The BenefitsGenius Podcast

Interviews, Tactics, and Ideas For Independent Canadian Insurance Advisors


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* NEW * - August 16, 2017 0:30

Episode 25: Dr. Raymond Rupert - Patient Advocacy Beyond The Obvious

Dr. Raymond Rupert, MD, MBA is an expert in real time medical intervention - and for more than 20 years, he has assisted Canadians who have complex and challenging health issues. Today, you’ll hear about the practical “magic” of advocacy that he has developed.

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August 9, 2017 0:51

Episode 24: Kevin Jeffrey - Creating A Unique Ability Company

Kevin Jeffrey is a committed lifetime learner who understands that learning goes to a whole new level when one commits themselves to teaching and mentoring. In a world of “big and small, I want it all”, Kevin shares how he creates success through specialization.

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August 2, 2017 0:47

Episode 23: Laurie MacNeil - Family In The Business, What Works & What Doesn’t

Laurie MacNeil is back to talk about leadership and what motivates him to mentor folks in the business from coast to coast. Laurie shares personal experiences and what he’s witnessed about the opportunities and pitfalls of engaging family in the business.

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July 26, 2017 0:51

Episode 22: Donald Chu - 1000 Clients in YOUR Pocket

Co-founder of Finaeo and BenefitDeck, Donald started at zero and created 7-figures of benefits revenue in four years flat, while putting people and processes in place so that he could move across the country to create a technology to help you grow your business.

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July 16, 2017 0:33

Episode 21: Justin Smith - Lessons on Differentiation From The Trucking Industry

Think about managing 5,000+ suppliers in a price sensitive market. If you want some clues about the critical nature of data collection, technology and rethinking your communication processes as you differentiate yourself, this is for you.

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July 5, 2017 0:47

Episode 20: Lori Power & Dave Patriarche - A Dialogue on Education & Mentorship

There's just not enough time to make all the mistakes that are possible. And with the mounting mistakes, there is a reciprocal diminishing of confidence that spells "quit". That in a nutshell is why people leave the business.

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June 29, 2017 0:40

Episode 19: Dave Patriarche - Checklists & Why They Matter

Every professional, from your accountant to an airline pilot, depends on a checklist. This podcast is for you if you want more peace of mind - and if you want to create greater certainty, clarity and confidence for your audience.

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June 19, 2017 0:55

Episode 18: Lori Power - Intentional Collaboration

Lori Power has a wonderful mindset of abundance. This is for you if you want to know how to create a thriving business by engaging and collaborating with others to create the best possible outcomes for your clients and prospects.

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June 13, 2017 0:38

Episode 17: Finaeo’s Aly and Jonathan - Community, Mentorship, & Sharing...

Ready for a podcast that makes an impact? Join me for an end-of-day random chat with Aly Dhalla and Jonathan Bega of Finaeo that encompasses technology, churn in the industry, community, education, getting from giving, “Bobble-Head Howard”, and more!

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May 24, 2017 0:53

Episode 16: Tim Kane - Listen, Build, And They Will Come!

This is a story of how a near fanatical obsession with personal attention to service above all else - and turning a problem into a procedure. True inspiration about “the little engine that DID!”.

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May 16, 2017 0:57

Episode 15: Wayne Cotton - If You Have A Problem, Make It A Procedure...

Wayne Cotton, creator of The Cotton System, shares the timeless advice and proven formulas that have created a bigger future for advisors around the world.

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May 15, 2017 0:59

Episode 14: Lori Power - Looking At Benefits Through The Eyes Of A Journalist

Lori Power, former journalist turned benefits advisor and frequent presenter at Business Career College, looks at group insurance plan design with a research perspective and separates opinions from facts as she creates a business around her Benefit Plan Blueprint.

