Advisor Talk
PPI - The advisor's premier partner for insurance
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About This Podcast
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Recent Episodes
S1E8 Integrating Insurance Into a Wealth Practice
In today’s episode – “Integrating Insurance Into a Wealth Practice” we unpack why so many wealth advisors struggle to bring insurance meaningfully into their planning—and why this challenge also…
S1E7 Networking with Intent
In today’s episode – “Networking with Intent” – we dig into why so many advisors feel stuck, uncomfortable, or simply ineffective when it comes to networking, and how a more intentional, strategic…
S1E6 Buying a Book of Business
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: what it takes to become the buyer.Over the past few…
S1E5 Maximizing the Value of Your Practice
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 financial advisor, sooner or later you’ll reach the point where…
S1E4 Unlocking Your Team's Talent
In today’s episode – “Unlocking Your Team’s Talent” - we uncover the most common mistakes leaders make, and explore practical coaching methodologies designed to bypass emotional triggers and…
S1E3 The Art of Advanced Underwriting
In today’s episode—“The Art of Advanced Underwriting”—we’re diving into the critical skills that give advisors more influence over their client’s underwriting outcomes.Let’s be honest—it's…
S1E2 Flourishing in the Age of AI
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 rise of artificial intelligence.Let’s be honest—AI is…
S1E1 The Succession Wake Up Call
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 heartbreaking. It’s disturbing. And it’s eye-opening. This is not just a…
Advisor Talk: Grow Your Business and Better Serve Your Clients
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.Launching in September, Advisor Talk is your go-to…
Frequently Asked Questions
Advisor Talk has published 9 episodes since August 2025, covering topics in Business, Business News.
Advisor Talk is currently declining with new episodes monthly. Average episode length is 25m.
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