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News & Events

Learn more about Affiliated Advisors' and Rita's insights on financial management and other issues here.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

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Funding An LTC Solution Using Qualified Dollars

On November 17th at 4pm EST/ 3PM CT join Jordan Fields, Regional Sales Director of OneAmerica. Learn about the OneAmerica Opportunity as we cover the following: • How to approach the LTC conversation • Review the OneAmerica concept • Cover tax strategies using qualified funds for LTC insurance

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TECHNOL-AG PODCAST: Trisha Qualy on Remote Leadership

Trisha Qualy joined AdvisorGroup's TECHNOL-AG Podcast. Trisha, like the rest of the financial professionals over the past year and half, has seem dramatic changes in workflows and how working remote has become normal. But how do you express leadership in these environments, in such a way that fosters the results that you are looking for?

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Embracing the Third Phase of Life - Rita Robbins: W Forum VISIONARY

Discover the wonder, freedom, and inspiration of the third third of your life from RITA ROBBINS. For anyone who is over or nearing 50, how can you make the most of this new, exciting chapter? Whether you choose to retire, continue to do the work you enjoy, or pursue something in between, we’ll discuss how to prepare for a rewarding third third of life, one where you’ll continue to learn, grow, and flourish along the way.

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Everything You Wanted to Know About ESG

Investor demand for ESG strategies continues to grow worldwide. Incorporating ESG into your practice can help attract and retain clients by aligning investors values with their goals. This session will take a practical approach to meeting client objectives by providing insights on: Increasing demand for sustainable investing Navigating the sea of research and data Implementing ESG strategies to fit your clients’ investment needs

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THREE TIPS To Elevate Your Virtual Presence

In our new normal, clients are eager to connect with you virtually. In the past, your office environment was your chance to showcase your personality. Now, your virtual presence can set you apart. What are you doing to make sure your virtual self is as engaging as possible? And how can you improve the web conference experience for your clients? Trisha Qualy, Managing Partner at Affiliated Advisors, provides THREE TIPS to elevate your virtual presence.

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How Financial Advisors Can Best Approach Post-Pandemic Digital Marketing

How Financial Advisors Can Best Approach Post-Pandemic Digital Marketing APRIL 13, 2021 • RITA ROBBINS, SUSAN THEDER As vaccination supply begins to outpace demand and much of the country removes restrictions on gatherings and travel, financial advisors may be tempted to toss aside the virtual and digital marketing activities that became their only options during the pandemic. While everyone will welcome a return to normalcy, advisors need to realize that the digital marketing and communications approaches they embraced during the ‘virtual’ days are here to stay—and while some will continue to be ‘go-to’ strategies, others will see their roles adjusted for the post-pandemic world.

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Winning Over COIs

One of the best ways to grow your business is through referrals from other professionals such as attorneys, real estate agents, CPAs, trust professionals and other centers of influence (COI). But how do you identify and nurture COI partnerships to ensure that they are mutually beneficial? Advisor Group’s Executive Vice President of Business Coaching & Consulting Kirk Hulett will share proven strategies to developing prosperous centers of influence and professional partnerships in your community.

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