Business Growth Strategies
In Segment I of the 22nd Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews 2018 NTSA Past President Tamara Indianer. They discuss her background, running a regional office and her personal practice.
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NTSA’s Winter Virtual —a complimentary event for NTSA members, Feb. 23–24, 2021—will provide a snapshot of the most pressing issues of the day, to belay your need for critical information until the NTSA Summit in June.
Topics will include:
the state of the retirement industry;
the post-...
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In Segment I of the 21st Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews 2003 NTSA Past President Mike Pollakowski, founder of Reliant Financial Services. They discuss Pollakowski’s background and business model.
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COVID forced us to take a lot of actions and change our method of doing business; however, we have had over five years of preparation as events such as modest snowstorms close schools and wreak havoc from time to time. As our company began to grow five years ago, we realized we needed to make...
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On Oct. 27, 28 and 29, the Certified Retirement Education Specialist (CRES) Committee held an inaugural series of roundtables on the different challenges arising for the K-12 403(b) marketplace and school community. They examined how successful advisors get their brands out there while access to...
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During these difficult economic times, our team feels it is pertinent to reach out to all of our existing clients and help them understand what is actually happening with the state of this economy. There is a lot of misinformation, noise and confusion, which could easily lead a client to make...
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In Segment II of the 20th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews 2015 Elite Advisor Lyle Uyeda, a financial advisor and Vice President of Chinen and Arinaga Financial Group, Inc. They discuss Uyeda’s business model.
In Segment I, NTSA Past President Randy...
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I am in the non-mask wearing, still hugging, praying for an end to COVID-life camp. Some of my clients join me in this sentiment, others don’t. To my dismay, hugs and handshakes were quickly replaced with fist and elbow bumps. Despite some of the shutdowns, I still came to my office each day...
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Since COVID-19 lockdowns began about six months ago, interacting with customers has become more interesting than ever. In MarketBeat, Edward Dressel, President of RetireReady Solutions, writes that he has been listening intently, wanting to know what has helped some advisors continue to succeed in...
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In Segment II of the 18th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews 2018 Elite Advisor Christina Winters, founder, CEO and President of Creating and Managing Wealth, LLC. They discuss best and worst client situations.
In Segment I of the 18th Series of the NTSA...
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In Segment I of the 18th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews 2018 Elite Advisor Christina Winters, founder, CEO and President of Creating and Managing Wealth, LLC. They discuss her business background and she provides an overview regarding her firm.
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Those of us who specialize in the K-12 space know well that getting on to a school campus has become more challenging over the past 10 years. On-campus security is a serious issue and a major trend. We see more and more school campuses being gated, and basically closed to 403(b) practitioners for...
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Workforce agility is vital to the future success of organizations, but agility gaps are widespread, according to the results of a new survey focused on how companies are rethinking their human capital strategies in response to the COVID-19 pandemic.
Globally, 84% of survey respondents view...
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In Segment II of the 17th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews 2020 Elite Advisor Joe Avallone, President of U.S. Retirement Planning Associates, Winter Springs, FL. They discuss Avallone’s business model, marketing efforts and more.
In Segment I of the...
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A tragic byproduct of the global slowdown and stay-at-home mandate was the shutdown of the food and beverage industry. And when restrictions started to ease across the country, and restaurants began to reopen, albeit with a good deal of caution, their revenue was only a fraction of what they are...
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These months have been difficult for everyone. What we have to realize is that nobody has been unaffected by this pandemic. Everyone says they have never been through something like this. Unless you are over 100 years old and witnessed the Spanish Flu, this is a very true statement.
During this...
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There is a gold mine of information in the NTSA WOWcasts, special podcasts that feature discussions with NTSA Elite Advisors who are experts in their fields. NTSA WOWcasts bring their expertise to you, in a convenient and easy to listen to format that you can even access on a mobile device.
On the...
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NTSA is always providing information and insights that will be valuable to its members! Following is information about NTSA webcasts.
Recorded Webcasts
NTSA webcasts are recorded! Following are NTSA webcasts that are available.
Race and Equality in School District
Available Until...
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The NTSA offers an exclusive series of podcasts—the NTSA Elite Advisor WOWcasts—recorded by NTSA Elite Advisors, sharing insights on ways to build, expand and enhance your practice.
NTSA Elite Advisors are the “best of the best” — excelling in advocacy, practice management and leadership. Their...
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First, I would start by saying it has been a struggle, not everything comes easy—even for Elite Advisors. But we persevere and figure things out. That is what makes someone elite. Much is the same during this pandemic.
I continue to serve my clients by making outreach calls, I called every...
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