Monthly Archives: April 2021

Advocis Coffee Talks with Matt McGuire
April 29, 2021

Edition 28 – Matt McGuire

The Inherent Vulnerabilities of Investment and Insurance Products to Money Laundering In this edition of Coffee Talks, Matt McGuire, Co-Founder and Practice Leader at The AML Shop walks through the factors that contribute to the attractiveness of specific investment and insurance vehicles to clean dirty money – or even just park it. Matt introduces recent and relevant local examples of these money laundering methods, providing you with best countermeasures as advisors to identify and stop them.

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Advocis Coffee Talks with Alison Campbell
April 13, 2021

Edition 27 – Alison Campbell

How to Tell Your Brand Story in 10 Seconds In this edition of Coffee Talks, Alison Campbell, Senior Manager, Practice Management, Marketing and Business Development at Sun Life discusses the importance of succinct and effective communication in marketing yourself as an advisor, and provides a three-step process for crafting a solution-focused brand story that will resonate with clients and prospects alike.

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Advocis Coffee Talks with PPI
April 1, 2021

Edition 26 – Chris Ireland & Adrian Altamirano

The Evolution of High-Net-Worth Advice In this edition of Coffee Talks, Chris Ireland, CPA, CA, TEP, Senior Vice-President, Planning Services at PPI and Adrian Altamirano, CIM, CFP, FCSI, Assistant Vice-President, Sales at PPI discuss the history, evolution and best practices of building, managing and supporting multidisciplinary teams for HNW clients.

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