You Want to Innovate
and Grow Your Practice
We Make It Simple
We help digitize and streamline your business processes so you can focus on doing what you do best—delivering the exceptional client experiences that grow your practice.
You Want To Innovate
And Grow Your Practice
We Make It Simple
We help digitize and streamline your business processes so you can focus on doing what you do best—delivering the exceptional client experiences that grow your practice.
ADVISORS REGISTERED
0
HAVE JOINED THE BIG INITIATIVE
COURSE ENROLMENTS
0
ADVISORS GETTING WHAT THEY NEED TO GROW
BUSINESS EVALUATIONS
0
VALUABLE INSIGHT TO CREATE NEW PROGRAMS
ADVISORS REGISTERED
0
HAVE JOINED THE BIG INITIATIVE
COURSE ENROLMENTS
0
ADVISORS GETTING WHAT THEY NEED TO GROW
BUSINESS EVALUATIONS
0
VALUABLE INSIGHT TO CREATE NEW PROGRAMS
YOU WANT TO INNOVATE
AND GROW YOUR PRACTICE.
WE MAKE IT SIMPLE.
Digital technology is changing the way your clients do business with you. We can help you adapt, integrate and then lead the way.
REGISTER
YOU WANT TO INNOVATE
AND GROW YOUR PRACTICE.
WE MAKE IT SIMPLE.
Digital technology is changing the way your clients do business with you. We can help you adapt, integrate and then lead the way.
REGISTER
THE
PROBLEM
New digital products are becoming available every day. How do you determine which one will best serve your needs and support your clients?
THE
SOLUTION
BIG has done the heavy lifting for you. BIG is the solution to simplify, streamline and grow your financial practice with the right toolkit.
THE
TOOLS
We offer a powerful suite of digital tools that you can access immediately. We offer insight and training that will support you now.
THE
PROBLEM
New digital products are becoming available every day. How do you determine which one will best serve your needs and support your clients?
THE
SOLUTION
BIG has done the heavy lifting for you. BIG is the solution to simplify, streamline and grow your financial practice with the right toolkit.
THE
TOOLS
We offer a powerful suite of digital tools that you can access immediately. We offer insight and training that will support you now.
MEET OUR DIGITAL STRATEGY TEAM
Dedicated to gathering feedback and insights, finding the best industry and technology tools, that continuously deliver innovative solutions to help you grow your business and solve your most common challenges.
MEET OUR DIGITAL STRATEGY TEAM
Dedicated to gathering feedback and insights, finding the best industry and technology tools, that continuously deliver innovative solutions to help you grow your business and solve your most common challenges.
Don Hart
Vice President, Training & Development
Don oversees all education forums for IDC WIN, while developing content and sessions of value to foster an environment for advisors to grow the business, utilizing the best tools and systems available. Working in tandem with IDC WIN Business Development Executives (BDE), Don will be available to work with advisors in one-to-one situations to advance business opportunities.
Kelly Gustafson
National Director of Sales & Innovation
An innovative leader with a commitment to excellence, Kelly provides leadership and guidance to ensure that IDC WIN continues to transform its current business processes towards digital products and services that reflect the growing online needs of advisors, and provide a superior user experience.
Wendy Keruzore
National Digital Sales and Marketing Specialist
Wendy’s focus is delivering service excellence and industry leading training and support through online tools like the IDC WIN Institute, e-learning, sales training and business development platform, and our BIGhelp search engine for both staff and advisors.
Don oversees all education forums for IDC WIN, while developing content and sessions of value to foster an environment for advisors to grow the business, utilizing the best tools and systems available. Working in tandem with IDC WIN Business Development Executives (BDE), Don will be available to work with advisors in one-to-one situations to advance business opportunities.
An innovative leader with a commitment to excellence, Kelly provides leadership and guidance to ensure that IDC WIN continues to transform its current business processes towards digital products and services that reflect the growing online needs of advisors, and provide a superior user experience.
Wendy’s focus is delivering service excellence and industry leading training and support through online tools like the IDC WIN Institute, e-learning, sales training and business development platform, and our BIGhelp search engine for both staff and advisors.
INNOVATIVE ADVISORS THAT ARE
LEADING THE WAY
CHAD VIMINITZ
at GOLIFE
- Co-founder of GoLife.ca
- Crafted an Amazon experience for life insurance
- Simplifying the insurance process
WENDY BROOKHOUSE
at BLACK STAR
- Founder of Black Star Partners
- Creator of One Number Solution ™
- Visionary for simplified digital planning products
Wendy Brookhouse left her consulting practice to become an advisor after realizing her true calling was to change lives. She created the One Number Solution™to simplify financial planning for clients. And now Wendy is building a network of advisors that can use her digital tools to help clients and grow their practices.
INNOVATIVE ADVISORS THAT ARE LEADING THE WAY
CHAD VIMINITZ
at GOLIFE
- Co-founder of GoLife.ca
- Crafted an Amazon experience for life insurance
- Simplifying the insurance process
WENDY BROOKHOUSE
at BLACK STAR
- Founder of Black Star Partners
- Creator of One Number Solution ™
- Visionary for simplified digital planning products
Wendy Brookhouse left her consulting practice to become an advisor after realizing her true calling was to change lives. She created the One Number Solution™to simplify financial planning for clients. And now Wendy is building a network of advisors that can use her digital tools to help clients and grow their practices.
SIMPLIFY, OPTIMIZE
AND GROW
Advisors registered looking for ways to make it easier to do business
Digital technology can help you automate processes that simplify and streamline your practice. That frees up more of your time to invest in servicing your clients and attracting new prospects.
LEARN HOW TO
WORK DIGITALLY
Advisors registered looking for resources to help them grow
You don't know what you don't know. But we can help you access the information you need, whether it's about products that best meet your client's needs or tools that improve your practice
GET THE SUPPORT
YOU NEED
Advisors registered who know they need to digitize their practice
Perhaps you tried digital and it didn't work. We can help you start to think differently about your work and navigate from traditional ways of doing business to more efficient, digital ways.
COMPLETE YOUR REGISTRATION
GET IMMEDIATE ACCESS TO BIG AND LET US
KNOW THE UNIQUE NEEDS OF YOUR PRACTICE
SIMPLIFY, OPTIMIZE
AND GROW
Advisors registered looking for ways to make it easier to do business
Digital technology can help you automate processes that simplify and streamline your practice. That frees up more of your time to invest in servicing your clients and attracting new prospects.
LEARN HOW TO
WORK DIGITALLY
Advisors registered who know they need to digitize their practice
You don't know what you don't know. But we can help you access the information you need, whether it's about products that best meet your client's needs or tools that improve your practice
GET THE SUPPORT
YOU NEED
Advisors registered who know they need to digitize their practice
Perhaps you tried digital and it didn't work. We can help you start to think differently about your work and navigate from traditional ways of doing business to more efficient, digital ways.
COMPLETE YOUR REGISTRATION
