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?
3 min read
Are You Coachable?
By Daniel C. Finley on 12/7/22 10:00 AM
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.
Topics: Prospecting Grow Your Business Business Performance Center
1 min read
Catch Up on the Latest Business Performance Center Webinars
By NAIFA on 11/2/22 10:36 AM
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.
Topics: Marketing Benefits Webinar Business Performance Center
1 min read
3 Tips for Year-End Client Engagement
By NAIFA on 10/27/22 10:00 AM
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.
Topics: Grow Your Business Protect Your Business Small Business
Learn How to Adopt eCommerce Practices to Grow Your Business
By NAIFA on 10/25/22 10:25 AM
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.
Topics: Marketing Webinar Business Performance Center iLife
3 min read
Leveraging the Power of LinkedIn
By Daniel C. Finley on 10/19/22 3:41 PM
Have you jumped onto the social media bandwagon in recent years when it comes to marketing your business or are you still stuck in the 90s cold calling? I have been in the financial services industry for almost three decades, and I was reluctant to add one more thing to my prospecting plate such as social media. That is until I learned how to leverage the power of LinkedIn!
Topics: Grow Your Business Social Media Business Performance Center LinkedIn
1 min read
Grow Your Business by Maximizing Your Data
By NAIFA on 10/10/22 9:29 AM
New Business Performance Center partner, AccuPoint Solutions, will host a data-driven webinar on Thursday, October 13 at 12 pm eastern. Join Founder & CEO of AccuPoint, Gary Weber, for "Data Diving: Understand and Maximizing Your Most Important Asset." Gary will help you how to best understand the complexity of the data you may have – or may want to purchase – for your sales, marketing, recruiting, and data analytics efforts.