April 15, 2019

5 Essential Networkers You Need

By Andy and Mia Torr Have you ever attended networking events and been frustrated when you can’t land any clients, or even prospects? Done right, networking […]
April 15, 2019

Join the Financial Advisors Index

By Greg Pollock Every month, Advocis asks more than 1,000 members how optimistic their clients are about the economy, what they’ve been telling clients, and what […]
April 15, 2019

3 Web Tools to Boost Work Productivity

By Masood Raza Insurance consumers are increasingly demanding better ways to buy insurance. In response, we’ve seen large insurance carriers investing into technologies that will automate […]
July 8, 2019

Meet Abe Toews, Our Incoming Chair

The September issue of FORUM features a detailed interview with our incoming chair, Abe Toews, CFP, CLU, CH.F.C., CHS. Toews has more than 30 years of […]
July 8, 2019

Dos and Don’ts for Speaker Hosts

By Gary Clark Guest speakers are an important part of our industry. Topics are varied and often deal with the application of industry product opportunities, estate […]
July 8, 2019

3 Ways AI Is Transforming Financial Services

By Masood Raza Disrupting Internal Processes in Insurance Several insurtech startups, such as Lemonade, Elafris, and others are reinventing existing processes to make things move fast […]
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