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SUMMARY:Conversations That Close - LIVE with Stefan Greenberg and Zachary Kriftcher
DESCRIPTION:What does it take to build a high-performing practice and then help others do the same? \nIn this Conversations That Close session\, we’ll hear from Stefan Greenberg\, Managing Partner at Lenox Advisors\, and Zachary Kriftcher\, Partner at Lenox Advisors\, as they share two perspectives on growth from one of the industry’s most successful firms. \nStefan will discuss his evolution from advisor to leader\, the lessons he’s learned working with elite producers\, and how he helps top advisors continue to grow after they’ve already achieved significant success. Zach will share how he has built a high-volume practice\, bringing in more than 300 new clients annually\, and the philosophy\, client acquisition strategies\, and conversations that fuel that growth. \nTogether\, they’ll explore the relationship between leadership and production\, how mentorship accelerates success\, and the habits\, mindsets\, and conversations that drive results at every stage of a career. \nWhether you’re looking to scale your practice\, develop future leaders\, or refine your approach to growth\, you’ll leave with practical insights from two professionals succeeding at different levels of the same high-performing organization. \nRegister for this session! \nSpeakers: \n\nStefan Greenberg | Managing Partner at Lenox Advisors \n\nZachary Kriftcher | Partner at Lenox Advisors
URL:https://www.finseca.org/event/conversations-that-close-live-with-stefan-greenberg-and-zachary-kriftcher/
CATEGORIES:Conversations That Close
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DTSTART;TZID=America/New_York:20260714T140000
DTEND;TZID=America/New_York:20260714T143000
DTSTAMP:20260625T202312Z
CREATED:20260623T153242Z
LAST-MODIFIED:20260625T202312Z
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SUMMARY:NAILBA 365: with Jack Elder
DESCRIPTION:Many high-net-worth clients\, and even their advisors\, view life insurance and long-term care as the weakest link in an otherwise sophisticated financial plan. In this NAILBA 365 session\, Jack Elder\, Head of Advanced Sales at CBS Brokerage\, shares how he changes that perception by leading with simple math instead of sales. \nJack will walk through the conversations he uses to help clients and their advisory teams understand the role insurance plays in protecting wealth\, creating certainty\, and strengthening an overall financial plan. You’ll hear how he simplifies complex concepts\, addresses skepticism with confidence\, and lets the numbers tell the story. \nWhether you’re speaking with affluent clients\, centers of influence\, or fellow advisors\, you’ll leave with practical language and a framework for making insurance an integral part of the planning conversation. \nRegister for this session! \nSpeakers: \n\nJack Elder | Head of Advanced Sales at CBS Brokerage
URL:https://www.finseca.org/event/nailba-365-conversations-that-close-with-jack-elder/
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DTSTART;TZID=America/New_York:20260714T153000
DTEND;TZID=America/New_York:20260714T170000
DTSTAMP:20260603T164621Z
CREATED:20260603T164621Z
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UID:10000518-1784043000-1784048400@www.finseca.org
SUMMARY:Virtual Finseca Financial Security Leadership Designation - July 2026
DESCRIPTION: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 serve. \nInterested in participating? Contact ckline@finseca.org to learn more and register.
URL:https://www.finseca.org/event/virtual-finseca-financial-security-leadership-designation-july-2026/
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