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May Is Disability Insurance Awareness Month

5 min read

Never Ask for Referrals Again

By Brian Haney, CLTC, CFS, CIS, CFSB, LACP, CAE on 9/6/23 1:43 PM

Every salesperson has wrestled with the age-old question, “What’s the best way to get referrals?” Depending on how you’ve been trained, you might have a few different ways to answer. Many say “ask” or “ask the right way" or “make sure you’re planting referral seeds along the way to make it easier for someone to provide them to you” but I beg to differ. I have always found that the best way to get referrals is to be referrable. To me, there is only one way to be referrable in our industry: by creating a superior client experience that fosters stark raving fans.

Topics: Marketing Referrals Grow Your Business
4 min read

How to Get New Client Introductions Worth Their Weight in Gold

By Joe Templin on 7/28/23 10:00 AM

I was reading an analysis the other day and they quoted a study saying a third of entrepreneurs plan on investing more in training, specifically sales, in the economic uncertainty. And we all know that in uncertain times and recession, investing in skills and sales are the best investments possible.

Topics: Prospecting Grow Your Business
1 min read

Crack the Code of Booking Meetings with Ideal Clients on LinkedIn

By NAIFA on 6/4/23 4:30 PM

LinkedIn can be a powerful platform to help grow and establish your business, as well as get your foot in the door for booking meetings with prospects. However, coming up with an effective and efficient strategy can be hard to establish to make the jump from social media to booking a call.

Discover the secrets to LinkedIn prospecting success in the next Business Performance Center webinar on Wednesday, June 14 at 12 pm eastern. Join the Founder and CEO of NAIFA partner Hummingbird Growth & Automation, Bruno Nicoletti, as he helps you crack the code by unveiling his step-by-step process for booking 15 meetings a month on LinkedIn.

Topics: Prospecting Grow Your Business Social Media Business Performance Center LinkedIn NAIFA Partner
1 min read

Are You Doing Enough to Protect Your Business?

By NAIFA on 5/18/23 2:15 PM

Errors & Omissions (E&O) insurance can be an essential part of every business' risk management plan. On Thursday, June 1 at 2 pm eastern, Ross Jordan, CPCU, of NAIFA partner CalSurance Associates will outline the current E&O landscape for financial professionals and give you loss prevention tips to help you protect your practice.

In this Business Performance Center webinar, explore recent E&O claim trends, learn what other agents are doing to protect their businesses, and what kind of coverages you should be reviewing for your practice's E&O insurance.

Topics: Financial Planning Grow Your Business Protect Your Business Business Performance Center Insurance NAIFA Partner
1 min read

Breathe New Life Into Your Bottom Line with Supplemental Health Products

By NAIFA on 5/17/23 10:24 AM

Accident, critical illness, and hospital indemnity products are often not top-of-mind but offer incredible value as stand-alone products, while also working well together when paired with health insurance.

At the next Advisor Today on Wednesday, May 31 at 12 pm eastern, find out how these products can provide a whole health solution for your clients and offer advantages to agents looking to grow their business.

Topics: Grow Your Business Webinar Limited & Extended Care Planning Center Insurance
36 min read

Leveraging Workshops to Grow Your Clientele With Lara Galloway

By NAIFA on 5/10/23 12:00 PM

Lara Galloway is the SVP of Channel Management at White Glove, a marketing and management firm helping financial advisors connect and engage with quality leads. Lara collaborates with White Glove’s Resource Partners to provide educational resources to financial advisors on marketing practices, practice management, and presentation skills. She is also the host of White Glove’s FAST Podcast, featuring industry leaders who have discovered the secret to success. 

Topics: Grow Your Business Podcast
1 min read

Improve Your Clients' Financial Health in 15 Minutes or Less

By NAIFA on 5/9/23 10:30 AM

At this Business Performance Center webinar, Alison Susko and Mike Hemmert of NAIFA partner Asset-Map will show you how in 15 minutes or less, you can gather and place the most critical information about your clients' financials into one, easy-to-use and easy-to-share picture.

Mark your calendars and register now for "Scaling Advice: How to Make the Financial Planning Process More Efficient," taking place on Thursday, May 18 at 12 pm eastern.

Topics: Financial Planning Grow Your Business Business Performance Center Insurance NAIFA Partner
1 min read

Create Your Legacy of Success with the 2023 NAIFA Quality Award

By NAIFA on 5/3/23 11:42 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.

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

Is Your Business Equipped for Today's Digital Market?

By NAIFA on 4/25/23 2:08 PM

In the highly competitive insurance industry, brokers and agencies are constantly seeking new ways to drive growth. Agents must reach sales targets, and agencies must attract and retain high-performing talent. Fortunately, innovations in digital sales platforms are making these goals achievable.

John Boothman of NAIFA partner iLife Technologies will give you actionable tips on how to incorporate more digital solutions into your business to drive growth and keep up in today's ever-changing market.

Topics: Sales Technology Tools Sales & Marketing Technology Grow Your Business Business Performance Center Insurance NAIFA Partner
1 min read

Upcoming Webinar: Making Your Data Work for You

By NAIFA on 4/13/23 11:52 AM

Join NAIFA's Business Performance Center for a webinar on Wednesday, April 26 at 12 pm eastern as partner AccuPoint Solutions will help ensure you maximize your ROI when using data to brand, market, recruit, analyze, or update your CRM.

Gary Weber, Founder and CEO of AccuPoint Solutions, will share his expertise from over 35 years in the industry, where he has been both a user and supplier of data to help you increase productivity, and learn how to leverage data to maximize your results.

Topics: Prospecting Grow Your Business Business Performance Center CRM Insurance NAIFA Partner

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