Advisor Talk
Episodes
Networking with Intent
18 Mar 2026
Contributed by Lukas
In today’s episode – “Networking with Intent” – we dig into why so many advisors feel stuck, uncomfortable, or simply ineffective when it co...
Buying a Book of Business
18 Feb 2026
Contributed by Lukas
In today's episode, “Buying a Book of Business”, we’re shifting the spotlight to a side ofsuccession planning we haven’t fully unpacked yet: w...
Maximizing the Value of Your Practice
04 Feb 2026
Contributed by Lukas
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 financ...
Unlocking Your Team's Talent
10 Dec 2025
Contributed by Lukas
In today’s episode – “Unlocking Your Team’s Talent” - we uncover the most common mistakes leaders make, and explore practical coac...
The Art of Advanced Underwriting
12 Nov 2025
Contributed by Lukas
In today’s episode—“The Art of Advanced Underwriting”—we’re diving into the critical skills that give advisors more influence over their c...
Flourishing in the Age of AI
29 Oct 2025
Contributed by Lukas
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...
The Succession Wake Up Call
16 Oct 2025
Contributed by Lukas
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 heartbreakin...
Advisor Talk: Grow Your Business and Better Serve Your Clients
01 Aug 2025
Contributed by Lukas
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.L...