Insurance as a “grown-up” milestone

Insurance as a “grown-up” milestone

In this episode, DeeAnn is joined again financial advisor Michelle Apollinaro to unpack a simple shift that may help you resonate with younger clients: position it as a normal “grown-up” step—right alongside buying a first home, getting married, or starting a family.  Listen in to hear practical ways to lead with what clients are already juggling (cash flow, student debt, mortgages), surface their real financial footprint, and use clear, emotional language that protects their priorities without pressure or jargon.  To see our full legal disclaimers, please visit ivari.ca/podcast [https://ivari.ca/podcast]

Becoming referrable, building real relationships

Referrals are back, and in an AI-filled world, trust is your real advantage. DeeAnn sits down with longtime advisor Michelle Apollinaro to break down what it really means to be referrable: showing up with authenticity, integrity and a client experience people feel confident sharing with their closest connections. You’ll hear practical ways to stay top of mind without sounding salesy, how to ask for introductions at the right moment (after you’ve delivered real value), and how to build a simple referral system that scales as your practice grows—without making your relationships feel automated.  To see our full legal disclaimers, please visit ivari.ca/podcast [https://ivari.ca/podcast]

Leadership: A privilege, not a right

Leadership isn’t a title to claim—it’s a service to give. In this episode of DeeAnn and ivari’s SVP & Chief Distribution Officer, Jeffrey Fox, unpack what it means to treat leadership as a privilege: build trust in the small moments, lead with clarity and accountability, and make sound decisions even when you don’t have all the information. To see our full legal disclaimers, please visit ivari.ca/podcast [https://ivari.ca/podcast]

Accountability, habits, and the power of showing up consistently

Accountability isn’t about motivation—it’s about habits. In the second part of our “accountability chat” DeeAnn and Ashley Frank explore how small, intentional habits create lasting accountability. From practical prompts to “accountability maps,” this conversation offers simple, actionable ways to strengthen focus, follow-through, and differentiation in a competitive market. To see our full legal disclaimers, please visit ivari.ca/podcast [https://ivari.ca/podcast]

Accountability that builds trust

What does accountability really look like? In this episode, DeeAnn and Ashley Frank break down the difference between responsibility, accountability, and ownership—and why clarity in each builds trust, confidence and long‑term success. Listen in to the first part of our “accountability chat” for a practical conversation to help you follow through, serve clients better and grow your business with intention. To see our full legal disclaimers, please visit ivari.ca/podcast [https://ivari.ca/podcast]