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
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 ... 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 ... Read more
NAILBA 365 keeps the momentum going year-round, bringing together top minds from across the independent brokerage community to share what’s working now and what’s coming next. Through timely conversations on ... 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. ... 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 ... 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 ... 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 ... Read more
