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5 min read

Using Personality Tests in the Workplace

By Insperity on 10/25/21 4:54 PM

In a tight recruiting economy, the pressure is on employers and their HR teams to hire the right people and engage them in their organizational culture.

Using personality tests in the workplace can often address both of these needs.

Topics: Running Your Practice Potential Partners for Advisors
1 min read

NAIFA and Carefull Announce Educational Partnership

By NAIFA on 10/7/21 5:15 PM

The National Association of Insurance and Financial Advisors (NAIFA) and Carefull have completed an educational partnership agreement to advance thought leadership and consumer education and promote professional cooperation between the two organizations. Under the partnership, Carefull will provide preferred access to the Carefull monitoring technology for NAIFA members, content for NAIFA blog posts and social media platforms, as well as articles around protecting and managing older adult's finances for NAIFA’s Advisor Today

Topics: Long-Term Care Financial Wellness Press Release Potential Partners for Advisors
2 min read

Adaptability and Agility

By Customers Bank on 10/1/21 4:26 PM

The last year and the global pandemic have taught us that businesses and employees alike need to be able to accept and manage change. Heraclitus, an Ancient Greek philosopher, said it best when he stated, “The only constant in life is change.”

Topics: Practice Management Leaders Potential Partners for Advisors
3 min read

NAIFA has Partnered with White Glove to Provide Marketing Solutions for Members

By NAIFA on 9/29/21 2:00 PM

NAIFA and White Glove have completed a marketing partnership agreement. The two organizations will work together to bring modern marketing practices to financial services professionals while raising awareness of the critical advocacy work that NAIFA undertakes at the state, interstate, and federal levels.  White Glove is a founding partner of NAIFA’s Business Performance Center that provides thought leadership to agents and advisors on practice management.

Topics: Marketing Press Release Potential Partners for Advisors
4 min read

$9.2 Trillion in Senior Home Equity is the Largest Asset Pool You’ve Never Heard Of

By Fairway Independent Mortgage Corp. on 9/28/21 4:53 PM

American seniors are sitting on a massive mountain of cash.

Low-interest rates, rising home prices, and vanishing inventory have contributed to all-time-high home equity, yet most of it sits untouched and forgotten.

Topics: Extended Care Business Performance Center Potential Partners for Advisors
1 min read

Webinar Series: Caffeinate Your Revenue with the Insperity Broker Program

By Beth Helberg on 9/10/21 2:04 PM

Unlock the income potential of being an insurance broker partner with Insperity. 

Topics: Grow Your Business Webinar Business Performance Center Potential Partners for Advisors
1 min read

Special Webinar Series: Hyper-Growth in a Hybrid Environment

By Beth Helberg on 9/8/21 3:15 PM

NAIFA has teamed up with White Glove, to present the webinar series: Hyper-Growth in a Hybrid Environment, September 13- 17th.  Each day will focus on a strategy to support advisors in prospecting and marketing. 

Topics: Sales & Marketing Webinar Business Performance Center Potential Partners for Advisors
5 min read

9 Tips for Communicating Decisions You Don’t Agree With

By Insperity on 8/26/21 12:00 PM

A change in business hours, layoffs, a reduction in benefits, a department reorganization, an elimination of bonuses, elimination of casual Fridays: Change in business is as relentless as it is inevitable.

Topics: Leaders Potential Partners for Advisors
1 min read

Webinar: If a DOL Wage & Hour Investigator Came Calling, Would You Be Prepared?

By Beth Helberg on 8/19/21 8:00 AM

How confident are you in your employee classifications and the process you use to categorize them? Do you really understand the differences between exempt vs. non-exempt classifications when it comes to your white-collar employees?

Topics: Compliance Small Business Webinar Potential Partners for Advisors
1 min read

Webinar On Demand: How To Advise Your Clients to the Zero Tax Bracket

By Beth Helberg on 8/12/21 5:04 PM

This month, Fairway Mortgage and the Business Performance Center presented the webinar “How to Advise Your Clients to Get to the Zero Tax Bracket.” 

Topics: Tax Savings Webinar Potential Partners for Advisors

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