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Over 34 years, Marty Nanne, Managing Director at NFP, has built his practice around succession and estate planning for closely held family businesses. Most of his clients plan to pass their business to the next generation, and Marty helps them get there with a plan the whole family understands. In this conversation, Marty shares how ... Read more |
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At NAILBA 45, Alec McChesney, VP of Revenue at Velocity Advisory Group, gave principals a tactical playbook for using AI to reclaim time, sharpen decisions, and lead their teams through the shift. This follow-up webinar goes further. Alec returns for a live, in-depth conversation to unpack the plays in more detail, answer your questions from ... Read more |
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Most advisors have refined what they say in a client meeting. Far fewer have heard how those words actually land. In the first of this two-part series, Carey Yukich, Co-Owner and Financial Planner at TrueWealth Advising Group, Inc., opens up her playbook and brings one of her clients along to respond in real time. Carey ... Read more |
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Exclusively for WFG leaders, the Virtual Finseca Financial Security Leadership Designation is a practical leadership development program built around The Leader’s Promise—leading yourself, leading your team, and leading the profession. Participants will explore values-based leadership, recruiting and developing high-performing teams, and advocating for policies that expand financial security opportunities for the clients and communities they ... Read more |
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Your client is 52. Their money is 14. Most financial decisions aren’t made by the adult in the room. They’re made by an earlier version of the client, shaped by what money meant growing up. That’s the idea behind the money ages. It explains why a sound plan gets ignored, why a windfall disappears, and ... Read more |
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This is an exclusive session for our Influencer members. The votes are counted. Now what? Join Finseca’s legal counsel for a Luminary Call that goes beyond the headlines to unpack what the midterm results really mean for financial security professionals. Our counsel will take a deeper dive into the outcomes and walk through what the ... Read more |
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This will be an open discussion on what members are saying in 1-2 sentences to set the first meeting. You must be able to back up your Big Bold Claims, but to set the meeting, they need to get the client to say, “How do you do that” Like the unmeetings, Forum 400 Let’s Chats are open-format ... Read more
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Finseca’s Jennifer Fox and Melissa Bova break down the midterm results and what they mean for the profession. Get the latest on the 2027 tax outlook, regulatory changes, bipartisan opportunities, and key developments in the states, from new trifectas to incoming insurance commissioners and major ballot initiatives. Register for this session! Speakers: Melissa Bova | ... Read more |
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