NAIFA Advisor Today

SEPTEMBER 20, 2024

NAIFA members are invited to the Q4 State of NAIFA webinar at 12 pm Eastern, October 10, 2024. Hear updates on NAIFA's advocacy efforts, professional development programs and other membership activities designed to enhance your professional growth.

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AdvicePay

MAY 22, 2024

In our recent webinar, “ Fee-for-Service Financial Planning: Unveiling Trends and Insights for 2024 ,” we dove deep into the future of financial planning, sharing key findings from the report. We are excited to share some of the top questions from the webinar.

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Don Connelly & Associates

JULY 17, 2023

For those who studied and implemented the best practices of webinar marketing, the results have been excellent, producing waves of new prospects at a fraction of the cost of in-person seminars. In this post-pandemic environment, webinars continue to be highly effective when done right. Here are five such reasons.

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Don Connelly & Associates

JULY 17, 2023

For those who studied and implemented the best practices of webinar marketing, the results have been excellent, producing waves of new prospects at a fraction of the cost of in-person seminars. In this post-pandemic environment, webinars continue to be highly effective when done right. Here are five such reasons.

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Advisor Perspectives

JUNE 18, 2024

In this episode of Dear Ficomm, I'll talk you through specific, actionable tips about how to get more registrants to your webinar as a financial advisor.

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NAIFA Advisor Today

APRIL 19, 2024

We invite you to join our upcoming webinar on Wednesday, May 8, 2024, from 12:00 pm to 1:00 pm Eastern. Sponsored by Ash Brokerage, this webinar is designed to arm financial professionals with the tools and techniques needed to effectively manage discussions around disability income plans and life insurance.

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NAIFA Advisor Today

JANUARY 25, 2023

Register now for this upcoming webinar discussing limited long-term care on Tuesday, February 7 at 2 pm eastern. When long-term care insurance is not an option due to a person's health and/or finances, there may be an alternative solution to a difficult situation.

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NAIFA Advisor Today

JUNE 10, 2024

This NAIFA advocacy webinar will give you a better understanding of what is being dubbed the "Super Bowl of Tax" and provide insights into some of the proposals likely to shape the debate. Major federal tax legislation is all but certain to be coming from Washington, D.C.,

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NAIFA Advisor Today

APRIL 12, 2024

Join us on Wednesday, May 1, 2024, from 12:00 pm to 1:00 pm Eastern for an in-depth webinar that focuses on aligning your clients' financial assets with their estate planning goals. This webinar, cosponsored by NAEPC, is free for both NAIFA members and non-members and offers CE credits for attendees.

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Indigo Marketing Agency

MAY 31, 2023

However, with the increasing popularity of webinars and courses, it has become easier to connect with potential clients and build credibility. In a recent panel discussion at the Jolt Conference , experts shared insights on how financial advisors can use webinars and courses to attract clients. Are You Ready for Your Next Webinar?

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Indigo Marketing Agency

MAY 10, 2023

Are you curious about webinars? At the recent Jolt Conference , one of my favorite sessions was about finding more ideal clients through webinars and courses. This could be giving them a white paper or inviting them to your webinar. For instance, around the 40-minute mark, people start to trail off on a webinar.

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Advisor Perspectives

JANUARY 17, 2024

Digital events are more environmentally friendly than in person ones, but did you know that studies show that marketing webinars generate as much as five times more qualified leads than the same budget spent on marketing seminars?

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Sara Grillo

FEBRUARY 9, 2024

In this blog I’ll tell you financial advisors how to rock a webinar and get new clients without boring everybody to death! Financial advisor webinars suck Financial advisor webinars typically suck. Here’s how to rock your webinar and engage your audience. Hook them in for the rest of the webinar!

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NAIFA Advisor Today

JUNE 3, 2024

NAIFA members are invited to the Q3 State of NAIFA webinar at 12 pm Eastern, June 27, 2024. Hear updates on NAIFA's advocacy efforts, professional development programs and other membership activities designed to enhance your professional growth.

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NAIFA Advisor Today

JUNE 28, 2023

The Q3 State of NAIFA webinar is scheduled for July 11th at 12 pm eastern. NAIFA members, mark your calendars! This third update of the year is an integral part of our commitment to keep you informed about our progress and the direction we're heading.

