NEW YORK CITY — The fraudsters are seemingly remaining one step ahead of the good guys, and the financial services…
Conference Coverage
NEW YORK — If Bob Kerzner helped put LIMRA/LOMA on track after 14 years as CEO, the incoming chief executive…
NEW YORK — When LIMRA Secure Retirement Institute researchers quizzed survey respondents on how big the lump sum would have…
CHICAGO – The INN Superconference meeting room looked like the scene of a rock and roll extravaganza as best-selling author…
CHICAGO – Grant Cardone does not lack energy. And he does not want for success. Ask Cardone why he is…
CHICAGO – Tom Hegna has crafted his own niche in the financial services’ speaker-consultant world: retirement coach. Hegna, who built…
CHICAGO — The law requires drivers to buy insurance to legally operate a vehicle. What if every person parenting a…
CHICAGO — It’s all about the leads, right? Well, not so right, according to people with significant sales experience. It’s…
CHICAGO – Marketing maven Terri Sjodin is a big advocate for getting “scrappy” if that’s what it takes to find…
CHICAGO – Anyone can sell insurance, Patrick Bet-David says. He is out to prove it by creating a 500,000-strong sales…
CHICAGO – Markets run on trust and there’s a bit of a trust deficit in financial services. That was the…
CHICAGO — Dan Seidman will never forget the sales target he once called 46 times without a response. On his…
CHICAGO – We all know trust is an important foundation in all relationships. Stephen M.R. Covey considers it perhaps the…
CHICAGO – Dan Seidman has a degree in psychology, and it factors into many of the sales principles he’s spent…
NAIFA
SAN ANTONIO — All insurance and financial professionals have the same challenges. But most of those challenges are self-inflicted, Ryan…
SAN ANTONIO — After 30 years as CEO of Gateway Insurance and Financial Services, Shane Westhoelter has learned a thing…
SAN ANTONIO — Now that the Department of Labor fiduciary rule is dead, NAIFA’s advocacy efforts are turning toward making…
SAN ANTONIO — Leigh Anne Tuohy told her story Friday to a packed house here at the NAIFA Annual Conference….
Advisors are marrying technology and their professional expertise to become more like life coaches to their clients. That was a…
SAN ANTONIO — The numbers don’t lie. The financial services industry continues to lose registered firms each year. In 2017,…
