Referred to as the “NAIFA Nation”, a very engaged and diverse association membership of insurance, accounting, legal, and financial advisors was recently brought together for NAIFA’s 2024 Conference at the Arizona Biltmore which combined for
[In a business environment with accelerating rates of change, the power to compete and win is shifting radically from corporations to ecosystems, from leveraging internal assets to accessing external networks, from a traditional operating focus on
Retirement in America represents a complex equation fraught with many diverse and hidden challenges that require thoughtful, proactive, forward-looking planning.
"That ongoing search for the right solutions brought us to FinTech companies where we have found superior retirement plan services and tools with lower costs for our clients." - Gary LoDuca, Thoughtful Advisors
“Active collaboration, strategic partnerships, and an open mind, will go a long way toward establishing the successful and profitable financial advisor of tomorrow.” - Hessel Pole, Invested Consultants
"Too many business people create from their heads, from their “expertise” and embedded assumptions, to truly see what will actually motivate potential customers." - Corey Westphal, MobileAssistant
The secret to getting NEW business ideas that will work in the real world - to increase your revenues and client base - lies in opening up your perspective and assumptions.
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