Conversations That Close – LIVE with Ande Frazier
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 ... Read more
Events Calendar
10 events found.
Events
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Luminary Call: Midterms Analysis with Josh Holmes & John Michael Gonzalez
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 ... Read more
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Forum 400: Let’s Chat, How to Set the First Meeting with a Prospect
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 ... Read more
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The Finseca Policy LIVE: Post Midterm Analysis
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, ... Read more
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Virtual Finseca Financial Security Leadership Designation – December 2026
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. ... Read more
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Conversations That Close – LIVE with Carey Yukich Part 2
In Part 1, Carey Yukich showed how her client conversations sound from both sides. In Part 2, she brings on a guest whose relationship with TrueWealth Advising Group, Inc. went ... Read more
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Forum 400: Let’s Chat, Year End Planning and What Members are Focusing on in 2027
Join us on this call to have an open discussion on year-end planning, but mainly on what members are working on for 2027. These can be minor or major changes ... Read more
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The Finseca Policy LIVE – December 2026
Finseca Policy LIVE is a monthly member briefing from Finseca that delivers timely updates on the legislative and regulatory issues affecting your business at both the state and federal levels. Each session ... Read more
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Conversation That Close – LIVE with Scott Greenfield
Special needs planning is often treated as a specialty corner of the business. Scott Greenfield, CEO & Managing Partner at Fifth Avenue Financial, makes the case that it belongs at ... Read more
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Lessons with Luminaries: The Insurance Walkthrough—Large Insurance Discussions Contextualized
This session is exclusive for Finseca Influencer Members Our exclusive Luminary Calls are a special opportunity reserved for Influencer members, their clients, and referral sources. Join us for quarterly video ... Read more
