NAIFA Advisor Today

DECEMBER 6, 2023

More than 250 NAIFA members took to Capitol Hill today to meet with over 200 Congressional offices to advance the need to protect the worker classification of financial service professionals as independent contractors and to provide consumers a variety of choices in financial service professionals.

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NAIFA Advisor Today

OCTOBER 6, 2023

John Wheeler is an accomplished Certified Financial Planner (CFP) with a wealth of experience in the financial services industry since 1969. In his current role, John supports his firm through seminars, advanced joint sales work, recruiting, and developing financial planning services.

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Wealth Management

OCTOBER 26, 2023

Compliance has not kept up with the current the dynamic regulatory environment and its multitude of requirements.

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NAIFA Advisor Today

AUGUST 24, 2023

Three best-in-class associations will integrate operations to amplify their impact on advocacy and education for financial service professionals and promote financial wellness for American consumers. The integrated organization aims to empower financial professionals and consumers through world-class advocacy and education.

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Steven J. Wilson

JUNE 2, 2022

A solid financial website design is no longer a “nice to have” for financial services companies – it’s now a necessity. The financial services industry has been behind the curve when it comes to website […].

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Steven J. Wilson

MAY 25, 2022

Financial services companies are under constant pressure to keep up with the latest trends and technologies. They also face intense competition from other companies offering similar products and services. The post Financial Services Challenges & Innovative Marketing Opportunities appeared first on Steven J.

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Steven J. Wilson

JUNE 19, 2022

Digital marketing has emerged as one of the most influential financial services marketing techniques in recent years. Financial institutions are under constant pressure to reach new customers and grow their business, but traditional marketing methods are often costly and time-consuming. It also […].

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Wealth Management

APRIL 7, 2024

How advisors can use this technology to their advantage.

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NAIFA Advisor Today

SEPTEMBER 28, 2023

NAIFA is saddened by the recent passing of Anne Rigney, JD, CLU, ChFC, who served as the General Counsel at the Society of Financial Service Professionals (FSP) and as the Managing Editor of the Journal of Financial Service Professionals , one of the oldest and most prestigious publications in the financial planning field.

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Advisor Perspectives

JANUARY 5, 2024

Exchange has already established itself as the premier financial services conference and a must-attend event, but the 2024 edition promises to be the best yet. 2024 is here, and Exchange is right around the corner.

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Steven J. Wilson

MAY 24, 2022

Financial services companies have long been struggling to harness the power of social media. The problem is that financial services are regulated industries, and social media platforms are largely unregulated. The post How Financial Services Can Effectively Leverage Social Media appeared first on Steven J.

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Steven J. Wilson

MAY 16, 2022

The financial services industry is one of the most highly competitive industries in the world. Consumers are always online, and the opportunity is ripe for the financial service providers who choose to take their digital marketing […].

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Steve Sanduski

NOVEMBER 8, 2023

Practical applications of next-gen voice tech in financial services , from ordering checks to scheduling client meetings. Resources Related to This Episode Tobias Dengel on LinkedIn The post Tobias Dengel on How Voice Tech Will Revolutionize Work, Life, and Financial Services appeared first on Steve Sanduski.

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NAIFA Advisor Today

MARCH 11, 2024

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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Steven J. Wilson

JUNE 28, 2022

When it comes to lead generation, financial services companies have a lot to consider. That’s why we’ve put together this guide on lead generation strategies for financial services companies. The post 10 Helpful Lead Generation Strategies For Your Financial Services appeared first on Steven J.

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Steven J. Wilson

JUNE 9, 2022

As the financial services landscape continues to evolve, so do the opportunities for financial service professionals to reach and engage their target audiences. SEO for financial services is the practice of optimizing a website for Google search to earn higher […].

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Tobias Financial

OCTOBER 17, 2023

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.

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NAIFA Advisor Today

JULY 25, 2023

Tom is a seasoned expert, spending 40-plus years dedicated to the financial services industry. He is a certified Life Underwriter Training Council Fellow (LUTCF) and a Financial Services Certified Professional (FSCP). He currently presides as NAIFAs President-Elect.

