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Leaders Blog

3 min read

Earn Your Financial Security Advocate Badge at the June NAIFA Live

By NAIFA on 5/31/23 11:39 AM

The June NAIFA Live webinar gives NAIFA members an opportunity to become the best political advocates they can be.

NAIFA members normally earn their Financial Security Advocate badge by completing online modular advocacy training. June's NAIFA Live lets members be a part of something big and join the ranks of Financial Security Advocates in an interactive, group setting on Thursday, June 15, at 2 pm eastern. Earning your FSA badge shows your clients that you are dedicated to working with lawmakers to protect their financial security!

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Topics: Marketing NAIFA Live Grow Your Business Members Financial Security Membership Insurance NAIFA Partner
1 min read

Create Your Legacy of Success with the 2023 NAIFA Quality Award

By NAIFA on 5/3/23 11:39 AM

Recognizing the best in the insurance and financial services industry, the NAIFA Quality Award is now accepting applications through August 31, 2023.

The NAIFA Quality Award recognizes the best of the best in our industry. It celebrates outstanding advisors and agents who provide quality care, adhere to ethical standards, and is not solely based on annual production numbers. The NQA is open to all agents and advisors to apply, however, only active NAIFA members are eligible to be recognized.

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Topics: Grow Your Business Talent Development Center Members Awards Leaders NLC
2 min read

Want Success in Abundance? Learn to Achieve It at NAIFA Live!

By NAIFA on 4/19/23 10:24 AM

Time is running out but it's not too late to register for Thursday's NAIFA Live, featuring a high-performing panel of advisors that you cannot see anywhere else. Howard Sharfman of NFP Solutions will moderate "Success in Abundance: Lessons from Today's Industry Phenoms," and introduce you to Eryka Morehead, Warren McGuire, and Robert Fenby.

Eryka, Warren, and Robert will share their lessons, business concepts, and the actionable solutions that helped them achieve success in the industry in such a short time. All NAIFA members should plan to attend NAIFA Live this Thursday, April 20 at 2 pm eastern and get the most out of this exclusive member benefit.

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

Succeed in Business with Lessons from Today's Industry Phenoms

By NAIFA on 4/12/23 1:38 PM

Members should mark their calendars and plan to attend the next NAIFA Live on Thursday, April 20 at 2 pm eastern, sponsored by Penn Mutual. At "Success in Abundance: Lessons from Today's Industry Phenoms," get introduced to three insurance and financial services professionals to learn their stories, how to implement their unique business concepts, and what were their keys to succeeding in the industry in such a short time.

Moderated by Howard Sharfman of NFP Insurance Solutions, and featuring an all-star panel of Bobby Fenby of Penn Mutual, Eryka Morehead, CAP, CLTC, LACP of Collaborative Planning Group, Inc., and Warren McGuire, ChFC® of NFP, this NAIFA Live is one you do not want to miss.

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

Generate More Leads, More Clients, and More Sales at the Advisorist Summit

By NAIFA on 3/28/23 1:09 PM

Join Talent Development Center partner, Advisorist, for their Virtual Standout Summit this Thursday, March 30, from 9 am to 5 pm eastern. This all-day, live event will feature some of the industry's top names—including several from NAIFA Nation—to help you learn industry tips, secrets, and techniques to help you get more clients, more leads, and more income.

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Topics: Lead Generation Marketing Talent Development Center Members Webinar Leaders NAIFA Partner Producer Sales & Marketing
1 min read

Leaders: Help Boost Responses to the NAIFA Member Survey

By NAIFA on 3/22/23 5:31 PM

So far, nearly 494 NAIFA members have completed the 2023 NAIFA Membership Survey. We're asking NAIFA Leaders to help us get to 600+ responses. The survey gives us a snapshot of who NAIFA members are, how they serve the public, and how NAIFA can better serve their needs. We encourage you, as a NAIFA leader, to urge members in your chapters to complete the survey. The more responses we receive, the better our data.

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Topics: Members

The NAIFA Member Survey Helps Us Serve Members Better

By NAIFA on 3/15/23 10:42 AM

So far, nearly 400 NAIFA members have completed the 2023 NAIFA Membership Survey. The survey gives us a snapshot of who NAIFA members are, how they serve the public, and how NAIFA can better serve their needs. We encourage you, as a NAIFA leader, to urge members in your chapters to complete the survey. The more responses we receive, the better our data.

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Topics: Members
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

Thank You NAIFA Member Recruiters!

By David Lahoud on 11/17/21 3:42 PM

We truly appreciate the efforts of all the NAIFA members recruiting new members and helping our association grow. We are as strong as our membership! A special thanks to the following members who recruited new members to join this week.

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Topics: Members Leadership
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