Podcasts about finaeo

Alec Levin is the co-founder and CEO of Learners. Learners, formerly known as UXR Collective, started as a small meetup in Toronto and has become an online learning platform for researchers and designers around the world. Before Learners Alec worked in product and user research at a number of Toronto-based startups including Thalmic Labs, Finaeo, and Meta.Recommended ResourcesEconomic Facts and Fallacies by Thomas Sowell

In this episode of Agency Freedom Podcast, James talks with "Broker Brett" Fulmer, Ambassador for Finaeo, Evangelist for Smart Choice, and startup consultant. Episode Highlights: Brett shares his background story and how he got started in the industry. (7:45) Brett talks about his team of six agents that he has recruited for SmartChoice. (12:26) Brett explains that he has been a P&C guy but he is enjoying learning about life insurance. (16:21) Brett explains the difference between the life cycle of life insurance compared to P&C. (20:20) Brett talks about the different digital life broker wholesalers and their advantages, as well as his personal choice, Finaeo. (26:26) Brett shares how fortunate he is to be a part of things that he has equity in and be able to build with his friends. (36:02) Brett advises the listeners to lever up their technology and reach further with their core competencies. (41:01) Brett shares the topics he is exploring writing a book on. (47:55) Brett asks James his thoughts on how to level up from a one to two-person operation, to a small business. (50:00) Brett explains why you always need people that will frankly tell you the truth in your life. (58:24) Key Quotes: "I feel so fortunate to be touching things I have equity in and to help build things with my friends. You know, I'm very intentional about not overlapping in trying to find complementary projects." - Brett Fulmer "I always say I try to be out there enough to open doors. But my goal isn't just to kind of make noise. You know, you still want to build effective, profitable companies. You still want to be successful. And it's been such a value add to be known in the community." - Brett Fulmer "I always say you need people close. Somebody always has to be able to call you a dummy you know, you need true speakers in your life." - Brett Fulmer Resources Mentioned: Learn more and connect with Brett at https://www.brokerbrett.com. Visit our website to join our email list, get the scoop on our LIVE coaching calls, and never miss an episode: https://www.agencyfreedom.com Connect with Agency Freedom Podcast on Facebook at the Agency Freedom Podcast group: https://www.facebook.com/groups/agencyfreedom Email us at podcast@agencyfreedom.com with ideas, questions, complaints or your favorite grilling recipe.

In this episode of Agency Freedom Podcast, James talks with "Broker Brett" Fulmer, Ambassador for Finaeo, Evangelist for Smart Choice and startup consultant. Episode Highlights: Brett shares his background story and how he got started in the industry. (7:45) Brett talks about his team of six agents that he has recruited for SmartChoice. (12:26) Brett explains that he has been a P&C guy but he is enjoying learning about life insurance. (16:21) Brett explains the difference between the life cycle of life insurance compared to P&C. (20:20) Brett talks about the different digital life broker wholesalers and their advantages, as well as his personal choice, Finaeo. (26:26) Brett shares how fortunate he is to be a part of things that he has equity in and be able to build with his friends. (36:02) Brett advises the listeners to lever up their technology and reach further with their core competencies. (41:01) Brett shares the topics he is exploring writing a book on. (47:55) Brett asks James his thoughts on how to level up from a one to two-person operation, to a small business. (50:00) Brett explains why you always need people that will frankly tell you the truth in your life. (58:24) Key Quotes: "I feel so fortunate to be touching things I have equity in and to help build things with my friends. You know, I'm very intentional about not overlapping in trying to find complementary projects." - Brett Fulmer "I always say I try to be out there enough to open doors. But my goal isn't just to kind of make noise. You know, you still want to build effective, profitable companies. You still want to be successful. And it's been such a value add to be known in the community." - Brett Fulmer "I always say you need people close. Somebody always has to be able to call you a dummy you know, you need true speakers in your life." - Brett Fulmer Resources Mentioned: Learn more and connect with Brett at https://www.brokerbrett.com. Visit our website to join our email list, get the scoop on our LIVE coaching calls, and never miss an episode: https://www.agencyfreedom.com Connect with Agency Freedom Podcast on Facebook at the Agency Freedom Podcast group: https://www.facebook.com/groups/agencyfreedom Email us at podcast@agencyfreedom.com with ideas, questions, complaints or your favorite grilling recipe.

