Archives

  • Advisor Forum Recap: Quik! Forms

    By westernadmin | Thursday, June 27, 2019

    Today Richard Walker and Austin Logie from Quik! Forms gave a presentation on their software to several of our advisors and team members at our WIS home office. (more…)

  • WIS Welcomes Timothy Podell, Financial Advisor

    By westernadmin | Thursday, June 27, 2019

    Timothy Podell is a third-generation Financial Advisor with 25 years of personal money management experience. Both his father and grandfather were in the securities industry, and today he still manages five accounts from 80 years ago. (more…)

  • Quik! Forms Advisor Forum – Thu, 6/27

    By westernadmin | Wednesday, June 26, 2019

    You are invited to join an Advisor Forum hosted by Time Equities Inc. on Thursday, 6/27 at 11:30am at the Pasadena Headquarters (70 S. Lake Ave. Seventh Floor, Pasadena CA 91101). (more…)

  • National Take Your Dog To Work Day

    By westernadmin | Wednesday, June 26, 2019

    If there’s one time during the year that you may look forward to Friday more than Saturday, it’s probably during National Take Your Dog to Work Day, which occurs on the Friday after Father’s Day each year. (more…)

  • Microsoft OneDrive Gets a New Encrypted ‘Personal Vault’

    By westernadmin | Wednesday, June 26, 2019

    Due to the ever increasing growth of online threats that target your sensitive data, Microsoft has created a new OneDrive feature called 'Personal Vault' that will allow you encrypt and store your files in a secured container. (more…)

  • Congratulations to Jesus Lopez-Castaneda!

    By westernadmin | Friday, June 21, 2019

    We are so excited for Jesus Lopez-Castaneda who returned from his mini-birthday celebration in Mazatlán as a newly engaged person! (more…)

  • WIS Supports the Glendora Lassie League!

    By westernadmin | Friday, June 21, 2019

    Ooohh… will she be famous? Natalia, the daughter of our own Isela Ortega-Wu, AML Compliance Officer, and her softball team, the Glendora Lassie League, is representing California in State Finals. (more…)

  • How Vitality is Changing the Lives of People with Diabetes

    By westernadmin | Wednesday, June 19, 2019

    At CPS, we have a passion for sound long-term financial planning and offering clients options that suit their needs. Therefore, we continuously research and evaluate the best industry options that will complete our reputable Life Insurance portfolio. CPS INSURANCE SERVICES ...

  • Annuities are Smart, Secure and Predictable

    By westernadmin | Wednesday, June 19, 2019

    When a client is in the market to protect their assets or looking for income, PCN provides you with viable annuity options to help support their plan. PRODUCERS CHOICE  LEARN MORE

  • 529 plans to be offered on the NFS Platform this summer!

    By westernadmin | Tuesday, June 18, 2019

    We are excited about offering 529 Plans on the NFS platform later this summer! We’re starting with 2 plans, initially, and will look to add additional plans later this year and in 2020. (more…)

  • Live eMoney Training Event in La Jolla (BLOG)

    By westernadmin | Tuesday, June 18, 2019

    REGISTER NOW! eMoney will be hosting a live training in La Jolla next month. Join eMoney from July 29 to 31, for in-person eMoney training events for new and experienced users. (more…)

  • Join us for Happy Hour, hosted by CPS Insurance

    By westernadmin | Monday, June 17, 2019

    Who: WIS Reps Only   Where: Figueroa Mountain Brewing Company | 30770 Russell Ranch Rd, Westlake Village CA 91362   When: Thursday, June 27th, from 5.00 PM to 7.00 PM   Why: (more…)

  • Time Equities Advisor Forum – Thu, 6/20

    By westernadmin | Monday, June 17, 2019

    You’re invited to join an Advisor Forum hosted by Time Equities Inc. on Thursday, 6/20 at 11:30 am at the Pasadena Headquarters (70 S. Lake Ave. Seventh Floor, Pasadena CA 91101). This Advisor Forum topic will be discussing Diversified Income...

  • Advisor Forum Recap: Highland Capital Brokerage

    By westernadmin | Monday, June 17, 2019

    Last week, Kristen Shea from Highland Capital Brokerage, gave a presentation entitled Marketing in the Perfect Storm to our advisors working out of WIS headquarters. The presentation covered seven major patterns to consider in your advisory practice including: Baby Boomers The...

  • Get your antivirus software today!

    By westernadmin | Friday, June 14, 2019

    Do you know that antivirus software is included with your email subscriptions? Watch this video and get it today!

  • WIS Welcomes Kerry Moy, Registered Representative

    By westernadmin | Friday, June 14, 2019

    Kerry Moy is the founder of Moy Wealth Advisors and is a portfolio manager/wealth advisor. Kerry has over thirty years of experience in the securities industry. (more…)

  • Don’t forget – The Annuity Study Group is tomorrow!

    By westernadmin | Monday, June 10, 2019

    Join Scott Heinila of Producers Choice Network and Craig Geiger & Bob Vashko of Lincoln Financial Distributors Tuesday June, 11 at Del Friscos in Pasadena. They will be highlighting (more…)

  • eMoney and Black Diamond Symposium Recap

    By westernadmin | Friday, June 7, 2019

    Thank you to everyone who attended the first eMoney and Black Diamond Symposium event yesterday.  We had a fantastic turnout! (more…)

  • Highland Capital Brokerage Advisor Forum – Thu, 6/13

    By westernadmin | Thursday, June 6, 2019

    You’re invited to join an Advisor Forum hosted by Highland Capital Brokerage on Thursday, 6/13 at 11:30 am at the Pasadena Headquarters (70 S. Lake Ave. 7th Floor, Pasadena CA 91101). Kristen Shea will be discussing Marketing in the Perfect...

  • Be The Hero Your Clients Deserve!

    By westernadmin | Tuesday, June 4, 2019

    Join Producers Choice Network for an educational experience and be the hero your clients deserve! Lunch at Del Frisco’s will be provided. (more…)

  • Wealthscape Enhances Corporate Actions

    By westernadmin | Tuesday, June 4, 2019

    On Friday, June 14, 2019, Fidelity Investments will introduce new enhancements to the Corporate Action in Wealthscape.    (more…)

  • WIS Advisors host open house at home office

    By westernadmin | Monday, June 3, 2019

    WIS advisor groups, Arrowhead Wealth Advisors and Carnegie Wealth Management, held an open house for their clients in our newly remodeled home office. (more…)

  • Annual WIS Satisfaction Survey!

    By westernadmin | Monday, June 3, 2019

    Reminder!! It’s that time of year again.  Last Friday, everyone should have received the annual customer satisfaction survey via email!  (more…)