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.
November 3, 2022
In a special edition of Coffee Talks for Financial Literacy Month, Advocis welcomed Shalicia Harris, Founder & CEO of In Charge Inc. to explain the different stages of financial literacy and the hierarchy of financial needs.
October 6, 2022
In this edition of Coffee Talks, Advocis welcomed Steven McLeod, LL.B., TEP, Director, Tax and Estate Planning Group at Canada Life to provide a brief overview on leveraging corporate owned policies for the future.
September 8, 2022
In this edition of Coffee Talks, Advocis welcomed Alaeddine Jabri, Managing Partner at Longevity Achieved to discuss how you can stay resilient through market turmoil and keep clients and ourselves calm and focused.
August 4, 2022
Leveraging a CRM to Build your Business
In this edition of Coffee Talks, Advocis welcomed Kelly Gustafson, Senior Business & Innovation Manager at NOW Wealth Management Solutions of Raymond James LTD., Ray Adamson, Senior Leader in Fintech/Insurtech, and Robert McCullagh, Financial Advisor associated with Benefit Planners Inc. to discuss how you can leverage a CRM to build and grow your business, along with providing advice for both new and experienced advisors looking for insight and direction into making their business more valuable.
July 7, 2022
Life Insurance and the Wealthy
In this edition of Coffee Talks, Mark Davis, MFin, CFA , Director of Professional Insights at Sun Life discusses how to help show wealthy clients how they can meet their protection needs and get a better return on their safe money assets – without taking on more risk.
June 2, 2022
The Decade of Living Dangerously In this edition of Coffee Talks, Tyler Mordy, CEO and CIO at Forstrong Global Asset Management Inc. and Keith Newhook, Senior VP Sales at PPI, discuss risks that are all around us, what they mean for financial advisors, and how to advise clients as it relates to the economy and investing.
May 5, 2022
Busting the Myths of Retirement Planning In this edition of Coffee Talks, Peter Wouters, Director, Tax Retirement & Estate Planning Services at Empire Life explored myths around retirement planning and shared information to provide to your clients.
April 7, 2022
(Special 40-Minute Episode) In this edition of Coffee Talks, Advocis welcomed a panel of financial services leaders to discuss the impact of COVID-19, the lessons learned, and how they plan to move forward.
March 2, 2022
Financial Underwriting: Does it Make Sense? In this edition of Coffee Talks, Susan Kerr, Director of Special Case Operations at Manulife walked Advocis members through the basics of financial underwriting as it relates to income protection, after which she moved on to advanced concepts like estate considerations, key person and business valuation, charitable giving, and tax sheltering.
February 3, 2022
Maximizing Value in a New Era In this edition of Coffee Talks, John Novachis, Executive Vice President at Investment Planning Counsel and Sam Febbraro, Executive Vice President at Investment Planning Counsel walk through how your perspective as an advisor can change to better accommodate the shifting desires of clients, including enhancements to your digital offerings, understanding the experience economy, and ensuring that succession planning takes all of this and more into account.
November 3, 2022
In a special edition of Coffee Talks for Financial Literacy Month, Advocis welcomed Shalicia Harris, Founder & CEO of In Charge Inc. to explain the different stages of financial literacy and the hierarchy of financial needs.
October 6, 2022
In this edition of Coffee Talks, Advocis welcomed Steven McLeod, LL.B., TEP, Director, Tax and Estate Planning Group at Canada Life to provide a brief overview on leveraging corporate owned policies for the future.
September 8, 2022
In this edition of Coffee Talks, Advocis welcomed Alaeddine Jabri, Managing Partner at Longevity Achieved to discuss how you can stay resilient through market turmoil and keep clients and ourselves calm and focused.
August 4, 2022
Leveraging a CRM to Build your Business
In this edition of Coffee Talks, Advocis welcomed Kelly Gustafson, Senior Business & Innovation Manager at NOW Wealth Management Solutions of Raymond James LTD., Ray Adamson, Senior Leader in Fintech/Insurtech, and Robert McCullagh, Financial Advisor associated with Benefit Planners Inc. to discuss how you can leverage a CRM to build and grow your business, along with providing advice for both new and experienced advisors looking for insight and direction into making their business more valuable.
July 7, 2022
Life Insurance and the Wealthy
In this edition of Coffee Talks, Mark Davis, MFin, CFA , Director of Professional Insights at Sun Life discusses how to help show wealthy clients how they can meet their protection needs and get a better return on their safe money assets – without taking on more risk.
June 2, 2022
The Decade of Living Dangerously In this edition of Coffee Talks, Tyler Mordy, CEO and CIO at Forstrong Global Asset Management Inc. and Keith Newhook, Senior VP Sales at PPI, discuss risks that are all around us, what they mean for financial advisors, and how to advise clients as it relates to the economy and investing.
May 5, 2022
Busting the Myths of Retirement Planning In this edition of Coffee Talks, Peter Wouters, Director, Tax Retirement & Estate Planning Services at Empire Life explored myths around retirement planning and shared information to provide to your clients.
April 7, 2022
(Special 40-Minute Episode) In this edition of Coffee Talks, Advocis welcomed a panel of financial services leaders to discuss the impact of COVID-19, the lessons learned, and how they plan to move forward.
March 2, 2022
Financial Underwriting: Does it Make Sense? In this edition of Coffee Talks, Susan Kerr, Director of Special Case Operations at Manulife walked Advocis members through the basics of financial underwriting as it relates to income protection, after which she moved on to advanced concepts like estate considerations, key person and business valuation, charitable giving, and tax sheltering.
February 3, 2022
Maximizing Value in a New Era In this edition of Coffee Talks, John Novachis, Executive Vice President at Investment Planning Counsel and Sam Febbraro, Executive Vice President at Investment Planning Counsel walk through how your perspective as an advisor can change to better accommodate the shifting desires of clients, including enhancements to your digital offerings, understanding the experience economy, and ensuring that succession planning takes all of this and more into account.
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