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NAIFA Member Spotlight: Tom Schmidt: A Journey of Resilience, Relationships, and Advocacy in Financial Services

NAIFA Advisor Today

Over the decades, he has built enduring relationships with clients, many of whom have been with him for over 30 years. Tom entered the financial services industry in February 1988, stepping into a career he hadnt anticipated. Toms perseverance paid off, and over time he cultivated a thriving client base.

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The 3 R’s of ethics

Million Dollar Round Table (MDRT)

By MDRT Bylaws and Ethics Committee Ethical conduct in financial services is the cornerstone of client trust, professional growth and industry respect. When we do the right thing for clients, we will sleep well at night. Relationships Are you in it for the long run?

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Announcing IAR Ethics CE Day And The State Of The (Nerd’s Eye View) Blog

Nerd's Eye View

In the early days when financial advisors were first and foremost salespeople for insurance and investments products, the reality is that "advisor training and education" wasn't really about finance or advice… it was mostly just about learning how the company's products worked and how to effectively sell them to consumers.

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#FA Success Ep 298: Navigating The Evolution From Broker-Dealer To RIA Platform Leadership, With Carolyn Armitage

Nerd's Eye View

Carolyn is the President of Thrivent Advisor Network, an RIA platform that offers partnership and affiliate models for financial advisors and oversees $6.5 billion in assets managed by over 20 affiliated independent advisor businesses.

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NAIFA’s Impact and the Future of Advisors With Cliff Wilson

NAIFA Advisor Today

With his roots in rural Idaho, he has spent over 50 years in the financial services industry, championing the importance of ethics, education, and advocacy. Cliff has left a lasting legacy mentoring young advisors, demonstrating a deep commitment to the growth and development of professionals in the field.

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Top Insights Driving Financial Planning Strategies in 2025

WiserAdvisor

Financial advisors should take these factors into account to ensure their clients receive the right experience. This article will discuss some of the most pivotal financial planning industry trends to watch out for this year. For example, a clients investment choices should align closely with their tax strategy, too.

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Mastering Digital Marketing for Financial Advisors

Midstream Marketing

Understand the significance of website optimization and social media engagement for client interactions. Gain insights on crafting your digital presence to target and engage with ideal clients effectively. Explore advanced tactics like video marketing and PPC strategies tailored for financial advisors.