Marketing should evolve as your career evolves. What works in Year 1 will not sustain you in Year 6. In this session, Megan Hand, CFP®, shares how her marketing strategy shifted as ... Read more
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
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
Success for new advisors comes down to mastering conversations. Learning what to say, practicing how to say it, and reviewing how it shows up in real client meetings. While firms ... Read more
Your monthly guide to excellence in brokerage operations and professional growth
Translating complex planning strategies into clear, actionable client conversations is where many advisors struggle. Becky Swansburg, CEO of Stonewood Financial and co-author of The No-Compromise Retirement Plan, joins us to ... Read more
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
Discuss how members are utilizing AI and technology to save time and provide a better client experience. Like the unmeetings, Forum 400 Let’s Chats are open-format discussions intended for attendees ... Read more
Most firms have the tools, training, and talent, but still struggle to create consistent advisor performance—because most systems are built to drive activity, not behavior. That’s where momentum breaks. Join ... Read more
We’re moving beyond abstract conversations about AI and into real-world application. Join Jason Kidd as he shares how his team tackled a common operational bottleneck: cases slowing down due to ... Read more
