The Advocis Podcast

The Advocis Podcast

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. Visit advocis.ca/podcasts for more information.

Episodes

  1. Episode 16 - AI in the Advisor’s Chair: Technology, Trust, and the Future of Financial Advice

    APR 10

    Episode 16 - AI in the Advisor’s Chair: Technology, Trust, and the Future of Financial Advice

    In this episode of the Advocis Podcast, host Kelly Gustafson leads a forward-looking conversation on how Canadian financial advisors and financial planners are integrating technology and AI into their practices, not as a replacement for human advice, but as infrastructure that supports better service, stronger compliance, and more resilient businesses. Featuring real-world insights from Advocis members and partners, the discussion highlights how digital tools are being used to streamline workflows, enhance client engagement, and reduce cognitive load. The panel also explores the importance of industry collaboration in helping advisors adopt new technologies with confidence. With a strong focus on responsible and ethical AI use, this episode addresses key considerations around privacy, client consent, data handling, and advisor due diligence within the Canadian regulatory environment. It also examines how the use of third-party tools can impact E&O coverage and cyber risk, underscoring the need for education and clear guardrails. This episode is sponsored by Continuum. Continuum is the Relationship Operating System for financial advisors, built to help you deliver on every client promise. Purpose-built for Canadian firms, Continuum captures every interaction privately and compliantly, across any platform or in person, with no meeting bots. It turns conversations into living client intelligence, so you’re always one step ahead. Learn more at oncontinuum.com. Download the full episode transcript here: https://www.advocis.ca/wp-content/uploads/2026/04/ADVOCIS-PODCAST-2026_V2.pdf

    52 min
  2. Episode 15 - Money Talks in Uncertain Times: Building Financial Resilience Amid Economic Challenges

    11/04/2025

    Episode 15 - Money Talks in Uncertain Times: Building Financial Resilience Amid Economic Challenges

    Host Stacy Brooks sits down with Carmela Lombardi, Tina Tehranchian, and Julie Laferriere for a candid discussion on how Canadians can stay financially resilient amid inflation, market volatility, and economic uncertainty. As we mark the 15th anniversary of Financial Literacy Month in Canada, our guests share insights on why open conversations about money matter more than ever, and how working with a financial advisor or financial planner can help you navigate change with confidence. 🎧 Learn more about our Financial Literacy Month campaign: https://financialadviceforall.com/ 👥 Connect with a financial advisor or planner: https://www.advocis.ca/find-an-advisor/ 📄 Download the full transcript here: https://www.advocis.ca/wp-content/uploads/2025/11/2025-10-14-ADVOCIS-PODCAST.docx

    1h 15m
  3. Episode 7 - The Tech Task Force Data Security Report

    06/03/2020

    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.

    36 min
  4. The Advocis Podcast - Laurie Martin and Cindy Marques - Are You Crisis Ready?

    11/07/2019

    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
  5. The Advocis Podcast - Ellen Bessner - Advisor at Risk

    09/10/2019

    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.

    33 min
  • 5 Episodes

About

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. Visit advocis.ca/podcasts for more information.

Information

  • Creator
    The Advocis Podcast
  • Years Active
    2019 - 2026
  • Episodes
    5
  • Rating
    Clean
  • Copyright
    © All rights reserved
  • Show Website
    The Advocis Podcast