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

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National Webinar - Long Term Care Client Conversations


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National Webinar - Double Defence (Extended Version) - Cybersecurity Through Insurance and Technology


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National Webinar - Digital Transformation for Homebuyers


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National Webinar - How COVID Changed Estate Planning Attitudes


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National Webinar - Strategies for Advisors to Assist Clients with Philanthropy


Risk Management

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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.

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


*INCLUDES 1 ETHICS CE*

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How advisors can protect themselves from E&O claims


Client Conversations

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Charitable Donations of Life Insurance - Guidelines for Canadian Advisors


This set of documents has been designed to assist donors, charities, insurance advisors and life insurers with the donation of life insurance policies to Canadian charities. Please note that this edition contains guidelines for an advisor audience.
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Charitable Donations of Life Insurance - Guidelines for Canadian Donors


This set of documents has been designed to assist donors, charities, insurance advisors and life insurers with the donation of life insurance policies to Canadian charities. Please note that this edition contains guidelines for a donor audience.
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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.
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Are Gen X and Y overconfident about reaching financial goals?


James Langton writes about how purchasing a home, funding higher education and saving for retirement will prove challenging for both generations
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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.
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Estate Planning Checklist - Courtesy of Advisor Research Group


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Client Retirement Needs Assessment - Courtesy of Advisor Research Group


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What your clients should include in their personal continuity plan


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


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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

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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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Passing the torch to your children


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Doing Good For Business


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LIMRA White Paper on Adoption


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Hoopis Performance Network Video with Dave Resseguie – Building Mental Toughness


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


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


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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


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Hoopis Performance Network Video with Dave Resseguie – Phoning Tips


Advisor Tech and Tools

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STEP Digital Assets SIG - Inventory for Digital Assets and Digital Devices


Developed by the STEP Digital Assets Special Interest Group, this document is designed to assist with creating an inventory for digital accounts associated with underlying assets (e.g. physical assets and/or property rights accessed online).
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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.
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Staying within the lines on social media


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Developing a Twitter strategy


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LinkedIn Action Plan for Small Businesses


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The LinkedIn Sophisticated Marketers Guide 5th Anniversary



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