Business Performance Center Archives

How to Book 15 Meetings a Month with Ideal Prospects on LinkedIn

Original Air Date: June 14, 2023

Speaker: Bruno Nicoletti, CEO & Founder at Hummingbird Growth & Automation.

During this webinar, Bruno revealed his step-by-step process to LinkedIn prospecting and everything you need to fill your calendar.

Protecting Your Practice

Original Air Date: June 1, 2023

Speaker: J. Ross Jordan, CPCU, of NAIFA partner CalSurance Associates.

NAIFA's Business Performance Center hosted the webinar, "Are You Doing Enough to Protect Your Business?" with Ross Jordan of NAIFA partner CalSurance Associates. In his presentation, Ross outlined the current E&O landscape for financial professionals and gave advisors loss prevention tips to help protect their practice.

Scaling Advice: How to Make the Financial Planning Process More Efficient

Original Air Date: May 18, 2023

Speakers: Alison Susko, Vice President of Community at Asset-Map

Mike Hemmert, Chief Sales Officer at Asset-Map.

During this webinar, Alison and Mike shared how with clarity comes confidence for the informed decisions that improve your clients' financial health and increase the value of your business.

Drive Business Growth by Embracing the Digital Age

Original Air Date: May 9, 2023

Speaker: John Boothman, Strategic Distribution and partnership

Making Your Data Work for You

Original Air Date: April 26, 2023

Speaker: Gary Weber, Founder & CEO of NAIFA partner AccuPoint Solutions.

NAIFA's Business Performance Center hosted the webinar, "Making Your Data Work for You: Maximizing Your ROI," with Gary Weber, Founder & CEO of NAIFA partner AccuPoint Solutions. Gary used his 35 years in the industry to share lessons that will help you increase productivity, and learn how to leverage data to maximize your results. Video thumbnail is attached in the comments below.

Becoming an Introduction Machine

Original Air Date: January 24, 2023

Speaker: Joe Templin, Co-Founder and President of The Intro Machine

During this webinar, Joe shared how to systematically and continuously get new people to call. Learn how you can reliably get your foot in the door, get your name out there, and help grow your business.

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The Top 3 Financial Products to Weather This Financial Storm

Original Air Date: November 29, 2022

Speakers: Harlan Accola of Fairway Independent Mortgage Corporation

Caleb Guilliams of BetterWealth

During this conversation, Harlan and Caleb discussed the top products and strategies your clients need to help clients weather this financial storm. They also shared stories and answered questions from agents and advisors.

How to Grow Your Life Insurance Business by Adopting eCommerce Practices

Original Air Date: October 26, 2022

Speaker: John Boothman, Strategic Distribution and Partnerships at iLife Technologies

During this presentation, John Boothman of BPC partner, iLife Technologies, explored the opportunities available to grow life insurance businesses in the rapidly growing online marketing space.

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Data Diving: Understanding and Maximizing Your Most Important Asset

Original Air Date: October 13, 2022

Speaker: Gary Weber, Founder & CEO at AccuPoint Solutions

During this presentation, AccuPoint Founder & CEO Gary Weber discussed how to best understand the complexity of the data you may have – or may want to purchase – for your sales, marketing, recruiting, and data analytics efforts.

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Benefits Marketplace Webinar with Chalice Connect

Original Air Date: September 22, 2022

Speakers: Maria Petroni, Senior PEO Sales Consultant at Oasis/Paychex

Whitney Kendrick, Chief Marketing Officer/Partner at Chalice Connect

In this Business Performance Center webinar, Whitney Kendrick of Chalice Connect and Maria Petroni of Paychex/Oasis showed how Chalice can be an inflation buster and offer new options for benefits including health insurance, travel options, and succession planning.

Compliance & Home Equity Conversion Mortgages

Why you NEED to be talking about Reverse Mortgage Loans with your clients!

Original Air Date: April 29, 2022

Speakers: Harlan Accola, CRMP, CSA
National Reverse Mortgage Director, Fairway Independent Mortgage Corporation

Jamie Hopkins Esq., LLM, CFP, ChFC, CLU, RICP Managing Partner, Wealth Solutions Member, NAIFA Board Of Trustees

Today, more than ever, Home Equity Conversion Mortgage (commonly called reverse mortgages) loans are being used as a financial planning tool to maximize cash flow, reduce taxes, and minimize risks (such as longevity and sequence of return risks). As a financial professional who wants to give your clients the best chance at financial success, you would be wise to incorporate home equity and, consequently, reverse mortgages into your practice when doing retirement income planning.

How to Turn Clients into Raving Fans

Original Air Date: March 24, 2022

Speaker: Luke Acree, President, ReminderMedia

Stop Focusing on Transactions!
Luke Acree reveals why focusing on transactions puts financial and other service professionals on the fast track to living their lives on a hamster wheel… destined to forever be chasing new clients.

Start Focusing on Relationships!
During this webinar, Luke explains the many benefits of how focusing on building and nurturing relationships will allow you to connect with spouses, build trust with the next generation, and increase your AUM.

Home Equity and Roth Conversions

Original Air Date: February 11, 2022

Speakers: Harlan Accola, CRMP, CSA, National Reverse Director, Fairway Independent Mortgage Corporation; and Jim Silbernagel, CFP, CEPS, LACP, LUTCF, Founder and Creator of RealWealth

Paying taxes on the seed as compared to the harvest usually makes sense but no one really likes to lose from 15-35% of the portfolio value to income taxes-- so it is usually put off until the tax liability gets bigger and bigger. Make time for this webinar and learn how the best source of funds to pay for the taxes is usually NOT in the portfolio. It is hiding in plain sight inside the homes of your clients! Learn how to guarantee the certainty of the tax liability and show a dramatic increase in overall client net worth and income during 10-20-30- years of retirement.

BPC-Speaker-Handouts

Exploring Money Mountaineering

Original Air Date: November 12, 2021

Speakers: Harlan Accola, CRMP, National Reverse Director, Fairway Independent Mortgage Corp., and author Peter Neuwirth.

Accola and Neuwirth discuss the six foundational principles of Holistic Financial Wellness.