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May 11, 2017 0:35

Special Edition: Chip Selley - A Case Study In Differentiation And Value Creation

Chip Selley, Rocket Innovations' Business Development Specialist, shares a riveting journey about how listening to the customer in the commoditized notebook industry released a pent-up consumer and corporate demand that took them to Shark Tank and beyond.

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May 10, 2017 1:01

Episode 13: Chris Gory - On Tech That Matters & Living A Life That Matters!

Chris Gory, a tech savvy Toronto area benefits advisor with boots on the ground for the past 18 years, engages in an A-Z dialogue - from Allay to Zenefits chatbots, social media and more - in the most practical terms.

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May 9, 2017 0:45

Episode 12: Allan Sabat - Practical Perspectives From The Front Lines

Allan chose to join the family owned business as a benefits Advisor after careers in the communications and auto industries. Listen in on Allan’s perspectives, past, present and future.

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May 3, 2017 0:59

Episode 11: Paul Wheeler - “Important To - vs - Important For” And Why It Matters

Paul Wheeler, Chair of the Board for a large benefits plan trust representing > 700 employers from coast to coast, shares his journey from rehabilitation counsellor to social worker to employee benefits advocate and benefits plan thought-leader.

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April 28, 2017 0:54

Episode 10: Dave Patriarche - Take Care Of Your Clients & They Will Take Care Of You!

Dave Patriarche of CGIB.ca and Mainstay Insurance discusses how sharing with your peers is in YOUR best interest. Also, the importance of processes, understanding the difference between cost and price, and differentiating by doing the counter-intuitive.

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April 26, 2017 1:05

Episode 9: Mark Sylvia - Understanding Risk and the Importance of Knowing Your Competition

Mark Sylvia, President and CEO of Empire Life, shares lessons learned during the 42 year journey that ended with him being appointed to the position of insurance company President or CEO five times.

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April 24, 2017 1:03

Episode 8: Rob Crowder - It’s About The Promise, Not The Product

Rob Crowder, CEO and Founder of The Benefits Trust, joins me to talk about how he helps employers create and keep the specific and significant promises they want to make to employees and their families.

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April 21, 2017 1:05

Episode 7: Richard Adair - Your Future Is Bigger, More Secure & Better Organized!

Richard Adair, Vice Chairman of Future Vault, joins me to talk about a just-launched user initiated, user defined technology solution - and his first Strategic Coach experience and learnings.

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April 13, 2017 0:43

Episode 6: Dave Patriarche - Delivering Value & Running A One-Person Shop

Dave Patriarche of CGIB.ca joins us for a fun conversation on cutting through the noise, delivering more value, writing articles, presenting at live events, and running a one-person shop!

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April 4, 2017 1:03

Episode 5: Laurie MacNeil - Building A Business Without Cold-Calling

Meet the guy who put me in business and kept me in business in my early years - particularly on those days when I was doubting my career choice. Hear Laurie's perspectives on building a business without cold-calling.

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March 28, 2017 1:11

Episode 4: Kyle Dennis - Practices, Disciplines, & Techniques

Kyle Dennis picks up where we left off in Podcast 3 - discussing how to make technology work for you, and observing the practices, disciplines, and techniques of today's successful advisors.

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March 7, 2017 0:53

Episode 3: Kyle Dennis - Branding Yourself, Using Technology, & Building Relationships

Kyle Dennis joins us for a discussion on branding yourself, becoming a subject matter expert, building relationships, technology, delivering service the way you'd expect it and more!

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February 7, 2017 1:10

Episode 2: Dave Patriarche - Standing Out, Taxing Benefits Plans, & Better Conversations!

Join us for a discussion on standing out in the marketplace, the controversial topic of taxing benefits plans, and having a better conversation with your audience.

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January 8, 2017 0:43

Episode 1: Dave Patriarche - Your Future Depends on "Getting Gooder"

In this inaugural BenefitsGenius Podcast, Howard Kettner is joined by Dave Patriarche, group benefits specialist, to talk about the benefits advisor of the future and the role of mentorship.

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