facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

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.

%POST_TITLE% Thumbnail

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

Read More
%POST_TITLE% Thumbnail

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.

Read More
%POST_TITLE% Thumbnail

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.

Read More
%POST_TITLE% Thumbnail

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!

Read More
%POST_TITLE% Thumbnail

Get Ahead of the Next Big Conversation

The big conversations related to the 2020 Pandemic are far from over and we have time to get ahead of the next big one before it happens. Some clients have already reacted to their new realities, others are just waiting it out. Both have big choices and conversations ahead of them.

Read More
Check the background of this firm/advisor on FINRA’s BrokerCheck.