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Explore Testimonials - Nathan Dong, CFP, CHS | Senior Sales Consultant, Individual Insurance, RBC Insurance with 5,932 views, 0 likes, and 9 comments. Experience the impact of this video content that has captured audience attention.

What makes a strong partnership between an insurance carrier and an MGA—and how can that partnership create greater value for advisors and their clients? In this conversation, Nathan Dong, CFP, CHS, Senior Sales Consultant, Individual Insurance at RBC Insurance, shares his perspective on how the relationship between carriers, MGAs, and financial advisors continues to evolve. Nathan explains that today’s MGAs play a much broader role than simply supporting transactions. Strong partnerships involve connecting advisors with the right carriers based on their clients’ needs, providing timely support throughout different stages of a client’s journey, and helping advisors access the expertise and resources they need to grow their practice. He also discusses the importance of professional development and creating stronger pathways for both new and experienced advisors. From training and mentorship to collaboration with carriers and industry professionals, the right support system can make a meaningful difference in an advisor’s development. For advisors entering the industry, Nathan highlights one particularly important lesson: seek out experienced mentors, ask questions, and learn from those who are willing to share their knowledge and best practices. This conversation offers valuable insights into partnership, mentorship, advisor development, and the future of Canada’s financial services industry.

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