LinkedIn: Aly Dhalla  Aly Dhalla is the CEO and co-founder of Finaeo, a venture-backed InsurTech startup that has built a platform to help insurance advisors win in a digital era. Finaeo's operating system provides advisors a specialized CRM, digital tool-kit and paired it with an intelligent assistant/chat-bot, Domo, to create the "Bionic Advisor".  Aly spent his early career as a banker at TD before leaving to join a startup as their first employee, which was acquired by Benefits by Design, a national Third Party Administrative company, where he served as Managing Partner before launching Finaeo. Aly also Co-Founded TriCelerate, a not-for-profit tech incubator to help youth progress from idea to product.  ***  Have any questions or comments? Email me at noahifergan@gmail.com  If you enjoyed the podcast, please consider leaving a short review on Apple Podcasts.  Follow the Podcast on Instagram, Twitter, Facebook for more exciting episodes!

John Harvey sits down with Finaeo co-founder and CEO Aly Dhalla. On a mission to revolutionize insurance by creating an ecosystem where advisors can do everything from prospect to policy! Finaeo is changing the game; Canada's Insurtech Superhero! --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/john-harvey6/support

In this episode Broker Brett and Anthony Dispoto, Esq. discuss FINAEO, a Toronto based startup in the insurtech scene, and  a new contact of theirs, epiloguewills.

Summary:In this 85th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Ramin Wright, Investment Analyst at Luge Capital. Luge Capital is a Canadian venture capital fund that focuses on early-stage fintech companies and artificial intelligence solutions applied to financial services. Ramin talks about how Luge Capital began, their investment partners, how they go about vetting potential companies for investment, and what the relationship can evolve into after the investment has been made. Episode Highlights: ● 00:26: – Ramin Wright defines Luge Capital. ● 00:51: – Ramin shares the history of how Luge Capital got started. ● 01:49: – How did Ramin get involved with Luge Capital? ● 02:38: – What does early-stage investment look like for Luge? ● 02:53: – What verticals does Luge Capital invest in and what do they look for? ● 04:35: – How do they go about vetting candidates for investment in the due-diligence stage? ● 05:26: – What does the relationship look like with their backers once the investment has been made? ● 06:00: – Who was their first client? ● 07:53: – What value does open banking have? ● 11:00: – Ramin discusses Luge Capital’s investment in Finaeo. ● 12:08: – What does it take for a start-up to make Luge Capital interested in investing? ● 14:29: – The world of payments needs innovation. ● 15:46: – Ramin talks about banking for kids. ● 17:25: – What does Luge Capital have to say about global identity? ● 20:38: – What are the challenges of having a portable credit score that travels with us? ● 22:23: – Why is frictionless real estate an area that is ripe for needing innovation? ● 24:07: – Ramin and Jason discuss blockchain technology. ● 26:16: – What would Ramin change in his business or in his industry? ● 27:47: – What has been the biggest challenge in his business? ● 30:21: – What is the most exciting thing Ramin Wright is working on? 3 Key Points 1. Luge Capital looks for a strong vision for a company with a strong team that includes entrepreneurs with a global focus, a big appetite for growth, and the ability to execute on large opportunities. 2. Luge Capital is interested in companies that are targeting remaining frictions within the financial services industry. 3. There are typically at least 10 people involved in a real estate transaction that need their own information to get the job done. Tweetable Quotes: ● “Luge Capital is an early-stage fintech venture fund. We invest solely in the fintech vertical and across companies headquartered in Canada and the United States.” – Ramin Wright ● “For us, early-stage, we hang out typically around the seed and A rounds of a company. So our first check into a company will range around the order of a quarter-million to $2 million.” – Ramin Wright ● “Something that we work with that is unique about us is our backers are all large financial institutions and they all have a strong interest in working together with the companies that we invest in.” – Ramin Wright Resources Mentioned: ● Facebook – Jason Pereira’s ● LinkedIn – Jason Pereira’s ● FintechImpact.co – Website● Linkedin – Ramin Wright ● luge.vc – Website ● luge.vc/ideas/ – Luge Capital’s 6 Ideas for Innovation See acast.com/privacy for privacy and opt-out information.

