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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: Marty Nanne | Managing Director at NFP Jordan DeBettencourt | Vice President of Membership & Engagement at Finseca |
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At N45, Alec McChesney, VP of Revenue at Velocity Advisory Group, gave principals a tactical playbook for using AI to reclaim time, sharpen decisions, and lead their teams through the shift. This follow-up webinar goes further. Alec returns for a live, in-depth conversation to unpack the plays in more detail, answer your questions from the ... 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: Carey Yukich | Co-Owner & Financial Planner at TrueWealth Advising Group, Inc |
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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: Ande Frazier | Partner at Peachtree Planning Jordan DeBettencourt | Vice President of Membership & Engagement at Finseca |
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Our exclusive Luminary Calls are a special opportunity reserved for Influencer members, their clients, and referral sources. Join us for quarterly video sessions featuring renowned public policy experts and visionary industry thought leaders. Register for this session! Speakers: Josh Holmes | President & Founder Partner at Cavalry John Michael Gonzalez | Partner at Tiber Creek ... Read more |
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This will be an open discussion on what members are saying in 1-2 sentences to set the first meeting. You must be able to back up your Big Bold Claims, but to set the meeting, they need to get the client to say, “How do you do that” Like the unmeetings, Forum 400 Let’s Chats are open-format ... Read more
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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 transfers, business continuation, executive benefits, corporate and bank owned life insurance, retirement planning, including deferred compensation, private placement life insurance, annuities, and international needs, we ... Read more |
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