Advocis Presents: 
A Coffee Talk Webinar
Maximizing Value in a New Era

2022 Series - Episode two: Maximizing Value in a New Era
 

In many ways, the COVID-19 pandemic has been a catalyst for many changes that were already in motion for financial advisors. Clients are embracing a different perspective on the experiences and values that define them, and many are less focused on better returns and more focused on a better life.

Join us on February 3rd at 11:00 am EST for a Coffee Talk as Advocis welcomes John Novachis, Executive Vice President at Investment Planning Counsel and Sam Febbraro, Executive Vice President at Investment Planning Counsel who will walk you through how your perspective as an advisor can shift to better accommodate the shifting desires of clients, including enhancements to your digital offerings, understanding the experience economy, and ensuring that succession planning takes all of this and more into account.

Please refer to the chart below for your local timezone:

As a benefit of membership, this webinar series is exclusive to Advocis members. Tickets are limited and go quickly. Register today to reserve your spot! 

This episode of Coffee Talks has been approved by The Institute for 0.5 CE credit. 

Please note: Once registered you will receive a confirmation with webinar login details. 24 hours before the scheduled start time you will receive a reminder email. If you do not receive this information, please contact us at events@advocis.ca.