Conversations That Close – LIVE with Amy Salo
Amy Salo, of Forest Hills Financial Group, has built her practice around one core idea: clients don't come to you with a financial goal, they come with an action step. ... Read more
Events Calendar
10 events found.
Events
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Conversations That Close – LIVE with Paul Franklin
Paul Franklin has spent 17 years building a national practice with New York Life. In this session, Paul shares the "just call Paul" concierge model he's built around client service, ... Read more
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Conversations That Close – LIVE with Andrew Flores
In this Conversations That Close session, Andrew Flores shares how he helps advisors move up-market into high-net-worth and ultra-high-net-worth relationships. Andrew will walk through his client acquisition strategy for larger ... Read more
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NAILBA 365: The Future of the Illustration & Point of Sale Experience – Carrier Sales Stories by Ensight
In this exciting webinar, Ensight will talk about the future of the traditional illustration, point-of-sale and wholesaling experience. Today tens of thousands of financial professionals have shifted to selling off ... Read more
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Influencer Only Call: The Corporate & Business Owner Tax Strategy Most Advisors Have Never Seen with Anthony D’Angelo
This is an exclusive session for our Influencer members In order to provide Finseca members who are sophisticated planners using life insurance to address issues such as estate tax, wealth ... Read more
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The Finseca Policy LIVE – September 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 Tough Sell: Turning Reluctant Clients Into Protection Champions
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
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Conversations That Close – LIVE with Mando Sallavanti
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
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NAILBA 365: with Velocity Advisory Group
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
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