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Meet Loyal NAIFA Member Peg FraserĀ 

NAIFA Advisor Today

Peg Fraser began her career in insurance and financial services selling health insurance part-time, but she soon found the same question coming up again and again from her clients. They asked if she could help with other types of insurance and financial planning. She wanted to do more.

License 52
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#FA Success Ep 347: When The Firm You Sell To Gets Sold And You Have To Reinvent Yourself, With Cary Carbonaro

Nerd's Eye View

We also talk about how Cary tried to navigate the 2-year non-compete clause in her contract and even offered to buy back her practice and undo the non-compete, how Cary ultimately reached a compromised path with a 6-month non-compete and decided that was good enough to be able to make a transition and not have to totally start over, and how, after (..)

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Alex Miele on Adding New Clients Through ā€œSphere of Influenceā€ Marketing

Steve Sanduski

Alex Miele and I discuss: What starting out in financial services in 2008 taught Alex about proactive outreach and transactional client relationships and how she applies those lessons to today’s economic environment. How Alex and her partners divide management and rainmaking responsibilities.

Clients 52
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#FA Success Ep 300: The Evolution Of The Advice Business At Scale And The True Power Of Brand, With Joe Duran

Nerd's Eye View

In this episode, we talk in-depth about how Joe has witnessed firsthand as an advisory firm owner, and now a partner at a leading global investment management firm, how the financial services industry is evolving in real time as more banks and brokerage firms are truly adopting financial planning and implementing advisory services at national scale (..)

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John Rogers, The Comeback King

Validea

The firmā€™s flagship Ariel Fund, which Rogers manages, has had massive ups-and-downs over the years, outperforming after the crash of 1987 and the dot-com bust in 2000, losing 48% during the 2008 financial crisis, and falling 19% last year.

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41 Top Influencers for Financial Advisors in 2023

Indigo Marketing Agency

Heā€™s coached thousands of financial service professionals on how to identify and serve more ideal clients. Steve Sanduski is a CFPĀ® professional and personal coach to financial professionals. Ron is a household name among financial advisors and one of our personal heroes and mentors. Check out his Twitter feed here.

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Top Stocks under Rs 200 to add to your watchlist ā€“ Detailed Analysis

Trade Brains

Indian Energy Exchange (IEX) was promoted by 63 Moon Technologies and Power Trading Corporation of India in June 2008. Mahindra & Mahindra Financial Services Financial Services 197 24,500. City Union Bank Financial Services 178 13,000. Indian Bank Financial Services 178 22,500.