I fell backwards into insurance. It was never on my radar, but honestly I never really had much of a plan anyways. I broke into financial services as a cold caller for a broker that had (and still has) one of the biggest books in Canada. We met at a black tie party and he offered to give me a shot. The gig was $27,000 per year, no commission. Here is a phone, there is a phone book. Find the firm $5,000,000 in one year and the firm would pay for my licensing. I sourced $4,900,000 in 9 months and they fired me. Its cheaper to find another gullible kid then take a chance on a 27 year old rookie broker. 

Welcome to Bay Street.

I bounced back quickly and got a similar role with a smaller team at a different firm. Unfortunately, at the new shop compliance took a poor view on phone sales and I was dead in the water for months. Then an opportunity presented itself. Getting a license to sell insurance is not difficult or time consuming. With that license I could prospect without fear of compliance coming down on me and I could add insurance as an offering to my teams existing investment clients. 

A month later I was up and running as a Life Insurance Advisor. This came with a new set of problems. Mainly I was working with advisors who knew next to nothing about insurance and even less about sales. I was effectively on my own. I managed to pull together a successful career through stubborn trial and error.

I'm at the point now where I am training other to sell insurance. I have made many mistakes along the way. I've also developed a few strategies that they don't teach you at sales conferences. I've jotted a few down and always wanted to write a manual for new advisors to set themselves up for success. This blog will be a depository of these writings. Perhaps one day I will cooper them together into a book.

This isn't going to be Simon Sinek platitude or Dale Carnegie techniques its going to be practical examples and ways for new advisors to be able to build their foundation and eventually make a living in the insurance industry in Canada.

I know this site is more for crypto, but I am detailing the 1BTC project here so I like having it all together.

Financial Services is a terribly lonely and uncertain profession so I hope that this one day is found by someone who needs it.