NAIFA Advisor Today

OCTOBER 24, 2024

Kevin Tostado is a San Diego-based financial advisor and a former film producer with three Emmys. After a 15-year career in the film industry, including directing and producing award-winning documentary Under the Boardwalk: The Monopoly Story , he transitioned to financial services.

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NAIFA Advisor Today

JUNE 9, 2023

Do you know any college students interested in the insurance and financial services industry? NAIFA's Future Leaders Program is a unique opportunity for college students and recent graduates to get a glimpse into careers in insurance and financial services.

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NAIFA Advisor Today

APRIL 8, 2024

The Foundation for Financial Service Professionals has announced the recipients of the Kenneth Black Jr. Journal Author Awards for articles published in the Journal of Financial Service Professionals in 2023. The Foundation was established by the leadership of the Society of Financial Service Professionals (FSP) in 1982.

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Trade Brains

NOVEMBER 16, 2023

Fedbank Financial Services IPO Review: Fedbank Financial Services Limited promoted by The Federal Bank Limited, is coming up with its Initial Public Offering. In this article, we will look at the Fedbank Financial Services Limited IPO Review 2023 and analyze its strengths and weaknesses. Crores in FY23.

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NAIFA Advisor Today

NOVEMBER 15, 2024

Colin Aubin’ s path to success in financial services is rooted in a strong family foundation, an early background in competitive sports, and a commitment to community impact. Raised in Orland Park, Illinois, Colin’s values were shaped by a family deeply committed to service and education.

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Indigo Marketing Agency

JULY 1, 2024

It needs a personalized, cutting-edge marketing plan, which is where a marketing agency for financial services comes in. At Indigo Marketing Agency, we specialize in creating personalized marketing strategies specific to financial advisors. You can pick the service size that fits your needs and wallet.

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NAIFA Advisor Today

AUGUST 21, 2024

In a recent episode of the BetterWealth podcast , I had the opportunity to discuss the critical role NAIFA plays in the financial services industry, particularly in today’s politically charged environment.

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NAIFA Advisor Today

FEBRUARY 28, 2024

NAIFA) is proud to announce the formation of its Industry Leadership Board (ILB) comprised of distinguished leaders within the insurance and financial services sector. This inaugural board brings together a select group of financial professionals dedicated to helping NAIFA members succeed in their businesses and serve their clients.

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Wealth Management

SEPTEMBER 13, 2024

Tech executives discuss use cases, experiences and the future of artificial intelligence during the CTO Panel at the WealthManagement.com Industry Awards Executive Forums.

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NAIFA Advisor Today

DECEMBER 6, 2023

More than 250 NAIFA members took to Capitol Hill today to meet with over 200 Congressional offices to advance the need to protect the worker classification of financial service professionals as independent contractors and to provide consumers a variety of choices in financial service professionals.

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Steven J. Wilson

MAY 25, 2022

Financial services companies are under constant pressure to keep up with the latest trends and technologies. They also face intense competition from other companies offering similar products and services. The post Financial Services Challenges & Innovative Marketing Opportunities appeared first on Steven J.

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Steven J. Wilson

JUNE 2, 2022

A solid financial website design is no longer a “nice to have” for financial services companies – it’s now a necessity. The financial services industry has been behind the curve when it comes to website […].

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NAIFA Advisor Today

JUNE 24, 2024

NAIFA is proud to announce the launch of the new digital edition of the Journal of Financial Service Professionals (JFSP) that offers a range of innovative features designed to enhance the reader experience.

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Steven J. Wilson

JUNE 19, 2022

Digital marketing has emerged as one of the most influential financial services marketing techniques in recent years. Financial institutions are under constant pressure to reach new customers and grow their business, but traditional marketing methods are often costly and time-consuming. It also […].

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NAIFA Advisor Today

OCTOBER 6, 2023

John Wheeler is an accomplished Certified Financial Planner (CFP) with a wealth of experience in the financial services industry since 1969. In his current role, John supports his firm through seminars, advanced joint sales work, recruiting, and developing financial planning services.

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Wealth Management

OCTOBER 26, 2023

Compliance has not kept up with the current the dynamic regulatory environment and its multitude of requirements.

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NAIFA Advisor Today

AUGUST 24, 2023

Three best-in-class associations will integrate operations to amplify their impact on advocacy and education for financial service professionals and promote financial wellness for American consumers. The integrated organization aims to empower financial professionals and consumers through world-class advocacy and education.

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Indigo Marketing Agency

APRIL 3, 2024

SEO for financial services won’t exist for another few decades. You’re an established financial advisor with enough money in your pocket to buy one advertisement of your choice. The post Dominating Digital: Mastering SEO for Financial Services appeared first on Indigo Marketing Agency.