Summary:In this 72nd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host continues the previous discussion from episode 71 with returning guests Aly Dhalla, CEO & Co-Founder at Finaeo and Zaheer Merali, Entrepreneur, Advisor, Investor, and Connector of Fintech and Healthtech. The financial innovations of technology behemoths Amazon, IBM, and Alibaba are the core focus of this talk.Episode Highlights: ● 00:24: – How long will it be before a tech giant will become their own bank?● 02:48: – Aly and Zaheer share hypothetical possibilities of how Amazon could link machine payment to shared devices.● 06:16: – How will autonomous cars change business models and customer experiences?● 08:05: – You can’t move money between banks on the weekend because the servers are closed on weekends because they keep bankers’ hours.● 09:00: – What can we expect from Haven health service at Amazon, a joint venture with Berkshire Hathaway and Chase.● 12:41: – Jason shares a past journal reading about Microsoft tackling out of control healthcare costs.● 15:06: – What are the reasons why medicine won’t be an efficient and free market?● 17:06: – What innovations are IBM involved with?● 21:30: – What are some statistics related to transactions?● 22:38: – Which financial areas have Alibaba in China dove into?● 27:15: – What are the ways that solving the wrong problems can occur?● 29:07: – Why shouldn’t small companies worry about not having a way into solving big problems?● 30:48: – Every business needs its true believers.● 31:32: – Break down the big issues your company has and solve the Individual parts.● 32:58: – To innovate requires failure.3 Key Points: 1. Work, leisure, and sleep are the three divisions of our time. When cars drive themselves, travel time, which is work for the driver, becomes leisure, turning cars into a new total leisure experience for everyone.2. Medicine won’t be a free and efficient market because of patents, doctorspaid by a third party, and insurance costs.3. The estimated hard currency in the world is around $5 trillion. The total estimated world money supply is around $80 trillion. The global GDP is $103 trillion. There are $282 billion in transactions per day.Tweetable Quotes: ● “The one thing is, none of those players (Amazon, Google, etc.) has ever tackled a regulated business before.” – Zaheer Merali● “A whole new industry is being built around creating experiences.” – Aly Dhalla● “In the last five years, definitely in the last three, I can probably count on one hand the number of times I have heard the name IBM in any conversation.” – Zaheer MeraliResources Mentioned: ● Facebook – Jason Pereira● LinkedIn – Jason Pereira● FintechImpact.co – Website - Fintech Impact● Aly Dhalla – Linkedin● Zaheer Merali – Linkedin See acast.com/privacy for privacy and opt-out information.

