Forum 400: How members are ACTUALLY getting referrals
This will be an open discussion on how we explain to clients that what they have been shown is extremely unlikely to work out, how to point out the risks, ... Read more
Events Calendar
10 events found.
Events
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NAILBA Certified Edge Newsletter
Your monthly guide to excellence in brokerage operations and professional growth
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Influencer Only Call: with Luminaries Kuldeep Madan & Vincent M. D’Addona
Few advisors have mapped the intersection of compounding wealth and estate tax exposure as precisely as Kuldeep Madan. What makes it even more remarkable is how early in his career he’s ... Read more
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NAILBA 365: Beyond E&O: How Cyber Liability Risks Are Reshaping Brokerage Operations
Cyber liability is no longer just an IT concern. It is a business risk impacting every part of brokerage operations. Join Rob Erzen and Ciera Padilla for a practical discussion on ... Read more
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The Finseca Policy LIVE – June 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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The Washington Report Newsletter
This report is only for Influencer level members. Watch for this bi-weekly in-depth report in your inbox on Thursday evenings. The Washington Report keeps Finseca’s advanced markets practitioners on the cutting ... Read more
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Conversations That Close – Eryka Morehead
In this Conversations That Close session, Eryka Morehead shares how she approaches one of the most difficult, but essential client conversations: planning for long-term care. Eryka will walk through the ... Read more
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Finseca Policy Newsletter
Watch for this bi-weekly newsletter in your inbox on Tuesday evenings. Stay up to date on legislative and political happenings at both the national and state level so you can ... Read more
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Conversations That Close – LIVE with Stefan Greenberg and Zachary Kriftcher
What does it take to build a high-performing practice and then help others do the same? In this Conversations That Close session, we'll hear from Stefan Greenberg, Managing Partner at ... Read more
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Virtual Finseca Financial Security Leadership Designation – July 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
