If you’re looking to expand your presence in the healthcare sector, you’re probably trying to figure out how to sit down with the physicians whose names are on the doors you’re knocking on. But unless you have an existing relationship with one of those physicians — or a personal contact who can help you start one — you may be knocking on the wrong doors.
3 min read
Step Up Your Game and Get Through the Door: Selling Qualified Retirement Plans to the Healthcare Industry
Topics: Grow Your Business Business Performance Center Retirement Plans
4 min read
Meet Loyal NAIFA Member Robert Miller
Robert Miller, MS, MA, is currently serving as Secretary/Treasurer for NAIFA-New York and has been a loyal NAIFA member since 1983. After retiring, he practiced out of his firm, Miller-Pomerantz, where he specialized in corporate selling in New York City.
Miller is a second-generation financial advisor and “grew up around many famous New York Life insurance agents," including John Newton Russell Memorial Award winners Ben Feldman and Stan List, who he refers to endearingly as his “uncles.”
Topics: Member Spotlight Loyal Member Profile
2 min read
NAIFA'S CEO: The Benefits of Building a Strategic Plan
Kevin Mayeux, CEO of NAIFA, guest starred on the well-known podcast Framework, April 5, 2021. Framework with Jamie Hopkins is a production of the Carson Group.
2 min read
NAIFA's DEI Impact Week Garners Media Attention
NAIFA’s Diversity, Equity, and Inclusion Impact Week media coverage garnered positive media attention. Four articles from INN highlighted the event from different perspectives to include why DEI is a critical issue in the finance industry, planning for long-term care in the black and brown communities, and advancing women in the financial service industry. All four articles hit key points which were communicated throughout the DEI Impact event and aligned with the message NAIFA wanted to convey.
Topics: Talent Development Center Diversity Financial Security
1 min read
IFAPAC Presents Sips & Tips - A NAIFA Members Exclusive Event
NAIFA Members Exclusive Event
IFAPAC Presents Sips & Tips
Financial Literacy | April 8 | 6:30 pm eastern
Topics: Advocacy
NAIFA Develops 2021 Business Implementation Plan
NAIFA has finalized its 2021 Business Implementation Plan (BIP), which provides tactics for achieving outcomes and implementing strategies established by the NAIFA 2025 Strategic Plan.
5 min read
Centric Advisors, a NAIFA 100% Agency, Takes Financial Planning to the Next Level
Being a great financial planning firm simply wasn’t enough for Centric Advisors in Houston, a NAIFA 100% Agency. Zac Majors, CFP®, RICP, CLU®, CLF, and his partner Oscar Mondragon, CFP®, zeroed in on what their clients really needed and built an innovative firm that provides families, business owners, and retirees with what Centric calls “financial life management.”
Topics: Member Spotlight Membership
1 min read
Centric Advisors in Houston Is a NAIFA 100% Agency
NAIFA is pleased to announce that Centric Advisors in Houston has become a NAIFA 100% Agency. Under the membership program, Centric has enrolled all of its advisors as NAIFA members and enrolled them in NAIFA’s grassroots advocacy programs.
Topics: Press Release Membership
2 min read
NAIFA’s Virtual Congressional Conference to Be May 25-26
NAIFA’s Congressional Congress, May 25-26, will be a virtual event featuring targeted advocacy training with briefings on legislative issues that affect members’ businesses, best practices for conducting congressional meetings, and tips for developing impactful long-term relationships with legislators.
Topics: Advocacy Press Release
1 min read
NAIFA Diversity Champion Stephen Kagawa Releases Book on Creating Better Client Relationships
Stephen Kagawa, the Founder and CEO of The Pacific Bridge Companies and NAIFA’s 2020 Diversity Champion, has published a new book, Aloha Financial Advising: Doing Good to Do Better for Your Clients and Yourself.
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