Sharfman explains how to leverage AI and social media, craft effective succession plans, recruit the next generation of advisors, drive consistent referrals and host impactful events. Your takeaway: a step-by-step action plan for predictable growth, stronger relationships and a lasting legacy.
Howard E. Sharfman currently serves as senior managing director at NFP Insurance Solutions, where he specializes in complex wealth transfer and insurance planning for affluent families, entrepreneurs and executives. As the founder and CEO of FinFit Life, Sharfman leads a national movement dedicated to promoting both financial and physical wellness, with a vision of empowering thousands of advisors and insuring hundreds of thousands of clients worldwide. Ranked by Forbes as the No. 1 financial security professional in Illinois and No. 7 in the U.S., Sharfman has dedicated more than three decades to advising ultra-high-net-worth families, mentoring elite advisors and leading innovative firms.
