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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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The brokerages that pull ahead won't be the ones with the most AI tools. They'll be the ones whose teams know how to use them. This practical, no-hype session shows brokerage leaders how AI is changing the way their sales teams prospect, prepare for advisor conversations, and follow up, along with simple ways to put ... 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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Jessica Jung, Founder & CEO of Vast Wealth Advisors, has built her practice on going beyond the traditional advisor role. In this session of Conversations That Close, Jessica shares how she has become a confidant and coach that clients turn to for every major life event, and how that depth changes the length and value ... Read more |
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Women at the Top webinars take our community on a journey behind-the-scenes for candid conversations with the top female executives in the profession. This month we’re please to bring you a conversation between your Finseca Chair of the Board Stephanie Rivas, Regional Vice President and Rebecca Dunne, Field Executive Vice President, both at National Life ... 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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This session is exclusive for Finseca Influencer Members You asked for more time, and we listened. Ask Me Anything With Jim Hebets is an extended, interactive follow-up to our Conversations That Close series, built for advisors who want to go deeper with our featured guests. Instead of watching from the audience, you're part of the ... Read more |
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This session is exclusive for Finseca Influencer Members 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 ... Read more |
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