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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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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. Participants will explore values-based leadership, recruiting and developing high-performing teams, and advocating for policies that expand financial security opportunities for the clients and communities they ... Read more |
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This session is brought to you in Partnership with our friends at WIFS Join us for an advanced Social Security planning session designed specifically for high income and high net worth clients. Led by a real Social Security expert who spent over 6 years inside the Social Security Administration, this webinar will break down the ... Read more
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In this Conversations That Close session, Lorrie Baldevia shares how she builds a niche practice around business owners by turning ordinary conversations into unexpected opportunities. Lorrie will walk through the process she uses to find the right clients, including her "150 first dates" approach to discovering her niche, and what she calls her "woodchopper" method ... Read more |
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Within the Women’s Impact Program, we’ll take you on a journey behind-the-scenes for candid conversations with the finest experts in the holistic financial planning marketplace. These experts will share the strategies that transformed and accelerated their careers so you too can become an expert in the field and start to develop meaningful relationships that can ... Read more |
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The advisor profession faces a well-documented challenge: an aging advisor population and a growing need for effective succession planning. Yet the real issue is not a lack of options. The hardest part of succession is choosing among several viable paths. Should the business stay in the family? Should ownership be transferred to key employees and ... Read more |
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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 emerging trends, proven best practices, and practical AI applications, you’ll gain clear, actionable ideas to run a more efficient, competitive, and growth-focused business, well beyond ... Read more |
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