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April Is National Financial Literacy Month

From Oct. 6-8, NAIFA’s Virtual Performance +Purpose Conference will feature several career-focused tracks, including one on Sales and Prospecting.

One of the speakers on the Sales and Prospecting Track on October 6 is Heather Lindsley, LUTCF, LACP, RICP, Financial Advisor at Guided Path Financial Services and Retirement Planning. During her session, Lindsley will share her story of persistence and perseverance and will explain the 7 Best Practices that brought her professional success.

Whether you are a new advisor or an established veteran looking to reconnect with your why, you will be motivated, inspired, and challenged by Lindsley’s experience and insights.  

In addition to the Sales & Prospecting track, P+P learning tracks will feature Practice Management, Advanced Practices and Technology.

Registration for NAIFA’s Performance + Purpose is open! For more information and to register, visit the conference website.

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