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A Legacy of Growth and Advocacy in Financial Services

NAIFA Advisor Today

David Wood’s journey in the financial services industry is a testament to dedication, vision, and an unwavering commitment to growth. Based in Marlborough, CT, Wood has been a loyal member of the National Association of Insurance and Financial Advisors (NAIFA) since 2024, though his connection to the field dates back to the 1990s.

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Unlocking the Game of Financial Services with Kevin Tostado

NAIFA Advisor Today

Kevin Tostado is a San Diego-based financial advisor and a former film producer with three Emmys. After a 15-year career in the film industry, including directing and producing award-winning documentary Under the Boardwalk: The Monopoly Story , he transitioned to financial services.

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CG Financial Services: Taking A Holistic Approach With Clients

Wealth Management

Jeff Casey, president and senior financial advisor at CG Financial Services, uses integrations of various programs to achieve efficiency for the $3.1 billion AUM firm.

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Risk Management in Financial Services During 2023 – 10 Key Highlights

Risk Management Guru

As the year 2023 draws to a close, it’s time to reflect on the significant strides made in the realm of Risk Management within the financial services industry. Greater use of data and analytics : Financial services firms are using data and analytics to identify and manage risks more effectively.

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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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NAIFA Prepares College Students for Success in Insurance & Financial Services

NAIFA Advisor Today

Do you know any college students interested in the insurance and financial services industry? NAIFA's Future Leaders Program is a unique opportunity for college students and recent graduates to get a glimpse into careers in insurance and financial services.

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Foundation for Financial Service Professionals Announces Journal Author Award Winners

NAIFA Advisor Today

The Foundation for Financial Service Professionals has announced the recipients of the Kenneth Black Jr. Journal Author Awards for articles published in the Journal of Financial Service Professionals in 2023. The Foundation was established by the leadership of the Society of Financial Service Professionals (FSP) in 1982.