Nerd's Eye View

OCTOBER 19, 2023

pre-retirees with employer pension annuity choices), political or religious affiliations, or significant life events that create central themes and recurring concerns that an advisor can specialize in (e.g., These needs are often understood in terms of a client's occupation (e.g.,

Clients 246

Clients Financial Advisor Financial Advice Financial Services 246

Midstream Marketing

NOVEMBER 8, 2024

Get advice from experts about good tools and methods for lead generation in financial services. Introduction In today’s tough market, financial advisors and investment advisors need to find effective lead generation strategies to get their own leads and new clients, often turning to lead generation companies for assistance.

Financial Advisor 52

Financial Advisor Media Financial Services Clients 52

NAIFA Advisor Today

JANUARY 28, 2025

In 2007, she began her career in the financial services industry, obtaining licensure in life and health insurance and maintaining Series 6, 7, 63, and 65 securities registrations. Kathleens book, Put Your Money to Work: A Woman's Guide to Financial Confidence , helps women take control of their finances.

Financial Planner 52

Financial Planner Recruitment Financial Services Retirement Planning 52

NAIFA Advisor Today

OCTOBER 29, 2024

Mark Tiralosi's career in financial services began with a personal tragedy. This event not only prompted him to seek a career in the life insurance industry but also ignited a lifelong commitment to helping others navigate their financial futures.

Financial Services 98

Financial Services Insurance 98

NAIFA Advisor Today

JUNE 23, 2024

The award is the highest honor accorded by the insurance industry to a living individual who has rendered outstanding services to the institution of life insurance. The selection committee consists of representatives of 11 leading organizations in the life insurance and financial services industry.

Insurance 98

Insurance Financial Services 98

NAIFA Advisor Today

JUNE 14, 2024

Carson Porter is an experienced financial advisor providing specialized life insurance, annuities, and financial services across the United States. His journey from owning auto repair shops to excelling in the financial industry is marked by a passion for education, innovation, and business development.

Education 97

Education Insurance Financial Services Financial Advisor 97

NAIFA Advisor Today

NOVEMBER 2, 2023

Our partner at Asset+Map is holding an event this week that they're allowing all of our NAIFA members to attend! The innovative fintech event brings together thought leaders to provide product unveils and insights into how companies are innovating in the financial services space.

Assets 52

Assets Financial Services Financial Planning Clients 52

Indigo Marketing Agency

MARCH 5, 2025

Event Marketing for Maximum Lead Generation So, were talking about the power of event marketing, including in-person seminars and webinars. Indigo Marketing Agency provides the industrys most proven strategies and help for promoting, hosting, and generating high-quality leads through seminar and webinar events for financial advisors.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

NAIFA Advisor Today

AUGUST 9, 2022

The National Association of Insurance and Financial Advisors (NAIFA) is proud to announce its participation in The American College of Financial Services' sixteenth annual Conference of African American Financial Professionals. The event is being held at the Omni Shoreham Hotel in Washington, D.C.

Strategic Planning 98

Strategic Planning Financial Services Financial Advisor Insurance 98

NAIFA Advisor Today

MAY 19, 2023

Kathleen will discuss critical lessons from her book, Put Your Money to Work: A Woman’s Guide to Financial Confidence , in order to help more women with their finances with advice that was never taught in school.

Financial Services 98

Financial Services Clients Marketing Marketing 98

NAIFA Advisor Today

JULY 15, 2022

The National Association of Insurance and Financial Advisors (NAIFA) has announced the addition of two programs that will run on Tuesday, August 16 th pre-conference to its upcoming Apex event being held in Phoenix, Arizona. The second session focuses on issues critical to Hispanic advisors and agents.

Financial Services 52

Financial Services Financial Advisor Insurance Government 52

Nationwide Financial

FEBRUARY 14, 2023

To advance actionable solutions and contribute to lasting change, Nationwide partnered in September 2020 with leading financial services organizations, associations and historically Black colleges and universities (HBCUs ) to form The Financial Alliance for Racial Equity℠, or FARE.

Financial Services 98

Financial Services CFP Certified Financial Planner Certification 98

NAIFA Advisor Today

APRIL 20, 2023

On Tuesday, May 9, from 12 pm to 3 pm eastern, join NAIFA and the Society of Financial Service Professionals for an Advanced Practice Center live virtual event, as three industry experts discuss the impact of SECURE 2.0, SECURE 2.0 is here, but what does that mean for your clients' retirement and estate planning?

