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
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
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
Comments Off on How advisors are faring more than a year into the pandemic
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
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