Coffee Talks

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.

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.

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.

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.

(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.

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.

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.

Know Your (Senior) Client In this edition of Coffee Talks, Jennifer Moir, EPC, CRTS, CHS of Age Well Solutions introduces advisors to the unique nuances of the senior client, including how to create personalized and meaningful profiles through essential conversations, thoughts on the most vital resources from within your network to draw upon, and the most important ways in which you can add value.

Life Insurance Strategies with a Philanthropic Advantage In this edition of Coffee Talks, Mark Halpern, CFP, TEP, MFA-P introduces the concept of the Accidental Philanthropist™, and explains how life insurance donations can create a path for legacies to become as beneficial as possible to the charities, causes and family members they were created to serve.

Business Growth and the Family Inventory In this edition of Coffee Talks, Rehan Bhanji, CFP, CLU, National Practice Leader at Desjardins and Mathew Smith, FCIA, FSA, Regional Vice President of Individual Insurance Sales at Desjardins introduced the conversation, sales opportunities and life events surrounding the use of a comprehensive inventory process to create better outcomes in the development of estate plans.