The Intersection of Banking and Insurance with James Li | DORE Podcast EPS.46

Send us a textIn this episode of the Dore Podcast, host Dan Dore sits down with James Li to explore his unique career transition from banking to the insurance industry. They discuss the nuances of commercial insurance, the importance of personalization, and the current soft market for insurance premiums. James also shares valuable insights on the benefits of having a proactive insurance broker and the importance of building long-term relationships with clients. Tune in to learn how insurance can serve as both protection and a long-term security measure, and why now might be the perfect time to review your insurance policies.00:00 Introduction and Guest Teaser01:05 James' Journey into Insurance03:42 Transition to Marsh and Aon05:01 Joining Navor and Industry Insights06:49 Personalization in Insurance09:56 Long-term Security vs. Protection12:14 Identifying a True Insurance Partner17:07 Holistic Insurance Solutions21:28 The Importance of Relationships in Insurance21:51 Challenges in the Insurance Industry22:41 Reviewing and Updating Insurance Policies23:10 Market Shifts and Their Impact on Insurance24:04 Navigating the Commercial Insurance Market24:28 The Role of Reinsurers and Market Recovery25:24 The Value of Networking and Market Shopping27:14 Personal Touch in a National Brand28:15 Leveraging Expertise and Network for Clients30:07 Contract Reviews and Risk Management32:45 Geographical Reach and Client Support34:39 Building Relationships and Providing Solutions35:33 Influences and Personal Philosophy37:58 Conclusion and Contact InformationABOUT THE DORE PODCASTThe DORE Podcast, hosted by Dan Dore, features weekly conversations with entrepreneurs, business leaders, landlords, developers, and industry experts shaping Ottawa’s real estate and business community. Our mission is to highlight real stories, practical insights, and growth-focused discussions that help inspire and educate our viewers.People searching for our show often use terms like: Dore Podcast, Dan Dore Podcast, DORE Podcast Ottawa, Ottawa business podcast, Ottawa real estate podcast, Ottawa entrepreneurs, property management Ottawa, Blackburn Landing podcast.If you’re looking for authentic business conversations from Ottawa’s top voices, this is the show for you.⸻🔗 Connect with James Li & Navacord:Website: https://navacord.comLinkedIn: https://www.linkedin.com/in/james-li-817b3250Instagram: https://www.instagram.com/ottawaofficegroup⸻🎙 STREAM THE FULL EPISODE NOW!Available on YouTube, Spotify, Apple Podcasts, and all major platforms.⸻DORE PROPERTY MANAGEMENT INFO🌐 Websites:• https://www.dorerentals.com• https://www.dorepropertymanagement.com• https://www.doremultiresidential.com• https://www.blackburnlanding.com📧 Email: [email protected]📱 Instagram: https://www.instagram.com/dorepropertymanagement📘 Facebook: https://www.facebook.com/dorepropertymanagement💼 LinkedIn: https://www.linkedin.com/in/dorerentals⸻BLACKBURN LANDINGWebsite: https://www.blackburnlanding.comFacebook: https://www.facebook.com/share/1H4YVEubbV/?mibextid=wwXIfr⸻Don’t forget to like, subscribe, and turn on notifications so you never miss an episode!“Best known beats best, and visibility beats ability.” — Dan Dore

There are no comments yet.

Please log in to write the first comment.