Spark...On the go

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.
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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