Free Live Webinar · For Canadian Life Insurance Advisors

How to Never Run Out of Appointments

Why some advisors book 12+ appointments a month — and most book zero. A free live 45-minute session · Wednesday September 16 · 12:00pm ET

Greg RozdebaCo-Founder · Dundas Brokers

Martin OchwatCo-Founder · Dundas Brokers

Reserve My Spot — Sep 16, 12pm ET

Live + interactive — you’ll score your own practice on the 6-dimension scorecard as we go, and live attendees can claim a free AI Practice Assessment — the full version, built for your practice. Limited seats.

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Licensed Canadian brokerage · FSRA #37628M

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45 minutes · Live Q&A

It’s Not a Lead Problem

Advisors who can’t fill their calendar are told to buy more leads. More dials, more shared lists, more burned money. But when we score real advisor practices, the pattern is consistent: the leads aren’t the leak. The engine is.

A lead that waits until morning has already shopped the next quote. A “contact me” form with no calendar behind it loses the ready-to-talk visitor. And the 90-day-old dead file nobody reworks is where booked meetings quietly die.

In this live session, co-founders Greg Rozdeba and Martin Ochwat walk the 6-dimension Appointment Engine Scorecard we use to assess advisor practices — with two real practices (anonymized) scored side by side. You’ll score your own practice as we go, and leave with your number out of 30 and what to fix first.

What You'll Learn

In 45 Minutes, You'll Walk Away Knowing:

1The 6-dimension scorecard — niche, lead capture, booking friction, speed-to-lead, nurture, and authority — scored 0–5 each. You’ll score your own practice live as we walk it
2Two real practices, scored side by side — same license, same market: one books 12+ appointments a month, one booked almost none last quarter. What actually separates them
3A real AI booking conversation, on screen — a business-owner lead comes in at 3:42pm; texted, called, qualified, and on the calendar by 3:48. You’ll read the actual timestamps
4The dimension with the widest gap between practices — speed-to-lead — and why the first minutes after a lead arrives decide who gets the meeting
5What to fix first at your score — and how live attendees claim a free AI Practice Assessment: the full outside-in version of the scorecard, built for your practice, yours to keep either way

Real Brokers, Real Numbers

This isn’t theory. It’s already paying brokers.

$68,716

Harper

in his first 8 months

$81,530

Ben

in his first year

Real broker earnings, shared with consent. Individual results vary by license, effort, close rate, and market — these figures are not typical and are not a guarantee of income.

Your Host

Greg Rozdeba

Co-Founder · Dundas Wealth + Dundas Brokers

Greg started as a licensed broker — working the phones, buying Facebook leads, and closing hundreds of policies. He spent 8+ years in the trenches, including a stint as Director of Sales at an insurtech startup, before co-founding the Dundas platform.

Today he works directly with incorporated Canadian business owners on corporate insurance strategy — and coaches the advisors who serve them. In this session he walks the six dimensions of the appointment engine — and what the highest-scoring practices have in common.

LLQP Licensed MDRT Qualifier 8+ Years in the Field

Martin Ochwat

Co-Founder · Dundas Brokers

Martin runs the marketing and AI systems behind the platform. He joins for the scorecard walkthrough — the live booking conversation, the speed-to-lead engine, and how the practice assessments are built.

This Is For You If

You’re a licensed Canadian life insurance advisor who wants a calendar that fills itself — without building servers, funnels, or a dialing habit. Whether you’re booking steadily and want more throughput, or your calendar has more gaps than meetings.

Reserve My Spot — Sep 16, 12pm ET

Reserve Your Live Seat

Wednesday, September 16, 2026 — 12:00pm ET. Free, 45 minutes, for licensed Canadian life insurance advisors.

Live attendees can claim a free AI Practice Assessment of their practice — details in the session. Limited seats.