30 min
The Advocis Podcast - Laurie Martin and Cindy Marques - Are You Crisis Ready? The Advocis Podcast
-
- Education
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)
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