Professional Development
The extended Early Bird Registration rates for the 2020 NTSA Summit expire tomorrow, Friday, Dec. 20.
The NTSA Summit is where leaders and innovators come together to make a difference for their clients, the industry and themselves. It is the only national gathering of professionals in the 403(b...
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The early bird registration rates for the 2020 NTSA Summit have been extended one week! Rates expire this Friday, Dec. 20.
The NTSA Summit is where leaders and innovators come together to make a difference for their clients, the industry and themselves. It is the only national gathering of...
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In Part II of the 7th Series of the NTSA WOWcasts, Past NTSA President Randy Aranowitz interviews Scott Hayes, President and CEO of ISC Group, who served as 2012 NTSA President and 2018 American Retirement Association President, and was a 2017 NTSA Elite Advisor. Hayes provides an overview of his...
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The NTSA Summit is a priority and must-go event for me. But why?
It’s the only place where I can get:
information and insight about directed industry trends
new sales idea that work
perplexing questions answered
opportunities for networking with the best of the best in the industry
my next...
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In Part I of the 7th Series of the NTSA WOWcasts, Past NTSA President Randy Aranowitz interviews Scott Hayes, President and CEO of ISC Group, who served as 2012 NTSA President and 2018 American Retirement Association President, and was a 2017 NTSA Elite Advisor. Hayes provides a look at his...
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In Part III of the 6th Series of the NTSA WOWcasts, Past NTSA President Randy Aranowitz interviews Jody Detillier, CEO of Detillier Financial Advisors and 2015 NTSA Elite Advisor. They discuss what the NTSA means to Detillier.
In Part I, Aranowitz and Detillier discussed his background and...
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Expert insights and the experience of the best of the best are available in a new format. 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...
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In Episode 3 of the WOWcast series, past NTSA President and inaugural NTSA Elite Advisor Randy Aranowitz speaks with EFS Financial Advisors President Kent Schutte and EFS Financial Advisors Senior Financial Advisor Josh Decker.
In segments I and II of Episode 3, they discussed their practice and...
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The NTSA is now 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...
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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...
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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...
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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...
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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...
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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...
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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...
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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.
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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...
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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,...
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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...
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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...
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