Bright Advice: How Sun Life Helps Advisors and Clients Thrive

In our latest episode of the CanadianSME Small Business Podcast hosted by Kripa Anand, we dive into the evolving world of financial advisory and how technology, personalization, and purpose are shaping the future for Canadians.

We sat down with Daniele Farinaccia, Senior Vice President of Distribution and Channel Management at Sun Life Canada. Daniele shares valuable insights on empowering advisors with advanced tools, strengthening advisor-client relationships through GenAI, and building a future where financial advice is more holistic and accessible.

Key highlights from the conversation:
• The shift toward more personalized and holistic financial guidance
• How Sun Life supports advisors with modern tools to help clients build healthier futures
• GenAI’s role in deepening advisor-client connections
• New opportunities for advisor growth in a transforming landscape
• A forward-looking vision for the future of financial advice in Canada

Special thanks to our partners RBC, UPS, Google, A1 Global College and ADP Canada for supporting this important dialogue.

🎧 Listen to the full episode here: https://smbpodcast.ca/bright-advice-how-sun-life-helps-advisors-and-clients-thrive/

Explore more insights at canadiansme.ca — and stay informed as you build for tomorrow.

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