Spark...
…ignite your business potential
From underwriting updates, compliance insights, sales skills, building your business and more, we’ve got you covered. Join our regular webinar series to spark innovation and ignite your business potential!
Looking for a little more Spark? Spark…On the go is your companion to our webinar series. Listen in to dig deeper into many of the topics covered in the live webinars, as well as extra conversations we don’t get the chance to get into.
Stay informed in your own time with our podcast Spark…On the go.
Upcoming webinars
We continue to offer you timely and relevant content, so topics are subject to change. Please check back regularly for the most up-to-date topics and dates.
Beyond the Numbers: Real Stories in Financial Planning September 24, 2026 • 3:00 pm EST
Join Michelle Apollinaro for a fireside chat exploring the human side of financial planning through real client stories. From widowhood and retirement to business ownership and caregiving, discover how empathy, clarity, and thoughtful advice help clients navigate life’s biggest financial decisions.
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On demand library
Miss a Spark webinar or want to watch it again? Check out our on-demand library below to get caught up! New sessions are added often, so keep checking back!
A Mid-Year Reset for Targets
Halfway through the year is the perfect time to pause, reflect, and recalibrate. In this session, Matt Caldaroni will guide you through a powerful reset process—reviewing your progress against earlier targets, identifying and releasing the limiting beliefs holding you back, and setting fresh, achievable goals for the months ahead. Walk away with the clarity and confidence to get out of your own way and finish the year strong.
Session date: June 2026Preparing for Audits: What to Expect
Join Adam Kulesza, Compliance and Practice Development Consultant, for a practical overview of audits—what they are, why they happen, and how to prepare. Adam will cover Advisor Practice Reviews (APRs), what documents are requested, how to keep strong client files, and why clear documentation matters for demonstrating fair treatment of customers.
Session date: June 2026Productivity and Time Management Tactics
Join us as Manuela Carlin shares practical, real-world strategies and tactics to streamline your workday. She’ll introduce you to helpful digital tools and simple daily habits that can reduce stress and improve efficiency. Learn practical ways to work smarter, stay organized, and protect your most valuable resource—your time.
Session date: May 2026