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News & Events

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

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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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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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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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Mistakes to AVOID when marketing to women

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.

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Life Settlements: Market Overview

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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OUTCOMES Podcast - Episode 28 - Interview with Rita Robbins

Join Ross as he chats with Rita about how the purpose of her lavender farm directly relates to how and why she became the first woman to create a super OSJ in 1994. Hear Rita’s perspective on what the biggest differences are in the industry today, but also what aspects are the same. What is Rita wrestling with right now about her firm’s future, and what changes has she made recently that have been very successful?

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The Power Of The Female Market - with Dr. Barbara J. Provost, EdD

When financial professionals learn how to serve the female market, they become the go-to referral. Gain and retain clients? Dr. Provost created the solution for financial professionals. More than you realize, it depends on how you relate to women. Not only are they half the market, they are loyal--and provide more referrals than any other client!

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