The Advocis Podcast

The Advocis Podcast

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About the Show

The Advocis Podcast offers an evolving series of guests and topics dedicated to all things in the world of financial advice. With episodes that are alternately focused on advisor and public audiences, our show seeks to continuously raise the bar for financial advisors and advocate for a Canada in which financial advice is available to all.

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Latest Episodes

The Advocis Podcast – Episode 12

Host Kelly Gustafson is joined by Saskia Vermeulen, Melissa Harrell and Chyanne Hodgson to discuss positive PR for financial advisors in support of Canadian consumers, strategies they can share with their clients & the importance of working with a professional financial advisor or financial planner.

Learn more about our Financial Literacy Month campaign here: https://financialadviceforall.com/

Connect with a financial advisor or financial planner here: https://www.advocis.ca/find-an-advisor/

Click here to download the full transcript! 

Subscribe to The Advocis Podcast on YouTube, Spotify and Soundcloud.

The Advocis Podcast – Episode 11

Host Will O’Neill is joined by Todd Fithian Co-Founder & CEO of The Legacy Companies to discuss what The Advisor Growth Journey is and what inspired him to create it.

Todd breaks down all five separate modules and the value they each provide. He also explains where the Advisor Growth Journey fits for someone in their twenties and just starting to begin their career in the industry.

Learn more about the Advisor Growth Journey here: www.advocis.ca/legacy-advisor-growth-program/

Click here to download the full transcript!

Subscribe to The Advocis Podcast on YouTube, Spotify and Soundcloud.

 

The Advocis Podcast – Episode 10

Host Kelly Gustafson, a Director at Large on the Advocis National Board of Directors is joined by Herman Chan, Chair and Brandon Chapman, Vice Chair of the Advocis Technology and Innovation Committee to discuss who the TIC are and what projects they are actively working on. Herman also offers a sneak peek of DigiCat 3.0!

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The Advocis Podcast – Episode 9

Host Al Jones is joined by Will Britton, Jackie McCann-Scott, Jennifer Murphy and Seema Sharma for their perspectives on how COVID-19 has shaped the year in financial advice, and how financial literacy can help financial advisors assist their clients in challenging times.

For more resources on financial literacy during Financial Literacy Month 2020, visit Financial Advice for All.

Subscribe to The Advocis Podcast on iTunes, Spotify and Soundcloud.

The Advocis Podcast – Episode 8

Host Al Jones is joined by Will Britton, Jackie McCann-Scott, Jennifer Murphy and Seema Sharma to offer their thoughts and experiences on the best advice that financial advisors can offer to clients on the money, buying, planning and life event basics that make up financial literacy.

For more resources on financial literacy during Financial Literacy Month 2020, visit Financial Advice for All.

Subscribe to The Advocis Podcast on iTunes, Spotify and Soundcloud.

The Advocis Podcast – Episode 7

Host Al Jones is joined by Brandon Chapman and Kelly Gustafson from the Tech Task Force to discuss the key topics that financial advisors need to understand within the world of data security.

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Financial Advice for All – Episode 6

In this special Financial Literacy Month episode of the Financial Advice For All podcast, Cindy Marques, a Certified Financial Planner and Financial Literacy Advocate, and Laurie Martin, a Certified Trauma Treatment Specialist and Elder Planning Counselor, talk about the financial challenges millennials face, the changing meaning of retirement, the differences between tracking your spending and having a budget, and more.

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Financial Advice for All – Episode 5

In Episode 5 of the Financial Advice for All Podcast, best-selling author and commercial litigator Ellen Bessner of Babin Bessner Spry LLP talks about how to close the communication gap between yourself and your financial advisor. She examines why it is important for you to open up about your personal experiences, spending habits and goals to get the best financial advice.

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Financial Advice for All – Episode 4

In Episode 4 of Financial Advice for All, we talk to Elke Rubach of Rubach Wealth about women in finance, the importance of leaving a legacy, and more.

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Financial Advice for All – Episode 3

In this episode, we talk with Jane Blaufus, CLU and author of the best-selling book “With The [Stroke] Of A Pen, Claim Your Life,” about how to be financially prepared for an unexpected death or illness in the family.

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Financial Advice for All – Episode 2

In this episode, we talk with Curtis Findlay, CFP and Chair of the Advocis Technology Task Force, about the impact of financial technologies on personal finance.

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The Advocis Podcast – Episode 2

In this episode of the Advocis Podcast, Laurie Martin and Cindy Marques discuss crisis-readiness for advisors.

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Financial Advice for All – Episode 1

In our first episode, we talk about the importance of financial advice with Devin Cattelan, Portfolio Manager at HollisWealth, a division of Industrial Alliance Securities, Inc.

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The Advocis Podcast – Episode 1

In this episode of the Advocis Podcast, Ellen Bessner discusses the Advisor at Risk.

Subscribe to The Advocis Podcast on iTunes, Spotify and Soundcloud.