Summary:In this 71st episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host conducts a discussion with previous guests Aly Dhalla, CEO & Co-Founder at Finaeo and Zaheer Merali, Entrepreneur, Advisor, Investor, and Connector of Fintech and Healthtech. Their talk revolves around how large technology businesses in non-financial spaces are venturing into both fintech and healthcare at the same time. Some of the companies that are mentioned include: Apple, Google, Amazon, and Microsoft among others.Episode Highlights:● 01:06: – What is Facebook’s approach in the cryptocurrency arena?● 05:27: – What is the Chinese company WeChat?● 07:21: – What are the differences between Messenger and WeChat?● 10:06: – What is the world’s biggest hedge fund, where is it located, and why?● 11:03: – Where is Apple going with Apple Pay, Apple Pay Cash, and Apple Credit Cards?● 16:44: – Banks will become utility providers that provide financial infrastructure.● 18:04: – What is Google struggling with in the fintech space?● 22:30: – What are their thoughts on Microsoft’s partnership with BlackRock?● 27:32: – How do they feel about Amazon Cash?3 Key Points:1. WeChat has a billion daily active users, which can equate to hundreds of millions of dollars from even a small portion of that transaction layer.2. In North America, there is a push in tech to keep changing what users use and disrupting public habits where Asian tech plays like WeChat keep building off a product people are already using.3. More partnerships that we see at the macro level should be clear indicators ofhow the world is evolving.Tweetable Quotes:● “99.8% of Facebook revenue comes from advertising.” – Aly Dhalla● “The reason Messenger won’t take off the way that it has, that WeChat would of, is the bulk of its user base up until that point was in developed markets, where there were developed banking models.” – Zaheer Merali● “Payments is the space right now where their (tech companies) all playing in, because it’s the most accessible. It’s the one that drive most closely to the business that they already have.” – Zaheer MeraliResources Mentioned:● Facebook – Jason Pereira’s● LinkedIn – Jason Pereira’s● FintechImpact.co – Website: Fintech Impact● Aly Dhalla – Linkedin: Aly Dhalla● Zaheer Merali – Linkedin: Zaheer Merali See acast.com/privacy for privacy and opt-out information.

Alec is a co-founder and Director of Partnerships at The UXR Collective, the creators of the UXR Conference. For his day job, Alec is Head of Product at Finaeo, a Toronto-based startup building the tech to power the individual life and health insurance industry. In this episode, we talk about what it takes to get a conference off the ground, and how to do it bigger and better the next time.

Aly Dhalla is the CEO/Co-Founder of Finaeo, a venture-backed insurtech company building the digital fabric to power the life insurance industry globally. In today's episode we sit down to discuss what shapes corporate culture, how and why Finaeo is changing how advisors are doing business, and what clients get out of all this. Finally, we discuss the future of employee benefits in Canada. If you've never heard Aly speak, then make sure you tune into this episode, you won't be disappointed. I hope you enjoy it. RB

Aly Dhalla is the CEO/Co-Founder of Finaeo, a venture-backed insurtech company building the digital fabric to power the life insurance industry globally. In today's episode we sit down to discuss what shapes corporate culture, how and why Finaeo is changing how advisors are doing business, and what clients get out of all this. Finally, we discuss the future of employee benefits in Canada. If you've never heard Aly speak, then make sure you tune into this episode, you won't be disappointed. I hope you enjoy it. RB

Aly Dhalla is the CEO/Co-Founder of Finaeo, a venture-backed insurtech company building the digital fabric to power the life insurance industry globally. In today's episode we sit down to discuss what shapes corporate culture, how and why Finaeo is changing how advisors are doing business, and what clients get out of all this. Finally, we discuss the future of employee benefits in Canada. If you've never heard Aly speak, then make sure you tune into this episode, you won't be disappointed. I hope you enjoy it. RB

Aly Dhalla is the CEO/Co-Founder of Finaeo, a venture-backed insurtech company building the digital fabric to power the life insurance industry globally.  In today's episode we sit down to discuss what shapes corporate culture, how and why Finaeo is changing how advisors are doing business, and what clients get out of all this. Finally, we discuss the future of employee benefits in Canada.  If you've never heard Aly speak, then make sure you tune into this episode, you won't be disappointed.  I hope you enjoy it. RB

On a special podcast where we are joined by Aly Dhalla, CEO of Finaeo, as he talks about current broker practices and insurance in the digital age.

