Transistor (https://transistor.fm) https://feeds.transistor.fm/advisors-network Looking for tips or insights? This podcast features interviews with your peers, advisor to advisor. 2021 Co-op TV 9397ab24-4856-546d-a94d-03fd45b6dbc0 no en Wed, 23 Jul 2025 10:36:29 -0400 Tue, 02 Dec 2025 15:39:34 -0500 https://img.transistor.fm/vIkGC2Yx-_RJNan2Pw0OQU1RdFiWbmdneIZII_tOvek/rs:fill:0:0:1/w:1400/h:1400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9zaG93/LzU5MzcvMTU4MzQz/MjQzNS1hcnR3b3Jr/LmpwZw.jpg episodic Distribution Transformation Looking for tips or insights? This podcast features interviews with your peers, advisor to advisor. Looking for tips or insights. Brad Scott No No 37 37 Looking for a parking spot: Darlene Anders bonus 5154ea33-f316-4b90-a3b3-8d41c3972df0 https://share.transistor.fm/s/b0305e90 Fri, 16 Sep 2022 15:45:53 -0400 Distribution Transformation Distribution Transformation 651 Darlene Anders of St Albert, Alberta has been an advisor for 46 years. We're pretty sure she's the longest serving current advisor and heck, she's likely the longest tenured advisor we've ever had. Darlene Anders of St Albert, Alberta has been an advisor for 46 years. We're pretty sure she's the longest serving current advisor and heck, she's likely the longest tenured advisor we've ever had. No 36 36 The Butcher: Bob Cottell bonus 9a595f55-a6f7-426b-bd7c-0b0592311c80 https://share.transistor.fm/s/4446f869 Thu, 01 Sep 2022 13:46:43 -0400 Distribution Transformation Distribution Transformation 875 Featuring the legendary Bob Cottell. Bob broke the record for consecutive years qualifying for EB back in 2016. He's kinda lost track, but he thinks he's qualified for about 32 years now. That's a record that may never be broken. Another fun fact about Bob is that he just celebrated his 75th birthday. And he's been married to the amazing Sandy for 56 years. Wow. And while retirement is in his sights, he hasn't committed to a date yet. Featuring the legendary Bob Cottell. Bob broke the record for consecutive years qualifying for EB back in 2016. He's kinda lost track, but he thinks he's qualified for about 32 years now. That's a record that may never be broken. Another fun fact about Bo No 35 35 Everyone knows my name: Dan Macdonald full f07a04de-8442-463e-92b6-656d0d141786 https://share.transistor.fm/s/6b68372b Mon, 29 Aug 2022 14:15:17 -0400 Distribution Transformation Distribution Transformation 1043 Being an advisor is a small town has it's own set of unique challenges. Dan Macdonald, is an A1 in Prince Edward Island with offices in three small communities - Wellington, Alberton and Tignish. And while life there is different, you might be surprised at how Dan's approach to everything from community involvement to staffing can be applied to SMAs of all sizes. Being an advisor is a small town has it's own set of unique challenges. Dan Macdonald, is an A1 in Prince Edward Island with offices in three small communities - Wellington, Alberton and Tignish. And while life there is different, you might be surprised a No 34 34 Farms and farmers: Lisa Suffern full a59d25d6-24f9-480a-813c-3fa4106f720b https://share.transistor.fm/s/dfd0340c Mon, 22 Aug 2022 11:48:34 -0400 Distribution Transformation Distribution Transformation 831 No 33 33 Share and share alike: Ryan Hooykaas and Justin James full 58f899e5-aa57-4b0b-aca9-c38aa00cdef0 https://share.transistor.fm/s/f690760f Mon, 18 Jul 2022 16:22:16 -0400 Distribution Transformation Distribution Transformation 1326 Justin and Ryan discuss the advantages of sharing staff and office space. Justin and Ryan discuss the advantages of sharing staff and office space. No 32 32 Round Peg, Square Hole: Dave Bruce bonus 18c5214e-92c4-482a-881f-599f54822db6 https://share.transistor.fm/s/d748e3d7 Tue, 12 Jul 2022 09:48:35 -0400 Distribution Transformation Distribution Transformation 732 No 31 31 Coach nervous clients in challenging times: Sean Kelly full 1607ef0c-d3be-499e-bf28-afa9df6f05bd https://share.transistor.fm/s/70a6f6c9 Mon, 04 Jul 2022 09:00:57 -0400 Distribution Transformation Distribution Transformation 1168 No 30 30 Social media dos and don'ts: Jennifer Cook full 54ea16df-8b90-416c-96aa-c1e0ed90b16f https://share.transistor.fm/s/95646014 Tue, 21 Jun 2022 11:03:21 -0400 Distribution Transformation Distribution Transformation 730 No 29 29 Life is good, all year around: Chad Krut full 3727f5b8-ac4a-408f-afb0-bbcdbcc1f9db