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.
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.
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.
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?
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!
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.