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In this Conversations That Close session, Mary Lyons shares how she built a nationally recognized brand as “The Wealth Woman” and how that brand translates directly into meaningful client relationships and business growth. Mary will walk through the conversations and strategies that helped her develop a powerful referral network, establish credibility through media appearances, and ... Read more
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Join Caroline Farr and Kyle Perel from the U.S. Treasury for an exclusive discussion on the wins of the WFTC and what the largest tax refund in history could mean as a strategic planning opportunity for your clients. Click here to register for this influencer-only webinar! |
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NAILBA and LIMRA are pleased to announce their latest joint research study, Inside the Intermediary 5.0: A LIMRA-NAILBA Study Executive Summary. Join NAILBA Chair Chad Druvenga, LIMRA Research Director Laura Murach, and Senior Analyst Erin Bowler for a LIVE in-depth analysis of the evolving landscapes, challenges and opportunities in the independent distribution space. Registers for this session! |
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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 her business matured, from building credibility and visibility early on to deepening relationships and driving referrals over time. Attendees will learn how to align messaging, ... Read more |
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1 event,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 be informed and prepared to act on behalf of the profession. To view the Finseca Policy Newsletter archive, click here. All members are able to receive ... Read more |
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1 event,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 edge of planning by providing timely, technical educational pieces addressing how life insurance is impacted by tax policy, laws, regulations, and court opinions. To view ... Read more |
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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 already excel at the “learning” pillar, most struggle to provide enough high-quality practice and meaningful feedback at scale. In this session, Kelvin Johnson will explore ... Read more Your monthly guide to excellence in brokerage operations and professional growth |
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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 break down how top advisors are incorporating tax-efficient income planning and holistic retirement strategies into their practices. Click here to register for this influencer-only webinar! ... Read more |
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1 event,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 be informed and prepared to act on behalf of the profession. To view the Finseca Policy Newsletter archive, click here. All members are able to receive ... Read more |
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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 to share their opinions on the topic. Please come to share, as that is why we are all part of Forum 400. If you are ... Read more
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LAMP Rewind with Ruby AI – Accelerating Advisor Ramp: How Growth-Focused Firms Engineer a Fast Start
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 this live demo to see how Ruby is helping top firms accelerate advisor growth across every stage:from recruiting the right advisors faster, to activating new ... Read more
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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 follow-up questions and repeated underwriting inquiries. Jason will walk through how they identified the issue and implemented a practical, tech-enabled solution that delivered meaningful results. ... Read more |
1 event,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 edge of planning by providing timely, technical educational pieces addressing how life insurance is impacted by tax policy, laws, regulations, and court opinions. To view ... Read more |
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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 frameworks she uses to address the eight core Life Planning issues, helping clients clarify what truly matters and build plans that align with their goals. ... Read more |
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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 includes a live summary of key policy developments and an interactive Q&A, providing clear insights and practical guidance to help you stay informed and prepared. ... Read more |
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