Spark...On the go

In this episode, DeeAnn is joined by podcast regular Michelle Apollinaro to explore how advisors can build stronger relationships with centres of influence. Learn how to move beyond cold pitches, create meaningful connections and turn trust into warm referrals. To see our full legal disclaimers, please visit ivari.ca/podcast

In this episode, DeeAnn and ivari compliance consultant Rodney Nemours break down how conflicts of interest can show up in everyday advisor-client interactions. Through practical examples, they discuss how advisors can recognize, disclose and manage conflicts while keeping the client’s best interest at the centre of every recommendation. To see our full legal disclaimers, please visit ivari.ca/podcast

DeeAnn speaks with William Yeung, ivari’s Director of Complex Cases, about why every Canadian should have a Last Will and Testament. They explore common misconceptions, what can happen without one, the role of an executor, and how proper planning can help protect your wishes, your loved ones and your legacy. To see our full legal disclaimers, please visit ivari.ca/podcast

If you’ve ever ended the week wondering where your time went, this episode is for you. DeeAnn and Manuela Carlin explore why so many advisors feel stuck in reactive mode—and what to do about it. Learn how to identify your biggest time drains, spend more time on the work that truly moves your business forward, and build a weekly plan that supports both productivity and balance. To see our full legal disclaimers, please visit ivari.ca/podcast

Join DeeAnn and veteran advisor Michelle Apollinaro as they dive into the real-life complexity older clients face—from retirement and blended families to estate equalization, tax exposure, health events and long-term care. Using a practical case study, they show how life insurance can help advisors bring clarity, flexibility, and choice when clients’ lives are anything but simple. To see our full legal disclaimers, please visit ivari.ca/podcast