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

National Webinar - How COVID Changed Estate Planning Attitudes


National Webinar - Strategies for Advisors to Assist Clients with Philanthropy


Risk Management

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


*INCLUDES 1 ETHICS CE*

How advisors can protect themselves from E&O claims


Client Conversations

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.

Estate Planning Checklist - Courtesy of Advisor Research Group


Client Retirement Needs Assessment - Courtesy of Advisor Research Group


A Conversation with Jane Blaufus and Al Jones


*INCLUDES 1 CE, .75 ETHICS*

What your clients should include in their personal continuity plan


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


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 Management

GAMA: Creating a High Impact Recruiting Culture


GAMA: Leadership Lessons From the Barnyard to the Boardroom


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


GAMA LAMP Live 2020: Peter Furlong (Part 1)


GAMA LAMP Live 2020: Peter Furlong (Part 2)


GAMA LAMP Live 2020: Peter Furlong (Part 3)


GAMA LAMP Live 2020: Peter Furlong (Part 4)


GAMA LAMP Live 2020: Peter Furlong (Part 5)


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

Advocis Tech Task Force Podcast


*INCLUDES 1 CE*

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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