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!
4 min read
Creating Urgency and Maintaining the Momentum
Do you ever feel like your pipeline is stuck? You know why prospects need to take the next step, but for some reason, they don’t seem to have any urgency to want to meet, send you their statements, or even make a decision on the recommendations that you’ve worked so hard on to help them reach their financial goals.
Kevin Brady, a former U.S. Representative said, “Urgency creates action.”
Therein lies the problem; most advisors/agents don’t have a well-thought-out process for creating urgency in their sales pipelines and for maintaining the momentum!
Let’s take a look at just a few examples of creating urgency, in each stage of the pipeline and how one advisor did just that.
Topics: Sales Prospecting Grow Your Business Small Business Business Performance Center NAIFA Partner
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
6 min read
The Influence of Life Insurance Software on Agency Growth
In today's fast-paced and competitive marketplace, life insurance agencies need to stay ahead of the game. Embracing technology, such as insurance CRM software, is a powerful way to achieve this. By adopting the right tools and platforms, agencies can streamline operations, increase productivity, and enhance customer satisfaction.
This guide will explore how life insurance software can empower agencies to achieve their goals, whether they are startups or well-established.
Topics: Life Insurance & Annuities Technology Tools Sales & Marketing Technology Business Performance Center CRM NAIFA Partner
2 min read
How Advisors Can Get Ahead During the Slow Season
Like most businesses, your workload will ebb and flow depending on the season. With summer approaching, many clients and prospects take a step back from their financial focus to take advantage of the warm weather. Between kids having the summer off and vacations to the beach being at the forefront, advisors tend to be a little slower between June and August. Here are a few suggestions to keep your business moving forward during this quieter season.
Topics: Continuing Education Sales & Marketing Small Business Business Performance Center 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
3 min read
Creating an Effective Email System
Have you noticed that you get more emails now than you ever did before? After constantly being interrupted by emails you most likely have become conditioned to feeling obligated to view each email the minute it arrives.
David Allen, the author of the book Getting Things Done writes, “There are no interruptions, only mismanaged inputs.”
In many respects, this is very true, in that the emails that you receive all day are merely as important as you perceive them to be and the way that you react to them can either be a positive or a negative depending on what type of time management boundaries you establish.
Topics: Marketing Technology Grow Your Business Small Business Business Performance Center
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
3 min read
Turning Testimonials Into an Endless Source of Digital Referrals
When shopping online or making a large purchase, think about how you go about deciding which product to choose. Sure — price, brand, and product features all play into it, but when choosing between two similar products, it likely comes down to the reviews.
When searching for professional services, the process isn’t all that different, and with the new SEC Marketing Rule in effect, online reviews will now play an influential role in the decision-making process among consumers preparing to hire a financial advisor.
