Resources

Advocis understands the need for advisors to have advanced knowledge in order to provide competent advice for complex client issues.
Our Resources are designed to offer you this additional support towards niche areas.

National Webinars

Resources

National Webinar - How COVID Changed Estate Planning Attitudes


Resources

National Webinar - Strategies for Advisors to Assist Clients with Philanthropy


Risk Management

Resources

Ellen Bessner - Don't let client preferences come before your legal obligations


Ellen Bessner offers a reminder to advisors that, despite the pandemic, complying with regulatory and legal obligations must always come first.

Resources

Advisor at Risk - Podcast interview with Ellen Bessner about protecting yourself against litigation risk and reputation risk)


*INCLUDES 1 ETHICS CE*

Resources

How advisors can protect themselves from E&O claims


Client Conversations

Resources

Donor Attraction Strategies for 2021


Betty-Anne Howard offers thoughts on how financial advisors can work more effectively with clients around planned giving to help them understand how it can provide the impact and the ROI they desire.
Resources

Help your clients make better decisions


James Langton writes about how purchasing a home, funding higher education and saving for retirement will prove challenging for both generations
Resources

Help your clients make better decisions


A helpful article by Susan Silma on how behavioural economics provides a framework for advisors to help direct clients to make decisions consistent with their long-term goals.
Resources

Estate Planning Checklist - Courtesy of Advisor Research Group


Resources

Client Retirement Needs Assessment - Courtesy of Advisor Research Group


Resources

A Conversation with Jane Blaufus and Al Jones


*INCLUDES 1 CE, .75 ETHICS*

Resources

What your clients should include in their personal continuity plan


Resources

Are You Crisis Ready? Podcast with Laurie Martin and Cindy Marques


Resources

Your clients should feel valued


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Working with grieving clients


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Get more from your discovery meetings


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Singles: A growing demographic


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Focus on making philanthropy personal


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Your clients and mental health


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Teaching your children about money


Practice Management

Resources

GAMA: Creating a High Impact Recruiting Culture


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GAMA: Leadership Lessons From the Barnyard to the Boardroom


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GAMA LAMP Live 2020: Getting the Most out of Your Development Meetings With New Advisors


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GAMA LAMP Live 2020: Peter Furlong (Part 1)


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GAMA LAMP Live 2020: Peter Furlong (Part 2)


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GAMA LAMP Live 2020: Peter Furlong (Part 3)


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GAMA LAMP Live 2020: Peter Furlong (Part 4)


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GAMA LAMP Live 2020: Peter Furlong (Part 5)


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Resources

Best Practices Manual


Resources

Passing the torch to your children


Resources

Doing Good For Business


Resources

LIMRA White Paper on Adoption


Resources

Hoopis Performance Network Video with Dave Resseguie – Building Mental Toughness


Resources

Hoopis Performance Network Video with Dave Resseguie – How to Stay Balanced and Positive in the Career


Resources

Hoopis Performance Network Video with Dave Resseguie – Leveraging LinkedIn to Create Favorable Introductions


Resources

Hoopis Performance Network Video with Dave Resseguie – Opening a Disability Insurance Case


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Hoopis Performance Network Video with Dave Resseguie – Opening a Life Insurance Case vs. Asset Class


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Hoopis Performance Network Video with Dave Resseguie – Opening a Life Insurance Case vs. Death Benefit


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Hoopis Performance Network Video with Dave Resseguie – Overcoming Common Prospecting Objections


Resources

Hoopis Performance Network Video with Dave Resseguie – Phoning Tips


Technology

Resources

Sun Life - Video Marketing Section of Advisor Best Practices


Learn to create compelling marketing videos that can give you a competitive edge and highlight your greatest marketing asset – you.
Resources

Advocis Tech Task Force Podcast


*INCLUDES 1 CE*

Resources

Staying within the lines on social media


Resources

Developing a Twitter strategy


Resources

LinkedIn Action Plan for Small Businesses


Resources

The LinkedIn Sophisticated Marketers Guide 5th Anniversary



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