https://share.transistor.fm/s/7dff759c Tue, 24 May 2022 11:42:34 -0400 Distribution Transformation Distribution Transformation 918 Maintaining consistent life production throughout the year is really important. Maintaining consistent life production throughout the year is really important. No 27 27 Don't just check the box: Jeremy Bishop full 7aff58c6-7229-4c7e-8f95-d86b3de83937 https://share.transistor.fm/s/a919b049 Tue, 08 Mar 2022 09:48:25 -0500 Distribution Transformation Distribution Transformation 1069 Jeremy Bishop, an advisor with offices in Nova Scotia, talks about the importance of meaningful client reviews. Jeremy Bishop, an advisor with offices in Nova Scotia, talks about the importance of meaningful client reviews. No 26 26 The Trailblazer: Tammy Truman bonus 2fec0394-db18-4fb8-a00c-9b5ac1821410 https://share.transistor.fm/s/86fc4339 Tue, 31 Aug 2021 12:04:47 -0400 Distribution Transformation Distribution Transformation 803 Despite the naysayers, Tammy Truman of Calgary, Alberta became one of our most successful advisors. Despite the naysayers, Tammy Truman of Calgary, Alberta became one of our most successful advisors. No 25 25 The Barrie tornado: Christine Hobden full b9f5a63e-1202-47f1-9869-c2a4bdb6aedf https://share.transistor.fm/s/5ec58f5f Fri, 13 Aug 2021 12:49:13 -0400 Distribution Transformation Distribution Transformation 1268 On July 15, multiple tornados hit Ontario. In Barrie, Christine Hobden was the advisor most impacted by the storm. Christine shares her observations and learnings and points out that it can, in fact, happen to you. On July 15, multiple tornados hit Ontario. In Barrie, Christine Hobden was the advisor most impacted by the storm. Christine shares her observations and learnings and points out that it can, in fact, happen to you. No 24 24 The Shepherd: Danny Carey bonus ce41dbb8-0193-4044-a7e9-a8edc7f34c9b https://share.transistor.fm/s/1bd5b02d Thu, 08 Jul 2021 15:12:51 -0400 Distribution Transformation Distribution Transformation 540 Danny Carey is one of our legendary advisors. He's run a successful agency in Bridgewater, Nova Scotia for 43 years. Danny Carey is one of our legendary advisors. He's run a successful agency in Bridgewater, Nova Scotia for 43 years. No 23 23 Not too cool for school: Jocelyn Robbins full 092922a1-544a-4ffa-86cf-79a197c2e727 https://share.transistor.fm/s/7ba1f5ff Mon, 21 Jun 2021 10:49:38 -0400 Distribution Transformation Distribution Transformation 810 Jocelyn Robbins of Port Elgin, Ontario is a big fan of ongoing learning and development, for both herself and her staff. And while the regular accreditations are very important, she's also taking a deeper dive into learning about client behavior and psychology. Jocelyn Robbins of Port Elgin, Ontario is a big fan of ongoing learning and development, for both herself and her staff. And while the regular accreditations are very important, she's also taking a deeper dive into learning about client behavior and psych No 22 22 A book and a body: Gary Laakso full a1d181a7-a21c-4716-be20-16f41fa7090a https://share.transistor.fm/s/928c8c18 Thu, 03 Jun 2021 10:20:50 -0400 Distribution Transformation Distribution Transformation 628 Gary Laakso has been an advisor for 25 years and with The Co-operators for 40. In 2019, he could definitely see the organizations growing focus on wealth. His AUM was small and at that time, he really lacked the skills to aggressively grow his wealth book. So he began a search for a book and body. Gary Laakso has been an advisor for 25 years and with The Co-operators for 40. In 2019, he could definitely see the organizations growing focus on wealth. His AUM was small and at that time, he really lacked the skills to aggressively grow his wealth book No 21 21 Not all clients are good clients: Roger Stevenson full f64019fd-77de-44e9-a0d7-49d095fbead9 https://share.transistor.fm/s/1537f717 Tue, 25 May 2021 11:13:54 -0400 Distribution Transformation Distribution Transformation 1119 Roger Stevenson started with Co-operators some 20 years ago in claims and now runs 3 agencies north east of Calgary. He feels that wealth conversations take client relationships to a whole new level, but also points out that not all clients make good wealth clients Roger Stevenson started with Co-operators some 20 years ago in claims and now runs 3 agencies north east of Calgary. He feels that wealth conversations take