Join NAIFA's Business Performance Center for a webinar on Tuesday, January 24 at 1 pm eastern. Hear from NAIFA Coaches Circle leader Joe Templin to learn how you can reliably get your foot in the door and get your name out there.
1 min read
Upcoming Webinar: Becoming an Introduction Machine
By NAIFA on 1/17/23 11:36 AM
Topics: Marketing Prospecting Grow Your Business Business Performance Center Insurance
4 min read
Social Media Mistakes to Avoid for Your Business
By NAIFA on 1/9/23 3:16 PM
Social media marketing can be a huge boost to your business, and you often hear about the best strategies and practices to implement. However, when crafting the perfect social media plan, you also need to think about mistakes to steer clear of to ensure your campaign is a success.
In this article, we will cover some of the top errors businesses by social media platforms and how to avoid them!
Topics: Marketing Social Media Marketing Grow Your Business Business Performance Center
2 min read
Digital Marketing & AI Technology to Drive Life Insurance & Annuity Sales in 2023
By Ken Leibow on 1/5/23 12:10 PM
Digital Marketing had the biggest growth for generating insurance sales since 2021. In a recent global study conducted by Accenture, most insurance buyers now search for information on digital channels. 48% of insurance customers who responded to an Accenture survey stated that social media would factor into their insurance-buying decision. Introducing agents and training to effectively utilize email, social media, web-based advertising, text messages, and personalized videos which helps maximize their value delivery.
Data Analytics and Artificial Intelligence (AI) is the technology driving the industry to new insurance sales as it does with other industries in e-commerce. Winning agencies will become more data-driven and introduce agents to tools that utilize data analytics and AI to grow their businesses. Whether finding patterns based on past data to predict future events or leveraging AI to make assumptions and predictions beyond human capabilities, successful agents and agencies will take advantage of these new technology tools.
Topics: Life Insurance & Annuities Marketing Sales & Marketing Social Media Marketing Advisor Today FinTech Insurance
1 min read
Q1 State of NAIFA Introduces 2023 NAIFA President Bryon Holz
By NAIFA on 1/3/23 3:48 PM
On Thursday, January 10, join 2023 NAIFA-National President Bryon Holz, NAIFA CEO Kevin Mayeux, and NAIFA SVP of Government Relations Diane Boyle for the first State of NAIFA webinar of the new year.
Holz, Mayeux, and Boyle will share an update on where NAIFA is as an organization, preview NAIFA's advocacy goals for the new year, and highlight the benefits available exclusively to NAIFA members.
Topics: Grow Your Business Webinar
4 min read
Building Your Business in a Bear Market
By Daniel C. Finley on 12/15/22 10:00 AM
If you are in the financial services industry your business is tethered to the market. When the market is up so is your business but when the market is down, so is your business. It’s inevitable especially if you have a fee-based business. When the market and your assets under management drop it also means your gross commissions drop.
When this happens, do your business-building activities necessarily need to follow suit? The answer is “no”. However, many advisors stop prospecting because they don’t have a good strategy for continuing to do that task during a Bear Market.
If you are viewing a Bear Market as an obstacle rather than an opportunity you certainly won’t reach the next level.
Topics: Prospecting Grow Your Business Business Performance Center Insurance
3 min read
Are You Coachable?
By Daniel C. Finley on 12/7/22 10:00 AM
Are you on a production plateau? Many advisors and agents are. In fact, at some point, every financial advisor, insurance agent, wholesaler, branch manager, and even agency manager hits a production plateau. I know because I’ve coached them all through one.
So, what do you do? The real question is if you had all the tips, tools, techniques, strategies, and solutions…would you apply them? In other words, are you coachable?
Topics: Grow Your Business Business Performance Center Insurance
2 min read
Perfecting Your Public Speaking Prowess
By NAIFA on 12/6/22 10:00 AM
Public speaking is one of the most important skills a business professional can possess, but it's also a skill that can be difficult to master. There are many things to consider when preparing for and delivering a speech. That's why it's important to perfect your public speaking prowess.
Topics: Professional Development Grow Your Business
3 min read
7 Books Top Business Leaders Are Reading Right Now
By NAIFA on 11/29/22 10:00 AM
There's no question that reading is essential for success. But what books are top leaders reading right now? We've gathered some of the most popular titles in insurance and financial services, leadership, and entrepreneurship. Whether you're looking to gain new insights or stay up-to-date on the latest trends, these books are sure to provide value.
Topics: Grow Your Business Books
1 min read
The Top 3 Financial Products to Weather This Financial Storm
By NAIFA on 11/16/22 1:30 PM
Join NAIFA's Business Performance Center for a webinar on Tuesday, November 29 at 1 pm eastern. Sit down for a discussion with Harlan Accola of Fairway Independent Mortgage Corporation, and Caleb Guilliams, Founder of BetterWealth, to learn about the three products your clients must have to survive this intense financial storm.
Topics: Financial Planning Grow Your Business Business Performance Center Insurance
3 min read
The Top 5 Myths of Prospecting Procrastination
By Daniel C. Finley on 11/16/22 12:28 PM
Let’s face it, it’s easy to procrastinate from time to time. The problem is when procrastination goes from an occasional occurrence to a daily avoidance that the real challenges set in. With a task such as prospecting for example, if your business is on a production plateau chances are you bought into a narrative that you will come off of the plateau without intervention, and that your pipeline will trend upwards again soon.
Does this sound familiar? Let’s look at this subject from a different perspective. Everything that you may have been telling yourself about procrastination may simply be a myth.