Estate Planning 92

Estate Planning Retirement Clients Planning 92

XY Planning Network

JULY 23, 2024

Becoming an independent fee-only financial advisor can seem overwhelming, lonely, and stressful. Add to that the burdens of everyday life—or, heaven forbid, a major life-changing event—that can almost make you feel like your dream career is unattainable.

Fee Only 90

Fee Only Compliance CFP Financial Services 90

The Big Picture

SEPTEMBER 5, 2024

He is an extraordinary historian of Wall Street and the financial services industry : There are few people that have a better understanding of this industry than Josh. It’s a Squid Game event on a global scale. A knife fight. This thing today is nuclear war. No survivors.

Wealth Management 228

Wealth Management Assets Fee Only Media 228

Million Dollar Round Table (MDRT)

MARCH 26, 2023

Prospecting What Etherington, who is also a Top of the Table member, was saying is that prospecting is the lifeblood of building a financial services practice. When you walk into a room full of people at a networking event or when meeting someone one-to-one, you should be asking yourself, “How can I help?”

Financial Services 98

Financial Services Marketing Marketing 98

Nerd's Eye View

JANUARY 10, 2023

In this episode, we talk in-depth about how Lisa realized that by visiting Coca-Cola’s headquarters consistently and engaging employees in-person about their financial issues, she could become known as a familiar and trusted financial expert in the Coca-Cola community, how Lisa leveraged writing white papers about preparing for retirement and (..)

Clients 130

Clients CFP Financial Advisor Wealth Advisor 130

Midstream Marketing

NOVEMBER 12, 2024

[link] [link] [link] New Financial Advisor Prospecting When You Attend Networking Functions Keep Your Business Cards In Your Car When attending networking functions, it’s crucial to always have your business cards handy. This means finding and reaching out to potential clients who will appreciate your services.

Financial Advisor 52

Financial Advisor Clients Media Financial Planning 52

Nerd's Eye View

DECEMBER 13, 2022

We also talk about how, after leaving a former firm (and his referral sources), Terry decided to rebuild his practice through hosting dinner seminars on Social Security and Medicare with a third-party marketing solution that would send out the mailers, provided the presentation materials, and was able to consistently get $3M to $5M of new AUM from (..)

Financial Advisor 130

Financial Advisor Financial Planning Clients Planning 130

AdvicePay

JUNE 13, 2024

We encourage fee-based advisors to view these as synonymous processes– because just as regular oil changes and the occasional new part keep a car running smoothly, both one-time and ongoing financial services are integral to securing and optimizing a client's financial health.

Insurance Coverage 87

Insurance Coverage Financial Planning Estate Planning Tax Planning 87

Midstream Marketing

NOVEMBER 6, 2024

Trust is very important in the financial services industry. When you provide valuable content that teaches and supports your audience, it shows you care about their financial health. What makes your financial services stand out? Think about holidays, financial news, and important events in your field.

Financial Advisor 52

Financial Advisor Marketing Marketing Media 52

NAIFA Advisor Today

AUGUST 19, 2024

Stay ahead in the financial industry with NAIFA's Apex conference! Explore AI's impact on insurance and financial services, practice transformation, and more. Don't miss out on this can't-miss event.

Financial Services 52

Financial Services Insurance 52

Good Financial Cents

DECEMBER 12, 2022

M1 Finance is a personal finance company that offers a variety of financial services, including investment management, portfolio analysis, and stock trading. M1 Finance is a legitimate financial services company that is regulated by both FINRA and SIPC. What Services does M1 Finance Offer? So, is M1 Finance secure?

Investments 83

Investments Investing Portfolio Analysis Insurance 83

Midstream Marketing

DECEMBER 28, 2024

By applying creative and attention-grabbing methods, financial advisors can enhance their marketing and get good results. Lets take a look at what guerrilla marketing means and how it can help in the financial services field. In financial services, guerrilla tactics are very important.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

The Big Picture

MAY 9, 2023

And again, I ended up in the financial services audit practice at KPMG. I mean, it was an existential event. But in some ways, those events, and we saw it again in March of 2020, we saw it again around where you see these big moments where it draws people together. And then you see some surprise events.

