Spark...On the go

Compliance can feel like alphabet soup, but it does not have to be hard to digest. In this episode of DeeAnn and Adam Kulesza break down key compliance concepts for advisors—from documentation and disclosures to replacements, AML and KYC—and explain how doing things right helps build lasting client trust.
To see our full legal disclaimers, please visit ivari.ca/podcast

DeeAnn sits down with Kelly Gorman, President and CEO of Advocis, to talk about the value of belonging to a professional association. From advocacy and education to mentorship and community, they explore how Advocis supports financial advisors as they build their practice, navigate change and continue to serve Canadians with confidence.
To see our full legal disclaimers, please visit ivari.ca/podcast

In part two of our Centres of Influence (COI) series, DeeAnn and Michelle Apollinaro answer common advisor questions about building stronger COI relationships. They discuss who can be a centre of influence, why these relationships take time, how to stay top of mind, and why “always be connecting” is key to long-term growth.
To see our full legal disclaimers, please visit ivari.ca/podcast

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