We are #NAIFAproud to see so many watch parties popping up as members come together as one NAIFA Nation each month for NAIFA Live. Let us know about your watch party for July by completing the simple reporting form at the bottom of the NAIFA Live website. We will recognize you from our pre-broadcast slides. You can always watch NAIFA Live from your office or catch it on demand.
Are you new to hosting a NAIFA Live watch party? It does not need to be complicated. All you need is a conference room with internet. If you want to capitalize on your members gathering, consider bringing in a local speaker before or after NAIFA Live or offer a networking opportunity. Don't have a conference room? Support your local community by looking at a meeting space in your library or other community centers. The sky is the limit! Just be sure you share your watch party photos with us at marketing@naifa.org.
This month, we have a panel of top industry leaders ready to share their sales and marketing ideas to take your practice to the top. We're pleased to welcome back Howard Sharfman, Senior Managing Director at NFP Solutions as our session moderator. Howard will be joined by Ryan Barradas, CLU, Managing Partner at WealthPoint, Julian Movsesian, MBA, President & CEO at Succession Captial Alliance, and Dan Munroe, Financial Professional at Equitable Advisors.
Join our expert panel as they share what makes them the best of the best. You'll hear:
· Business strategies and concepts
· Prospecting that effectively fuels your pipeline
· How to cultivate your success mindset and personal organization structure
· What they wish they knew in their first 2-4 years in the business
· Goals and how you set them including Key Performance Indicators that you should watch