Insurance is an important part of financial planning and wealth planning. Technology can help insurance brokers more effectively bring useful products to their clients, which can in turn help those clients maintain and protect their wealth. Today’s guest understands how cutting-edge technology can help advisors streamline processes, manage tasks, and discover unexpected efficiencies. Most importantly, he recognizes the importance of maintaining a human touch in the process. Aly Dhalla is the CEO and Co-founder of Finaeo, a startup that was created to help insurance advisors thrive in a digital world. Finaeo provides advisors with a digital tool-kit and an on-demand concierge back-office. This enables advisors to create what Aly calls the Bionic Advisor – a human advisor empowered by technology. Listen to the episode to hear more about what Finaeo is all about, what a bionic advisor looks like, and how technology impacts the advisory field now and in the future. Topics Discussed in This Episode: What Aly’s firm does and who they serve The core problem that Finaeo seeks to solve The typical process for a financial, wealth, or insurance planner How Finaeo reinvents the front end of the planning process How advisors can work with Finaeo What a bionic advisor is and does How technology is impacting the financial advisory space How data can be leveraged to power advice The customer personas that Finaeo targets with their services Characteristics of successful insurance advisors Aly’s advice for advisors who want to scale their business Lead acquisition tips for advisors The importance of continually learning new things about your field Links and Resources: Aly Dhalla Finaeo Finaeo Waitlist Quotes from Aly: “Our vision and mission is to empower advisors around the world with technology that makes their lives easier.” “I think technology is a great solution to do the s

Summary:In this 10th episode of the Fintech Impact podcast, Jason Pereira interviews Aly Dhalla, the CEO and Founder of Finaeo, a platform to help independent advisors make their job easier with digital toolkits connected to a back office to work through their front office needs—from prospect to policy in one workflow. Aly shares what Finaeo’s goals are, who their core audience is, and their technological prospective to financial planning.● 02:01 – Aly Dhalla introduces what Finaeo is.● 02:31 – Aly shares information about his professional background as a financial advisor.● 04:20 – Finaeo began delivering quotes via chat bot to provide them on demand.● 06:00 – Three targets for Finaeo include: 1.) Early advisors who are 0-2 years in the industry looking for infrastructure. 2.) Growth stage advisors with 3-5 years in the industry making $75,000-$125,000 annually in income. 3.) Advisors towards the end of their career that are looking to exit in 3-5 years.● 06:59 – Finaeo software process involves an initial needs analysis form for an advisor’s client, who can then log into the software and use the opportunity builder stage. The system sets up auto reminders.● 11:45 – Finaeo currently does logic-driven data analysis, mining it for patterns.● 15:52 – Finaeo is willing to partner with their competition.● 17:29 – Connectivity with carriers is the number one issue that Finaeo is facing● 19:17 – They will remain very focused on insurance distribution.● 23:52 – Bionic advisor manta stands for the culmination of human and machine, with machine taking over computation, administration, and workflow. The human component handles building relationships and giving advice.● 26:33 – Finaeo is free for advisors to work with the CRM software.● 29:38 – Clients tend to find Finaeo through referrals, blogs, eBooks, podcasts, and webinars.● 31:33 – As far as capital they have raised, the first $250,000 came from financial advisors, another $500,000 from the tech community and industry influencers. Their partner that lead their seed round of $2.25 million became Impression Ventures.● 35:54 – Their first product was built by a single engineer in three months● 38:26 – Faneo’a team is currently 14 full-time people (11 in Toronto, 3 in Vancouver) and are looking to grow to 20 by the end of 2018, with most of them in engineering.3 Key Points:1. Three targets for Finaeo include: 1.) Early advisors (0-2 years in the industry) 2.) Growth stage advisors (3-5 years in the industry) 3.) Elder advisors (looking to exit in 3-5 years.)2. Bionic advisor manta stands for the culmination of human and machine, with machine taking over computation, administration, and workflow. The human component handles building relationships and giving advice.3. Finaeo’s first capital was $250,000 from angel financial advisors, another $500,000 from the tech community, and their partner that lead their seed round of $2.25 million became Impression Ventures.Tweetable Quotes:- “Our end-state goal is to be digitally bolted onto every insurance company and provide an open Amazon-style marketplace, where advisors can pick and choose from a suite of products.” – Aly Dhalla.- “We think that machine learning is going to drive the next generation of advisor, and help them scale.” – Aly Dhalla. - “Technology is the future of distribution, is the future of compliance, is the future of communication with clients.” – Aly Dhalla. Resources Mentioned:● LinkedIn – Jason Pereira’s LinkedIn● Facebook – Jason Pereira’s Facebook● Woodgate Financial – Website for Woodgate Financial● Finaeo – Website for Finaeo● LinkedIn – Aly Dhalla’s LinkedIn page See acast.com/privacy for privacy and opt-out information.

