March 30, 2021
3 Habits to Improve Your Networking Follow-up
(From the April 2021 Edition of eFORUM) By Mia and Andy Torr If you’ve ever …
Monthly Archives: March 2021
March 30, 2021
The Benefit of Lifetime Benefit Trusts
(From the April 2021 Edition of eFORUM) By Kevin Wark After a year of writing, …
March 30, 2021
Attracting Tomorrow’s Client
(From the April 2021 Edition of eFORUM) By Erin Bury It’s no secret that technology …
March 30, 2021
Tax Filing in the Age of COVID
(From the April 2021 Edition of eFORUM) By Jamie Golombek and Debbie Pearl-Weinberg As …
March 30, 2021
Supporting Employees with Young Children
(From the April 2021 Edition of eFORUM) By Kelly Maxwell I consider myself one of …
March 30, 2021
Advocating for Fair Treatment for Family Businesses
(From the April 2021 Edition of eFORUM) By Guy Legault and Kevin Wark Spirits were …
March 16, 2021
Edition 25 – Brandon Chapman & Kelly Gustafson
Tech Task Forces Ultimate Guide to All Things Digital In this edition of Coffee Talks, Brandon Chapman, CFP, CLU and Kelly Gustafson of the Advocis Tech Task Force (TTF) discuss the latest trends in digital technology, introduce members to new initiatives and research results from the TTF, and provide vetted recommendations on several solutions that can keep your practice on the cutting edge.
March 4, 2021
Edition 24 – Will O’Neill
Striking a Balance with Social Media During COVID-19 Will O’Neill, Corporate Communications Specialist at Advocis demonstrates how to create a minimal but highly efficient social media presence utilizing Hootsuite, and show how it can be used as both the basis of your social media strategy and a launchpad to greater ambitions.