It's time for Spring Cleaning! 

Spring is upon us and just like giving your home a refresh after a long winter spent indoors, it’s also a great opportunity for financial advisors to remind clients of the benefits of doing some spring 'maintenance' of their personal finances. 

Throughout 2021, Advocis will be conducting financial literacy 'mini-campaigns' via our Financial Advice For All consumer platform. These campaigns will feature topical content - like our member-generated Valentine's Day fun (and financially-savvy) tips - as well as provide you with timely materials that you can share with clients. Our newest campaign will focus on Spring Cleaning - Helping Clients Get Their Finances in Order, and we'd like to highlight your experiences from the past year. 

You could be featured in an upcoming media campaign 

"As a financial advisor, what were some of the good decisions you saw clients gravitate towards in the pandemic period of 2020 and the first several months of 2021?"

Click on the link below to answer this question in a quick poll. We'll be highlighting your responses and may contact you for more information.

*Poll closes at 11:59 pm ET on March 30th.