Dylan Friedmann

As VP Client and Partner Engagement, Dylan is responsible for the client experience; business development, relationship management, training, communications and marketing to all levels of APEXA clients. APEXA clients include Insurance carriers, MGA’s and the broker market. // En tant que vice-présidente expérience clients et partenaires, Dylan est responsable de l'expérience client, du développement des affaires, de la gestion des relations, la formation, la communication et du marketing pour tous les niveaux de clients d’APEXA. Les clients d’APEXA comprennent les assureurs, les agents généraux et le marché des courtiers.

Recent Posts

[Communication Series] Three Topics for the Modern Advisor - Part 2

April 29, 2016 at 2:00 PM / by Dylan Friedmann posted in Life Insurance Business as Usual  /  5 minute read

Who is Using Social Media? Are You Missing the Party? 

To continue my three part series: “Three Topics for the Modern Advisor” I am going to take a closer look at social media and how it impacts your clients and your business.

We already learned that Gen Y, Gen X and Baby Boomers have different online and social media habits. However, they collaborate with their advisor using technology and research and buy insurance online. When looking at social media the questions that arise include: who is using social media, how is it being used and are you missing out if you aren’t creating your own social media footprint?

The answer to our first question is simple, many people in the insurance industry are using social media: consumers, brokers and insurance companies alike.

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[Communication Series] Three Topics for the Modern Advisor - Part 1

April 15, 2016 at 10:00 AM / by Dylan Friedmann posted in Life Insurance Business as Usual  /  4 minute read

In our ever-changing, fast paced and technology-driven world, Life Advisors are in a constant balance between prospecting for new clients with relating to the ones they currently have. With publications and new information continually being uploaded to the web, what exactly should be on the modern advisor’s radar? The honest answer is, lots of things really, but in this series we will look at three inter-connected concepts that we know will benefit advisors working in today’s business environment.

  • Gen X, Gen Y and the Baby Boomer – Who are they?
  • Social Media, who is using it and are you missing the party?
  • Robo Advisors – How will they impact you?

For today’s post, I’d like to shed light on the first topic:

Gen X, Gen Y and the Baby boomer – Who are they?

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APEXA Support and Services for Advisors

February 19, 2016 at 3:49 PM / by Dylan Friedmann

Last week we published an article called “What is APEXA and what does it mean to me, an Advisor?” If you’re wondering about these very things, then I definitely encourage you to give it a read. As an advisor, you may have heard that your MGA is joining APEXA, and you may also know that many of your carrier partners are joining APEXA as well. As a new system, you might be wondering what kind of support APEXA will be making available to you, the advisor. Or when you might learn more about the system and how to start using it?

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The Life Advisor's Guide to Increased Efficiency Part II

August 6, 2015 at 1:31 PM / by Dylan Friedmann posted in Life Insurance Business as Usual  /  3 minute read

Hi! In my last blog post I shared some insight as well as tips for financial advisors to help increase their efficiency. That was part one of a two-part series, in which today, I'll be covering off the next three steps life insurance advisors can be taking to protect their brains and increase efficiency. 

Here's a quick refresher of what we covered off last time:

  • Focus: stop multitasking!
  • Financial Advisors all know KYC... Consider KYS (Know Your Strengths) 
  • KYS #1. What do you do well and what do you really struggle with?
  • KYS #2. Time of day. What time do you perform your best? 

Checkout the next three tips (below) that I've got for you today!

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The Life Advisor's Guide to Increased Efficiency Part I

July 2, 2015 at 3:43 PM / by Dylan Friedmann posted in Life Insurance Business as Usual  /  3 minute read

Ever wonder where the times goes, how you could get more done in your business but have more time for family and personal interests? I remember having this top of mind when I was an active Life Advisor. Something else that was top of mind as well as my colleagues is how can we increase our efficiency in our day-to-day. Still today in my current role at APEXA, looking for ways to improve processes and increase efficiency is the norm. So in this post, I’m happy to be sharing some insight with you, with the topic of protecting your brain and increasing efficiency. 

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How Can Being Selfish Benefit a Life Insurance Advisor?

April 16, 2015 at 10:38 AM / by Dylan Friedmann posted in Life Insurance Business as Usual  /  3 minute read

The life of a Canadian life insurance advisor can be a busy one. You run your own business, and by translation that means you are the head of marketing, branding, training, communication, client relationships and sales.

Some of the benefits of APEXA include remediating and streamlining a lot of an advisor’s day-to-day work. In addition to running your own business, you are keeping current with the changing markets, economic trends, evolving products and maintaining your advisor educational requirements. To which you can still add record keeping for all your clients and your own licenses, renewals and E&O. Do you have staff? If so, add hiring and people-management to the repertoire of tasks you carry out every day.

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