What’s Your Why

It’s hard to imagine an industry that has a greater positive influence in society than ours. You as an Advisor truly make a difference – you are there to help your clients when they are going through their most difficult moments. In spite of this, there remains a perception that an Advisor’s focus can be to make a commission. However, if you’ve managed a claim on behalf of a client, you know how unfair that idea can be. It is also not reflective of the genuine value Advisors provide to Canadians every single day.

At its core, “what” you do is really quite simple: you provide access to insurance planning, as well as potential investment and financial planning, to your prospects and clients. That’s important for sure, but is it emotionally compelling? Most people would say that it’s not. However, the reasons “why” people go through the financial planning process are often rooted in love, compassion and consideration and that is the truly compelling part. Yet, sometimes Advisors focus on the “what”, rather than the “why”. If asked about the role, it can be difficult to articulate the value you bring in an emotionally compelling way – even after years of being successful in the business. Continue reading “What’s Your Why”

Advisor Best Practices

As an Advisor, you want to run, grow and elevate your practice in the best ways possible. But where do you start?

From business building and how to market yourself to delivering engaging advice and expanding your technical knowledge, Sun Life has compiled a series of Advisor best practices to help you be the best that you can be and excel in your practice on all levels. Continue reading “Advisor Best Practices”

Social Media Platforms – Social Media For Your Business – An 8 Step Plan

As an Advisor, your business is important to you, and you would like to promote it on social media. But there are so many things to consider, where do you even start? We have got you covered with a plan to help get you started on social media. From knowing your market to tips on how to set up a social media profile, this 8-step plan will help you and your business get noticed! Continue reading “Social Media Platforms – Social Media For Your Business – An 8 Step Plan”

SHARE the client article from The Link Between:
Social Media For Your Business – An 8 Step Plan

Is Social Media Right for Me? A Few Things to Consider

You own your own practice and would like to spread the good word about your excellent services and level of expertise. Great idea! If you’re not already on social media, have you considered it as way to promote your business? A fast, effective and free way to show your prospects and current clients who you are, social media can help you connect and build those long-lasting relationships. And in this line of business…. it is all about those Advisor-client relationships.

But is social media right for you and your practice? There are certainly a few things to consider… Continue reading “Is Social Media Right for Me? A Few Things to Consider”

SHARE the client article from The Link Between:
Is Social Media Right for Me? A Few Things to Consider

Social Media Platforms – What You Need to Know

You’re a successful Advisor but want to promote and continue to grow your business online – smart move, count us in! However, there are just so many social media platforms, how do you know which one is right for you and your business?

There are indeed more than a few and they’re all slightly different, but all are excellent modern marketing tools and with a little research, you can decide which one (or two or three!) are a good fit for you and your brand.

Recently, LIMRA published a study asking Generation Y (also called millennials) who they engage for financial advice. They found that 90% of those surveyed said that they would NOT seek financial advice from their parents’ Advisors because they “are not relevant” (1). Ouch. But what does it mean to be “relevant”? Well, if you want to reach the next generation of wealth, you need to meet them where they are – and that place is on social media. Continue reading “Social Media Platforms – What You Need to Know”

SHARE the client article from The Link Between:
Social Media Platforms – What You Need to Know

Building Connections Through Direct Response Marketing… More Than Just Social Media

Today, it’s no longer about those old, templated letters or phone dialing campaigns that… let’s be honest… were highly time consuming and largely ineffective in getting the attention of your clients. Social media has changed the way we promote and do business – all with better results at a fraction of the cost. So, why should you join the social media party and how can you make an impact through direct response marketing? Continue reading “Building Connections Through Direct Response Marketing… More Than Just Social Media”

SHARE the client article from The Link Between:
Building Connections Through Direct Response Marketing… More than just Social Media

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”

SHARE the client article from The Link Between:
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.



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.



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”

SHARE the client article from The Link Between:
ALAViDA - Keeping Your Employees Safe and Sound