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.

Risk Management

Ellen Besser: Advisor at Risk (Podcast interview about protecting yourself against litigation risk and reputation risk)


How advisors can protect themselves from E&O claims


Client Conversations

Your clients should feel valued


Working with grieving clients


Get more from your discovery meetings


Singles: A growing demographic


Focus on making philanthropy personal


Your clients and mental health


Teaching your children about money


Practice Matters

Working in Excellence


Re-engaging in your underwriting process


Best Practices Manual


Passing the torch to your children


Doing Good For Business


LIMRA White Paper on Adoption


Hoopis Performance Network Video with Dave Resseguie – Building Mental Toughness


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


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


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


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


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


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


Hoopis Performance Network Video with Dave Resseguie – Phoning Tips


Technology

Staying within the lines on social media


Developing a Twitter strategy


LinkedIn Action Plan for Small Businesses


The LinkedIn Sophisticated Marketers Guide 5th Anniversary



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