Lead the Way, Get Involved

Roussey, Tracy
February 2002
Advisor Today;Feb2002, Vol. 97 Issue 2, p54
Trade Publication
Presents information on two programs of the National Association of Insurance and Financial Advisors to identify and develop leaders. Member Involvement Process program; Leadership in Life Institute; Benefits of being a leader.


Related Articles

  • The Leadership In Life Institute Makes The Crucial Difference. Currey, Thomas D. // Advisor Today;Mar2001, Vol. 96 Issue 3, p88 

    Examines how the Leadership in Life Institute (LILI), a personal growth and leadership program of the National Association of Insurance and Financial Advisors have helped improve the leadership qualities of its pilot graduates. Benefits of the LILI program to those who attended the training...

  • Focus on the why, how and who, and avoid the can't and won't. NIELSEN, ROB // Employee Benefit Adviser;Dec2009, Vol. 7 Issue 12, p50 

    The author offers suggestions on leadership and sales for principals and advisers. The author discusses leadership, accountability and clarity of vision as necessary for becoming effective leaders. He further advises principals to be clear on where they are and where they want to be. The author...

  • Soft dollars managers pay. Burr, Barry B. // Pensions & Investments;8/10/1998, Vol. 26 Issue 16, p10 

    Editorial. Questions the use of soft-dollars by money managers to pay consultants. Questions asked by the Public School Retirement System of Missouri in its `request-for-proposals' (RFP); Details on issues raised in the RFP; Responses to the RFP.

  • Not so limited or exclusive.  // Pensions & Investments;10/14/2002, Vol. 30 Issue 21, p10 

    Focuses on the importance of investment management consultants in the U.S. Aims to help clients achieve investment goals; Provision of marketing consulting and presentation training to investment managers; Establishment and giving of advice to money managers.

  • Man from the Pru on way back. Stones, John // Money Marketing;8/15/2002, p1 

    Reports that Great Britain-based investment consulting firm Pru plans to launch an online wealth management service. Company director of strategy Nick Smith's review of the distribution channels of the firm; Expected budget for development, marketing and national advertising.

  • Survey shows just 10% of IFAs plan multi-ties. Boles, Corey // Money Marketing;4/17/2003, p7 

    Details the results of a survey of multi-ties in independent financial advisers in Great Britain. 68 percent of firms surveyed saying that they plan no changes after depolarization at the end of 2003; Only 10 percent of independent financial advisers planning to multi-tie.

  • Consultants Tell it Staight. Randall, Danielle // Investment Management Weekly;5/6/2002, Vol. 15 Issue 18, p4 

    Highlights the discussion on how consultants can ensure their firms will be considered for manager preferred lists when bidding for a mandate, during the 2002 Investment Management Sales Conference of the Association of Investment Management Sales Executives.

  • No olive branches likely.  // Pensions & Investments;3/22/2010, Vol. 38 Issue 6, p13 

    An excerpt from a discussion among the panelists of a round table conference on how consultants wrestle with the conflicts of building their businesses and being good fiduciaries is presented.

  • Legg Mason.  // Association Management;Dec2002, Vol. 54 Issue 12, pEG12 

    Features Leg Mason, an investment consulting firm that produces products and services tailored for associations in the U.S. Range of product and service offerings; Growth targets and strategies; Contact information.


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics