Finding Success in the Chinese-American Market
Start by Understanding the culture and values of this important demographic group
Success Strategies Shared by Fearless Female Leaders
No one typically says, “When I grow up I want to be a financial services professional.” But here you’ve landed and you want to grow your practice and leadership skills! Now’s your chance to gather some helpful success strategies from Juli McNeely, National President of NAIFA and Susan Combs, National President of WIFS that have helped take their personal practices to the next level and enhance their opportunities for leadership.
If you're not speaking Spanish, you may be missing opportunities to grow your business
Cultivating the African American Market
Build success first by helping people of all ages from different backgrounds.
Working in Diverse Markets
To achieve success in these often lucrative markets, understand the culture, market your services locally and learn the art of patience.
Working with Muslim-American Clients
The key is to help educate them about personal responsibility so they an provide for their loved ones-in good times and in bad.
Financial Planning for LGBT Couples
This NAIFA webinar addresses the key changes that have taken place for the LGBT community including changes to Social Security eligibility. The presentation also details how advisors may work with same-sex couples to incorporate these changes into their financial planning strategies.