Fintech Impact

Breathe Life with Ian Jeffrey (CEO) | E62

March 26, 201929 min
Summary:In this 62nd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host conducts an interview with Ian Jeffery, CEO and Co-Founder of Breathe Life, a software service platform that drives traffic to insurance carriers websites and advisors. Ian also shares how Breathe Life helps to complete direct-to-consumer sales of life insurance policies and how he addresses the advice gap in the insurance industry.Time Stamped Show Notes:● 00:42: – How can Breathe Life benefit the industry● 03:14: – What made Ian get into this business● 06:42: – What does Breath Life do for clients● 10:08: – How does Breathe Life address the advice gap● 13:41: – Breathe Life works through MGAs and carriers, not through advisors● 14:08: – What is an example of a carrier they have worked with● 15:42: – What is some of the stuff they are learning from the analytics● 18:51: – How has the feedback been on Breathe Life so far● 24:00: – If Ian had one wish for his business, what would it be● 24:38: – What has been the biggest challenge the company has had● 25:56: – What energizes Ian to keep going3 Key Points:1. Breathe Life has two paths: the advisor path and the organization path.2. Breathe Life prospects people for their clients based on keyword selection andmarketing effort.3. Develop your own deep niches.Tweetable Quotes:- “70% of our sales on the direct-to-consumer platform are on mobile.” – Ian Jeffery.- “Every advisor can have their own personally-brand page.” – Ian Jeffery.- “Technology should be an enabler of what this industry has been doing, not adisrupter.” – Ian Jeffery.Resources Mentioned:● Fintech Impact – Jason Pereira’s Facebook● LinkedIn – Jason Pereira’s● LinkedIn - Ian Jeffrey● @ianmtl – Twitter for Ian Jeffrey● – Website for Breathe Life

Chat About Breathe Life with Ian Jeffrey (CEO) | E62