Assets 299

Assets Clients Investments Investing 299

Nationwide Financial

DECEMBER 8, 2022

The group is also focused on attracting diverse talent who may not previously have considered a financial services career. These diverse leaders will also discuss an innovative recruiting event recently hosted by FARE, which attracted HBCU students from across the country who envision a future for themselves in financial services.

Recruitment 52

Recruitment Financial Services Certification CFP 52

NAIFA Advisor Today

MARCH 30, 2023

The series of events was created as part of NAIFA’s participation in Women’s History Month and to deliver on several aspects of its Diversity, Equity, and Inclusion initiative that is part of its 2025 Strategic Plan. Capitol that was supported in attendance by board members from NAIFA’s advocacy partner, Women in Financial Services (WIFS).

Economics 52

Economics Financial Services Strategic Planning Financial Advisor 52

NAIFA Advisor Today

JANUARY 4, 2024

The Society of Financial Service Professionals' annual Institute is January 28-31 in Jacksonville, FL. This is one of the premier professional development events in the financial service industry and NAIFA members are invited to attend.

Education 52

Education Financial Services 52

NAIFA Advisor Today

JUNE 1, 2023

With more than 175 participants, the program featured top speakers sharing their experiences with diversity , how to recruit more diverse talent into the insurance and financial services industry, and strategies to reach underserved populations.

Recruitment 52

Recruitment Financial Services Insurance 52

FMG

MARCH 6, 2025

Instead, you should be asking, “How do I ensure clients find my financial services wherever they search?” Here’s how financial advisor websites can stay ahead in this shifting digital landscape. Everything you need website, email, social media, blogs, events, video and printed cards all in one place.

Financial Advisor 52

Financial Advisor Engineering Media Retirement Planning 52

Trade Brains

NOVEMBER 30, 2023

Best NBFC Stocks in India #1 – Bajaj Finance Bajaj Finance is one of India’s most diversified Financial Services Company, with a Market cap of over Rs. Chola commenced business as an equipment financing company which has now transformed into a comprehensive financial service provider. Cr customers. 4,40,635 EPS ₹23.92

Financial Services 105

Financial Services Banking Assets Management 105

Trade Brains

JULY 2, 2023

Top Penny Stocks Under Rs 1 #1 – Visagar Financial Services CMP ₹0.97 Established in 1994, Visagar Financial Services is a non-banking financial company (NBFC) in the investment and financial services industry. .) NCL Research and Financial Services has a book value of Rs 1.16

Financial Services 59

Financial Services Education Investments Investing 59

NAIFA Advisor Today

MARCH 15, 2024

Jill Judd is a distinguished Life Underwriting Training Council Fellow (LUTCF), Financial Services Specialist (FSS), and Retirement Income Certified Professional (RICP) with extensive experience in the insurance industry. Jill's expertise in the field has also led her to serve as a past President of NAIFA.

Economics 52

Economics Advertising Financial Services Insurance 52

Carson Wealth

AUGUST 12, 2024

There’s Something About August Yes, what we saw last week due to the yen carry trade unwinding wasn’t fun for investors, but it turns out August is the month we tend to see these types of out of the blue events more often than any other. All of these events caused extreme fear and heightened volatility, but we got past them all.

Marketing 95

Marketing Marketing Numbers Economy 95

Midstream Marketing

OCTOBER 29, 2024

Share useful and engaging content, like blog posts, infographics, and videos about financial topics that are important to millennials. Share what you know by talking about current events in finance. Show your knowledge about financial services. Avoid hard financial terms. It helps build trust with people.

Financial Advisor 52

Financial Advisor Financial Advice Marketing Marketing 52

FMG

OCTOBER 6, 2022

SmartOffice — SmartOffice , the customer relationship managemen t s olution from Ebix, is a financial planning CRM that helps financial advisors tackle critical tasks like analysis, communication, and client services. . Keeping up with appointments, meetings, and other important events can be a challenge.

Financial Advisor 83

Financial Advisor Clients Communication Financial Planning 83

NAIFA Advisor Today

AUGUST 15, 2023

The selection committee consists of representatives of the nine leading organizations in the life insurance and financial services industry. Jordan will be celebrated and formally presented the award at NAIFA’s National Leadership Conference and Belong event in Washington, D.C., on December 5.

Insurance 52

Insurance Financial Services Retirement 52