NAILBA Certified Edge Newsletter
Your monthly guide to excellence in brokerage operations and professional growth
Events Calendar
10 events found.
Events
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Exclusive Influencer Only Call: with Becky Swansburg
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
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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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Forum 400: Let’s Chat, How Members are Utilizing AI and Technology to Save Time and Provide a Better Client Experience
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
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LAMP Rewind with Ruby AI – Accelerating Advisor Ramp: How Growth-Focused Firms Engineer a Fast Start
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
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NAILBA 365: Practical AI with Jason Kidd
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
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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 LIVE with Angela Robinson
In this Conversations That Close session, Angela Robinson shares her planning approach to move client conversations beyond products and into long-term, values-driven strategy. Angela will walk through the conversations and ... Read more
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The Finseca Policy LIVE – April 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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Conversations That Close LIVE with David Fritz
In this Conversations That Close session, David Fritz shares how he identifies, approaches, and wins complex executive benefits opportunities with large organizations. David will walk through the conversations and strategies ... Read more
