Many top clients are also the hardest sells. Stephanie Beckwith knows this firsthand: one advisor's “tough sell” changed the course of her own family farm, and it's why she now helps advisors have those same life-changing conversations. In this interview-style session, she shares the language, stories, and questions that move independent, skeptical clients from “I'm fine” to “I'm ... Read more
In this Conversations That Close session, Mando Sallavanti shares how he uses social media to build visibility and turn online engagement into real client relationships. Mando will walk through his content process, including how he optimizes his content the hooks and language that get someone who barely knows him to stop scrolling and reach out. ... Read more
The brokerages that pull ahead won't be the ones with the most AI tools. They'll be the ones whose teams know how to use them. This practical, no-hype session shows brokerage leaders how AI is changing the way their sales teams prospect, prepare for advisor conversations, and follow up, along with simple ways to put ... Read more
Forum MAX allows you to concentrate on YOUR clients… This intimate study group setting offers hours of presenting, discussing, and receiving direct feedback on your client cases and solutions. You will leave with multiple new sales ideas that you can implement immediately. Between the breakout groups and networking opportunities, you will walk away with new ... Read more
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
Learn more about this event!
In this Conversations That Close session, we’ll preview key themes shaping today’s advanced markets conversations and how advisors can move discussions beyond transactions toward more holistic financial planning. Register for this session! Speakers: Jessica Jung | Founder & CEO at Vast Wealth Advisors, LLC Jordan DeBettencourt | Vice President of Membership & Engagement at Finseca
Women at the Top webinars take our community on a journey behind-the-scenes for candid conversations with the top female executives in the profession. This month we’re please to bring you a conversation between your Finseca Chair of the Board Stephanie Rivas, Regional Vice President and Rebecca Dunne, Executive Vice President, both at National Life Group. ... Read more
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 includes a live summary of key policy developments and an interactive Q&A, providing clear insights and practical guidance to help you stay informed and prepared. ... Read more
You asked for more time, and we listened. Conversations That Close – Focus Group is an extended, interactive follow-up to our Conversations That Close series, built for advisors who want to go deeper with our featured guests. Instead of watching from the audience, you're part of the conversation, bringing your own questions, challenges, and real ... Read more
This session breaks down the attorney walkthrough: the moment you bring the client and the estate planning attorney together to walk through the recommended strategy, a trust-based approach, with the attorney handling the technical detail while you lead as translator. Done right, this meeting accomplishes two things at once: the client and attorney build real ... Read more
