Skip to main content

You are here

Professional Development

The number of women in the retirement plan industry is growing. Though still a male-dominated field, women are bringing their talents, skills and unique abilities to the table, and helping businesses thrive.   Help support female advisors and TPAs get to “WiRC” this summer at the 2019 Women in... READ MORE
If you’re like me, when I hear the word “networking,” I get a little nervous. It brings up visions of women frantically sticking their business cards in my face and giving me their elevator pitches at some organized luncheon. I prefer the terms, “connecting and collaborating”, because that is what... READ MORE
You know your clients – but how well do you know yourself?   As leaders and as women, we all strive to improve, and, like many of you, I have spent considerable time on self-awareness during my career in financial services. Along the way, I’ve been challenged to understand and define my leadership... READ MORE
Editor’s Note: This is an occasional feature in the NTSA Advisor. It is drawn from The Source, a book that covers technical, compliance, administrative and marketing aspects of the 403(b) and 457(b) markets. More information about The Source is available here. An integral element of the 403(b) and... READ MORE
The NTSA is launching a national initiative to improve retirement literacy for public educators, aimed at advancing retirement security and 403(b) participation rates in America’s schools. The NTSA will be holding a complimentary on-demand recording for NTSA members only on the initiative on... READ MORE
Why attend the 30th Anniversary NTSA Summit? It’s the highlight of my professional year! This is because of the following: NETWORKING with the best of the best, the role model Elite Advisors MENTORING new attendees, who are bringing fresh ideas APPRECIATING stories of tradition with business... READ MORE
Suppose you’re a young advisor looking for any way to build my business — or a not-so-young advisor who wants to do the same thing. In MarketBeat, George Webber argues that seminar presentations are a great way to market your services and offers tips for using them. READ MORE
After saving the date for your attendance at the NTSA Summit, consider ranking and or contributing topics that could help shape the conference. We have launched an innovative online polling tool to ultimately compile the best ideas for session topics at the conference.Here’s how it works:The online... READ MORE
An upcoming NTSA webcast will provide important information and tools regarding presentations to employers about 403(b) plans.NTSA Webcast: The New 403(b) Plan Documents Part I: Why March 2020 Is Important to 403(b) EmployersWednesday, Feb. 28, 20182:00 - 2:50 p.m. ETSpeaker: Susan D. Diehl, QPA,... READ MORE
Think you’re dealing with a stressful environment? It could be worse. Astronaut Fred Haise knows something about stressful situations, based on his experience on Apollo 13. Haise was slated to become the sixth human to walk on the Moon before circumstances interrupted that mission and created a... READ MORE
The Chairman’s Mark of the GOP tax reform proposal introduced in the Senate last week does some damage to 403(b) and 457 plans. Under the proposal unveiled Nov. 9 by Sen. Orrin Hatch (R-UT), Chairman of the Senate Finance Committee, a single aggregate limit would be applied to contributions for an... READ MORE
On Nov. 1, the House GOP is expected to release its tax reform proposal, and it’s expected to include a number of significant changes for retirement plans. Find out what you need to know — and how to prepare — for the changes that could be coming down the road at the newly redesigned NTSA Summit.... READ MORE
Why take time away from your office to participate in the NTSA Summit? There are a lot of good reasons — here are three.It’s hard to find a good time to be out of the office — but if you’re a 403(b) or 457 retirement plan professional, your participation at the NTSA Summit can pay off in amazing... READ MORE
It’s that time of year again! Help shape the 2018 NTSA Summit Fly-In by participating in our interactive online polling tool where you decide the content for next year’s event.Here’s How it Works:The online tool presents two session ideas. You pick your favorite — or add your own idea for others to... READ MORE
NTSA is always providing information and insights that will be valuable to its members! Following is a summary of upcoming webcasts and events.NTSA Webcast: Fall 2016: What’s New That Impacts You?Wednesday, Nov. 16, 2016 2:00 - 3:00 p.m. ET Speakers: Susan D. Diehl, QPA, CPC, President, PenServ... READ MORE
Have you ever attended a conference session about using social media and walked away thinking that when you got back to your office you weren't going to be allowed to do any of the stuff you just learned? Or worse, that you didn't really understand what any of it meant to begin with?This year’s 403... READ MORE
Time is running out to benefit from early registration rates for the 2016 403(b) Masters Summit. Early Registration for the Summit ends Friday, Dec. 18 — if you haven’t yet, make sure to register today.The 2016 Summit will centers on three key themes:1. growing your business;2. market updates and... READ MORE
Every interaction we have with somebody trains them what to do with us the next time. That is part of the core of the message Shari Harley, founder and President of Candid Culture, delivered in the latest NTSA Podcast, “Candid Culture: How to Take (and Give) Constructive Feedback.” The human brain... READ MORE
Shari Harley brought her “Candid Culture” leadership style to the 2015 NTSA 403(b) Summit in Nashville, discussing ways that advisors can give and receive criticism openly and respectfully, while improving relationships with their clients. Now, she’s sharing those best practices on NTSA Net, as the... READ MORE
How do you reach your clients? Future clients? Do you rely on traditional media, or have you expanded the repertoire so that it includes a 21st-century edge? In a June 1 NTSA podcast, John Hall, Vice President of Digital Marketing at PlanMember Services, offered his insights on the best ways for... READ MORE