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5 min read

8 must-ask questions when shopping for a PEO

By Insperity on 7/9/21 10:30 AM

Are you uncertain about how to find the most suitable professional employer organization (PEO) for your company?

Have you explored all your options? After all, not all PEOs are the same.

Deciding which one offers the best service, the greatest value, and the type of expertise that your organization needs isn’t always so simple.

3 min read

OneAmerica Partners with NAIFA to Support Advocacy and Educational Initiatives

By NAIFA on 6/10/21 5:21 PM

NAIFA and OneAmerica® have completed an agreement on the Educational Partner Program, under which OneAmerica will provide educational content and thought leadership for NAIFA’s Advisor Today platform as well as its Centers for Excellence: The Business Performance Center, Limited and Extended Care Planning Center, and Talent Development Center. OneAmerica sponsored and participated within NAIFA’s 2021 Virtual Congressional Conference held May 25-26th that drew more than 1,350 advisors, and will be a key sponsor for the upcoming Performance+Purpose conference to be held virtually August 17-19, 2021. 

2 min read

NAIFA and ReminderMedia Announce Marketing Partnership

By NAIFA on 6/8/21 2:30 PM

NAIFA and ReminderMedia have completed a marketing partnership agreement to promote professional cooperation between the two organizations. Under the partnership, ReminderMedia is a founding member of the Business Performance Center. NAIFA and ReminderMedia will work together to give broader access for financial professionals and consumers in areas where the organizations’ interests overlap.

4 min read

FinTech: Not All That Glitters Is Gold

By Brian Haney, CLTC, CFS, CIS, CFSB, LACP, CAE on 5/13/21 10:21 AM

I’ve given dozens of talks on the need for financial professionals to navigate the digital landscape effectively, and invariably the conversations veer into the arena of “what’s the newest, best tech to help me grow?” As a self-avowed tech junky, I am always obliged to engage in this conversation, because it’s a lot of fun to talk technology.

4 min read

Not All that Glitters is Gold: Cool Tech Doesn't Make You a Better Professional, the Right Tech Does

By Brian Haney, CLTC, CFS, CIS, CFSB, LACP, CAE on 5/6/21 1:07 PM

I’ve given dozens of talks on the need for financial professionals to navigate the digital landscape effectively, and invariably the conversations veer into the arena of “what’s the newest, best tech to help me grow?” As a self-avowed tech junky, I am always obliged to engage in this conversation, because it’s a lot of fun to talk technology. However, what most people don’t realize is that I do so significant hesitancy because, I am acutely aware of one thing that, as an outside-the-box thinker with ADD, I have to fight my inner tendency to want newer, cooler, better. I admit it - I like blowing the whole thing up and finding a better way of doing it! If you’re at all like me, suppressing that tendency can be challenging, especially since there seem to be new awesome apps, platforms, and digital tools popping up every single day.

7 min read

Don't Be That Person. A Requiem to Bad LinkedIn Solicitations

By Brian Haney, CLTC, CFS, CIS, CFSB, LACP, CAE on 4/19/21 8:45 AM

Practicing good social media etiquette is critical in the digital economy

Raise your hand if you like getting solicited from random strangers. Strange, I don’t see anyone’s hand raised.

3 min read

Step Up Your Game and Get Through the Door:  Selling Qualified Retirement Plans to the Healthcare Industry

By SMA Services, Inc. on 4/15/21 3:06 PM

If you’re looking to expand your presence in the healthcare sector, you’re probably trying to figure out how to sit down with the physicians whose names are on the doors you’re knocking on. But unless you have an existing relationship with one of those physicians — or a personal contact who can help you start one — you may be knocking on the wrong doors.

1 min read

Use Facebook to Add to Your Growing Client Base

By Mark Briscoe on 2/26/21 10:44 AM

Social media offers many ways that you can add to your growing client base, particularly Facebook. The difference between this platform and many others is that the groups feature allows you to find and interact with potential clients on a more personal level. This feature also gives you the opportunity to find prospective clients in special interest groups. Finally, Facebook gives you the added touch of searching for new clients within your geographic location. All of these features give you more leads on a regular basis if you learn how to use them well. 

Start Your Own Facebook Group

If you haven't already, get your own Facebook group up and running. It's as easy as clicking the "create group" button and filling out a few details. Make sure that you're clear about the services you're providing, your location, business hours, and mission statement. Use a clear and professional photo for your profile and a cover photo that makes your business details clear. This way, when you're prospecting for clients elsewhere, people will have a place to connect with you that shows them who you are and what services you offer. 

