invention. Continue reading “Getting Documents Signed Remotely: eSignatures”

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How do I Sign Something During a Pandemic?


Taking Back the Remote Control

We’ve all entered a new reality in the last few weeks. Working remotely is becoming the norm rather than the exception, even if only temporarily. But what does that mean for your business? Are you set up to continue working remotely? Do you have the software and tools to maximize your productivity and effectiveness during this period?

In this article we’re going to cover some of the options available to you, and the issues you should be aware of to ensure you can continue working in a safe and effective manner.

TL:DR (Too Long, Didn’t Read)

Zoom is a very popular, inexpensive, and easy to use software to start video conferencing with your clients and coworkers. It does have some privacy concerns that you should be aware of. A number of enterprises are prohibiting the use of Zoom for their employees, for security reasons, so be aware that some of your clients may be impacted by that if you set up a Zoom meeting with them.

Microsoft 365 is a great option as well, especially for those that are already using Microsoft’s office tools. 365 comes with Teams which has much of the same functionality as Zoom plus many other great collaboration features.

If you’re interested in getting started with Microsoft 365, you can find more information about their plans here. If you don’t currently use Microsoft 365 you’ll likely want the premium plan for $16/month which includes Teams plus stand-alone downloaded versions of all of your primary office tools (Word, Excel, Power Point, etc.). If you already have a previous version of the Office suite, then you may be fine with the Essential package for $6.40/month which is limited to web versions of the office suite but still includes access to Teams. Continue reading “Taking Back the Remote Control”


Trying to Manage your Business from Home? E‑Apps Can Help!

When it comes to time, there just does not seem to be enough of it these days, especially with the current COVID-19 situation and the many adjustments we have all had to make to continue generating business. As an Advisor, you want to provide your clients with the best possible service, but like many of us, you are probably grappling with how to do so while working from home in self-isolation. The solution is simple – technology! Continue reading “Trying to Manage your Business from Home? E‑Apps Can Help!”


Content is King

In our new digital information era, traditional marketing has been turned on it’s head. People have been empowered by mobile devices and the internet to find their own answers online. Traditional advertising has become less and less effective as a result, and it’s forcing us to think creatively about how we reach out to clients. Continue reading “Content is King”