Tag Archives: Financial Advisors

Why we need more women financial advisors now

(From the March 2024 Edition of eFORUM) By Robyn K. Thompson Between now and …

Written on March 6, 2024 at 9:54 am, by Lucas Di Rocco

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Categories: Newsletter Feature Article
Tags: building wealth, castlemark wealth, Financial Advisors, financial decision-making, financial plan, Financial Planning, financial self-care, financial wellness, Great Wealth Transfer, international womens day, investing, investing 101, investing truths, investment horizons, Psychology of money, robyn k. thompson, women and money, women in finance

Greg Pollock on The Assuris Podcast – Let’s Talk Life… Insurance

The Assuris Podcast – Let’s Talk Life… Insurance Episode 1: Financial Advice for an Increasingly …

Written on February 7, 2023 at 6:38 pm, by Lucas Di Rocco

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Categories: Advocis News, In the News
Tags: Advocis, Assuris, Canadians, Finances, Financial Advice, Financial Advisors, Financial Planners, Greg Pollock, Life Insurance, Paul Petrelli, The Assuris Podcast

How advisors are faring more than a year into the pandemic

DEANNE GAGE, SPECIAL TO THE GLOBE AND MAIL [divider height=”30″ style=”default” line=”default” color=”” themecolor=”0″] July …

Written on July 16, 2021 at 7:56 pm, by alex dugan

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Categories: In the News
Tags: Advocis, Al Jones, Canada, Client Relationship, COVID-19, Financial Advice, Financial Advisors, Financial Planners, Financial Services, Julia Chung, Leony deGraaf Hastings, Meetings, Networking, Pandemic, Prospecting, Video Conferencing, Zoom

You’re the Top: The Value of Advice as Your Differentiator – How to Stand Out from the Crowd

Jennifer Kuta, Caldwell Investment Management Ltd. July 6, 2021 – In all of the economics, …

Written on July 6, 2021 at 7:49 pm, by alex dugan

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Categories: In the News
Tags: Advisor Value, Advocis, Best Practices, Caldwell Investment, CFP, CHS, Client Value, CLU, Continuing Education, COVID-19, Education, Financial Advice, Financial Advisors, Financial Literacy, Financial Planners, Financial Planning, PFA, Value of advice, Value Proposition

Wealth Professional Canada: Hot List 2021

Wealth Professional Canada – Digital Magazine (May 2021) Thank you to Wealth Professional Canada for …

Written on May 13, 2021 at 1:51 pm, by alex dugan

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Categories: Blog, In the News
Tags: Advocis, Canada, COVID-19, Financial Advice, Financial Advisors, Financial Planners, Financial Services, Greg Pollock, Pandemic, Wealth Professional Canada

Nominees Announced for the 2021 National Magazine Awards: B2B

National Magazine Awards: B2B Advocis is pleased that our September 2020 issue of FORUM Magazine …

Written on May 11, 2021 at 1:39 pm, by alex dugan

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Categories: Blog, In the News
Tags: Advocis, COVID-19, Financial Advice, Financial Advisors, Financial Planners, FORUM Magazine, Pandemic

Simply the Best: How Financial Advisor Designations Can Affect Customer Experience

Jennifer Kuta, Caldwell Investment Management Ltd. It is important for your prospective clients to know …

Written on May 5, 2021 at 1:27 pm, by alex dugan

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Categories: Blog, In the News
Tags: Advocis, CFP, CHS, CLU, Continuing Education, COVID-19, Education, Financial Advice, Financial Advisors, Financial Literacy, Financial Planners, Financial Planning, PFA

‘It’s an emotional roller coaster out there for clients’

Leo Almazora, Wealth Professional Canada 2020 was a year like no other, marked by seismic …

Written on April 21, 2021 at 1:19 pm, by alex dugan

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Categories: Blog, In the News
Tags: Advocis, Businesses, COVID-19, Debt, Estate Planning, Financial Advice, Financial Advisors, Financial Anxiety, Financial Literacy, Financial Planners, Financial Planning, Investments, Pandemic, Savings