The latest podcast from Advisor Solutions Founder and President Dan Finley explores ways financial advisors, insurance agents, wholesalers, branch managers, and agency manager can boost their performance to get to the next level of success.
Recent posts by NAIFA
1 min read
The Advisor Solutions Podcast: The Excellent Advisor
Topics: Grow Your Business Business Performance Center
2 min read
Preparing Now for the Challenges Ahead: Guiding Clients Through Tax & Estate Planning in 2023 & 2024
This Webinar is brought to you exclusively by NAIFA and the Society of FSP.
Overview:
The Tax Cuts and Jobs Act (TCJA) of 2017 has provisions set to expire by 2025. Equip yourself with knowledge, leverage evolving planning opportunities, and guide your clients confidently through impending shifts in the tax landscape.
Topics: Retirement Planning Financial Planning Legacy Planning Tools Taxes
2 min read
Don't Miss The State of NAIFA Q3 2023 Webinar on July 11th
NAIFA members, mark your calendars! The Q3 State of NAIFA webinar is scheduled for July 11th at 12 pm eastern. This third update of the year is an integral part of our commitment to keep you informed about our progress and the direction we're heading.
2 min read
How to Increase Your Annuity Sales During Annuity Awareness Month and Beyond
In the pursuit of peak business performance, mastering the annuity market is a powerful catalyst for propelling your financial advisory practice to unprecedented levels. Staying well-informed about the latest trends and harnessing potent sales strategies is integral to triumphing in the market. With this in mind, we are delighted to announce a crucial opportunity that you simply cannot miss!
1 min read
Crack the Code of Booking Meetings with Ideal Clients on LinkedIn
LinkedIn can be a powerful platform to help grow and establish your business, as well as get your foot in the door for booking meetings with prospects. However, coming up with an effective and efficient strategy can be hard to establish to make the jump from social media to booking a call.
Discover the secrets to LinkedIn prospecting success in the next Business Performance Center webinar on Wednesday, June 14 at 12 pm eastern. Join the Founder and CEO of NAIFA partner Hummingbird Growth & Automation, Bruno Nicoletti, as he helps you crack the code by unveiling his step-by-step process for booking 15 meetings a month on LinkedIn.
Topics: Prospecting Grow Your Business Social Media Business Performance Center LinkedIn NAIFA Partner
1 min read
NAIFA Partner White Glove Presents Their 2023 Virtual Summit
Join NAIFA’s partner White Glove at their 2023 Virtual Summit, an exciting event that sets the stage for financial professionals eager to expand their businesses. The summit will take place on Wednesday, June 7th, 2023, from 1 pm - 6 pm eastern, offering a range of insightful discussions and learning opportunities.
Topics: Prospecting Grow Your Business
1 min read
Are You Doing Enough to Protect Your Business?
Errors & Omissions (E&O) insurance can be an essential part of every business' risk management plan. On Thursday, June 1 at 2 pm eastern, Ross Jordan, CPCU, of NAIFA partner CalSurance Associates will outline the current E&O landscape for financial professionals and give you loss prevention tips to help you protect your practice.
In this Business Performance Center webinar, explore recent E&O claim trends, learn what other agents are doing to protect their businesses, and what kind of coverages you should be reviewing for your practice's E&O insurance.
Topics: Financial Planning Grow Your Business Protect Your Business Business Performance Center Insurance NAIFA Partner
1 min read
Improve Your Clients' Financial Health in 15 Minutes or Less
At this Business Performance Center webinar, Alison Susko and Mike Hemmert of NAIFA partner Asset-Map will show you how in 15 minutes or less, you can gather and place the most critical information about your clients' financials into one, easy-to-use and easy-to-share picture.
Mark your calendars and register now for "Scaling Advice: How to Make the Financial Planning Process More Efficient," taking place on Thursday, May 18 at 12 pm eastern.
Topics: Financial Planning Grow Your Business Business Performance Center Insurance NAIFA Partner
1 min read
Is Your Business Equipped for Today's Digital Market?
In the highly competitive insurance industry, brokers and agencies are constantly seeking new ways to drive growth. Agents must reach sales targets, and agencies must attract and retain high-performing talent. Fortunately, recent innovations in digital sales platforms are making these goals achievable.
John Boothman of NAIFA partner iLife Technologies will give you actionable tips on how to incorporate more digital solutions into your business to drive growth and keep up in today's ever-changing market.
Topics: Sales Technology Tools Sales & Marketing Technology Grow Your Business Business Performance Center Insurance NAIFA Partner
1 min read
Are You Getting the Most Out of Your Data?
Join NAIFA's Business Performance Center for a webinar on Wednesday, April 26 at 12 pm eastern as partner AccuPoint Solutions will help ensure you maximize your ROI when using data to brand, market, recruit, analyze, or update your CRM.
Gary Weber, Founder and CEO of AccuPoint Solutions, will share his expertise from over 35 years in the industry, where he has been both a user and supplier of data to help you increase productivity, and learn how to leverage data to maximize your results.
