In this episode my guest is Arif Kanji, co-founder of Qopia Financial, a growing financial services firm that has expanded from two people to a 22-person team managing close to 400 million in assets. With divisions across group benefits, insurance, financial planning, and retirement, Qopia is building toward becoming a trusted brand across Western Canada.

We discuss how businesses can implement technology in a way that actually works for the team using it. Arif shares lessons from centralizing data into one system, introducing AI note takers to improve client meetings, and slowing down implementation so adoption happens properly. The conversation also explores why involving your team in the process is critical, what should stay human in a relationship-driven business, and how better data allows leaders to make better decisions.

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