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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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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 those same life-changing conversations. In this interview-style session, she shares the language, stories, and questions that move independent, skeptical clients from “I'm fine” to “I'm ... Read more |
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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 content process, including how he optimizes his content the hooks and language that get someone who barely knows him to stop scrolling and reach out. ... 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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1 event,Forum MAX allows you to concentrate on YOUR clients… This intimate study group setting offers hours of presenting, discussing, and receiving direct feedback on your client cases and solutions. You will leave with multiple new sales ideas that you can implement immediately. Between the breakout groups and networking opportunities, you will walk away with new ... 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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In this Conversations That Close session, we’ll preview key themes shaping today’s advanced markets conversations and how advisors can move discussions beyond transactions toward more holistic financial planning. Register for this session! Speakers: Jessica Jung | Founder & CEO at Vast Wealth Advisors, LLC Jordan DeBettencourt | Vice President of Membership & Engagement at Finseca |
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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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This session breaks down the attorney walkthrough: the moment you bring the client and the estate planning attorney together to walk through the recommended strategy, a trust-based approach, with the attorney handling the technical detail while you lead as translator. Done right, this meeting accomplishes two things at once: the client and attorney build real ... Read more |
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