Business Growth Strategies
The circumstances in which retirement plan professionals—like everyone—have found themselves spells opportunity to develop new ways of working with and serving clients. An Aug. 6 NTSA webcast offered practical ideas on how to capitalize on that opportunity and serve clients virtually—and in the...
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In an effort to expand my 403(b) practice, a year or so ago I decided to create a virtual financial literacy library. I recorded myself presenting my most popular topics geared towards the K-12 marketplace. My goal at the start of this project was to simply get into more districts that were not in...
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In accordance with the NTSA Leadership Council’s commitment to support and provide information concerning business opportunities—especially in this time of challenges posed by the pandemic—the NTSA Advisor will be featuring a new series that will appear in each edition.
Especially as the new...
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In Segment III of the 15th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews 2020 Elite Advisor David Wolfe, CRES, of Educators Financial Services Advisors. They discuss volunteerism and what the NTSA means to Wolfe.
In Segment I, NTSA Past President Randy Aranowitz...
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In Segment II of the 15th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews 2020 Elite Advisor David Wolfe, CRES, of Educators Financial Services Advisors. They discuss Wolfe’s business model and marketing leads.
In Segment I, NTSA Past President Randy Aranowitz and...
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In Segment I of the 15th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews 2020 Elite Advisor David Wolfe, CRES, of Educators Financial Services Advisors. They discuss Wolfe’s business background.
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In Segment II of the 14th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews 2016 Elite Advisor and NTSA Past President Adam Pearce, CFP®, CRES CERTIFIED FINANCIAL PLANNER™, who is part of Lincoln Investment’s Phoenix AZ office. They discuss Pearce’s business model,...
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In Segment I of the 14th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews Adam Pearce, CFP®, CRES CERTIFIED FINANCIAL PLANNER™, who is a 2016 Elite Advisor and NTSA Past President. Pearce is part of Lincoln Investment’s Phoenix AZ office and provides an overview of his...
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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....
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In a June 10 NTSA Webcast, “A Tech-Driven Approach to Advice,” Tom Lakatos, VP—Branch Development, Lincoln Investment, discussed how to integrate technology into a practice in such a way that increasing efficiency does not come at the expense of effectiveness.
Setting the Table
“There’s a...
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In Segment I of the 13th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews 2015 Elite Advisor Kathy Cawley, President of the Voyager Group, Ltd. They discuss Cawley’s background and she provides an overview of her business.
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The NTSA Richard Ford Volunteer Service Award is established in honor of the unique, lifelong volunteer efforts of Richard Ford, a lively and dedicated NTSA volunteer since the start of the NTSA; it honors and promotes NTSA members’ volunteer and service work. In Part II of a special, three-part...
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Technology is ubiquitous, and its use has only increased in importance as a means to communicate, meet needs, and reach clients and potential clients. In Part II of a special, two-part NTSA WOWcast series—Cyber Selling and Servicing—NTSA Past President Randy Aranowitz continues his discussion with...
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The NTSA is offering 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...
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In Part II of the 11th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews Richard Williams, President and CEO of Williams and Co., who is a 2015 NTSA Elite Advisor as well as a member of the current NTSA Leadership Council. They discuss Williams’ business model, adviser...
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The NTSA is offering 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...
READ MORE
In Part II of the 10th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews Bruce Allen, CFP, president of Old Dominion Insurance and Investments. They discuss Allen’s business model, his approach to serving clients and relevant business trends.
In Part I Randy Aranowitz and...
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Face it, success in financial services is built through fostering relationships. The transactional advisor has gone the way of dial-up internet—still out there and still working, but clearly there are better ways to get the job done.
The WOW 2.0 Firestarters General Session at the recent 2020...
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In Part I of the 10th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews Bruce Allen, CFP, president of Old Dominion Insurance and Investments; they discuss Allen’s background and Allen provides an overview of his business.
NTSA WOWcasts are available on the NTSA website...
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In Part III of the 9th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews Jill Snyder; she discusses what the NTSA means to her.
In Part II, Snyder discusses her clients and her approach to serving them and her efforts to be a mentor.
In Part I, Snyder provides an...
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