The Advocis Podcast

In this episode of the Advocis Podcast, host Kelly Gustafson leads a forward-looking conversation on how Canadian financial advisors and financial planners are integrating technology and AI into their practices, not as a replacement for human advice, but as infrastructure that supports better service, stronger compliance, and more resilient businesses. Featuring real-world insights from Advocis members and partners, the discussion highlights how digital tools are being used to streamline workflows, enhance client engagement, and reduce cognitive load. The panel also explores the importance of industry collaboration in helping advisors adopt new technologies with confidence. With a strong focus on responsible and ethical AI use, this episode addresses key considerations around privacy, client consent, data handling, and advisor due diligence within the Canadian regulatory environment. It also examines how the use of third-party tools can impact E&O coverage and cyber risk, underscoring the need for education and clear guardrails. This episode is sponsored by Continuum. Continuum is the Relationship Operating System for financial advisors, built to help you deliver on every client promise. Purpose-built for Canadian firms, Continuum captures every interaction privately and compliantly, across any platform or in person, with no meeting bots. It turns conversations into living client intelligence, so you’re always one step ahead. Learn more at oncontinuum.com. Download the full episode transcript here: https://www.advocis.ca/wp-content/uploads/2026/04/ADVOCIS-PODCAST-2026_V2.pdf

Host Stacy Brooks sits down with Carmela Lombardi, Tina Tehranchian, and Julie Laferriere for a candid discussion on how Canadians can stay financially resilient amid inflation, market volatility, and economic uncertainty. As we mark the 15th anniversary of Financial Literacy Month in Canada, our guests share insights on why open conversations about money matter more than ever, and how working with a financial advisor or financial planner can help you navigate change with confidence. 🎧 Learn more about our Financial Literacy Month campaign: https://financialadviceforall.com/ 👥 Connect with a financial advisor or planner: https://www.advocis.ca/find-an-advisor/ 📄 Download the full transcript here: https://www.advocis.ca/wp-content/uploads/2025/11/2025-10-14-ADVOCIS-PODCAST.docx

Host Al Jones is joined by Brandon Chapman and Kelly Gustafson from the Tech Task Force to discuss the key topics that financial advisors need to understand within the world of data security.

In this episode of the Advocis podcast, we talk to Laurie Martin, a Certified Trauma Treatment Specialist and Elder Planning Counselor about how advisors can prepare for the first conversation with someone experiencing a sudden loss or death. Also joining the conversation is Cindy Marques, Certified Financial Planner and Financial Literacy advocate. You can find more information about Laurie at http://www.lifeinterrupted.ca and Cindy at http://www.cindymarques.com. You can also hear our conversation with Laurie and Cindy about financial literacy at https://soundcloud.com/financialadviceforall/episode6 To learn about the CE courses mentioned in this episode, visit: http://www.advocis.ca/ALC/ProtectYourPractice.aspx (Making Choices) and http://www.advocis.ca/ALC/ManageYourPractice.aspx (Strategic Selling with Social Media)

Do you ever wonder how you can protect yourself and your business from litigation and reputation risk? In this special program for financial advisors, 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. Ellen Bessner is a litigation and regulatory defence lawyer, partner at Babin Bessner Spry, LLP and author of two books: the best-selling Advisor at Risk and its sequel, Communication Risk, available at BabinBessnerSpry.com.