Back in January, deep into the throws of winter, I wrote about the duality of marketing and prospecting, emphasizing the benefits to advisors who embrace both activities in their pursuit of client ...

HOUSTON, April 9, 2026 /PRNewswire/ -- Financial Seminar Services, a leading full-service seminar marketing company for financial and insurance professionals, today announced a strategic partnership ...

Financial planning seminars can help your clients make good financial decisions, in addition to providing a strong marketing opportunity for you. Satisfied attendees will tell their friends about ...

TROY, Mich. & TAMPA, Fla., March 31, 2026--(BUSINESS WIRE)--AcquireUp, a technology-first seminar marketing company for financial professionals, today released its 2026 Industry Index, drawing ...

“There is no free lunch,” according to Ira Fateman, a San Francisco certified financial planner. “It’s one of the few things that are true in life.” And it’s almost as certain you will get a similar ...

BYU student alumni office organized a financial seminar to help students navigate the financial world and learn how to make the most out of their money. The event was held Feb. 25 at the Hinckley ...

The seminar will examine the important role that the law plays in contributing to financial stability at the national and international levels. We at the IMF believe that a sound legal framework – ...