Tag Archives: Financial Planning

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

Comments Off on Why we need more women financial advisors now
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

Written on November 1, 2023 at 9:32 am, by Lucas Di Rocco

Comments Off on As inflationary pressures grow, Canadians increasingly struggle to make monthly mortgage & credit card payments
Categories: Advocis News, In the News, Press Release
Tags: Advocis, Branstone Financial Strategies Inc., Canadian Economy, Canadian Finances, Canadian Spending, Canadians, David R. Johnson, Emma Lang, FAFA, Financial Advice for All, Financial Literacy, Financial Literacy Month, Financial Planner, Financial Planning, FLM2023, Food Inflation, Gas, Groceries, Holiday Shopping, Inflation, Julie Martini, Money, Recession

Written on August 23, 2023 at 11:31 am, by Lucas Di Rocco

Comments Off on When Financial Advice Gets Tough, Financial Advisors Matter
Categories: In the News
Tags: Advocis, Canadians, Chartered Life Underwriter, Financial Advice, Financial Advisor, Financial Planner, Financial Planning, Greg Pollock, Inflation, Professional Financial Advisor, Social Media, title protection

Written on November 25, 2022 at 5:53 pm, by Lucas Di Rocco

Comments Off on Making wise financial decisions when inheriting money
Categories: Advocis News, In the News
Tags: Advocis, Budget, Canadian Spending, Canadians, Christmas spending, Delta Sciur, FAFA, Financial Advice for All, Financial Literacy, Financial Literacy Month, Financial Planner, Financial Planning, Financial Services Group, FLM 2022, Food Inflation, Gas, Groceries, Holiday Shopping, Impulse purchases, Inflation, Julie Martini, Kids Financial, Literacy, Money, Recession, Youth Financial Literacy

Written on November 18, 2022 at 5:45 pm, by Lucas Di Rocco

Comments Off on Advisors observe positive shift in clients’ attitudes toward financial planning
Categories: Advocis News, In the News
Tags: Advocis, Budget, Canadian Spending, Canadians, Christmas spending, Delta Sciur, FAFA, Financial Advice for All, Financial Literacy, Financial Literacy Month, Financial Planner, Financial Planning, Financial Services Group, FLM 2022, Food Inflation, Gas, Groceries, Holiday Shopping, Impulse purchases, Inflation, Julie Martini, Kids Financial, Literacy, Money, Recession, Youth Financial Literacy

Written on November 15, 2022 at 4:03 am, by Lucas Di Rocco

Comments Off on Advocis Invites Canadians to Explore the Role of Financial Literacy in Challenging Economic Times for Financial Literacy Month 2022
Categories: Advocis News, In the News, Press Release
Tags: Advocis, Budget, Canadian Spending, Canadians, Christmas spending, Delta Sciur, FAFA, Financial Advice for All, Financial Literacy, Financial Literacy Month, Financial Planner, Financial Planning, Financial Services Group, FLM 2022, Food Inflation, Gas, Groceries, Holiday Shopping, Impulse purchases, Inflation, Julie Martini, Kids Financial, Literacy, Money, Recession, Youth Financial Literacy

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

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

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

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

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

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

Written on November 17, 2021 at 2:11 pm, by Lucas Di Rocco

Comments Off on Banks’ product shelf restrictions face scrutiny at Advocis event
Categories: Advocis News, In the News
Tags: Advisor's Edge, Advocis, Advocis Symposium, Banks, client-focused reforms (CFRs), Financial Advisor, Financial Planner, Financial Planning, Grant Vingoe, Investment Executive, Ken Kivenko, know your product (KYP), Ontario Securities Commission, Regulatory Affairs Symposium, Symposium, Symposium 2021, Third Party Products

Written on October 26, 2021 at 6:06 pm, by alex dugan

Comments Off on Advocis Invites Advisors, Families and Youth to ‘Get Started’ with Financial Literacy for Financial Literacy Month 2021
Categories: Advocis News, In the News, Press Release
Tags: Advocis, FAFA, Financial Advice for All, Financial Advisor, Financial Literacy, Financial Literacy Month, Financial Planner, Financial Planning, FLM 2020, Kids Financial Literacy, Youth Financial Literacy

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

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

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

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

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

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

Written on April 12, 2021 at 1:35 pm, by alex dugan

Comments Off on What financial mistakes did Canadians make during the pandemic? Ask their advisors.
Categories: In the News, Press Release
Tags: Advocis, Canadians, COVID-19, Emergency Funds, Estate Planning, Finances, Financial Advice for All, Financial Advisor, Financial Planner, Financial Planning, Investments, Market Drop, Pandemic, Panic Selling, Savings, Vaccine

Written on October 29, 2020 at 1:14 pm, by alex dugan

Comments Off on Advocis Spotlights the Next Generation for how to get Back to Basics during Financial Literacy Month
Categories: In the News, Press Release
Tags: Advocis, FAFA, Financial Advice for All, Financial Advisor, Financial Literacy, Financial Literacy Month, Financial Planner, Financial Planning, FLM 2020, Kids Financial Literacy, Youth Financial Literacy