client relationships to a whole new level, but also points out that not all clients make good wea No 20 20 The grass isn't always greener... : Santiago Pinto full 8c336f1a-b55c-4ffd-980d-50c16735572b https://share.transistor.fm/s/de64c91a Tue, 04 May 2021 12:27:25 -0400 Distribution Transformation Distribution Transformation 1157 Santiago Pinto has been an A1T in Petrolia, Ontario since September 2019. His background is banking, having had financial advising experience with both TD and Scotiabank. He's had an inside look at how banks deal with wealth products and feels the grass isn't always greener on the other side, especially for clients. Santiago Pinto has been an A1T in Petrolia, Ontario since September 2019. His background is banking, having had financial advising experience with both TD and Scotiabank. He's had an inside look at how banks deal with wealth products and feels the grass i No 19 19 Making EB is a team effort: Nyroze Tanious full d5043814-613a-4438-bfd5-f2148af1fb27 https://share.transistor.fm/s/6960f9a9 Thu, 15 Apr 2021 15:36:56 -0400 Distribution Transformation Distribution Transformation 1023 Making Executive Builders takes effort and dedication. And a great team. Nyroze Tanious talks about making EB and developing a great team. Making Executive Builders takes effort and dedication. And a great team. Nyroze Tanious talks about making EB and developing a great team. No 18 18 The benefits of Group Benefits: Cory Young full db7f6756-b906-4c60-abd2-455172f9b703 https://share.transistor.fm/s/712c0f18 Fri, 19 Mar 2021 13:33:39 -0400 Distribution Transformation Distribution Transformation 1038 Whether you are a new advisor or have been around for a few years, who wouldn't like more solid prospects? Cory Young talks about how he used Group Benefits to quickly build his network and how it continues to be a key driver of business in his agency. Whether you are a new advisor or have been around for a few years, who wouldn't like more solid prospects? Cory Young talks about how he used Group Benefits to quickly build his network and how it continues to be a key driver of business in his agency. No 17 17 A view from a T: Jeff Welsh full ee38396d-97a7-477b-98c0-9dda8e1fcbea https://share.transistor.fm/s/e271f7bd Tue, 01 Dec 2020 16:02:03 -0500 Distribution Transformation Distribution Transformation 1254 Jeff Welsh is an A1T in Waterdown, Ontario. He shares his thoughts on getting started as an advisor, prospecting, time management, the laws of inertia and why we should applaud our 2020 trainees . He provides insights of interest to all advisors. Jeff Welsh is an A1T in Waterdown, Ontario. He shares his thoughts on getting started as an advisor, prospecting, time management, the laws of inertia and why we should applaud our 2020 trainees . He provides insights of interest to all advisors. No 16 16 Attitude is everything: Declan O'Reilly full 6fee678c-c19f-4874-856f-a1f957476586 https://share.transistor.fm/s/5e03c8f2 Tue, 27 Oct 2020 15:34:24 -0400 Distribution Transformation Distribution Transformation 1023 Declan grew a small agency in Saskatoon into one of the largest in the province. While Declan concedes that attitude is very important, he also notes it's not the only key to success. Declan grew a small agency in Saskatoon into one of the largest in the province. While Declan concedes that attitude is very important, he also notes it's not the only key to success. No 15 15 Attitude is everything: Josée Brisson full a9aef2dd-19ac-4eff-844d-b24b7b58dc9c https://share.transistor.fm/s/f52a454d Thu, 15 Oct 2020 08:41:21 -0400 Distribution Transformation Distribution Transformation 960 For a year, legendary advisor Joanne Sirois urged her cousin Josée Brisson to meet with Steve Smallwood to talk about a career in insurance. Josée made that phone call and now runs a successful agency in Orleans, Ontario, just outside of Ottawa. For a year, legendary advisor Joanne Sirois urged her cousin Josée Brisson to meet with Steve Smallwood to talk about a career in insurance. Josée made that phone call and now runs a successful agency in Orleans, Ontario, just outside of Ottawa. No 14 14 Attitude is everything: Jeremy August full a16d37dc-9a35-4cd4-af08-2b928938df68 https://share.transistor.fm/s/8e0d7434 Tue, 22 Sep 2020 09:25:14 -0400 Distribution Transformation Distribution Transformation 967 You know, advisors didn't have enough time in