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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.

Join NAIFA's Business Performance Center for a webinar on Wednesday, April 26 at 12 pm eastern as partner AccuPoint Solutions will help ensure you maximize your ROI when using data to brand, market, recruit, analyze, or update your CRM.

Gary Weber, Founder and CEO of AccuPoint Solutions, will share his expertise from over 35 years in the industry, where he has been both a user and supplier of data to help you increase productivity, and learn how to leverage data to maximize your results.

It’s no secret that financial education is critical to preparing people to make good choices for their futures. 78% of financial professionals strongly agree that financial literacy is an issue in America, and almost 90% have encountered financial literacy issues among their clients.

April is National Financial Literacy Month, which provides you with a powerful opportunity to share your wealth of knowledge to help people understand what they don’t know. In these uncertain economic times — your insights are more important than ever.

LinkedIn is one of the largest social media platforms, with approximately 875 million users and over 30 million businesses worldwide. It’s a powerful tool for networking, job searching, offering business insights, and building your personal brand. 

However, to truly make the most of the platform, it’s essential to understand how the LinkedIn algorithm works, which can take a lot of time and patience. This blog explains key takeaways from the algorithm and how to maximize your visibility and impact on the platform. 

When something seems too good to be true, chances are it probably is. Financial advisors play a critical role in helping individuals and businesses manage their finances and investments. As a financial advisor, you are continuously looking for new ways to attract clients and grow your business. 

One method that some financial advisors use is purchasing leads. However, we like to say that purchasing leads is essentially like playing the lottery. Purchasing leads can be a risky and ineffective lead-generation strategy. In this blog, we’ll explore why financial advisors should think twice before buying a list of leads. 

As part of February's I Love NAIFA Month, we are highlighting all the aspects of the association we love. We are grateful for our Business Performance Center partners, who help provide agents and advisors with the tools and resources to build your agency or firm. 

Don't miss some of the recent content highlights from our BPC partners to help you take your business to the next level.