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.
Abnormal Returns
FEBRUARY 26, 2024
Podcasts Frazer Rice talks Florida and California property insurance issues with Aon's LaTanya Simmons. investmentnews.com) Advisers The American College of Financial Services notes the coming shortage of advisers. open.spotify.com) Michael Kitces talks with Ben Hockema.
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NAIFA Advisor Today
AUGUST 22, 2024
David Wood’s journey in the financial services industry is a testament to dedication, vision, and an unwavering commitment to growth. Based in Marlborough, CT, Wood has been a loyal member of the National Association of Insurance and Financial Advisors (NAIFA) since 2024, though his connection to the field dates back to the 1990s.
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.
Nerd's Eye View
JULY 17, 2023
In the early days when financial advisors were first and foremost salespeople for insurance and investments products, the reality is that "advisor training and education" wasn't really about finance or advice… it was mostly just about learning how the company's products worked and how to effectively sell them to consumers.
Nerd's Eye View
AUGUST 15, 2023
In this episode, we talk about how, as a career-changer after serving in the Air Force and as a hospital administrator, Jim first found success in the financial services industry as an insurance salesman by leveraging the local network he'd built over his professional career, coupled with formal sales training that taught them how to frame conversations (..)
Nerd's Eye View
OCTOBER 1, 2022
From there, we have several articles on advisor marketing: How some of the biggest financial services firms are increasing their television advertising and how smaller firms can craft a scalable, cost-efficient marketing strategy. The potential advantages of taking RMDs in stock rather than in cash during the current market downturn.
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