Managing Your Practice

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... READ MORE

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... READ MORE

To serve the education sector, it’s first essential to reach its members. In a Jan. 27 session of the NTSA Summit in Denver, two experts addressed how to go about that from different standpoints.   David Lewis, Executive Director for the Association of School Business Officials International, and... READ MORE

Speaking at a Jan. 26 session of the NTSA Summit in Denver, NTSA Executive Director Brent Neese outlined recent developments that have affected NTSA members and will figure prominently in 2020.  Neese said that in his 25 years in the tax-exempt marketplace, there has been more change in the last... READ MORE

In Part I of the 9th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews Jill Snyder, who has served on the NTSA Board of Directors and was a 2014 Elite Advisor and 2010 recipient of the B. Schiller Meritorious Service Award. Snyder provides an overview of her practice and... READ MORE

An employer should establish and follow a formal review process, performed at reasonable intervals, to decide if it wants to continue using the current service providers or look for replacements. When monitoring service providers, actions to ensure they are performing the agreed-upon services... READ MORE

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... READ MORE

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... READ MORE

I am the Managing Director of Signature Wealth Concepts, and I served as the Senior Vice President of the Southwest Branch of AXA Advisors for four years before founding my firm. For the past 18 years, I have worked with clients in the K-12 space; and I was able to build a team of advisors who... READ MORE