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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.

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.

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.

At this Business Performance Center webinar, Alison Susko and Mike Hemmert of NAIFA partner Asset-Map will show you how in 15 minutes or less, you can gather and place the most critical information about your clients' financials into one, easy-to-use and easy-to-share picture.

Mark your calendars and register now for "Scaling Advice: How to Make the Financial Planning Process More Efficient," taking place on Thursday, May 18 at 12 pm eastern.

Business wisdom said, “The customer comes first.”

Terrible idea. Unless you’re a solopreneur, your customers are dealing with your employees. If your employees don’t feel valued, customers won’t have a good experience.

So the wisdom evolved: “We put our people first.”

I bought into that idea for a long time. It worked pretty well. But something about the either/or proposition never quite felt complete.

Then it came to me: the mindset necessary to produce satisfied, loyal employees is the same mindset necessary to produce satisfied, loyal customers.

It turns out that employees and customers are people. We’re in the people business.

As the Great Wealth Transfer begins to transform the financial services industry, financial advisors face a new challenge: reaching the next generation of investors. Cerulli Associates estimates $72.6 trillion in assets will be transferred to heirs through 2045, making it critical for financial professionals to adapt their strategies to appeal to this younger demographic.

In this blog post, we’ll explore strategies to effectively reach the next-gen of investors and provide them with the guidance they need to achieve their financial goals. So, let’s dive in!

How often do you hear about the importance of customer satisfaction?

And how hard do you and your team work to deliver it?

And how many customers leave anyway?

Way too many, I’m guessing.

The truth is that customer satisfaction doesn’t translate into growth and profitability the way the gurus say it will. Why? Because the customer sees a better price and assumes that the service will be good enough. And if they’re wrong, by the time they figure it out, it will be too late for you.

In the highly competitive insurance industry, brokers and agencies are constantly seeking new ways to drive growth. Agents must reach sales targets, and agencies must attract and retain high-performing talent. Fortunately, recent innovations in digital sales platforms are making these goals achievable.

John Boothman of NAIFA partner iLife Technologies will give you actionable tips on how to incorporate more digital solutions into your business to drive growth and keep up in today's ever-changing market.

As a financial advisor, generating leads is a crucial aspect of growing your business. However, nurturing those leads and converting them into loyal clients requires time, effort, and personalized attention. This is where artificial intelligence (AI) can be a game-changer for financial advisors. 

Have you ever run into the same business challenge repeatedly and you just couldn’t get past it? If so, you are most likely on a production plateau and in need of a tool or technique to create a transformational moment. In other words, you need a Game Changer! 
 
Mickey Mantle, who had an impressive 536 home runs during his baseball career, said, “It's unbelievable how much you don't know about the game you've been playing all your life."

Let’s take a look at a few Game Changers that can have a lasting impact on your business.