3 episodes

Advocis, The Financial Advisors Association of Canada, is the largest voluntary professional membership association of financial advisors in Canada.

This is where we post our expert interviews and other audio resources for advisors.

We also encourage you to visit our Financial Advice for All podcast, available on soundcloud.com/financialadviceforall to hear general interest episodes your clients might like.

Visit myadvocis.ca/podcasts for more information.

The Advocis Podcast The Advocis Podcast

    • Education

Advocis, The Financial Advisors Association of Canada, is the largest voluntary professional membership association of financial advisors in Canada.

This is where we post our expert interviews and other audio resources for advisors.

We also encourage you to visit our Financial Advice for All podcast, available on soundcloud.com/financialadviceforall to hear general interest episodes your clients might like.

Visit myadvocis.ca/podcasts for more information.

    Episode 7 - The Tech Task Force Data Security Report

    Episode 7 - The Tech Task Force Data Security Report

    Host Al Jones is joined by Brandon Chapman and Kelly Gustafson from the Tech Task Force to discuss the key topics that financial advisors need to understand within the world of data security.

    • 35 min
    The Advocis Podcast - Laurie Martin and Cindy Marques - Are You Crisis Ready?

    The Advocis Podcast - Laurie Martin and Cindy Marques - Are You Crisis Ready?

    In this episode of the Advocis podcast, we talk to Laurie Martin, a Certified Trauma Treatment Specialist and Elder Planning Counselor about how advisors can prepare for the first conversation with someone experiencing a sudden loss or death. Also joining the conversation is Cindy Marques, Certified Financial Planner and Financial Literacy advocate.

    You can find more information about Laurie at http://www.lifeinterrupted.ca and Cindy at http://www.cindymarques.com.

    You can also hear our conversation with Laurie and Cindy about financial literacy at https://soundcloud.com/financialadviceforall/episode6

    To learn about the CE courses mentioned in this episode, visit: http://www.advocis.ca/ALC/ProtectYourPractice.aspx (Making Choices) and http://www.advocis.ca/ALC/ManageYourPractice.aspx (Strategic Selling with Social Media)

    • 30 min
    The Advocis Podcast - Ellen Bessner - Advisor at Risk

    The Advocis Podcast - Ellen Bessner - Advisor at Risk

    Do you ever wonder how you can protect yourself and your business from litigation and reputation risk? In this special program for financial advisors, Ellen Bessner, a leading expert on the topic of the risks facing advisors, provides a wealth of practical suggestions for how you can do just that.

    Ellen Bessner is a litigation and regulatory defence lawyer, partner at Babin Bessner Spry, LLP and author of two books: the best-selling Advisor at Risk and its sequel, Communication Risk, available at BabinBessnerSpry.com.

    • 32 min

Top Podcasts In Education