Webinars

Diverse Perspectives from Industry Experts

Our popular #WebinarWednesday series offers practically-focused programs on top-of-mind industry topics.

Please note, you must log in to view Knowledge Center content. Some of our content may not be available for nonmembers.

Upcoming Programming

  • Contains 1 Component(s), Includes Credits Includes a Live Web Event on 06/08/2022 at 1:30 PM (EDT)

    Get best-practice insights on talent search and onboarding tactics that lead to diverse candidate slates. Hone your firm’s recruitment and retention strategies with expert guidance from our panelists.

  • Contains 1 Component(s), Includes Credits Includes a Live Web Event on 06/15/2022 at 2:00 PM (EDT)

    Interacting with advisors continues to evolve at a faster pace than ever. Broker teams, advisory groups, and the use of home office models have continued to distribute investment decisions across individuals at advisory firms. Advisors themselves are being bombarded by more communications than ever, and wholesalers need to find effective ways of engaging advisors. The panel will explore the growth of teams and models in the industry, the roles individuals take with advisory firms, the data needed to make and track sales, and how to have effective interactions with advisors.

On-Demand Webinars

Search by Category
Sort By

May contain forward-looking statements subject to various uncertainties. Personal views and observations of individuals contained herein are as of the date of the live event or written material and do not necessarily reflect the views of Nicsa or any of its member organizations. Matters addressed in this work may touch upon legal or regulatory matters, however nothing herein is intended to be or should be construed as legal advice. You should contact your own counsel in order to obtain legal advice regarding these or any other matters. The information contained herein is for informational purposes only and does not constitute a recommendation of best practices.