Smarter Selling With AI explores how insurance and advisory sales leaders and their teams can use AI as a personal efficiency engine, shifting time away from administrative work and toward high-value, relationship-driven selling. The session frames AI as an enabler, not a replacement, demonstrating how top performers leverage data, personalization, and intelligent tools to move ... Read more
Marketing should evolve as your career evolves. What works in Year 1 will not sustain you in Year 6. In this session, Megan Hand, CFP®, shares how her marketing strategy shifted as her business matured, from building credibility and visibility early on to deepening relationships and driving referrals over time. Attendees will learn how to align messaging, ... Read more
Join us LIVE from Advanced Markets 2026 for an advanced Social Security planning session designed specifically for high income and high net worth clients. Led by a real Social Security expert who spent over 6 years inside the Social Security Administration, this webinar will break down the unique complexities affluent households face when making claiming ... Read more
70% of the client experience comes down to how clients feel they are being treated, according to McKinsey research. Join Women in Insurance & Financial Services (WIFS) and Finseca for a live conversation on how emotional intelligence and communication shape stronger client relationships and better outcomes. Led by Diana Cabrices, this session looks at what ... Read more
This session is brought to you in Partnership with our friends at WIFS Join us for an advanced Social Security planning session designed specifically for high income and high net worth clients. Led by a real Social Security expert who spent over 6 years inside the Social Security Administration, this webinar will break down the ... Read more
