Conversations That Close: Closing Week
The best practitioners don’t leave important conversations to chance. They know the right questions to ask, when to listen, and how to guide clients toward a decision without applying pressure. ... Read more
Events Calendar
10 events found.
Events
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Conversations That Close – LIVE with Keith Wagner
Join Keith Wagner, Wealth Management Advisor at Northwestern Mutual, for a conversation on how he positions and sells permanent life insurance. Keith will break down how he introduces the concept ... Read more
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Conversations That Close – LIVE with Jeri Turley
Jeri Turley is Managing Director at Winged Keel Group, where she's built a practice that goes well beyond the private placement life insurance (PPLI) reputation the firm is known for, ... Read more
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Virtual Finseca Financial Security Leadership Designation – September 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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Forum 400: Let’s Chat – What Client One-Pagers Members Are Using
This will be an open discussion on how we are presenting concepts in a concise client-facing presentation. It’s time to bring a piece to share with members, and everyone should ... Read more
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Conversations That Close – LIVE with Amy Salo
Amy Salo, of Forest Hills Financial Group, has built her practice around one core idea: clients don't come to you with a financial goal, they come with an action step. ... Read more
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Conversations That Close – LIVE with Paul Franklin
Paul Franklin has spent 17 years building a national practice with New York Life. In this session, Paul shares the "just call Paul" concierge model he's built around client service, ... Read more
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Conversations That Close – LIVE with Andrew Flores
In this Conversations That Close session, Andrew Flores shares how he helps advisors move up-market into high-net-worth and ultra-high-net-worth relationships. Andrew will walk through his client acquisition strategy for larger ... Read more
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NAILBA 365: The Future of the Illustration & Point of Sale Experience – Carrier Sales Stories by Ensight
In this exciting webinar, Ensight will talk about the future of the traditional illustration, point-of-sale and wholesaling experience. Today tens of thousands of financial professionals have shifted to selling off ... Read more
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Influencer Only Call: The Corporate & Business Owner Tax Strategy Most Advisors Have Never Seen with Anthony D’Angelo
This is an exclusive session for our Influencer members In order to provide Finseca members who are sophisticated planners using life insurance to address issues such as estate tax, wealth ... Read more
