News & Events

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

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Don't Take Our Word for It - Hear It From Trisha

March 18, 2022 Insights Video

Listen to Trisha Qualy explain how the community she’s discovered through the Women Forward initiative has made a lasting impact on her business.

Season's Greetings and Happy New Year!

December 24, 2021 Insights Video

From the entire Affiliated Advisors team, Season's Greetings and Happy New Year!

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

June 18, 2021 News Insights Video

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.

THREE TIPS To Elevate Your Virtual Presence

May 9, 2021 Insights Video

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.

Winning Over COIs

April 14, 2021 Video Webinar

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.

Mistakes to AVOID when marketing to women

April 5, 2021 Insights Video

You already know....women will need financial products and services over their lifetime. What are you doing to make sure you are not missing out on this important market? Trisha Qualy, Managing Partner at Affiliated Advisors, shares three mistakes to AVOID when marketing to women.

Answer these questions BEFORE you start digitally marketing!

March 5, 2021 Insights Video

Marketing online is more important than ever...but how do you know where to start? Trisha Qualy, Managing Partner at Affiliated Advisors, breaks down four questions you should ask yourself before you invest in a digital marketing strategy!

Life Settlements: Market Overview

March 2, 2021 Video Webinar

Please join Lori Skibo, Director of National Sales along with Jamie L. Mendelsohn, Executive Vice President of Ashar Group to discuss Life Settlements. Life settlements represent an important option for a growing number of people who have either outlived their need for life insurance or the life insurance they own no longer serves its original purpose.

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