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April Is National Financial Literacy Month

NAIFA members who are planning to attend the association’s 2018 Performance+ Purpose Conference are in for an experience they will never forget. The conference, which takes place September 13 to September 16 in San Antonio, promises to deliver everything that is on the wish-list of many attendees: a chance to give back to the community, unparalleled opportunities for networking, and top-notch presentations by some of the best speakers in the industry.

One of these speakers is Marc Silverman, CLU, ChFC, CFP, president of Silverman Financial in Miami. During his session titled, Prospecting Your Way to the Top, attendees will gain best practices on prospecting and marketing, and walk away with practical ideas they can implement as soon as they get back to the office.

When we caught up with Silverman recently, he explained why he chose to focus his presentation on prospecting and marketing. “Prospecting is the lifeblood of our business,” he told us, “and it should be top of mind for all agents and advisors. It is the key to success in the business.”

All agents and advisors need to prospect, Silverman stressed; if they don’t, their business will suffer. But like many other disciplines, prospecting must be done in a consistent manner if advisors hope to achieve any level of success. So, they need to learn how to get in front of prospects and how to ask for their business. “If you don’t prospect well and prospect consistently, you will soon be unemployed,” he said.

For his part, Silverman focuses primarily on workshops and dinner seminars when he prospects. For one of these events, he recently brought in a star from Broadway to sing for over 200 people. “That was a huge success,” he said.

Silverman has been in the financial-services industry since 1989. He is a highly sought-after speaker who has been invited to present at many high-level industry meetings. He decided to add P +P to his long list of speaking engagements because of the high regard he has for NAIFA. “Anything that NAIFA does is good for the industry and for members,” he said. “So when I was asked to speak at the P+ P Conference, I said yes.”

NAIA’s P+ P Conference for 2018 is a new kind of meeting—a meeting where you will learn from experts like Silverman, and also have a chance to be an expert yourself, thanks to Braindates—a new peer-to-peer learning system. And no matter what stage of your career you are in, you will find something at the meeting you can use to take your practice to a higher level of success.

So stay tuned for more information on this exciting conference—it is one event you cannot afford to miss!

Ayo Mseka
Editor-in-Chief

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