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
"An advisor can begin walking the path toward being “nextgen” simply by taking small steps like adding efficiency through technology and leveraging digital communications." - Jon Robinson, Blueprint Investment Partners
[The COVID-19 pandemic has further accelerated our entry into what has been previously termed by strategic business and military leaders as a VUCA world – a business and social environment driven by volatility, uncertainty, complexity, an
“The greater likelihood of regulatory enforcement action looms as an existential threat to advisors, money managers and broker-dealers.” – Todd Cipperman, Cipperman Compliance Services
"The evidence and research clearly show that the best time to get a reverse mortgage is when you are earlier in retirement." - Harlan Accola, Fairway Independent Mortgage Corp
Innovation starts inside your head. It is a way of thinking and behaving. The ability to innovate is a uniquely human skill that is in your possession but it needs to be practiced and honed and powered by the right mindset.
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