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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 Reading
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 Products Grow Your Business Business Performance Center Insurance Webinar
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

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
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.

Topics: Grow Your Business Business Performance Center Insurance Webinar
2 min read

5 Tips to Help You Recruit the Best Talent For Your Business

By NAIFA on 9/26/22 10:00 AM

To grow a successful business, you need a team of talented, dedicated individuals working together towards a common goal. As the insurance and financial services industry continues to grow, recruiting top talent is more important than ever.

But how can you find and recruit the best talent for your business? There are a few key things to keep in mind. Read on for tips to help you build a cohesive, diverse, and dynamic team.

Topics: Grow Your Business Diversity, Equity & Inclusion Protect Your Business Small Business

4 Tips to Gain Followers Without Spending a Dime

By NAIFA on 9/20/22 10:00 AM

Social media is an integral part of marketing your business. While spending money on targeted ads may seem like an easy and effective way to build your followers, building your brand organically can benefit you in the long term—and save you money on advertising.

Topics: Marketing Social Media Marketing Grow Your Business
1 min read

Join NAIFA Partner Chalice Connect for a Benefits-Driven Webinar

By NAIFA on 9/14/22 9:53 AM

Join Chief Marketing Officer and Partner at Chalice Connect, Whitney Kendrick, along with Senior PEO Sales Consultant at Paychex/Oasis, Maria Petroni, for a Business Performance Center webinar on Thursday, September 22 at 12 pm eastern.

In this webinar, Whitney and Maria will give you an overview of the Chalice Connect Marketplace, and how it can help your business navigate and save on new benefits such as health insurance, travel options, and succession planning - especially timely with open enrollment periods opening up soon!

Chalice Connect is one of the Business Performance Center's newest partners, and also an affinity discount partner for our NAIFA Members. This webinar is free to attend and will teach you how to access their marketplace, which can save your firm, agency, or practice time and money.

Learn More & Register

Topics: Benefits Group & Employee Benefits Grow Your Business Business Performance Center

13 Social Media Calendars, Tools, & Templates to Plan Your Content

By NAIFA on 9/13/22 10:00 AM

Social media plays an essential role in your business marketing strategy. With so many social networks available, it’s important to keep track of what you're posting and when.

Topics: Marketing Social Media Marketing Prospecting Grow Your Business Business Performance Center

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