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Steven J. Wilson

MAY 24, 2022

Financial services companies have long been struggling to harness the power of social media. The problem is that financial services are regulated industries, and social media platforms are largely unregulated. The post How Financial Services Can Effectively Leverage Social Media appeared first on Steven J.

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Steven J. Wilson

MAY 16, 2022

The financial services industry is one of the most highly competitive industries in the world. Consumers are always online, and the opportunity is ripe for the financial service providers who choose to take their digital marketing […].

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Wealth Management

MAY 15, 2024

Better advisor relationships depend on strong service, technology support and a collaborative culture.

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Steven J. Wilson

JUNE 28, 2022

When it comes to lead generation, financial services companies have a lot to consider. That’s why we’ve put together this guide on lead generation strategies for financial services companies. The post 10 Helpful Lead Generation Strategies For Your Financial Services appeared first on Steven J.

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NAIFA Advisor Today

SEPTEMBER 28, 2023

NAIFA is saddened by the recent passing of Anne Rigney, JD, CLU, ChFC, who served as the General Counsel at the Society of Financial Service Professionals (FSP) and as the Managing Editor of the Journal of Financial Service Professionals , one of the oldest and most prestigious publications in the financial planning field.

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Steven J. Wilson

JUNE 9, 2022

As the financial services landscape continues to evolve, so do the opportunities for financial service professionals to reach and engage their target audiences. SEO for financial services is the practice of optimizing a website for Google search to earn higher […].

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Steven J. Wilson

JUNE 7, 2022

The post 9 Achievable Content Marketing Tips for Financial Services appeared first on Steven J. There is much content out there that will supposedly help customers save for retirement, get out of debt, or invest their money. So how can you make content […].

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Steve Sanduski

NOVEMBER 8, 2023

Practical applications of next-gen voice tech in financial services , from ordering checks to scheduling client meetings. Resources Related to This Episode Tobias Dengel on LinkedIn The post Tobias Dengel on How Voice Tech Will Revolutionize Work, Life, and Financial Services appeared first on Steve Sanduski.

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Advisor Perspectives

JANUARY 5, 2024

Exchange has already established itself as the premier financial services conference and a must-attend event, but the 2024 edition promises to be the best yet. 2024 is here, and Exchange is right around the corner.

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NAIFA Advisor Today

JULY 25, 2023

Tom is a seasoned expert, spending 40-plus years dedicated to the financial services industry. He is a certified Life Underwriter Training Council Fellow (LUTCF) and a Financial Services Certified Professional (FSCP). He currently presides as NAIFAs President-Elect.

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Tobias Financial

OCTOBER 17, 2023

We are proud to announce that our Wealth Advisor, Franklin Gay, CFP®, EA and Client Service Manager, Melanie Leal Ramirez, will be presenting at the American Society for Quality (ASQ) Southeast Florida Section on Quality in the Financial Services Sector on October 17 th.

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Hubly

APRIL 25, 2023

With Hubly being the first — and only — process management software purpose-built for the financial advisory industry, we get asked a lot of questions. Two that come up often are “How is Hubly different from my financial services CRM?” and “What can it do that I can’t already do with Redtail or Wealthbox?”

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Wealth Management

APRIL 7, 2024

How advisors can use this technology to their advantage.

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Advisor Websites

JANUARY 14, 2022

The process of creating a great financial services website design is more than making it aesthetically pleasing; it requires the use of strategic language (your website copy) as well as content that will attract and engage your ideal client.

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NAIFA Advisor Today

NOVEMBER 12, 2024

It features a dozen 20-minute TED Talk-like presentations covering timely topics on the financial implications of longevity and aging. NAIFA’s Lifetime Healthcare Center is presenting “The Peak 65 Series: Impact Day for Lifetime Healthcare,” a one-day virtual event, November 19, beginning at 11 am eastern.

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NAIFA Advisor Today

MARCH 11, 2024

Robert Miller , a retired second-generation financial advisor, has grown up around many prominent New York insurance agents and has served over six thousand clients. A loyal NAIFA member since 1983, he is the past President of NAIFA-New York City.

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Advisor Perspectives

NOVEMBER 13, 2024

In this month’s video, we explore how you can promote your work as an advisor in a way that feels deeply aligned with who you are.

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Wealth Management

APRIL 4, 2023

AI-enabled technologies have not taken over but they are starting to move into client-facing, front-of-the-house roles.

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The Irrelevant Investor

JULY 30, 2019

Unfortunately, some of the behavior in the financial services industry makes the allegations described in this article look virtuous in comparison. Nicole has done a lot of research in the financial services industry, particularly around the conflicts of interest that exist between those giving advice and those taking it.

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