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Ray Adamson

3 Steps to implementing a strategic marketing system for your practice

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A new approach to the 30-second sales pitch for financial advisors

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Ray Adamson

Vice President, Insurance Solutions

Ray has held senior leadership roles in the financial services industry for over 25 years at Kronos Technologies, Bluesun, Great West Life and the Covenant Group. Throughout his career he’s built a reputation for helping the largest carriers and distributors in North America take their business to the next level.

  • Used process optimization and technology to Increase sales at large bank in Canada
  • Improved sales at 10 of the largest insurance distributors with legacy system upgrades
  • Industry expert and speaker on the unique needs of advisors, distributors, carriers

In his role at Equisoft, Ray leads the sales process, and helps to drive strategic initiatives for insurance carriers and national accounts in Canada. His unique understanding of every type of insurance stakeholder, from advisor to distributor to carrier, gives him an unparalleled perspective on how client challenges can be turned into opportunities.