2022 Election Aftermath, reserve your spot today!

Leadership Forum Summer Session

Passed event

Access recording 

FREE to Finseca Members

About the event

Unable to attend the Leadership Forum? No worries we got you covered!
If you missed anything from the Leadership Forum conversation or you want to go back and re-listen to any of it, the full replay can be found here.

Topic: Recruiting and Retaining the Future Financial Advisor

Today, a lack of planning is making our work more essential than ever before, yet the financial advising workforce is not keeping pace. Nearly half of financial advisors are 55 and older, which means recruiting new and diverse talent is more urgent than ever. Join generational expert Kim Lear along with other practitioners in the field for a closer look into the most crucial generational trends impacting recruitment and retention.

This is a can’t miss discussion where YOU will get to be part of the conversation

Program schedule | August 17

During this 60 minute sessions hear from generational expert Kim Lear and other leading practitioners within the field for a closer look into how are they finding and keeping the top talent of tomorrow.

(Re)connecting with your community. Put your leader hat on and get your creative juices following the presentation. Make new connections or rekindle old in these small, video meetings to share your insights on what you’ve heard so far regarding a trending topic.  

  • Where are you finding the top talent of tomorrow? 
  • How are you adjusting your messaging to find top talent of tomorrow? 
  • Referrals are one of the top sources of successful advisor recruits. How are you encouraging your referral partners (other advisors or COIs) to focus on referring nextgen recruits? 
  • How are you ensuring your recruiting pipeline is giving you access to a diverse set off potential applicants?  

Our speakers


Bonnie Godsman

Host | President, Finseca

Kim Lear

Keynote | Founder & Content Creator, Inlay Insights

Manuel Amezcua

Panelist | Firm President, CEO, MassMutual Great Lakes

Troy Korsgaden

Panelist | President & Consultant at Korsgaden International

Diana Pringle

Panelist | Managing Partner, Securian Financial Advisors of the Great Lakes

Mark Miletello

(Re)connect Leader | Multiline General Agent, Insurance Agent Trainers

Howard Sharfman

(Re)connect Leader | Senior Managing Director, NFP Insurance Solutions

Misty Weltzien

(Re)connect Leader | Managing Partner, Pacific Advisors

Meghan Wilke

(Re)connect Leader | National Sales and Productivity Director, Mutual of Omaha Advisors


Access website resources and articles.

My Finseca

Access communities and learning environments.


Together, we elevate our profession by serving the needs of our members. We protect dreams and promote financial wellbeing for all. We are the home of the top financial security professionals. Together, we are Finseca.


Finseca events put insight and intentionality front and center, helping financial security professionals protect and enhance the financial well-being of people, families, and businesses everywhere.


As the home of the top financial security professionals, Finseca will elevate the reputation and visibility of the work our members do.


Access searchable content in one place! It has never been easier to find what you need to accelerate your business and maximize results. From deeper dives into diverse topics on policy and regulation, to one-pagers and webinars featuring experienced industry leaders, the Finseca Resource Library is your one-stop shop for quick and actionable tools.


Finseca’s Communities are designed to help meet the needs of each unique community within the financial security profession. Our model brings the profession together for issues that impact everyone, while also providing a customized, community-focused structure for discussion and collaboration in a more intimate setting for different areas of the profession.