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1 min read

NAIFA Partner White Glove Presents Their 2023 Virtual Summit

By NAIFA on 5/26/23 10:00 AM

Join NAIFA’s partner White Glove at their 2023 Virtual Summit, an exciting event that sets the stage for financial professionals eager to expand their businesses. The summit will take place on Wednesday, June 7th, 2023, from 1 pm - 6 pm eastern, offering a range of insightful discussions and learning opportunities. 

Topics: Prospecting Grow Your Business
1 min read

Are You Getting the Most Out of Your Data?

By NAIFA on 4/13/23 11:48 AM

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.

Topics: Prospecting Grow Your Business Business Performance Center CRM Insurance NAIFA Partner
1 min read

Upcoming Webinar: Becoming an Introduction Machine

By NAIFA on 1/17/23 11:36 AM

Join NAIFA's Business Performance Center for a webinar on Tuesday, January 24 at 1 pm eastern. Hear from NAIFA Coaches Circle leader Joe Templin to learn how you can reliably get your foot in the door and get your name out there.

Topics: Marketing Prospecting Grow Your Business Business Performance Center Insurance
4 min read

Building Your Business in a Bear Market

By Daniel C. Finley on 12/15/22 10:00 AM

If you are in the financial services industry your business is tethered to the market. When the market is up so is your business but when the market is down, so is your business. It’s inevitable especially if you have a fee-based business. When the market and your assets under management drop it also means your gross commissions drop.

When this happens, do your business-building activities necessarily need to follow suit? The answer is “no”. However, many advisors stop prospecting because they don’t have a good strategy for continuing to do that task during a Bear Market.

If you are viewing a Bear Market as an obstacle rather than an opportunity you certainly won’t reach the next level.

Topics: Prospecting 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

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
2 min read

5 Tips to Establishing Your Brand With YouTube

By NAIFA on 9/6/22 10:00 AM

YouTube can be a powerful tool for building your brand. You can connect with potential customers and gain a loyal following by posting engaging videos. Read on to learn 5 tips for creating compelling YouTube content.

Topics: Marketing Social Media Marketing Prospecting Grow Your Business
2 min read

How to Reach Underserved Markets

By NAIFA on 8/30/22 10:00 AM

When it comes to insurance and financial services, some market demographics are often underserved. Women, racial and ethnic minorities, millennials, and LGBTQ+ Americans are often left out of the conversation. This is due, in part, to insurance and financial professionals viewing these demographics as less lucrative.

However, underserved and historically marginalized communities represent a huge opportunity for insurance and financial services professionals. By reaching out to them, you can grow your business and positively impact the lives of underserved populations.

So, how can you reach underserved markets? Read on to find out.

Topics: Diverse Markets Marketing Social Media Marketing Prospecting Grow Your Business
1 min read

Top Tips for Hosting and Participating in Virtual Webinars

By NAIFA on 8/23/22 10:00 AM

Virtual webinars have become incredibly popular in recent years. From hosting week-long conferences via Zoom to organizing corporate meetings, webinars can be a great tool for groups looking to engage with others. Running a live virtual webinar can be daunting, so it's good to learn the top tips for successful live webinar hosting. Cut down on stress by following these simple steps for hosting a successful webinar.

Topics: Prospecting Grow Your Business Webinar
2 min read

3 Best Practices When Creating Pre-Recorded Video Content

By NAIFA on 7/19/22 10:00 AM

Live webinars are ideal for forging connections directly with your audience using interactive Q&A sessions. On the other hand, pre-recorded videos are excellent for educational or instructional videos that you can refer your audience to whenever they need them. You can use pre-recorded video to explain procedures that your audience should follow or address frequently encountered concerns. Because you have the luxury of being able to plan out the video ahead of time, you also have the opportunity to focus on its production and ensure that it is clean and professional. Read on for tips on creating professional pre-recorded video content.

Topics: Marketing Prospecting Grow Your Business