October 29, 2020
Advocis Spotlights the Next Generation for how to get Back to Basics during Financial Literacy Month
October 29, 2020, Toronto – Advocis, The Financial Advisors Association of Canada, has announced its …
Monthly Archives: October 2020
October 16, 2020
Employee Performance Pointers During a Pandemic
(From the October 2020 Edition of eFORUM) By Donna Starr We have all had that …
October 16, 2020
The Sanctity of Insurance Designations
(From the October 2020 Edition of eFORUM) By Kevin Wark Insurance advisors will be very …
October 16, 2020
Responding to a Changing Environment
(From the October 2020 Edition of eFORUM) By Kelly Maxwell We are seeing extinction in …
October 16, 2020
Building Trust with Networking Contacts in the “New Normal”
(From the October 2020 Edition of eFORUM) By Andy and Mia Torr These days, it’s …
October 16, 2020
Details on the New COVID-19 Federal Benefits
(From the October 2020 Edition of eFORUM) By Jamie Golombek and Debbie Pearl-Weinberg Clients who …
October 16, 2020
Insurance Advice for Snowbird Clients
(From the October 2020 Edition of eFORUM) By Michael Camacho and Stephen Fine For many …
October 14, 2020
Using the 3 “P” method to prepare for a media interview
Tips for presenting yourself and your message effectively By Robyn K. Thompson, CFP, CIM, FCSI …
October 8, 2020
Edition 15 – Charlie Conron
Opportunity Lies in Hidden Data Charlie Conron, CTO and Founder of Life Design Analysis Software presents insights into how innovative technology is surfacing hidden opportunities across the distribution channel, shortening sales cycles, and providing proactive solutions that can help create satisfied, long-term customers.
October 1, 2020
Edition 14 – CALU
CALU and You: Strengthening our Professional Voice Cindy David, CFP, CLU, FEA, TEP, CALU Chair of the Board offers examples of how CALU research into how various audiences perceive the value of professional financial advice, demonstrates how to communicate impactfully about the value of advice depending on the audience, and explain how CALU membership can benefit the advanced financial advisor.