With overall responsibility for sales, marketing, customer success, and account management my focus is with our team to support the ongoing success of current and future clients on the Lavvi Digital Distribution Platform. Continuous collaboration with the senior leadership team on shaping company-wide strategies and initiatives, with a focus on maximizing customer value and fostering long-term relationships is a key part of my role.My 30 years in the insurance and financial services industry will be a resource to provide valuable insights and context for teams in marketing, product development, delivery, and sales. I am excited to represent the Lavvi team as a speaker at live industry events and on third-party webcasts, sharing our value proposition for insurance carriers, distribution partners, advisors and consumers.I am a key contact in Canada, the US, and internationally for industry associations and vendors with a focus on fostering strategic partnerships and enhancing our market presence. I invite you to reach out to learn more about Lavvi.

As a Strategic Advisor to HeyAdvisor, I am privileged to support the visionary founders in refining their business and go-to-market strategy. HeyAdvisor is revolutionizing the way financial advisors connect with their clients by providing a robust platform filled with dynamic content tailored for wealth planning and insurance discussions.HeyAdvisor equips financial advisors with an array of white-labelled videos and infographics designed to initiate and deepen client conversations. These resources are easily shareable across multiple channels, including email, social media, websites, client portals, and newsletters, ensuring advisors can engage their clients effectively, foster informed financial decision-making, and drive business growth.By leveraging HeyAdvisor’s innovative tools, advisors can enhance their client relationships and position themselves as trusted financial partners in an increasingly digital world.

As a Strategic Advisor at BlueMind, I am thrilled to contribute to the development of this transformative platform tailored for financial and insurance advisors. BlueMind is an all-in-one sales, client management and compliance solution designed to simplify the everyday work in advisory practices.BlueMind centralizes operations, automates routine tasks, and ensures compliance, allowing advisors to manage their practices more efficiently. With features like automated correspondence, email integration, and enhanced security, BlueMind helps advisors serve their clients better and grow their businesses. The team is focusing on making every part of the workday easier and more productive.

As a Strategic Advisor and Director I am helping the team at Samos Insurance as they are redefining financial security with an unwavering mission: to deliver unparalleled peace of mind to individuals undergoing surgery. As pioneers of Surgical Risk Insurance (SRI), we’ve crafted a revolutionary, streamlined solution that ensures patients receive the coverage they need, exactly when they need it—no medical underwriting questions asked.Our SRI product stands as the world’s first of its kind, designed to activate specifically for scheduled medical procedures, offering episodic coverage from the moment of admission to discharge at the medical facility. This innovative approach ensures that in the rare event of a death during surgery, patients and their families are financially protected.

With over 30 years of experience in the North American financial services industry, I have held roles as an insurance advisor, practice management coach, facilitator, speaker, and senior leader in distribution and technology.As the President and Founder of the Adamson Advisory Group, I offer strategic consulting to financial services organizations and advisors, helping them optimize their businesses for maximum profitability and value. Additionally, we advise individual clients on personal risk management with life and living benefit insurance solutions, and assist business owners with buy/sell and key person insurance planning, as well as supporting their employee's through comprehensive and meaningful benefit plans.

Accepted the key role of selling life insurance companies on the benefits of transitioning from their legacy technology to integrated platforms that included:• Insurance policy administration solution that included client and advisor self-service portals (SaaS and On Premises)• Insurance policy illustration solution• Insurance electronic application• Insurance agency management system for distributors (National Accounts and MGAs)• CRM for Financial AdvisorsInternal subject matter expert on Financial Services industry to product development and marketing teams, and regularly represented the company as a speaker at live industry events and third-party webcasts. Led the establishment of a partnership with LIMRA and was key contact for industry organizations such as Advocis, CAILBA, CLIEDIS and APEXA.

Kronos Technologies Inc. was acquired by Equisoft as a result of our successful growth within the Canadian Financial Services Industry. Our D2C strategy for selling our SaaS CRM directly to Financial Advisors and organizations along with our systems (sales, onboarding, customer success and training) were a significant contributor to the value of the business.As Chief Customer Officer owned Strategy, Sales, Marketing, Customer Support and Training. Working with our Vice President, HR we hired 3 Directors to manage these business areas and who reported to me.Our team continuously exceeded targeted growth in new and retained user licenses, aided by implementing marketing and sales systems and processes, clarifying roles and accountabilities, and by driving significant growth through partnerships with financial services distributors. The Kronos brand visibility increased tremendously within the Canadian financial services industry through marketing and networking.Internal subject matter expert on Financial Services industry to product development and marketing teams, and regularly represented the company as a speaker at live industry events and third-party webcasts. Led the establishment of a partnership with LIMRA and was key contact for industry organizations such as Advocis, CAILBA, CLIEDIS and APEXA.

