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NAIFA Names Leaders in Financial Services to New Industry Leadership Board

NAIFA Advisor Today

NAIFA) is proud to announce the formation of its Industry Leadership Board (ILB) comprised of distinguished leaders within the insurance and financial services sector. This inaugural board brings together a select group of financial professionals dedicated to helping NAIFA members succeed in their businesses and serve their clients.

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Adviser links: client confidence

Abnormal Returns

(standarddeviationspod.com) Peter Lazaroff talks with Dasarte Yarnway about the importance of diversity in financial services and how to increase it. kitces.com) Matt Reiner talks client expectations with Daniel Crosby who is the Chief Behavioral Officer at Orion Advisor Solutions. forbes.com) A ten-point Medicare primer.

Clients 224
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Fedbank Financial Services IPO Review – GMP, Details & More

Trade Brains

Fedbank Financial Services IPO Review: Fedbank Financial Services Limited promoted by The Federal Bank Limited, is coming up with its Initial Public Offering. In this article, we will look at the Fedbank Financial Services Limited IPO Review 2023 and analyze its strengths and weaknesses. Crores in FY23.

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Thriving in Financial Services: Robert Miller’s Leadership Journey

NAIFA Advisor Today

Robert Miller , a retired second-generation financial advisor, has grown up around many prominent New York insurance agents and has served over six thousand clients. A loyal NAIFA member since 1983, he is the past President of NAIFA-New York City.

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Connect, Care, Convert: Secrets to Establishing Trust with Niche Markets and Turning Them Into Clients

Speaker: Lynnette Khalfani-Cox, The Money Coach®

Niche markets represent a huge opportunity for the financial services industry in America. From college students and women to communities of color and low-to-moderate-income households, niche populations have specialized financial needs – but they often underutilize many valuable financial products and services.

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Kitces & Carl Ep 110: Dressing Up For Clients (Do Advisors Really Need To Dress For Success?)

Nerd's Eye View

In any business profession, establishing credibility and trust are important to attracting clients and building a reputation amongst colleagues. Traditionally, business attire for financial advisors meant wearing the typical suit and tie in all instances of client-facing activities. Read More.

Clients 209
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Franklin Gay and Melanie Leal Ramirez Present on Quality in the Financial Services Sector

Tobias Financial

We are proud to announce that our Wealth Advisor, Franklin Gay, CFP®, EA and Client Service Manager, Melanie Leal Ramirez, will be presenting at the American Society for Quality (ASQ) Southeast Florida Section on Quality in the Financial Services Sector on October 17 th.