Our first episode of The Advisor Advantage series is with industry-leading @justwealth. CEO Andrew Kirkland sits down with Finaeo’s Head of Marketing to talk industry insights.

Madison from Madrock Financial joins us as our guest this week to discuss being a Bionic Advisor. At Finaeo, we call this the Bionic Advisor. It is an advisor that merges with technology to help produce better client engagement, more efficiency, and smarter processes. You can follow Madrock on Twitter at @madrockfincorp Interviewing Madison Madrock is our very own Head of Marketing & Communications, Jason Leo Carvalho. You can Follow Jason on Twitter at @jasonlcarvalho About Madrock Financial Madrock Financial Corporation (“Madrock”) is a growing, independently owned and operated, Life and Health Insurance Brokerage. Founded in 2014 by John Madison McKimm – we focus on your needs first, designing financial programs that create the greatest long-term value for you, your family and your business. Madrock has offices in Toronto and Mississauga, servicing small-to-medium sized businesses, families, and professionals across Ontario. About Finaeo Finaeo is a Canadian insurtech platform built for financial advisors, particularly with a focus towards group benefits and individual/voluntary insurance. Finaeo helps advisors in these verticals automate their back-office administration by providing a digital assistant powered by a custom-built CRM engine. This combination uniquely leverages data to nudge them towards best practices, keeping them organized, prepared, and ready to sell, enabling them to focus on what matters most: Building Strong Client Relationships. Finaeo was co-founded by former insurance advisors in the group benefits space. To learn more, visit http://www.finaeo.com.

The always engaging and engaged Aly Dhalla, CEO and Co-Founder of Finaeo, shares his perspectives on data-driven client touchpoints, value delivery, and how your commitment to having a hyper-focus on those clients whose language you speak best creates extraordinary success.

You’re going to get a ton of inspiration hearing from Donald Chu, co-Founder of Finaeo and Founder of BenefitDeck Consulting. At Benefit Deck, starting at zero, Donald created 7-figures of benefits revenue in four years flat, while putting people and processes in place so that he could move across the country to create a technology to help you grow your business.

Ready for a podcast that makes an impact? Join me for an end-of-day random chat with Aly Dhalla and Jonathan Bega of Finaeo that encompasses technology, churn in the industry, community, education, getting from giving, “Bobble-Head Howard”, and more!

Today, the Finaeo team interviews Howard Kettner about how he built an immensely successful benefits business and then sold it. We discuss the tips and tricks that helped him start out, as well as where he thinks insurance advice is going. Also, as promised, here are the articles & books mentioned in the podcast: Hooked - Nir Eyal (https://www.amazon.com/Hooked-How-Build-Habit-Forming-Products/dp/1591847788/) The Motivation Manifesto - Brendan Bruchard (https://www.amazon.ca/dp/B00MVBIY22/) #AskGaryVee - Gary Vaynerchuk (https://www.amazon.ca/dp/B00Z71HW8A/) Why I Don't Want to Have Coffee With You - Gene Marks (https://www.entrepreneur.com/article/244370)

Today, the Finaeo team focuses on what it's like breaking into the insurance industry as a young advisor. We focus on the dos and don'ts that create strong insurance books!