Kronos Technologies Inc. - Joined as a member of the senior leadership team with a mandate to grow the business outside of Quebec, within the rest of Canada. Assessed current marketing, sales and onboarding processes and immediately developed a plan to modernize the approach and begin the growth strategy.Developed a clear sales strategy to ensure a consistent approach to sales calls, demo sessions and onboarding.Initiated the company's first ever strategic planning session to clarify the vision for 2017 and establish clear roles/accountabilities for senior leaders as well as budgets by department.

A member of the senior leadership team and accountable for the company’s most important asset - its customers. CCO responsibilities included driving Customer Acquisitions, Customer Retention, Customer Service and Customer Relationship Management to support current and future clients in their continuing success with the WealthServ platform of technology and sales solutions.Helped grow overall industry market share from 40% to 65% nationally.Specific focus on supporting Insurers, MGAs, and Advisors in maximizing their growth and profit potential by optimizing their business with technology solutions and maximizing revenue through practice management strategies.

A member of Optimé's senior management team assisted in setting the strategic direction of the business and provided leadership to ensure the long-term growth and success of the company. Overall accountability of driving impact with, and for, Optimé clients through sales, relationship management, program development and facilitation, coaching and consulting in the areas of Coaching Capability and Sales Effectiveness with organizations such as TD Bank, The Dominion of Canada Assurance, Great-West Life, Frito-Lay, and Finning Canada.Consistently achieved high scores from clients on programs developed and delivered, and exceeded all revenue targets during my tenure.

Consulted for advisory firms using my experience as an independent senior leader highly skilled at sales, marketing and mentoring with a unique ability for understanding key issues and developing and implementing successful solutions.

As part of the Gold Key Distribution Head Office management team created and implemented a national strategy which successfully achieved market share growth that was greater than the industry average. A key part of the role was collaborating with Regional Directors (RD’s) across Canada on their strategy and development. Assisted in hiring several RD’s as well as a key support role in each region, the Business Services Manager (BSM’s). Created planning and relationship management tools and strategies that Regional Director’s utilized to build and manage relationships with advisors to drive sales and revenue. Coached Regional Director’s to support the successful achievement (and over-achievement) of targets. Strong working relationship as part of a fantastic head office team that was focused and committed to making a difference for Gold Key advisors and our regional teams.

Joined GWL as a key member of the head office senior leadership team focusing on creating and implementing a distribution strategy. A key mandate of mine was building and managing a new area in the organization, practice management, focusing on adding strategic value to advisors in the areas of business planning, sales, marketing, business management, relationship management and succession planning.A key part of this role was working directly with top advisors and their firms to develop and implement business strategy, as well as supporting GWL managers in their work with advisors. Developed and facilitated programs and workshops for advisors nationally and coached top advisors as well as GWL staff (formally and informally). Functioned as a keynote speaker at many advisor events, internal staff conferences and events as well as externally at industry conferences.Built a successful business case for a brand-new role in the organization focusing on advisor relationship management and sales (Regional Manager, The Resource Centre). Recruited and hired a group of highly qualified and motivated internal people to this role and they consistently over-achieved on their sales targets. Designed and implemented a skill development strategy for the role including individual coaching and mentoring as well as semi-annual national development meetings.

Over a 7-year period helped build the business across North America and supported the development of staff, program content and methodology. Key accountability for sales of practice development program to major financial institutions and managing relationships with existing clients and strategic partners.Functioned as a senior coach and facilitator for program delivery, working with hundreds of financial advisors to help them develop and implement their strategies to grow their businesses and achieve success.Developed and led train-the-trainer programs for client staff as well as internal staff and was very involved in the development of new programs and new content for existing programs aimed at helping individuals and organizations increase effectiveness by optimizing their business.Developed a brand as a popular keynote speaker for corporations and industry associations in Canada, the United States and internationally.