Now Available: New Advocis Podcast & CE Courses
Submitted by Victoria on June 3, 2020 - 4:59pm
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Episode seven of the Advocis Podcast is now available! This episode features the latest report from the Advocis Technology Task Force on data security.
Advocis is also pleased to announce three new CE credit opportunities that are complimentary for Advocis members.
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The Advocis Podcast: Episode 7 - The Tech Task Force Data Security Report |
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| Host Al Jones, CFP, CLU, ICD.D, is joined by Brandon Chapman, CFP, CLU and Kelly Gustafson, CFP, from the Advocis Technology Task Force to discuss the key topics that financial advisors need to understand within the world of data security, FinTech and cyber insurance.
If you would like to receive CE credits for this podcast you will need to register below for Podcast CE. |
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Ellen Bessner Podcasts: Advisor at Risk and Communication Risk
Wondering how to protect yourself and your business from litigation and reputation risk? In this program, 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.
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A Conversation with Jane Blaufus & Al Jones
In April 2020 Advocis recorded a webinar with Jane Blaufus, CLU and Al Jones, CFP, CLU, ICD.D, former TFAAC Chair, to discuss how advisors can step in, step up and support clients in these challenging times. Both speakers provided insight on how to run professional and compliant virtual meetings, gave suggestions for virtual seminars and shared tips for finding new clients in a respectful way.
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