Monthly Archives: August 2020

Edition 10 – Barbara Riddell
August 27, 2020

Edition 10 – Barbara Riddell

Finding Your Path: Professional Development for the Post-Pandemic Market Barbara Riddell, Vice-President of Education and Membership at Advocis discusses how proactive advisors are turning a strategic eye to the road ahead, what the industry and consumer environment may look like post-COVID, and how professionals are pursuing educational opportunities that will ensure their businesses can not only survive, but thrive.

Edition 9 – Abeer Sajjad
August 20, 2020

Edition 9 – Abeer Sajjad

The Perfect Home Office for You Abeer Sajjad, Member Engagement Associate at Advocis discusses how advisors can look after their physical, emotional, and mental wellness in all aspects of their evolving work-from-home life through ergonomics, online tools and better daily habits.

Edition 8 – James Ryu
August 11, 2020

Edition 8 – James Ryu

Square Peg, Round Hole: Making Regulation Fit James Ryu, Senior Director, Legal and Regulatory Affairs at Advocis discusses how the department works to promote a regulatory environment that is fair for Advocis’ members and their clients. He also touches on a few of the pressing issues in the pipeline and how they could affect you and your practice.