Advocis Presents: 
A Coffee Talk Webinar:
Transforming Client Conversations 

 2025 Series - Episode five: Transforming Client Conversations

Join us on July 10th at 11:00 a.m. EDT for Coffee Talks with Mark O’Farrell, CEO of the Canadian Institute of Certified Executor Advisors, Board Chair of the Certified Executor Advisor Network (CEAN), and CEO of Personal Fiduciary Standards International.

In this thought-provoking session, Mark dives into the power of language in estate planning, drawing on jaw-dropping stories from the estates of the rich and famous. He’ll explore how subtle shifts in phrasing can radically change client engagement and decision-making.

Please refer to the chart below for your local timezone: 

As a benefit of membership, this webinar series is complementary and exclusive to Advocis members. Please use your Advocis ID as the promotional code on Eventbrite to unlock your free ticket. Tickets are limited and go quickly, register today to reserve your spot!

This episode of Coffee Talks has been approved by The Institute for 1.0 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.
 

Advocis, The Financial Advisors Association of Canada
events@advocis.ca

Our mailing address is:
10 Lower Spadina Ave., Suite 600, Toronto, ON M5V 2Z2