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.
3 min read
OneAmerica Partners with NAIFA to Support Advocacy and Educational Initiatives
By NAIFA on 6/10/21 5:21 PM
Topics: Talent Development Center Business Performance Center Limited & Extended Care Planning Center
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.
Topics: Business Performance Center
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.
Topics: Practice Management FinTech
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.
Topics: Business Performance Center Retirement Plans
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.
Topics: Social Media Marketing Business Performance Center
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.
Topics: Social Media Marketing Business Performance Center
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.
Topics: Social Media Marketing Business Performance Center
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.