Participate in Advocis’ Twitter Chat for Financial Literacy Month!
Join Advocis, The Financial Advisors Association of Canada in a Twitter Chat for Financial Literacy Month 2022! We look forward to kickstarting an insightful and informative conversation with financial advisors, advisory firms and other financial literacy groups on how advisors can work towards building greater financial literacy for their clientele.
When: Wednesday, November 16 at 2:00 p.m. EST
Where: Join us on Twitter using your personal or organizational account.
Hashtag: Use and follow #AdvocisFLM22Chat to join and follow the conversation.
Advocis will moderate the discussion and push the conversation forward on Twitter using the questions and statistics below. Please join us by responding to as many of them as you can (remember to pass your answers through company compliance beforehand if needed), and don’t forget to use the hashtag #AdvocisFLM22Chat hashtag in every tweet!
Q1: In 2021, an Advocis poll found that 67% of financial advisors felt that greater client financial literacy would help them advise clients more effectively. What aspects of finance and money do you believe are critical for clients to understand in detail in order to help you help them most effectively? #AdvocisFLM22Chat
Q2: What aspects of financial literacy do you believe could have the greatest impact on the families of your clientele, including members of it (i.e., children, non-immediate relatives) who may not yet be your clients? #AdvocisFLM22Chat
Q3: What do you think is the greatest risk that a lack of financial literacy could have for clients who own and operate their own businesses? #AdvocisFLM22Chat
Q4: In 2021, an Advocis poll found that 47% of financial advisors received an increase in inquiries on basic financial matters during COVID-19. What gaps in your financial literacy do you feel the pandemic revealed in your clients, and how have you addressed this? #AdvocisFLM22Chat
Q5: In 2021, an Advocis poll found that 42% of financial advisors included the children of their clients in matters discussions of family finances, estate planning and more. What age do you think is right to bring children into these discussions, and why? #AdvocisFLM22Chat
Q6: What aspects of financial literacy do you think would best highlight the value and expertise that a financial advisor can provide? Have you had the experience of meeting with a new client who came to you because their own research into a financial topic showed them that an expert would be required? #AdvocisFLM22Chat
Q7: The importance of financial literacy goes well beyond lesson plans or taking one month out of the year to read a few articles and be done with it. How are you raising financial literacy awareness year-round? #AdvocisFLM22Chat
Have a question about joining the Twitter Chat or want a calendar invite to remind you to join on the day of? Reach out to Lucas Di Rocco, Corporate Communications Specialist at Advocis.