Brian Laundry Experience wins™ “I’ve never woken up in the morning without a feeling that I need to push forward to be the best.”
Burlington, Ontario
Joined February 2015
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I didn't even need to read the article to know that taxes are going up for the wealthy (and business owners). No surprise!
advisor.ca/tax/tax-news/tax-…
All software should be configured to default to FP Canada Assumption guidelines. I like that FP Canada is creating rules for their membership to be held accountable for their assumptions.
What happens if a CFP uses incorrect assumptions? Consequences?
ow.ly/cdf650FxrEg
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I haven't had the chance to use Conquest since the early beta days, but I'm excited to see how their software integrates with the IG advisor network. Canadian Fintech is vital for a better client/advisor experience.
ow.ly/MzoI50FxqzS
Specifically, FSRA is not allowing rebating commissions (in Ontario). I fundamentally don't agree with rebating. It is a clear incentive-based selling tactic that puts stress on the insurance industry to benefit the revenue of the selling advisor.
ow.ly/QAsW50Fxr9q
An interesting article, but it completely misses the real problem. Insurance advisors often die or leave the business leaving their blocks of business behind...unserviced/not-assigned to an advisor. We call these clients "orphans."
ow.ly/H0Dz50Fbxev
It's vital to work with an insurance expert when dealing with highly technical, tax-driven insurance planning. There are not many advisors in Canada with this type of technical expertise. I'm happy to be one of them. Take a read about insurance shares.
ow.ly/LUUm50FbwLQ
Have you registered for the upcoming 2020 PPI Symposium? I'm speaking about "A Digital Client Experience - How technology should change advisor expectations"
This video is about how I use LinkedIn to strengthen my brand and expand my network.
#PPI #valueofadvice #buildingstrong
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"When we first started doing insurance (2013) our revenue was zero and last year (2018) we did $150,000" -- tremendous advocacy from Financial Advisor David Lyon from Watermark Wealth Management @IAcanada @HollisWealth @IE_Canada @advisorca @Peel_Halton
youtu.be/0tMRj6b70GU
Nice to be mentioned in the Globe & Mail last week.
theglobeandmail.com/investin…
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Great sessions create great conversations. To learn more about the insurance-based tax solution for this case, touch base with me. @Peel_Halton @IAcanada @iASecurities @HollisWealth @IAcanada linkedin.com/feed/update/urn…
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Enjoyed being asked to participate in a panel discussion about insurance within a Private Managers practice. Thanks for the invite! @iASecurities @IAcanada @jpkelleway
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ctvnews.ca/video?clipId=6032… Although I understand the frustration of this client, you need to hear the entire explanation. I made a video to explain what happened. youtu.be/84-B0PEuGP8
Brian Laundry retweeted
ctvnews.ca/video?clipId=6032… Although I understand the frustration of this client, you need to hear the entire explanation. I made a video to explain what happened. youtu.be/84-B0PEuGP8
Brian Laundry retweeted
The problem was the best (ex)Spurs player is the creative midfielder for the other team. England doesn't have one of those guys. teapawt.net/charlie_hulme/status/1…
