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Advocis, The Financial Advisors Association of Canada, is the largest voluntary professional membership association of financial advisors in Canada. This is where we post our expert interviews and other audio resources for advisors. Visit advocis.ca/podcasts for more information.
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Episode 7 - The Tech Task Force Data Security Report
35:40
35:40
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35:40
Host Al Jones is joined by Brandon Chapman and Kelly Gustafson from the Tech Task Force to discuss the key topics that financial advisors need to understand within the world of data security.Bởi The Advocis Podcast
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The Advocis Podcast - Laurie Martin and Cindy Marques - Are You Crisis Ready?
30:22
30:22
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30:22
In this episode of the Advocis podcast, we talk to Laurie Martin, a Certified Trauma Treatment Specialist and Elder Planning Counselor about how advisors can prepare for the first conversation with someone experiencing a sudden loss or death. Also joining the conversation is Cindy Marques, Certified Financial Planner and Financial Literacy advocate…
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The Advocis Podcast - Ellen Bessner - Advisor at Risk
32:43
32:43
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32:43
Do you ever wonder how you can protect yourself and your business from litigation and reputation risk? In this special program for financial advisors, Ellen Bessner, a leading expert on the topic of the risks facing advisors, provides a wealth of practical suggestions for how you can do just that. Ellen Bessner is a litigation and regulatory defenc…
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