2 min read

How to Start, Grow and Optimize Your Business Instagram Profile

By Emily Cabbage on 2/26/21 10:37 AM

You may be wondering, "How do I make a strong impression with my business Instagram profile?" Or, 'How can I add branding personality to my Instagram business page?" Well, read on and find out these and much more. Instagram started as a simple picture-sharing app between friends. However, it quickly evolved into the go-to social media platform for eye-catching content. With millions of users and a higher engagement rate when compared to Facebook, your business can't afford to be left out of this marketing phenomenon. 

The Basics of Building a Perfect Business Instagram Profile

Nonetheless, before you start posting photos left and right, you must first learn about the basics of building the perfect business Instagram profile. Whether you've been on Instagram for years or just testing the waters, here are a few tips and tricks that will undoubtedly boost your Instagram presence and boost your brand's awareness a notch higher. How can you make sure that you're using social media for the right reasons and giving your brand and business a leg up in the digital space?

2 min read

How To Prospect Using Instagram

By Emily Cabbage on 2/26/21 10:30 AM

Instagram can be a highly profitable marketing tool for those in the financial services industry. There are many ways that financial advisors and insurance agents can recruit prospective clients through Instagram. The following are some of the most effective ways that those in the financial services industry can prospect using Instagram; 


Create Catchy Content with Beautiful Pictures 


If you are looking to recruit prospective clients through Instagram, you should create well-curated content that aligns with your financial services. Instagram is a platform where people enjoy seeing beautiful images on daily basis. Thus, instead of simply writing a post about your financial services, showcase them through beautiful photos. The shared photos should highlight the unique features of your services and why customers should look forward to them.  

2 min read

Prospecting Using Youtube

By Mark Briscoe on 2/26/21 9:44 AM

YouTube has become an indispensable tool since its introduction in 20005. Many businesses have adopted this tool for both advertising and marketing their products to achieve business objectives. If you are still in doubt whether your financial service company, it is worth noting the following.

3 min read

How Financial Advisors and Institutions Can Recruit Clients Using Snapchat

By Kathryn Blum on 2/26/21 9:34 AM

There are so many platforms that you can venture in to promote your financial institution and grow your client base. However, it isn't easy to know which one of them will yield benefits. 

Most people market through LinkedIn, Twitter, Facebook and Instagram, but very few of them pay attention to Snapchat; even though its projected user base in the U.S. alone has reached 70 million.

2 min read

How Financial Advisors Can Recruit Prospective Clients Via LinkedIn

By NAIFA on 2/22/21 1:00 PM

It has become the new norm nowadays to be directed to an official social media page once you visit most business websites. Why is this so? There are 3.2 billion active internet users worldwide. This figure translates to roughly 45% of the world population. This figure is an honest answer to why businesses are now engaging prospective customers on their social media platforms.

2 min read

NAIFA’s Business Performance Center Impact Week Is Coming March 23-25

By NAIFA on 2/17/21 11:10 AM

NAIFA has announced that its Business Performance Center Impact Week will offer an amazing slate of virtual programing led by industry experts, March 23-25. Presentations will be high-impact and provide valuable takeaways focused on practice management, growing your business, and reaching new markets.

2 min read

Top 5 Tips for Successful Prospecting - LinkedIn

By NAIFA on 1/13/21 1:01 PM

Focusing on the right people and companies will make the difference in prospecting smarter, not harder. LinkedIn is an influential platform with senior-level influencers and top company decision-makers. If you use it well, you can grow your list of prospects.

1 min read

How Can You Optimize Webinars to Convert More Leads?

By NAIFA on 1/13/21 12:57 PM

As we tread into the digital age, it's crucial to make sure that your insurance firm or financial services agency is keeping abreast with the best practices to drive and convert new prospects. Webinars offer a great platform to provide interactive content to prospective customers and get feedback in real-time. You can consider adopting the following strategies to ensure that your webinars covert as many leads as possible into the business:

2 min read

Harnessing the Power of Webinar During Prospecting

By NAIFA on 1/13/21 12:38 PM

The webinar presents an ideal platform for any type of business, including insurance to land leads, nurture them, and consequently convert them into customers. For any successful financial services firm, it offers the perfect avenue to provide thought leadership, present appealing content to attract qualified leads, and land them accordingly. You can harness the power of this platform in the following ways:

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