Greg Pollock, President and CEO of Advocis, underscores the pivotal role of advisors in fostering enhanced communication with clients.
Read the full piece here: https://t.co/MtiZpU0RJc
#financialadvisor#financialplanning#investments
Advocis Members also engaged those who passed by our booth on the importance of financial literacy and pointed them in the direction of some great resources to get them started!
What’s your favourite booth at the CNE this year? Let us know in the comments below. 🙌
Let's go to the EX! 🎡🎠
The Advocis booth at the CNE provided a great opportunity for visitors to engage with our lovely Advocis Members about the importance of working with a professionally licensed advisor or planner, who adheres to a professional code of conduct.
“During times of uncertainty, a diversified portfolio is key,” says @GregPollock_, President and CEO of Advocis in his recent Op-Ed that was shared yesterday by @InsuranceJourn. https://t.co/3GVgAuIe3U
Shape your future with stories that sell! 💡🙌
Advocis is proud to once again be a ‘Partner Association’ of the Canada Sales Congress from @InsuranceJourn.
As an Advocis member, you save $50 at checkout with the code CSC23ADVO.
REGISTER NOW! https://t.co/9Am05HMtTk
Happy to have my Op-Ed piece published on @WealthProCA this morning. While inflationary markets are tough, they offer a valuable opportunity for advisors to show clients why they matter. https://t.co/IeZg286b1K
Kelly Gustafson, Director at Large on the Advocis TFAAC Board of Directors is pleased to be in attendance @thebanffschool, alongside some other well-known industry leaders, and this morning had the pleasure of delivering a ‘National Update’ to all attendees of the Banff School!
The Advocis Atlantic School is back in session for 2023!
Taking place at the Mill River Resort in PEI, these next few days will present a wonderful opportunity for advisors to craft new skills, network with peers, and earn credits while relaxing in a resort environment.
.@thebanffschool is back for its 67th year!
Vince McKay, a valued member of the 2023-2024 Chapter Leadership Council is in attendance, along with Past Chair of Advocis and current @CALUcanada Chair, Robert McCullagh.
He’s served in just about every capacity across our Association, and this year, @AlJones19, Past Chair of Advocis and a Member of our Advocis Simcoe Muskoka Chapter is celebrating his 26 years of Membership with Advocis!
What can a financial advisor offer when economic circumstances seem to matter more than your own decisions? More than you might think says @GregPollock_, President and CEO of Advocis.
Read his latest Op-Ed here: https://t.co/n4KznPYIg5
So far attendees have heard from:
@GregPollock_ who shared a ‘President’s Update’
@AlJones19 on ‘Turning Warm Prospects into Team Members’
And Kevin Williams who shared the ‘Top 10 Secrets of Building a Successful Financial Planning Practice’
Happy first week of the 2023 Canadian National Exhibition! 🎡🎠
Advocis is excited to be setting up shop at #LetsGoToTheEx on Thursday, August 24th inside the Enercare Centre, Heritage Court at Booth # 4426. 🙌🙌
It’s time for “The Last Dance”!!
Join us next Thursday for our final webinar in our Summer Risk Management Series - Building a Protected Practice at 1:00 p.m. EST.
#NEW on Wealth Professional: The Discovery Series with Desjardins has executed a remarkable online venue that brings life and health insurance advisors together to share their experiences and knowledge. 🆕💻
Read the full article here: https://t.co/bpV5hf6wln
Whether it’s the first summer back at the office or just another year, Kelly Maxwell, a marketing coach with @TPCcoaches shares some effective strategies to implement and communicate to your employees to foster a collaborative work environment. https://t.co/vakAxqCdYw