Learning to succeed

The beginning of the year is an ideal time to set new goals for your business, and pursuing ongoing education is a worthy goal for all advisors. In part one of this three-part series, explore the benefits of pursuing a designation. Part two highlights the value in working with a mentor, and part three examines non-financial skills that can help you become a better advisor. Watch Greg Pollock, president and CEO of Advocis, discuss the merits of ongoing education.

January 24, 2014

Ongoing learning keeps advisors up to date

Greg Pollock, president and CEO of Advocis, explains the role that ongoing learning has in ensuring that advisors are on top of the latest industry issues. He highlights key advisor issues for 2014 and discusses designations that his organization offers. Pollock spoke to Tessie Sanci, reporter, Investment Executive, at the TMX Broadcast Centre in Toronto.

  • January 24, 2014 October 30, 2019
  • 09:11

Learning outside the box

Pursuing courses and skills beyond professional designations and mandatory CE credits can contribute to your advisory practice

  • January 23, 2014 October 30, 2019
  • 09:55

Move up the learning curve with a mentor

In a business that can feel isolating, a mentor can provide ongoing guidance and expertise

  • January 22, 2014 October 30, 2019
  • 09:00

Demonstrate credibility with designations

As clients ask more questions about the qualifications of advisors, designations can help you stand out

  • January 21, 2014 October 30, 2019
  • 11:00