www.naifa.org
National Association of Personal Financial Advisors (NAPFA)
www.napfa.org
National Association of Variable Annuities (NAVA)
www.navanet.org
North American Field Development Association
www.nafda.net
Securities Industry Association
(SIA)
www.SIA.com
Society of Certified Senior
Advisors
www.society-csa.com
Client
Cards, Gifts and Promotionals
The Elite Advisor is unique because their focus is not on how many advisors they work with, but instead, the quality of advisors they service. Their main goal is to help you maximize your sales and profitablity at the least possible cost and for the highest ROI. The Elite Advisor can help you reach the RIGHT audience with the RIGHT message.
Financial Forum Speakers Bureau represents more than 250 professional speakers and trainers. Our staff of professionals helps corporations, companies and associations identify and secure the services of a professional speaker who will ensure the success of their events.
Financial Forum Publishing & Communications provides book writing services for financial professionals. Whether you are writing your own book, or want to be featured in a book, we can help you. Our list of services includes: ghostwriting, editing, proofreading, design, layout, etc.
GivingAdvice is a consulting firm dedicated to helping companies, foundations, and individuals maximize the impact of their giving. Their goal is to design giving programs that can make a difference for their clients, communities and the causes they support. We make your giving more than just a "good thing to do." Check out their powerful "giving" programs that get results.
Personalized holiday and birthday cards
for clients! Long
Term Clients personalizes each card's note to each of your
client, and deliver them to your office in 10 days. All you have
to do is sign and mail! No more thoughtless 'signature only' greeting
cards! Let your clients know you really care.
The perfect gifts for retirees or soon
to be retirees, includes hats, jackets, bags and much
more. All are adorned with the Retire Smiling logo. To view,
go to Retire
Smiling.
Gift Certificates for the Financial Forum
BOOKstore. The perfect gift for business associates,
colleagues and clients. Check out our books at FF
BOOKstore. Gift certificates are available.
Industry
Publications
Advisor Today
-- Official publication of the National Association of Insurance
and Financial Advisors (NAIFA), articles address issues faced by
all small-business owners including managing personnel, choosing
and maintaining appropriate technology, addressing back-office issues
and growing a practice.
American Agent & Broker
-- Designed to help independent property-casualty insurance
agents and brokers (retail and wholesale) improve the operations
of their businesses
American Banker
-- Provides news, information, and research on all aspects of
the financial services industry throughout the country and around
the world.
Bank Director --
The only magazine written specifically for directors of financial
companies.
Bank Insurance & Securities
Marketing -- Official publication of the Bank Insurance
& Securities Association (BISA). Since 1992 (BISM was formerly published
as Bank Insurance Marketing from 1992 to 2002), this quality publication
has set the standard for in-depth industry reporting.
Financial
Advisor -- A "pure play" on the independent financial advisor
market, the magazine targets independent broker/dealer affiliated
financial planners, registered investment advisers (RIAs) and investment
adviser representatives (IARs).
Financial Planning
-- Each issue delivers in-depth features and articles that help
advisers build their practices and enhance planning and investment
strategies for their clients. As the financial services industry
grows more complex and competitive, Financial Planning cuts through
the clutter with timely, focused coverage of the most important
trends and developments.
Journal
of Financial Planning -- Official publication of the Financial
Planning Association. Its goal is to foster intelligent and informed
dialogue, and enhance the knowledge and understanding of the ever
changing technical and practice management aspects facing the growing
community of financial planning practitioners. From asset management
to the needs of the elderly, all of the complex and diverse aspects
of the financial planning process are explored
On Wall Street --
Provides brokers, advisors, consultants and other financial professionals
with the trusted information they need to stay successful in this
competitive, fast-changing market, which is why you should subscribe
today.
Registered Rep --
Brings you insightful and award-winning coverage of industry trends,
of news about the firms, and the latest products and innovations
of interest to brokers and advisors.
Research -- Highlights
practical advice on how to build a client-centric business, as well
as business-building topics like personal branding and partnering
in teams.
Risk & Insurance
-- Aimed at key decision-makers in the fields of risk management
and insurance. We offer in-depth articles designed to supply our
readers with the inside track on trends and events in risk management,
insurance, reinsurance, alternative risk transfer, self-insurance,
and benefits.
Ticker -- Specifically
designed for financial planners, advisors, RIAs, brokers, and other
investment professionals seeking to reach the next level, each issue
is devoted to a specific product area such as mutual funds, annuities,
retirement planing, or wealth management.
Newsletters(coming
soon)