Message from the VP, Chief Client Officer
Recently I have been asked to speak on a variety of topics – being a Canadian Start-Up, Women’s Running, cold water exposure, and my experiences.
All these topics, similar to providing financial advice, boil down to helping people. Essential to effectively helping others is understanding their needs, motivations, and maybe why you’re the one they chose. Where it gets tricky is people do not always recognize what they need or why they sought you out. If someone has chosen you, the good news is at least they found you!
Embrace the value of human connection and solidify these relationships through clear communication and authenticity. Give people the opportunity to find what they need, be relatable, be trustworthy and make it easy for them to understand your value.
Hot Off The Press
New Clients on APEXA:
We are excited to announce that Creative Planning Financial Group is on board APEXA.
APEXA in the Industry:
Did you catch us at any industry events in May? In case you missed it, APEXA sponsored both the 2021 CLHIA Compliance and Consumer Complaints Online Conference (May 5th and 6th) and the Advocis Thompson-Okanagan Conference on the Future of Financial Planning (May 13th). VP, CCO of APEXA, Dylan Friedmann, gave a presentation introducing APEXA at the Advocis Thompson-Okanagan Conference.
Off The Blog
Conflicts of Interest in Life Insurance
Whenever a business is at a crossroads, Conflict of Interest invites the conflicted party to think ethically in consideration of the customer’s needs. While the Fair Treatment of Customer’s guidelines centers on protecting the customer, the outcome of Conflict of Interest equally aims to ensure that all parties’ interests are taken into account when decisions are being made. Read more.
Email Marketing Tricks to Keep at Your Fingertips
As an Advisor in the Life Insurance Industry, creating relationships with the customer is essential. Email marketing is one of several channels through which relationships can be created and fostered. What is the recipe for success when it comes to email marketing? How should you structure the conversation and leave room for continuity after your first “welcome” message? Consider these three tips before you tackle your next email campaign: Read more.
Staff Feature - Meet Devansh Jishtu
Hi! I am Devansh, and I have been with APEXA since March 2019. When I joined APEXA as a part-time employee, I was studying Business Analytics at George Brown College. Before that, I lived and worked in India as a Technical Analyst/Software Developer who also managed clients’ expectations within the Standard Chartered Bank. Toward the end of my three and a half years in that organization, I realized the need for a career change. Read more.