the day to do everything before they found themselves knee-deep in a global pandemic. So how do you make sure you see your glass as half full and not half empty? In this series of podcasts, we're going to talk to four advisors who stand out because their attitude is everything. I’d like to introduce Jeremy August who runs a busy agency in Whitehorse, Yukon. You know, advisors didn't have enough time in the day to do everything before they found themselves knee-deep in a global pandemic. So how do you make sure you see your glass as half full and not half empty? In this series of podcasts, we're going to talk No 13 13 Building your commercial business: Jeff Lyle full 8046bdd5-706f-46fc-a33f-7badf9f60616 https://share.transistor.fm/s/3faffc59 Mon, 31 Aug 2020 15:55:52 -0400 Distribution Transformation Distribution Transformation 1232 Existing relationships and experiences can help you build your commercial book! Find out how Jeff Lyle used his connections to find great opportunities to write business associated with law enforcement, funeral homes and medi-spas. And discover why you should never pass up a chance to take a selfie with a client! Existing relationships and experiences can help you build your commercial book! Find out how Jeff Lyle used his connections to find great opportunities to write business associated with law enforcement, funeral homes and medi-spas. And discover why you sh No 12 12 The virtual advisor: Grant Campbell full ea77d7da-ac75-4691-b007-f15c4400d416 https://share.transistor.fm/s/58daac8b Fri, 21 Aug 2020 15:00:35 -0400 Distribution Transformation Distribution Transformation 976 Let's say you have an opportunity to transfer a client's mutual fund assets to The Co-operators. One problem, you're still working on your license. It's a perfect time to call on one of our virtual advisors. Grant Campbell is a Financial Planning and Retirement Consultant and he works exclusively online. Let's say you have an opportunity to transfer a client's mutual fund assets to The Co-operators. One problem, you're still working on your license. It's a perfect time to call on one of our virtual advisors. Grant Campbell is a Financial Planning and Reti No 11 11 What I learned during the pandemic: Back to Alberta with the Ciezkis full 38cd48e6-0c12-491b-bbb9-a62eba68c006 https://share.transistor.fm/s/20944e3a Thu, 23 Jul 2020 12:39:17 -0400 Distribution Transformation Distribution Transformation 1033 Five weeks after re-opening, we checked in with Tom and Daryl Ciezki. They talked about retraining clients, dealing with change and trying to remember to lock the door. Five weeks after re-opening, we checked in with Tom and Daryl Ciezki. They talked about retraining clients, dealing with change and trying to remember to lock the door. No 10 10 What I learned during the pandemic: Mike Kelemen full 3aff2e5d-46c2-4c00-affd-5ec70da38553 https://share.transistor.fm/s/326019e6 Wed, 15 Jul 2020 16:05:34 -0400 Distribution Transformation Distribution Transformation 1066 Mike Kelemen has been with The Co-operators for 38 years, the last 15 as an advisor in Camrose, Alberta. He is very proud of his commercial book. We talked to him about commercial insurance and how COVID19 has impacted his business. Mike Kelemen has been with The Co-operators for 38 years, the last 15 as an advisor in Camrose, Alberta. He is very proud of his commercial book. We talked to him about commercial insurance and how COVID19 has impacted his business. No 9 9 What I learned during the pandemic: Faiza Solomon full 488d286d-5389-47b9-bcd9-3710214cea8a https://share.transistor.fm/s/81a34b7c Wed, 01 Jul 2020 08:00:00 -0400 Distribution Transformation Distribution Transformation 806 When a catastrophe hits and your phone, email and text are overloaded what do you? Calgary advisor Faiza Solomon talks about how online services was a game changer for both her and her clients during a recent hailstorm. When a catastrophe hits and your phone, email and text are overloaded what do you? Calgary advisor Faiza Solomon talks about how online services was a game changer for both her and her clients during a recent hailstorm. No 8 8 What I learned during the pandemic: Richelle Lynk full 709f7e88-d2c6-42da-8c12-555ef01dd1a2 https://share.transistor.fm/s/653d0a6d Wed, 24 Jun 2020 08:00:00 -0400 Distribution Transformation Distribution Transformation 968 Richelle reflects on having time