Coffee Talks

Advocis Podcast

About Coffee Talks

Advocis Coffee Talks are espresso-sized webinars for financial advisors, accredited by The Institute for CE credits and available exclusively to Advocis members.

An archive of previous editions is available below. Please note that login is required, and that these are provided as reference materials only – webinars must be attended live in order to qualify for CE.

Information on registering for all upcoming Coffee Talks is being distributed to members via email. If you are a member of Advocis and not receiving these notifications, please contact us with your preferred email address and indicate that you would like to receive all member communications.


Edition 6 – MDRT

Aim Higher with Advocis and MDRT

Dana Mitchell, CFP, CLU, CHS and Adrian George, CFP, CLU, TEP of the Million Dollar Roundtable (MDRT) introduce attendees to the MDRT mentoring program, help viewers sharpen their approach to cultivating centres of influence, and demonstrate how to ask the right questions to start taking production to the next level.

Download Video (Login Required)

Edition 5 – Nick Colosimo

Advocacy Matters (Pt. 2) – Charting Our Own Course

The second part of this edition on the member-driven advocacy strategy of Advocis, how policy is developed and passed through government, and why you should be a part of it – especially as the economic recovery from COVID-19 continues.

Download Video (Login Required)

Edition 4 – Matt McGuire

Who Wants to be a Money Launderer?

In Canada, many people aspire to fruitful careers in money laundering, with $50 billion being cleaned through our economy each year. Learn more about the crimes that money launderers commit to generate wealth, the techniques they use to make it look like it’s coming from legitimate sources, and how advisors can prevent, deter and detect them.

Download Video (Login Required)

Edition 3 – Todd Fithian

Critical Client Connections During Covid-19

As we’re being forced to physically distance, your clients and potential clients are craving that human connection we once took for granted. Being an advisor is about being toe-to-toe and eye-to-eye with clients and prospects, so what will your business look like in this physical distancing world?

Download Video (Login Required)

Edition 2 – Dr. Bruce Empringham

Booming Ahead: Care and Conversation for Baby Boomer Clients

As life expectancy has risen, questions of how to preserve and value our quality of life as we grow older have never been more important to your clients – and maybe to you, too!

Download Video (Login Required)

Edition 1 – Nick Colosimo

Advocacy Matters (Pt. 1) – Charting Our Own Course

Insights on the member-driven advocacy strategy of Advocis, how policy is developed and passed through government, and why you should be a part of it – especially as the economic recovery from COVID-19 begins.

Download Video (Login Required)

Join Advocis