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1 min read

Are You Doing Enough to Protect Your Business?

By NAIFA on 5/18/23 2:15 PM

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.

Topics: Financial Planning Grow Your Business Protect Your Business Business Performance Center Insurance NAIFA Partner
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
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 Protect Your Business Small Business
1 min read

5 Keys to Starting and Running a Successful Business

By NAIFA on 7/12/22 2:00 PM

The most successful entrepreneurs often have a few common traits. Whether you are an insurance agent, financial adviser, or any other type of solo business owner, use these tips to succeed.

Planning for the Future

Start with a solid business plan. Include funding sources such as loans, marketing and advertising ideas, client acquisition, and financial projections for expenses and profit. A business plan is just a start. Once you're in business, continue making plans and keeping track of progress. Where do you see yourself and your business in five years? Make a detailed plan for getting there!

Topics: Marketing Prospecting Grow Your Business Protect Your Business Small Business
2 min read

4 Strategies for Prospecting Using a Podcast

By NAIFA on 6/28/22 10:00 AM

Podcasts are becoming increasingly popular in the marketing and sales world. If you're looking to increase your revenue and identify opportunities, listening to a podcast is a great place to start. Here are  4 different ideas and strategies to generate more leads using a podcast.

Topics: Marketing Prospecting Grow Your Business Podcast Protect Your Business Small Business
4 min read

A Guide to Creating a Podcast to Build Your Brand

By NAIFA on 5/24/22 10:00 AM

The podcast industry has grown tremendously over the last few years, reaching over 100 million Americans alone. Because of that growth, more and more businesses are turning to podcasts to help promote their goods and services.

If you've been thinking about starting a podcast, you've come to the right place. With this straightforward guide, you'll be podcasting in no time. Even if you're not that tech-savvy, we'll show you how to create a podcast to build your brand in eight simple steps.

Topics: Marketing Grow Your Business Protect Your Business Small Business
2 min read

Using Marketing Automation to Grow and Optimize Your Business

By NAIFA on 5/17/22 10:00 AM

As a results-driven business owner, you know your time is valuable. You want to spend it on adding value to your business. That's why you need an effective marketing automation strategy in place. Marketing automation can take care of the repetitive tasks so you can focus your efforts on the most important aspects of your job.

The best part is that you don't have to be technical or computer savvy to benefit from marketing automation. There are many tools available for free and affordable options that allow you to create great-looking landing pages, build email campaigns, track conversions, send emails, and much more.

Topics: Marketing Social Media Marketing Grow Your Business Protect Your Business
4 min read

Creating Meaningful Relationships With HNW Clients’ Adult Children

By Simon Reilly on 4/26/22 2:00 PM

Many webinars and courses for financial advisors regularly talk about how to attract new clients. And while this is logical, it made me think: Instead of looking for new clients, why don't financial advisors create meaningful relationships with their HNW client's adult children? So, when their parents retire, they choose to keep them as advisors instead of finding someone new.

But you'll be surprised to know the statistics regarding advisors doing this. I've been polling advisors, and I hear 15-20% when I ask them how many of their HNW clients' adult children they have a meaningful relationship with.

Topics: Running Your Practice Grow Your Business Protect Your Business