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FMG

JANUARY 2, 2023

Webinars provide a great opportunity for advisors to create high-quality content while promoting their brands and services. And because webinars require no additional overhead costs, once produced and hosted, this particular strategy is incredibly cost-effective. A webinar should not be thought of as a sales process.

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Advisor Perspectives

SEPTEMBER 20, 2023

To widen your audience, deepen client bonds, and carve out a strong market presence, a webinar strategy is your ticket to success.

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Investing Caffeine

SEPTEMBER 19, 2023

Register now for our upcoming Zoom webinar, “ Hot Summer, Hotter Market – Economic & Investment Update ” presented by Wade W. In order to ensure access to the webinar, please don’t forget to register: CLICK HERE TO REGISTER Thank you for choosing to join us. Slome, CFA, CFP on Wednesday, September 27 th @ 12:00 p.m. !

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Covisum

MARCH 12, 2024

Beginning March 14th and running monthly through September, Founder and President of Covisum Joe Elsasser, CFP ® will be presenting a 7-part webinar series, Retirement Delivered , showcasing the framework that top advisors are using to deliver dramatic value to clients, grow their practices and feel good about the impact they make in their client’s (..)

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Covisum

MARCH 20, 2024

Covisum® Founder and President, Joe Elsasser, CFP®, recently launched the first of a 7-part webinar series scheduled monthly through September. The series focuses on highlighting the framework used by top advisors to grow their practices by delivering dramatic value to their clients.

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Investing Caffeine

JUNE 11, 2024

We utilize Zoom webinars. In addition to explaining the current upside and downside risks in the macroeconomic environment, Mr. Slome will also address specific investment themes and opportunities that are being exploited for the benefit of Sidoxia’s clients and hedge fund.

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Indigo Marketing Agency

MARCH 11, 2024

Indigo Marketing Agency, a leader in financial advisor marketing, has announced the launch of its educational webinar event specifically for independent financial advisors seeking to scale their businesses efficiently. The webinar also goes on to detail the strategies needed to not just attract leads, but also effectively close them.

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NAIFA Advisor Today

JANUARY 17, 2023

Join NAIFA's Business Performance Center for a webinar on Tuesday, January 24 at 1 pm eastern. Hear from NAIFA Coaches Circle leader Joe Templin to learn how you can reliably get your foot in the door and get your name out there.

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NAIFA Advisor Today

JANUARY 9, 2024

In this Society of Financial Service Professionals (FSP) webinar, Fairway Reverse Mortgage Specialist, George Bain, will explore the challenges today’s retirees face and how they can benefit from the strategic use of a reverse mortgage.

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NAIFA Advisor Today

SEPTEMBER 30, 2022

The webinar provided a big picture overview six weeks out from the November midterms and insights into factors that could turn specific races for House and Senate seats as well as state governorships and determine who will make decisions that will impact NAIFA members’ businesses and clients.

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NAIFA Advisor Today

DECEMBER 2, 2022

On December 6, NAIFA-National Trustee and Gateway Insurance and Financial Services Vice President Aprilyn Chavez-Geissler will be a featured speaker for the webinar "Beyond Sentiment: The Business Benefits of DEI," presented by Financial Planning magazine.

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NAIFA Advisor Today

APRIL 13, 2023

Join NAIFA's Business Performance Center for a webinar on Wednesday, April 26 at 12 pm eastern as partner AccuPoint Solutions will help ensure you maximize your ROI when using data to brand, market, recruit, analyze, or update your CRM.

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AdvicePay

JUNE 22, 2022

AdvicePay hosted a webinar with standout industry executives on May 18th to discuss in-depth their approach to incorporating fee-for-service financial planning as an enterprise successfully. Not ready for a 60-minute webinar? For some, like LPL Financial, the gross financial planning revenue has almost doubled since implementation!

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NAIFA Advisor Today

APRIL 29, 2024

A NAIFA Advocacy Webinar May 2 | 2 pm eastern The U.S. Department of Labor‘s final fiduciary-only rule will force the vast majority of financial professionals offering retirement planning services and products into a fee-for-service model, unless Congress or the courts intervene.

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Advisor Perspectives

OCTOBER 2, 2024

By aligning your event format with the brain’s natural tendencies, you can create more engaging, effective, and enjoyable experiences for your audience.

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