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Resources
Advocis understands the need for advisors to have advanced knowledge in order to provide competent advice for complex client issues.
Our Resources are designed to offer you this additional support towards niche areas.
National Webinars
Risk Management
Advocis National - Risk Management Webinar Series: Building a Protected Practice
Jack Mazakian, VP, Advocis Broker Services talks about building and sustaining a practice that is compliant with legislation, communicating well with clients, legislation for financial advisors such as PIPEDA, CASL and CRM-2 and the penalties when rules are breached.
Advocis National - Risk Management Webinar Series: Cyber & Privacy Liability
Jack Mazakian, VP, Advocis Broker Services discusses the key regulatory and legislative requirements related to the collection and storage of personal information, rules for communicating with the public and penalties when breached, and how to protect yourself and your client information.
Advocis National - Risk Management Webinar Series: From Bad to Worse
Jack Mazakian, VP, Advocis Broker Services discusses the early warning signs of a claim, the claims management process, and the team that can support you during a claim to avoid making a mistake.
Advocis National - Risk Management Webinar Series: The Value of E&O Insurance
Jack Mazakian, VP, Advocis Broker Services shares how you can protect yourself, and your business, and the important terms and concepts related to E&O insurance. He also dives into which protection services are included in a policy and potential sources of claims.
Ellen Bessner - Best kept secret about KYC
Ellen Bessner offers a reminder that Advisors often ignore this important know-your-client item to their detriment.
Ellen Bessner - Don't let client preferences come before your legal obligations
Ellen Bessner offers a reminder to advisors that, despite the pandemic, complying with regulatory and legal obligations must always come first.
Client Conversations
Client Finance Fundamentals Guide
Financial Advisors and Planners can order a word copy of this guide to provide to their clients and customize with their own information from Advisor Research Group Ask for your discount as an Advocis member.
Charitable Donations of Life Insurance - Guidelines for Canadian Advisors
This set of documents has been designed to assist donors, charities, insurance advisors and life insurers with the donation of life insurance policies to Canadian charities. Please note that this edition contains guidelines for an advisor audience.
Charitable Donations of Life Insurance - Guidelines for Canadian Donors
This set of documents has been designed to assist donors, charities, insurance advisors and life insurers with the donation of life insurance policies to Canadian charities. Please note that this edition contains guidelines for a donor audience.
Donor Attraction Strategies for 2021
Betty-Anne Howard offers thoughts on how financial advisors can work more effectively with clients around planned giving to help them understand how it can provide the impact and the ROI they desire.
Are Gen X and Y overconfident about reaching financial goals?
James Langton writes about how purchasing a home, funding higher education and saving for retirement will prove challenging for both generations
Help your clients make better decisions
A helpful article by Susan Silma on how behavioural economics provides a framework for advisors to help direct clients to make decisions consistent with their long-term goals.
Influence, Affluence & Opportunity
Donor-advised Funds in Canada
Diversification
This animated video on diversification provided by HeyAdvisor explains why it’s important for your clients not to “put all their eggs in one basket”.
Life Insurance
This animated video provided by HeyAdvisor helps your clients understand the benefits of life insurance and outlines the difference between term and permanent insurance.
Practice Management
Working in Excellence
Author Bio
Re-engaging in your underwriting process
Author Bio
Advisor Tech and Tools
STEP Digital Assets SIG - Inventory for Digital Assets and Digital Devices
Developed by the STEP Digital Assets Special Interest Group, this document is designed to assist with creating an inventory for digital accounts associated with underlying assets (e.g. physical assets and/or property rights accessed online).
Sun Life - Video Marketing Section of Advisor Best Practices
Learn to create compelling marketing videos that can give you a competitive edge and highlight your greatest marketing asset – you.