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.
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.
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?
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.
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.
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.
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.
NAIFA's Business Performance Center has been busy this past month with webinars on topics ranging from understanding and maximizing data, adopting digital marketing and e-commerce practices, and showcasing a benefits marketplace. If you missed one of those webinars, you can always watch them on-demand in the BPC archives.
As 2022 draws to a close, now is a great time to reassess your client engagement strategy. Show your clients you care about them and their business with these tips.
New Business Performance Center partner, iLife Technologies, will host a webinar on Wednesday, October 26 at 12 pm eastern. Join John Boothman, Strategic Distribution and Partnerships at iLife, to learn how to adopt eCommerce best practices to help grow your life insurance business.
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