PODCAST · business
Advisor Talk
by PPI - The advisor's premier partner for insurance
Advisor Talk is the premier podcast for insurance advisors where we dive into the real-world challenges and opportunities facing today’s advisors — from underwriting to succession planning, team building, and practice management.
Episodes
-
How AI is Changing the Referral Process
In today’s episode – “How AI is Changing the Referral Process” – we explore how AI is changing the way prospective clients evaluate advisors long before a first conversation ever takes place. For years, advisors focused on being discoverable through search engines, websites, and social media. But...
-
Integrating Insurance Into a Wealth Practice
In today’s episode – “Integrating Insurance Into a Wealth Practice” we unpack why so many wealth advisors struggle to bring insurance meaningfully into their planning—and why this challenge also creates real partnership opportunities for insurance-focused advisors looking to grow revenue. For a…
more -
Networking with Intent
In today’s episode – “Networking with Intent” – we dig into why so many advisors feel stuck, uncomfortable, or simply ineffective when it comes to networking, and how a more intentional, strategic approach can completely change the experience. Advisors often walk into events hoping to “meet the...
-
Buying a Book of Business
In today's episode, “Buying a Book of Business”, we’re shifting the spotlight to a side of succession planning we haven’t fully unpacked yet: what it takes to become the buyer. Over the past few episodes, we’ve spent time examining the sell-side—preparing for unexpected health events, ensuring...
-
Maximizing the Value of Your Practice
In today’s episode – “Maximizing the Value of Your Practice” we explore the ins and outs of selling your book of business. If you’re a financial advisor, sooner or later you’ll reach the point where you need—or choose—to sell your practice. Even if you plan to run your business well into...
-
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...
-
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...
-
Flourishing in the Age of AI
In today’s episode—“Flourishing in the Age of AI”—we’re diving into one of the most pressing and complex topics facing advisors today: the rise of artificial intelligence. Let’s be honest—AI is changing everything. It can process data faster than any human, analyze patterns with astonishing...
-
The Succession Wake Up Call
In today’s episode—“The Succession Wake-Up Call”—we’re diving into a story that every advisor in Canada needs to hear. It’s heartbreaking. It’s disturbing. And it’s eye-opening. This is not just a cautionary tale—it’s a call to action. I was recently introduced to a story involving three…
more -
Advisor Talk: Grow Your Business and Better Serve Your Clients
Are you an independent insurance-focused advisor in Canada looking to elevate your practice and stay ahead of the curve? You’re in the right place. Launching in September, Advisor Talk is your go-to podcast for real-world insights, practical strategies, and expert conversations that help you grow...
We're indexing this podcast's transcripts for the first time — this can take a minute or two. We'll show results as soon as they're ready.
No matches for "" in this podcast's transcripts.
No topics indexed yet for this podcast.
Loading reviews...
ABOUT THIS SHOW
Advisor Talk is the premier podcast for insurance advisors where we dive into the real-world challenges and opportunities facing today’s advisors — from underwriting to succession planning, team building, and practice management.
HOSTED BY
PPI - The advisor's premier partner for insurance
CATEGORIES
Loading similar podcasts...
Frequently Asked Questions
How many episodes does Advisor Talk have?
Advisor Talk currently has 10 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Advisor Talk about?
Advisor Talk is the premier podcast for insurance advisors where we dive into the real-world challenges and opportunities facing today’s advisors — from underwriting to succession planning, team building, and practice management.
How often does Advisor Talk release new episodes?
Advisor Talk has 10 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Advisor Talk?
You can listen to Advisor Talk on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Advisor Talk?
Advisor Talk is created and hosted by PPI - The advisor's premier partner for insurance.
URL copied to clipboard!