for more genuine conversations, the advantages of virtual meetings and how she plans to be proactive, rather than reactive, as the time to reopen her office nears. Richelle reflects on having time for more genuine conversations, the advantages of virtual meetings and how she plans to be proactive, rather than reactive, as the time to reopen her office nears. No 7 7 What learned during the pandemic: Glynn Irving full 6c93b41b-65e0-490f-b7f6-880f9889e104 https://share.transistor.fm/s/ce686ac7 Wed, 17 Jun 2020 08:00:00 -0400 Distribution Transformation Distribution Transformation 774 Glynn talks about how he's used technology over the past few months, virtual client meetings and why he won't be opening a tiger park any time soon. Glynn talks about how he's used technology over the past few months, virtual client meetings and why he won't be opening a tiger park any time soon. No 6 6 What I learned during the pandemic: Tom and Daryl Ciezki full 89afb6b0-d577-413a-a879-59a811503ceb https://share.transistor.fm/s/a65b4bd2 Wed, 10 Jun 2020 10:00:00 -0400 Distribution Transformation Distribution Transformation 1508 Tom Ciezki Agencies is in their first week of reopening in Edmonton, Alberta. Tom and his wife and office manager Daryl share some of their learnings and insights. Tom Ciezki Agencies is in their first week of reopening in Edmonton, Alberta. Tom and his wife and office manager Daryl share some of their learnings and insights. No 5 5 Critical Assist: Jennifer Sharer full fd254fc0-b1d9-44a7-baa9-6424fba006c2 https://share.transistor.fm/s/e0dd7d1c Fri, 06 Mar 2020 07:00:00 -0500 Distribution Transformation Distribution Transformation 970 Jennifer Sharer builds strong relationships with her clients and passionately believes in our Critical Assist products to protect them. Jennifer Sharer builds strong relationships with her clients and passionately believes in our Critical Assist products to protect them. No 4 4 Wealth tips: John and Andrew Karn full eedbf2a1-6353-4399-91a8-3181f7fcef38 https://share.transistor.fm/s/424ad328 Tue, 18 Feb 2020 09:00:00 -0500 Distribution Transformation Distribution Transformation 1423 Veteran advisor John Karn welcomed his son Andrew into his Ottawa agency 12 years ago. Both highly educated financial advisors, the secret to their success is being able to use 2 sets of eyes and different perspectives to offer insight and advice to clients. Their themes are knowledge, mentorship and working together. Veteran advisor John Karn welcomed his son Andrew into his Ottawa agency 12 years ago. Both highly educated financial advisors, the secret to their success is being able to use 2 sets of eyes and different perspectives to offer insight and advice to clien No 3 3 Wealth tips: Jansen McKinnon full 48025612-28d3-4b55-809e-d5bce41e899c https://share.transistor.fm/s/dab20056 Tue, 04 Feb 2020 09:00:00 -0500 Distribution Transformation Distribution Transformation 1077 Financial advisor and tuna fisherman Jansen McKinnon from Souris, PEI tells us that success is easy - just get the client in front of you and the rest falls into place. Financial advisor and tuna fisherman Jansen McKinnon from Souris, PEI tells us that success is easy - just get the client in front of you and the rest falls into place. No 2 2 Wealth tips: Sandy Alfonsi full bfbf85c6-3163-4165-875d-041bf266146c https://share.transistor.fm/s/2dc92e20 Sun, 19 Jan 2020 12:00:00 -0500 Distribution Transformation Distribution Transformation 848 Based in Hamilton, Ontario, financial advisor Sandy Alfonsi believes our wealth strategy gives us a competitive advantage, making us a one-stop shop. Based in Hamilton, Ontario, financial advisor Sandy Alfonsi believes our wealth strategy gives us a competitive advantage, making us a one-stop shop. No 1 1 Wealth tips: Melanie Lyons full 6384d5bb-9dd0-4fed-a695-6153599d363e https://share.transistor.fm/s/d5a45c0f Sun, 19 Jan 2020 12:00:00 -0500 Distribution Transformation Distribution Transformation 1055 Saint John, New Brunswick financial advisor Melanie Lyons finds success by building relationships with her clients and demonstrates how to find the money that’s already on the table within your book of business. Saint John, New Brunswick financial advisor Melanie Lyons finds success by building relationships with her clients and demonstrates how to find the money that’s already on the table within your book of business. No