February 16, 2021

Edition 23 – Jack Mazakian & Geoff Le Quelenec

Double Defense – Cybersecurity Through Coverage and Technology Jack Mazakian, Vice-President of Advocis Broker Services Inc. and Geoff Le Quelenec, IT Director at Advocis team up to tell you about how a suite of cyber and privacy insurance can combine with optimal IT and data protection practices to provide your business with the best possible security against the threats and potential liabilities of our digital age.

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February 1, 2021

Edition 21 – Dean Delpeache

Building Your Business with the Power of DIBE Dean Delpeache, Director, Consulting at Strasity provides insight into how systemic discrimination harmfully impacts financial advisors, and tells Advocis members more about how they can contribute towards meaningful change.

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February 1, 2021

Edition 20 – Kim Montgomery

Growing and Protecting Wealth for Gen X Kim Montgomery, CHS™, CFP®, Sales Director, Life Products at ivari explores the self-sufficient mentality of Gen X, explains the specific insurance needs created by their financial realities, and offers tips on how to best reach and connect with them as an audience.

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February 1, 2021

Edition 19 – Sam Febrarro

Preparing Your Business for Succession in the Digital Age Sam Febbraro, Executive Vice President at Investment Planning Counsel Inc., unpacks how to create a succession game plan by surveying the options available, identifying the key players, and creating a multi-year plan of action to pivot your business towards the best next step.

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February 1, 2021

Edition 18 – Tony Bosch

Tony Bosch, Executive Vice President, Broker Development at HUB Financial presents a strategy and process to help ensure advisors can be proactive in preventing clients from cancelling insurance coverage by understanding each phase of the decision-making process.

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February 1, 2021

Edition 17 – Jonathan Schjott

Are You Undervaluing the Power of Feedback? Jonathan Schjott, CLU, CFP, CHS, Regional Vice President, Insurance Brokerage at RBC Insurance offers specific and useful guidance on how managers can provide clear, compelling and actionable feedback that will bring out the very best in their advisors.

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February 1, 2021

Edition 16 – Will O’Neill

Lasting Impressions – Effective Writing for Advisors Will O’Neill, Corporate Communications Specialist at Advocis, provides tips and a structured process on making writing more professional and persuasive in client communications and on social media.

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