Promod Sharma

Insurance Update: 2021 Review And 2022 Preview twitter.com/i/broadcasts/1…

5/5 The future belongs to those who thoughtfully integrate these tools while maintaining the personal touch clients value. #FinTech #AIinFinance #GrowingYourPractice

4/5 Key to success: Balance AI efficiency with human connection. Start small, focus on internal uses, and prioritize compliance.

1/5 The financial advisory landscape is evolving rapidly. Post-COVID, virtual meetings have become standard, expanding our reach beyond geographic limits.

Mentorship = Growth for all. 💡 Traditional mentors guide in your early career. 💡 Virtual mentors (or even LLMs!) expand your insight. 💡 Peer mentoring creates mutual support. What role has mentorship played in your career? #Mentorship #CareerGrowth #GrowingYourPractice

💡 Build win-win-win relationships 1️⃣ Clients win through tailored expertise. 2️⃣ Collaborators profit from shared trust. 3️⃣ You strengthen your network authentically. Generosity builds trust. How do you grow your partnerships? #GrowingYourPractice

Structure your day for effectiveness, not just efficiency. 👉 Schedule "rocks" first: family, meetings, exercise. 👉 Let "sand"—emails & webinars—fill the gaps. 👉 Use Calendly & team meetings wisely. When do you do your best thinking? #TimeManagement #GrowingYourPractice

Building trust takes time—but it can be lost instantly. Start with small actions: ✨ Follow through on commitments ✨ Be consistent & transparent ✨ Show mutual respect in collaboration What’s your top habit for building trust? #ClientTrust #TrustMatters #Collaboration

We grow as professionals through active daily habits like: ⭐ Observing trends, patterns, & divergences. ⭐ Talking to collaborators for clearer insights. ⭐ Using LLMs to simplify complex ideas. What’s your go-to habit? #GrowingYourPractice #DailyHabits #AdvisorDevelopment

Starting a family business takes trust, partnership, and clear communication. In our first year, my son and I learned: 1️⃣ Communicate openly to reduce ambiguity. 2️⃣ Collaborate as equals (not hierarchically). 3️⃣ Align on values and trust. Your lessons? #GrowingYourPractice

Career evolution requires adaptation. From actuary to advisor, I've learned: 1️⃣ Simplification builds clarity. 2️⃣ Collaboration is essential and complex. 3️⃣ Instant credibility shifts to earned influence. What lessons has your journey taught you? #GrowingYourPractice

[Series Introduction] Growing Your Practice: An Actuary’s Perspective Want to make your advisory practice more resilient & impactful? I’m sharing what I’ve learned on Sundays at 6 PM Toronto time. Follow to grow your practice. #GrowingYourPractice

My #FinancialLiteracyMonth started with a surprise bill and a fight for a refund! 🥊 Decided not to renew, but got charged anyway. Contacted the company … crickets! 🦗 Filed a dispute with PayPal and BAM! 💥 Full refund! #MoneyOnYourMind? Stay on top of your finances! #FLM2024

DST to EST got me. Brewed a pot of “clear coffee” this morning. Coffee beans? Optional! Anyone else got the #TimeChangeBrainFog? ➡️ This AI-generated image captures the feeling. #CoffeeFail #MondayMood #AIart

“Isn’t there an old adage that if you die a rich person, you’ve failed? My philosophy is get rid of it or give it away before you go.” — Daniel Craig What are your beliefs about giving? GET CLARITY FOR GENEROSITY at replug.link/09b3a2f0 #philanthropy #charity #WillpowerCA

Wallets are here. So let us pad yours. We’re sending 25 winners a deposit of $2,000 worth of $ETH. Retweet this post, and reply with #WealthsimpleCrypto by April 12th to be entered. Full details here: Wealthsimple.com/50kcryptogivea…

@Wealthsimple #WealthsimpleCrypto

“The meaning of life is to find your gift. The purpose of life is to give it away.” ― Pablo Picasso Giving to charities brings meaning. GET CLARITY FOR GENEROSITY at replug.link/af024f30 #WillpowerCA #philanthropy #generosity #plannedgiving #charity