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 22, 2021

Behavioral Strategies for Winning Client Engagements in Chaotic Times In this edition of Coffee Talks, Todd Fithian, Managing Partner of Legacy shares proven strategies for connecting with clients and future clients during these challenging times, with approaches will not only move them closer to you but have them raving to their friends about you.

June 22, 2021

Budget 2021 Tax Update In this edition of Coffee Talks, Jamie Golombek, Managing Director, Tax and Estate Planning at CIBC provides an overview of the most important changes to personal and business taxes that financial advisors will need to understand for the benefit of their clients, as well as information on key developments in CRA administration related to them.

May 13, 2021

Conversation Ideas for Living Benefits In this edition of Coffee Talks, Ginny O’Leary, National Living Benefits Sales Consultant, Individual Insurance Sales at Manulife provides straightforward and proven ideas on how to open conversations about Living Benefits, establishing a process when needs are identified, and working through customized options for personal and corporate solutions.

April 29, 2021

The Inherent Vulnerabilities of Investment and Insurance Products to Money Laundering In this edition of Coffee Talks, Matt McGuire, Co-Founder and Practice Leader at The AML Shop walks through the factors that contribute to the attractiveness of specific investment and insurance vehicles to clean dirty money – or even just park it. Matt introduces recent and relevant local examples of these money laundering methods, providing you with best countermeasures as advisors to identify and stop them.

April 13, 2021

How to Tell Your Brand Story in 10 Seconds In this edition of Coffee Talks, Alison Campbell, Senior Manager, Practice Management, Marketing and Business Development at Sun Life discusses the importance of succinct and effective communication in marketing yourself as an advisor, and provides a three-step process for crafting a solution-focused brand story that will resonate with clients and prospects alike.

April 1, 2021

The Evolution of High-Net-Worth Advice In this edition of Coffee Talks, Chris Ireland, CPA, CA, TEP, Senior Vice-President, Planning Services at PPI and Adrian Altamirano, CIM, CFP, FCSI, Assistant Vice-President, Sales at PPI discuss the history, evolution and best practices of building, managing and supporting multidisciplinary teams for HNW clients.

March 16, 2021

Tech Task Force’s Ultimate Guide to All Things Digital In this edition of Coffee Talks, Brandon Chapman, CFP, CLU and Kelly Gustafson of the Advocis Tech Task Force (TTF) discuss the latest trends in digital technology, introduce members to new initiatives and research results from the TTF, and provide vetted recommendations on several solutions that can keep your practice on the cutting edge.

March 4, 2021

Striking a Balance with Social Media During COVID-19 Will O’Neill, Corporate Communications Specialist at Advocis demonstrates how to create a minimal but highly efficient social media presence utilizing Hootsuite, and show how it can be used as both the basis of your social media strategy and a launchpad to greater ambitions.

February 16, 2021

Double Defense – Cybersecurity Through Coverage and Technology Jack Mazakian, Vice-President of Advocis Broker Services Inc. and Geoff Le Quelenec, IT Director at Advocis team up to tell you about how a suite of cyber and privacy insurance can combine with optimal IT and data protection practices to provide your business with the best possible security against the threats and potential liabilities of our digital age.

February 1, 2021

Building Your Business with the Power of DIBE Dean Delpeache, Director, Consulting at Strasity provides insight into how systemic discrimination harmfully impacts financial advisors, and tells Advocis members more about how they can contribute towards meaningful change.

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June 22, 2021

Behavioral Strategies for Winning Client Engagements in Chaotic Times In this edition of Coffee Talks, Todd Fithian, Managing Partner of Legacy shares proven strategies for connecting with clients and future clients during these challenging times, with approaches will not only move them closer to you but have them raving to their friends about you.

June 22, 2021

Budget 2021 Tax Update In this edition of Coffee Talks, Jamie Golombek, Managing Director, Tax and Estate Planning at CIBC provides an overview of the most important changes to personal and business taxes that financial advisors will need to understand for the benefit of their clients, as well as information on key developments in CRA administration related to them.

May 13, 2021

Conversation Ideas for Living Benefits In this edition of Coffee Talks, Ginny O’Leary, National Living Benefits Sales Consultant, Individual Insurance Sales at Manulife provides straightforward and proven ideas on how to open conversations about Living Benefits, establishing a process when needs are identified, and working through customized options for personal and corporate solutions.

April 29, 2021

The Inherent Vulnerabilities of Investment and Insurance Products to Money Laundering In this edition of Coffee Talks, Matt McGuire, Co-Founder and Practice Leader at The AML Shop walks through the factors that contribute to the attractiveness of specific investment and insurance vehicles to clean dirty money – or even just park it. Matt introduces recent and relevant local examples of these money laundering methods, providing you with best countermeasures as advisors to identify and stop them.

April 13, 2021

How to Tell Your Brand Story in 10 Seconds In this edition of Coffee Talks, Alison Campbell, Senior Manager, Practice Management, Marketing and Business Development at Sun Life discusses the importance of succinct and effective communication in marketing yourself as an advisor, and provides a three-step process for crafting a solution-focused brand story that will resonate with clients and prospects alike.

April 1, 2021

The Evolution of High-Net-Worth Advice In this edition of Coffee Talks, Chris Ireland, CPA, CA, TEP, Senior Vice-President, Planning Services at PPI and Adrian Altamirano, CIM, CFP, FCSI, Assistant Vice-President, Sales at PPI discuss the history, evolution and best practices of building, managing and supporting multidisciplinary teams for HNW clients.

March 16, 2021

Tech Task Force’s Ultimate Guide to All Things Digital In this edition of Coffee Talks, Brandon Chapman, CFP, CLU and Kelly Gustafson of the Advocis Tech Task Force (TTF) discuss the latest trends in digital technology, introduce members to new initiatives and research results from the TTF, and provide vetted recommendations on several solutions that can keep your practice on the cutting edge.

March 4, 2021

Striking a Balance with Social Media During COVID-19 Will O’Neill, Corporate Communications Specialist at Advocis demonstrates how to create a minimal but highly efficient social media presence utilizing Hootsuite, and show how it can be used as both the basis of your social media strategy and a launchpad to greater ambitions.

February 16, 2021

Double Defense – Cybersecurity Through Coverage and Technology Jack Mazakian, Vice-President of Advocis Broker Services Inc. and Geoff Le Quelenec, IT Director at Advocis team up to tell you about how a suite of cyber and privacy insurance can combine with optimal IT and data protection practices to provide your business with the best possible security against the threats and potential liabilities of our digital age.

February 1, 2021

Building Your Business with the Power of DIBE Dean Delpeache, Director, Consulting at Strasity provides insight into how systemic discrimination harmfully impacts financial advisors, and tells Advocis members more about how they can contribute towards meaningful change.

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