December 13, 2022
Ho ho no! Why clients are cutting back on Christmas gifts
Leo Almazora, Wealth Professional Canada Advocis poll reveals how looming recession and inflation fears are …
Monthly Archives: December 2022
December 2, 2022
Insurance Business Canada Awards winners: “Without them, we wouldn’t exist”
Bethan Moorcraft, Insurance Business Canada December 2, 2022 – The Insurance Business Canada Awards 2022 (IBCA) did not …
December 1, 2022
Edition 55 – Communication and Technology Working Together
In our final edition of Coffee Talks for 2022, Advocis welcomed Ali Qureshi, Chief Revenue Officer & Co-Founder at SideDrawer and Mallory McGrath, Founder & CEO, Viive Planning to discuss how communication and technology can work together to understand clients on a deeper level and keep their information protected.