Edition 55 – Communication and Technology Working Together

Edition 55 – Communication and Technology Working Together

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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.

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In our final edition of Coffee Talks for 2022, Advocis welcomed Ali Qureshi, Chief Revenue Officer & Co-Founder at SideDrawer and Mallory McGrath, Founder & CEO, Viive Planning to discuss how communication and technology can work together to understand clients on a deeper level and keep their information protected.

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.

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