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6 min read

The Influence of Life Insurance Software on Agency Growth

By iLife Technologies on 6/2/23 10:30 AM

In today's fast-paced and competitive marketplace, life insurance agencies need to stay ahead of the game. Embracing technology, such as insurance CRM software, is a powerful way to achieve this. By adopting the right tools and platforms, agencies can streamline operations, increase productivity, and enhance customer satisfaction.

 This guide will explore how life insurance software can empower agencies to achieve their goals, whether they are startups or well-established.

Topics: Life Insurance & Annuities Technology Tools Sales & Marketing Technology Business Performance Center CRM NAIFA Partner
2 min read

How Advisors Can Get Ahead During the Slow Season

By White Glove on 5/30/23 11:00 AM

Like most businesses, your workload will ebb and flow depending on the season. With summer approaching, many clients and prospects take a step back from their financial focus to take advantage of the warm weather. Between kids having the summer off and vacations to the beach being at the forefront, advisors tend to be a little slower between June and August. Here are a few suggestions to keep your business moving forward during this quieter season.

Topics: Continuing Education Sales & Marketing Small Business Business Performance Center NAIFA Partner
3 min read

Turning Testimonials Into an Endless Source of Digital Referrals

By White Glove on 5/12/23 11:00 AM

When shopping online or making a large purchase, think about how you go about deciding which product to choose. Sure — price, brand, and product features all play into it, but when choosing between two similar products, it likely comes down to the reviews. 

When searching for professional services, the process isn’t all that different, and with the new SEC Marketing Rule in effect, online reviews will now play an influential role in the decision-making process among consumers preparing to hire a financial advisor.

Topics: Lead Generation Marketing Sales & Marketing Business Performance Center NAIFA Partner
3 min read

Bridging the Gap: How Financial Advisors Can Reach the Next Generation of Investors

By White Glove on 5/2/23 10:48 AM

As the Great Wealth Transfer begins to transform the financial services industry, financial advisors face a new challenge: reaching the next generation of investors. Cerulli Associates estimates $72.6 trillion in assets will be transferred to heirs through 2045, making it critical for financial professionals to adapt their strategies to appeal to this younger demographic.

In this blog post, we’ll explore strategies to effectively reach the next-gen of investors and provide them with the guidance they need to achieve their financial goals. So, let’s dive in!

Topics: Marketing Research/Trends Sales & Marketing Investing Business Performance Center NAIFA Partner
1 min read

Is Your Business Equipped for Today's Digital Market?

By NAIFA on 4/25/23 2:08 PM

In the highly competitive insurance industry, brokers and agencies are constantly seeking new ways to drive growth. Agents must reach sales targets, and agencies must attract and retain high-performing talent. Fortunately, recent innovations in digital sales platforms are making these goals achievable.

John Boothman of NAIFA partner iLife Technologies will give you actionable tips on how to incorporate more digital solutions into your business to drive growth and keep up in today's ever-changing market.

Topics: Sales Technology Tools Sales & Marketing Technology Grow Your Business Business Performance Center Insurance NAIFA Partner
3 min read

Nurturing Leads with Artificial Intelligence: A Game-Changer for Financial Advisors

By White Glove on 4/21/23 10:47 AM

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. 

Topics: Lead Generation Marketing Technology Tools Sales & Marketing Technology Business Performance Center NAIFA Partner
2 min read

Do Well by Doing Good: Making an Impact During Financial Literacy Month

By White Glove on 4/4/23 1:30 PM

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.

Topics: Marketing Sales & Marketing Financial Wellness Financial Literacy Business Performance Center NAIFA Partner
3 min read

Mastering the LinkedIn Algorithm in 2023

By White Glove on 3/27/23 10:28 AM

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. 

Topics: Marketing Sales & Marketing Social Media Marketing Social Media Business Performance Center NAIFA Partner
3 min read

Lead to Mislead: The Costly Mistake of Financial Advisors Buying Leads

By White Glove on 3/23/23 10:35 AM

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. 

Topics: Lead Generation Marketing Sales & Marketing Business Performance Center NAIFA Partner
5 min read

9 Ways to Make Customer Conversations Awesome

By Client Focus on 1/25/23 10:48 AM

Matt Wagner of NAIFA Business Performance Center Partner, Client Focus, shares nine ideas on how to drive high-value sales and help grow your business.


When I was an engineer, I won sales where the sales team couldn’t. Customers felt like I understood them and their ideal outcomes, which was true.

These 9 ideas have helped me drive high-value sales, in addition to:

  • building trust
  • maximizing customer lifetime value
  • generating a lot of referrals and repeat business
  • making me love my job
Topics: Sales Sales & Marketing Grow Your Business Business Performance Center

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