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Leaders Blog

2 min read

Learn How to Increase Trust, Connection, and Likeability at NAIFA Live

By NAIFA on 3/8/23 2:01 PM

Don't miss the next NAIFA Live on Thursday, March 16, at 2 pm eastern. Deirdre Van Nest, Founder of Crazy Good Talks, NAIFA Coaches Circle founding member, and loyal NAIFA member since 2022 will show you how to deepen your relationships with your current clients and quickly win new business from prospects.

Consumers today are not choosing advisors based primarily on credentials, experience, or rates of return; those are expected. Instead, they’re choosing advisors based on how an advisor makes them feel. At "Get to the YES! - How to Increase Trust, Connection, and Likeability in 3 Minutes or Less," Van Nest will share with NAIFA members a strategy to connect with clients to accelerate trust and buy-in.

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Topics: Marketing NAIFA Live Grow Your Business Members Insurance
1 min read

Improve Your Sales by Building the Right Team with Kari Gillenwater

By NAIFA on 2/8/23 12:08 PM

Join us for the next NAIFA Live on Thursday, February 16 at 2 pm eastern. Kari Gillenwater, Founder and CEO of Gillenwater Consulting Group, will show you how knowing your strengths and your team's strengths can help you improve overall sales, protect your company culture, and grow your business.

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Topics: NAIFA Live Grow Your Business Members Insurance
1 min read

Build a Sustainable and Profitable Business You Love

By NAIFA on 1/30/23 12:31 PM

Join Advisor Today for its next webinar on Wednesday, February 8 at 12 pm eastern. NAIFA Coaches Circle leader Joe Templin will teach today's advisors how to have balance and growth to build a sustainable and profitable business you love. Being part of I Love NAIFA Month in February, "Love Your Business" will help you plan to ensure the longevity of your career while avoiding burnout.

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Topics: Grow Your Business Webinar Advisor Today Insurance
1 min read

Upcoming Webinar: Becoming an Introduction Machine

By NAIFA on 1/17/23 11:45 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.

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

Hear from the Best in the Industry at January's NAIFA Live

By NAIFA on 1/4/23 5:30 PM

Don't miss the first NAIFA Live of 2023, "Transferable Sales Ideas from the Best in the Industry," on Thursday, January 19 at 2 pm eastern and sponsored by Penn Mutual.

Join an all-star panel of industry talent including Hunter Gimbel of the Gaber Group, Caleb Guilliams of BetterWealth, and author/speaker Doug Grady to learn their perspectives on how to achieve unimaginable success in today's climate.

Moderated by Howard Sharfman of NFP Solutions, the panelists introduce concepts that you will not hear in your current environment and share transferable sales ideas that you can implement immediately.

Learn More & Register

Have someone who you think would enjoy this presentation but isn't a NAIFA member?  
New for 2023, NAIFA members can extend a special invitation to fellow industry professionals who are not members to participate in NAIFA Live!

For January's broadcast, download the guest invitation and send it to a prospective member. They will register by scanning the QR Code on the invitation. Be sure to remind them to let us know that you referred them when they register.

Download Guest Invitation

 

Planning on watching NAIFA Live with a group? Let us know and send us your watch party photos, so we can share them with the rest of NAIFA Nation! Email your photos to marketing@naifa.org.

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Topics: Financial Planning NAIFA Live Grow Your Business Insurance
1 min read

The Top 3 Financial Products to Weather This Financial Storm

By NAIFA on 11/16/22 1:33 PM

Join NAIFA's Business Performance Center for a webinar on Tuesday, November 29 at 1 pm eastern. Sit down for a discussion with Harlan Accola of Fairway Independent Mortgage Corporation, and Caleb Guilliams, Founder of BetterWealth, to learn about the three products your clients must have to survive this intense financial storm. 

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Topics: Financial Planning Grow Your Business Business Performance Center Insurance

Learn How to Adopt eCommerce Practices to Grow Your Business

By NAIFA on 10/25/22 10:28 AM

New Business Performance Center partner, iLife Technologies, will host a webinar on Wednesday, October 26 at 12 pm eastern. Join John Boothman, Strategic Distribution and Partnerships at iLife, to learn how to adopt eCommerce best practices to help grow your life insurance business.

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Topics: Marketing Grow Your Business Webinar Business Performance Center
1 min read

Grow Your Business by Maximizing Your Data

By NAIFA on 10/10/22 9:41 AM

New Business Performance Center partner, AccuPoint Solutions, will host a data-driven webinar on Thursday, October 13 at 12 pm eastern. Join Founder & CEO of AccuPoint, Gary Weber, for "Data Diving: Understand and Maximizing Your Most Important Asset." Gary will help you 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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Topics: Grow Your Business Business Performance Center Insurance
1 min read

Join NAIFA-FSP for the Advanced Practice Symposium on September 29

By NAIFA on 9/21/22 11:12 AM

NAIFA and the Society of Financial Service Professionals are proud to host the return of the Advanced Practice Center Symposium on Thursday, September 29 from 1 to 5 pm eastern. Taking place at The Radnor Hotel in the Greater Philadelphia Area, the event will also be livestreamed for those not in the area. Continuing Education Credits are being offered for both attendance options.

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Topics: Networking Continuing Education Grow Your Business
1 min read

Join NAIFA Partner Chalice Connect for a Benefits-Driven Webinar

By NAIFA on 9/14/22 10:03 AM

Join Chief Marketing Officer and Partner at Chalice Connect, Whitney Kendrick, along with Senior PEO Sales Consultant at Paychex/Oasis, Maria Petroni, for a Business Performance Center webinar on Thursday, September 22 at 12 pm eastern.

In this webinar, Whitney and Maria will give you an overview of the Chalice Connect Marketplace, and how it can help your business navigate and save on new benefits such as health insurance, travel options, and succession planning - especially timely with open enrollment periods opening up soon!

Chalice Connect is one of the Business Performance Center's newest partners, and also an affinity discount partner for our NAIFA Members. This webinar is free to attend and will teach you how to access their marketplace, which can save your firm, agency, or practice time and money.

Learn More & Register

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Topics: Benefits Group & Employee Benefits Grow Your Business Business Performance Center Insurance
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