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By Tara Laptew - August 12, 2019

Global Financial Navigation – Understanding, Appreciating and Engaging across Country Borders

Consumed with his vision to understand, appreciate and engage financial advisors from the differing disciplines of insurance, investment, banking, tax and the law, NAIFA workshop presenter Stephen Kagawa is purposefully connecting this worldwide expertise to better guide multi-national people and companies through their cross-border realities together with The Pacific Bridge Companies, an organization comprised of multiple international interdependent financial planning and wealth management related firms spanning the United States, Japan, and Hong Kong.  

By Tara Laptew - August 07, 2019

You Don't Want to Miss This Year's Keynote Speakers

NAIFA has secured an excellent lineup of keynote speakers for this year's Performance + Purpose Conference! The conference kicks off with Thursday's General Session featuring Scott Mann. Scott is a former Green Beret (U.S. Army Special Forces) and current author, speaker, and trainer. As a Green Beret in the United States Army, Scott Mann forged bonds and solved problems using values that moved people around the world to stand up for themselves. His secret? He was able to restore trust and create human connections in places where that didn’t seem possible. Scott teaches corporate leaders and their teams the relationship-building techniques that drive so many of his successful combat operations.

By Tara Laptew - August 07, 2019

Protecting a Client’s Most Valuable Asset, Their Income

Brian Martin is another highly accomplished workshop presenter leading Friday's breakout session, "Protecting a Client's Most Valuable Asset, Their Income". Brian's session will cover how he positions disability income protection with his clients as an important strategy in the overall financial planning process. 

By Tara Laptew - July 22, 2019

NAIFA Members John Wheeler & Mark Acre Lead the Generational Panel at NAIFA Performance + Purpose

46 year NAIFA member John Wheeler and 20 year member Mark Acre lead the Generational Panel during this year's NAIFA conference. As Executive Vice President of Water Tower Financial Partners, LLC, John Wheeler is a registered principal and financial advisor with MML Investors Services, LLC. (MMLIS). With an extensive background in the financial services industry dating back to 1969, John does extensive seminars, advanced joint sales work, recruiting and the development of the agency’s financial planning endeavor. Mark Acre is President of the Ozark, Mo.-based OneSource Insurance Group, a company he launched in 2007. Mark started his own agency in 2007 where he serves clients in all lines of insurance. 

By Tara Laptew - July 15, 2019

Learn How to Lead from the Rooftop

Speaker, trainer, author, and former Green Beret in the United States Army, Scott Mann is doing double duty at this year's NAIFA Performance + Purpose Conference. He will deliver the keynote address during the General Session on Thursday, September 12 and will also serve as the presenter during the LILI 7 Workshop that starts at 4:30 pm later that day. Scott teaches corporate leaders and their teams the relationship-building techniques that drive so many of his successful combat operations.

By Tara Laptew - June 28, 2019

Leading Like Warren and Charlie

In careers spanning nearly 30 years, Delynn Dolan Alexander and Reena Bland have built a reputation as one of the nation’s leading wealth management firms. Together they will present "Leading Like Warren and Charlie", one of the featured Big Ideas workshops at NAIFA Performance + Purpose. Their North Carolina-based practice, in partnership with other financial advisors throughout the country, serve over 2,000 clients across the globe, manage more than $200 million in assets and produce more than $3 million in annual revenues.

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