12 Mar Closing the Money Behaviour Gap
Advocis welcomed Kelly Ho, CFP, CCS, Partner at DLD Financial Group Ltd.; Kelley Keehn, CEO & Co-Founder of the Money Wise Institute and author of Save Yourself; Dr. David Lewis, MBA, PhD, CFA, Consultant and Independent Director; and Tina Tehranchian, C.M., MA, CFP®, CLU®, CHFC®, CIM®, MFA-P™, Senior Wealth Advisor at CI Assante Wealth Management Ltd.
In the March episode of Coffee Talks, a practical, story-driven conversation explored a challenge every advisor knows well: clients often understand what they should be doing financially, yet still struggle to follow through. The panel unpacked the psychology behind the “say–do” gap and shared how advisors can close it through empathy, behavioural science, and stronger implementation strategies.
ADVOCIS COFFEE TALKS ARE ESPRESSO-SIZED WEBINARS FOR FINANCIAL ADVISORS, ACCREDITED BY THE INSTITUTE FOR CE CREDITS AND AVAILABLE EXCLUSIVELY TO ADVOCIS MEMBERS.
PUBLISHED MAR 12, 2026