Advocis Coffee Talks 84: Transforming Client Conversations

Advocis Coffee Talks 84: Transforming Client Conversations

Advocis Coffee Talks

About Coffee Talks

Advocis Coffee Talks are espresso-sized webinars for financial advisors, accredited by The Institute for CE credits and available exclusively to Advocis members.

In our July episode of Coffee Talks, Mark O’Farrell, CEO of the Canadian Institute of Certified Executor Advisors (CICEA) dives into the power of language in estate planning, drawing on jaw-dropping stories from the estates of the rich and famous. He also explored how subtle shifts in phrasing can radically change client engagement and decision-making.

Information on registering for all upcoming Coffee Talks is being distributed to members via email. If you are a member of Advocis and not receiving these notifications, please contact us with your preferred email address and indicate that you would like to receive all member communications.

Comments are closed.