Coffee Talks

Coffee Talks

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.

An archive of previous editions is available below. Please note that login is required, and that these are provided as reference materials only – webinars must be attended live in order to qualify for CE.

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.

June 14, 2024

In our June episode of Coffee Talks, Mark Landers, Managing Partner, Haunn Landers & Co, Louis Retief, CEO and Co-founder, Hubly, and Steven Malynowsky, Sr Product Marketing Manager at Maximizer, share insights from the financial advisory space that future-proof your practice with the strategic use of technology to:

  • Enhance client relationships
  • Operationalize manual processes
  • Prepare for effective succession planning

May 3, 2024

In this edition of Coffee Talks, Advocis welcomed Kristin Ramlal with the Canada Life Institutional Investment Solutions team and Jason Vary with Actuarial Solutions Inc. (ASI) to provide an overview of pension industry trends, evolution of pension plan types, a pension plan regulatory update and how attendees can identify their next collaborative pension plan investment management opportunity.

April 5, 2024

In this edition of Coffee Talks, Advocis welcomed a stellar panel of financial services leaders to discuss the way forward for our industry, driving innovation & empowering the next generation of financial services professionals.

Guests included: David Stewart, Sr. VP, Independent Distribution, Canada Life, Andrew Fink, President, HUB Financial Inc., Maria Jose Flores, President, Carte Financial, Cathy Hiscott, President and CEO, PPI and Moderated by Melissa Harrell, Advocis CLC Leader, Prairies.

March 7, 2024

In this edition of Coffee Talks, Advocis welcomed Kevin Hayes, Partner, The Vantage Talent Group as he shared insights into effective teaming, where collaboration and strategic leverage enhance relationships to achieve optimal outcomes.

February 1, 2024

In this edition of Coffee Talks, we shared a video presentation produced in partnership with Geoff Evans, which explored the 3Cs of Social Media Selling—Connect, Convert, and Continue. Attendees also gained valuable insights into relevant social media tools and user demographics, in addition to choosing the right platforms to achieve their sales objectives.

Interested to learn more about Advocis’ Strategic Selling with Social Media course? Click this link to find out more about how you can earn up to 5 CE credits now!

January 11, 2024

In this edition of Coffee Talks, Advocis welcomed Emily Reed, Co-Founder & CEO of HeyAdvisor as she discussed the dominance of visual content as we begin the new year, what type of content is most effective with clients, and how video content is set to continue its reign as a dominant force for all businesses and individuals in 2024.

December 7, 2023

In this edition of Coffee Talks, Advocis welcomed a panel of three dynamic female-identifying professionals for a special 70-minute edition of Coffee Talks as Advocis presented our newly released video exploring equity in the financial services industry: past, present and future.

Our panel featuring Laurie Stephenson, Stacy Brooks & Paulla Adamitz discussed the current state of our industry, ways that our industry has improved, and realistic ideas for creating a more equitable industry going forward.

November 2, 2023

In this edition of Coffee Talks, Advocis welcomed Dwayne Williams, AVP Life & Health Insurance at CAA Club Group to discuss the planning conversations that can happen in the home with a parent or parents to ensure a proper legacy, financial decisions, and documentation is in place and understood before they pass away.

October 5, 2023

In this edition of Coffee Talks, Advocis welcomed Kevin Murphy, Head of Retail Accounts and Business Development at Manulife to review behavioural insurance and how to use these incites in the life insurance industry.

September 14, 2023

In this edition of Coffee Talks, Advocis welcomed Paul Petrelli, President & CEO of Assuris to provide an overview of Assuris and its protection. He also reviewed the important changes to Assuris’ coverage, along with resources that advisors can share with their clients.

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June 14, 2024

In our June episode of Coffee Talks, Mark Landers, Managing Partner, Haunn Landers & Co, Louis Retief, CEO and Co-founder, Hubly, and Steven Malynowsky, Sr Product Marketing Manager at Maximizer, share insights from the financial advisory space that future-proof your practice with the strategic use of technology to:

  • Enhance client relationships
  • Operationalize manual processes
  • Prepare for effective succession planning

May 3, 2024

In this edition of Coffee Talks, Advocis welcomed Kristin Ramlal with the Canada Life Institutional Investment Solutions team and Jason Vary with Actuarial Solutions Inc. (ASI) to provide an overview of pension industry trends, evolution of pension plan types, a pension plan regulatory update and how attendees can identify their next collaborative pension plan investment management opportunity.

April 5, 2024

In this edition of Coffee Talks, Advocis welcomed a stellar panel of financial services leaders to discuss the way forward for our industry, driving innovation & empowering the next generation of financial services professionals.

Guests included: David Stewart, Sr. VP, Independent Distribution, Canada Life, Andrew Fink, President, HUB Financial Inc., Maria Jose Flores, President, Carte Financial, Cathy Hiscott, President and CEO, PPI and Moderated by Melissa Harrell, Advocis CLC Leader, Prairies.

March 7, 2024

In this edition of Coffee Talks, Advocis welcomed Kevin Hayes, Partner, The Vantage Talent Group as he shared insights into effective teaming, where collaboration and strategic leverage enhance relationships to achieve optimal outcomes.

February 1, 2024

In this edition of Coffee Talks, we shared a video presentation produced in partnership with Geoff Evans, which explored the 3Cs of Social Media Selling—Connect, Convert, and Continue. Attendees also gained valuable insights into relevant social media tools and user demographics, in addition to choosing the right platforms to achieve their sales objectives.

Interested to learn more about Advocis’ Strategic Selling with Social Media course? Click this link to find out more about how you can earn up to 5 CE credits now!

January 11, 2024

In this edition of Coffee Talks, Advocis welcomed Emily Reed, Co-Founder & CEO of HeyAdvisor as she discussed the dominance of visual content as we begin the new year, what type of content is most effective with clients, and how video content is set to continue its reign as a dominant force for all businesses and individuals in 2024.

December 7, 2023

In this edition of Coffee Talks, Advocis welcomed a panel of three dynamic female-identifying professionals for a special 70-minute edition of Coffee Talks as Advocis presented our newly released video exploring equity in the financial services industry: past, present and future.

Our panel featuring Laurie Stephenson, Stacy Brooks & Paulla Adamitz discussed the current state of our industry, ways that our industry has improved, and realistic ideas for creating a more equitable industry going forward.

November 2, 2023

In this edition of Coffee Talks, Advocis welcomed Dwayne Williams, AVP Life & Health Insurance at CAA Club Group to discuss the planning conversations that can happen in the home with a parent or parents to ensure a proper legacy, financial decisions, and documentation is in place and understood before they pass away.

October 5, 2023

In this edition of Coffee Talks, Advocis welcomed Kevin Murphy, Head of Retail Accounts and Business Development at Manulife to review behavioural insurance and how to use these incites in the life insurance industry.

September 14, 2023

In this edition of Coffee Talks, Advocis welcomed Paul Petrelli, President & CEO of Assuris to provide an overview of Assuris and its protection. He also reviewed the important changes to Assuris’ coverage, along with resources that advisors can share with their clients.

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