In today’s episode – “Integrating Insurance Into a Wealth Practice” we unpack why so many wealth advisors struggle to bring insurance meaningfully into their planning—and why this challenge also creates real partnership opportunities for insurance-focused advisors looking to grow revenue.

For a lot of advisors, the challenge isn’t belief in the value of insurance—it’s bandwidth.

Insurance feels like a different world: slower processes, more conversations, more ambiguity. And many advisors who once led with protection planning years ago now find themselves out of practice, unsure how to reintroduce these conversations with clients who’ve since accumulated significant wealth. The result? Missed estate-planning opportunities, delayed conversations, and clients who only seek insurance once health issues have already changed the landscape.

The questions we’re answering today are:

1. Why is integrating insurance into a wealth practice so difficult for advisors?
2. How should an advisor decide whether to become the expert, build internal expertise, or partner externally?
3. And what does effective, trustworthy partnership actually look like in practice?

Joining us to break this down is Jaclyn Nemethy, Senior Director of Strategic Relationships at PPI. Jaclyn is part of a specialist team working exclusively with wealth-focused advisors as they build—or rebuild—their insurance capability. She brings deep insight into advisor capacity, partnership models, and the real-world habits that separate good intentions from actual implementation. In this episode, you’ll learn how to choose your lane, structure partnerships with confidence, and make simple process tweaks that finally bring insurance into the client conversation.

So, let’s get into it. Here’s “Integrating Insurance into a Wealth Practice” with Jaclyn Nemethy.

In today’s episode – “Networking with Intent” – we dig into why so many advisors feel stuck, uncomfortable, or simply ineffective when it comes to networking, and how a more intentional, strategic approach can completely change the experience.

Advisors often walk into events hoping to “meet the right people,” but without a clear objective or plan. Others rely on outdated tactics—collecting business cards, rushing conversations, or defaulting to sales-focused follow‑ups. And for introverted advisors, the pressure to perform in a crowded room can make networking feel draining or inauthentic.

The questions we’re answering today include:

• What does a thoughtful, strategic networking plan actually look like?
• How can advisors start more natural conversations—both in person and online?
• What does meaningful, memorable follow‑up really require?

Joining us to break this down is Kendall Harris, Director of Strategic Growth at PPI. Kendall has spent years in both inside and outside sales across the insurance industry, where networking isn’t just part of the job—it’s part of her everyday life. She not only excels at building relationships; she genuinely loves creating new connections, which makes her the perfect person to guide this conversation.

In this episode, you’ll learn how to approach networking with a clear plan, engage people in authentic conversations, and build deeper, more meaningful relationships that continue long after the event ends.

So, let’s get into it. Here’s “Networking with Intent” with Kendall Harris.

In today's episode, “Buying a Book of Business”, we’re shifting the spotlight to a side of

succession planning we haven’t fully unpacked yet: what it takes to become the buyer.

Over the past few episodes, we’ve spent time examining the sell-side—preparing for

unexpected health events, ensuring continuity, and finding ways to strengthen the

long-term value of a practice. But acquiring a book comes with its own set of challenges,

opportunities, and blind spots. And for many advisors, knowing how to approach a

purchase can be just as important as knowing how to eventually transition out of one.

Today we’re tackling key questions like: Where do you uncover real opportunities to

purchase a book of business? What groundwork should you lay before making an oƯer?

How do you determine a fair price? And what exactly should you be assessing before you

commit?

Providing us with real-world insights is someone who’s lived the buying process more than

most advisors will in an entire career. Before turning 40, Kelsie Lenton, a successful

advisor based in Saskatoon, purchased three separate books of business—each

dramatically accelerating the growth of her practice. She even chose to walk away from a

fourth opportunity after recognizing warning signs around fit and values.

Through these experiences, Kelsie has gained deep insight into what makes an acquisition

worthwhile, what makes it risky, and what makes it transformative.

So, let’s get into it. Here’s “Buying a Book of Business” with Kelsie Lenton.