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Steven J. Wilson

JUNE 7, 2022

The post 9 Achievable Content Marketing Tips for Financial Services appeared first on Steven J. There is much content out there that will supposedly help customers save for retirement, get out of debt, or invest their money. So how can you make content […].

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Hubly

APRIL 25, 2023

With Hubly being the first — and only — process management software purpose-built for the financial advisory industry, we get asked a lot of questions. Two that come up often are “How is Hubly different from my financial services CRM?” and “What can it do that I can’t already do with Redtail or Wealthbox?”

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Advisor Websites

JANUARY 14, 2022

The process of creating a great financial services website design is more than making it aesthetically pleasing; it requires the use of strategic language (your website copy) as well as content that will attract and engage your ideal client.

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Wealth Management

MARCH 18, 2024

Especially in 401(k) plans.

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Wealth Management

APRIL 4, 2023

AI-enabled technologies have not taken over but they are starting to move into client-facing, front-of-the-house roles.

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NAIFA Advisor Today

JANUARY 2, 2024

Joseph Spinelli is a Chartered Life Underwriter (CLU) who helps people prepare for the future by prioritizing their financial goals and customizing insurance solutions to best suit their needs.

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NAIFA Advisor Today

JUNE 14, 2023

Joe Jordan is an inspirational speaker and behavioral finance expert. In 2013, he released his award-winning book Living a Life of Significance , which has sold 90,000-plus copies in five languages. Additionally, Joe is a Founder of the Insured Retirement Institute and was featured on the cover of Life Insurance Selling Magazine.

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Wealth Management

JANUARY 25, 2023

Proactive ways to attract and retain diverse talent from PlanCorp's chief talent officer.

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NAIFA Advisor Today

JULY 15, 2022

The sessions focus on raising awareness for state, interstate, and federal advocacy and stress the importance of financial advisors to get involved, starting with voting, in the political process. Optimized Financial and Insurance Services , as well as Diane Boyle.

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Advisor Perspectives

FEBRUARY 7, 2023

Even if the potential reduction in revenue to the firm is sizable in the near term, it’s more important to ensure that the client reaches their financial life goals. Making more money by directing someone to a product or solution shouldn’t be a goal.

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NAIFA Advisor Today

DECEMBER 20, 2023

Richardson is a financial planner who has been providing sound financial advice to his clients since 2005. His primary focus is to help people align their financial decisions with their values and truths to live enriching lives.

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Wealth Management

DECEMBER 1, 2022

EP Wealth picks up its second East Coast firm, adding $274M in assets.

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Wealth Management

MARCH 30, 2023

Only 28% of advisors are female.

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SEI

JULY 31, 2023

Ryan Hicke discusses growth opportunities in today’s macro-environment.

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Financial Services 52

Abnormal Returns

FEBRUARY 26, 2024

investmentnews.com) Advisers The American College of Financial Services notes the coming shortage of advisers. (investmentnews.com) Fintech Some highlights from the 2024 T3 Conference. kitces.com) American consumers are increasingly trying out fintech apps. kitces.com) How advisers should work with tax professionals.

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NAIFA Advisor Today

APRIL 5, 2023

Former NFL player Marques Ogden is a keynote speaker, business coach, and corporate consultant, passionate about elevating his clients' success. From an early age, Marques learned how to define his values and set goals for himself.

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Wealth Management

MARCH 28, 2024

Borger Financial Services made the move from Hornor, Townsend & Kent for more flexibility and access to alternatives through an iCapital partnership.

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Financial Services 117

Wealth Management

APRIL 2, 2024

The "Father of Fiduciary" Don Trone shares why the fiduciary framework should no longer be the cornerstone of the financial services profession.

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Financial Services 111

NAIFA Advisor Today

JUNE 21, 2023

As an Agent, Rith Nou offers her clients products to help meet different insurance and financial needs including college funding, retirement, managing costs for extended care, and income strategies.

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