Financial Practice Made Perfect Financial Practice Made Perfect examines issues a Author: Independent Financial Brokers of Canada Financial Practice Made Perfect examines issues affecting independent financial advisors, and helps advisors gain insight into how to run their businesses efficiently and successfully. Presented by Independent Financial Brokers of Canada. Be a guest on this podcast Language: en Genres: Business Contact email: Get it Feed URL: Get it iTunes ID: Get it Get all podcast data

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Financial Practice Made Perfect - Episode 33: The 3 Key Items for E&O Insurance
Tuesday, 28 November, 2017

In our latest episode of Financial Practice Made Perfect we are joined by Roberta Tasson, partner at The Magnes Group (the broker for IFB’s E&O program). Roberta speaks to us about the three key items for advisors to think about when shopping for an E&O policy. Advisors should look at: who is covered, what is covered, and which insurer is providing the coverage. Music by: www.bensound.com

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