Tag Archives: Clients

The Big Q: How Advisors Can Harness Technology to Exceed Customer Expectations

Deanne Gage, May 30, 2022 When advisors require a technology solution for their practices, …

Written on June 7, 2022 at 2:48 pm, by Lucas Di Rocco

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Categories: Blog, In the News
Tags: AdvisorFlow, Advisors, AdvisorStream, Advocis, Alexander Potter, Calendly, Client Relationship, Clients, Deanne Gage, DigiCat, DigiCat 2.0, Digital, Equisoft, Financial Advisor, Financial Planner, Financial Planning, Financial Tech Tools, Fintech, Justine Zavitz, Life Design Analysis, Planworth, SideDrawer, Tech, Tech Tools, Technology

Tech Tools for Advisors to Elevate Their Practice in the Digital Age

Written By: AdvisorFlow & Advocis As a financial advisor, having a suite of tech …

Written on May 12, 2022 at 5:40 pm, by Lucas Di Rocco

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Categories: Blog, In the News
Tags: AdvisorFlow, Advisors, AdvisorStream, Advocis, Calendly, Client Relationship, Clients, Digital, Equisoft, Financial Advisor, Financial Planner, Financial Planning, Financial Tech Tools, Fintech, Life Design Analysis, Planworth, SideDrawer, Tech, Technology

Is detecting clients’ cognitive decline tougher in a virtual world?

Leo Almazora, Wealth Professional Canada January 28, 2022 – Through their intimate relationships and in-depth …

Written on January 28, 2022 at 2:50 pm, by Lucas Di Rocco

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Categories: Advocis News, In the News
Tags: Advocis, Canadians, Clients, cognitive decline, cognitive decline in clients, COVID-19, dementia or Alzheimer's, Financial Advisor, Financial Planner, Financial Planning, Greg Pollock, Investment Planning Counsel, Ironshield Financial Planning, Sam Febbraro, Scott Plaskett, Wealth Professional Canada, Zoom

KNOWLEDGE BUREAU AND ADVOCIS PARTNER TO OFFER MFA-P™ DESIGNATION PROGRAM TO MEMBERS

TORONTO, ON – September 3, 2020 – Knowledge Bureau, a pre-eminent national financial education institute …

Written on September 3, 2020 at 1:45 pm, by alex dugan

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Categories: Blog, In the News
Tags: Advocis, CAGP, Canadian Association of Gift Planners, Clients, Evelyn Jacks, Financial Advisor, Financial Education, Gift Planning, Institute for Advanced Financial Education, Knowledge Bureau, Life Insurance, MFA-P, MFA-P Designation, Philanthropy, Spire Philanthropy

Why advisors should be considering their business emergency preparedness

By: Kira Vermond (Globe Advisor), April 24, 2020 – Ask Eric Lidemark, financial advisor and …

Written on April 24, 2020 at 4:45 pm, by alex dugan

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Categories: In the News
Tags: Advisors, Advocis, Business Interruption Insurance, Christopher Dewdney, Clients, COVID-19, Critical Illness Insurance, Dewdney & Co, Eric Lidemark, Financial Advisor, Globe Advisor, Greg Pollock, Insurance, Insurance Coverage, Kira Vermond, Lidemark Financial Group Inc., PWL Capital

Elke Rubach: Finding motivation in a world turned upside down

By: Elke Rubach, April 9, 2020 – When you read the endless negative news these …

Written on April 14, 2020 at 2:06 pm, by alex dugan

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Categories: Blog
Tags: Advocis, Clients, COVID-19, Financial Advisor