Brian Laundry

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.”

[Brian Laundry @BrianLaundry]

I didn't even need to read the article to know that taxes are going up for the wealthy (and business owners). No surprise!

https://t.co/FF05PxLT1k

[Brian Laundry @BrianLaundry]

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?

https://t.co/vlIhShHu9F

[Brian Laundry @BrianLaundry]

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.

https://t.co/vLE1HTVrxy

[Brian Laundry @BrianLaundry]

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.

https://t.co/WWx6DEiO5x

[Brian Laundry @BrianLaundry]

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."

https://t.co/LyqRrpI6af

[Brian Laundry @BrianLaundry]

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.

https://t.co/wRvMbx6Ryy

[Brian Laundry @BrianLaundry]

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

[Brian Laundry @BrianLaundry]

https://t.co/oNX9EccFbF

[Brian Laundry @BrianLaundry]

@FHPBaseball She was my 'other mom' growing up. Such a terrific person with so much passion for her family. I'm so sorry Bob (Tom & Angela).

[Brian Laundry @BrianLaundry]

To all CPA attendees. @mhyattspeaker just told you to meet speakers before a presentation. Feel free to introduce yourself to me (pic below) #practax #CPA

[Brian Laundry @BrianLaundry]

What an honor! #halloffame. https://t.co/1N6tX7o2Gm

[Brian Laundry @BrianLaundry]

@RBurjoski @jpkelleway

[Brian Laundry @BrianLaundry]

"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
https://t.co/8w7xbwQE0j

[Brian Laundry @BrianLaundry]

"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
https://t.co/8w7xbwQE0j

[Brian Laundry @BrianLaundry]

Nice to be mentioned in the Globe & Mail last week.

https://t.co/1gunldUnsY

[Brian Laundry @BrianLaundry]

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 https://t.co/CEhk1HSNz4

[Brian Laundry @BrianLaundry]

Enjoyed being asked to participate in a panel discussion about insurance within a Private Managers practice. Thanks for the invite! @iASecurities @IAcanada @jpkelleway

[Brian Laundry @BrianLaundry]

@wavehockey are games still on tonight?

[Brian Laundry @BrianLaundry]

@CTVNews

[Brian Laundry @BrianLaundry]

https://t.co/tM2Z6mOH15 Although I understand the frustration of this client, you need to hear the entire explanation. I made a video to explain what happened. https://t.co/bWJ0BTj5Hm

[Brian Laundry @BrianLaundry]

https://t.co/tM2Z6mOH15 Although I understand the frustration of this client, you need to hear the entire explanation. I made a video to explain what happened. https://t.co/bWJ0BTj5Hm