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1 min read

Now Available:January/February 2020 Issue of Advisor Today!

By Ayo on Jan 14, 2020 3:41:12 PM

The January/February 2020 issue of Advisor Today is now available.

Topics: Grow Your Business
2 min read

Financial Stress Affects Over Half of All U.S. Adults

By Ayo on Jan 12, 2020 5:19:45 PM

According to data from Lincoln’s 2019 Financial Focus study, anxiety (67%) tops the list of health issues stemming from financial worries, followed by mood changes (50%).

Topics: Grow Your Business
1 min read

LILI Celebrates 20 Years of Excellence in Leadership Development!

By Ayo on Jan 10, 2020 1:39:07 PM

This year, the Leadership in Life Institute (LILI) is celebrating 20 years of excellence in leadership development of NAIFA members.

Topics: Grow Your Business
2 min read

Dan Rooney's 3 Rules for Success

By Ayo on Jan 8, 2020 1:00:55 PM

In my career, I’ve noticed that the professionals who are the most successful at work and in their personal relationships are the ones who follow a set of principles.

Topics: Grow Your Business
1 min read

NAIFA: The Partnership That Pays

By Ayo on Jan 6, 2020 1:58:40 PM

As you finalize your goals for 2020 and look for partners to help accelerate your success, don’t overlook an important ally: NAIFA.

Topics: Grow Your Business

Mark Your Calendar Now for the 2020 ILTCI Conference

By Ayo on Jan 3, 2020 3:56:13 PM

Start making plans today to attend the 2020 ILTCI Conference, which takes place from March 29 to April 1 in Denver, Colorado.

Topics: Grow Your Business

Coming Soon: January NAIFA Live!

By Ayo on Jan 2, 2020 12:44:57 PM

Kick off the New Year and the start of NAIFA’s 130th anniversary celebrations by taking part in the first NAIFA Live event of 2020.

Topics: Grow Your Business
2 min read

For 2020, Americans Are More Focused on Wellness than on Finances

By Ayo on Dec 30, 2019 11:11:16 AM

Americans are more focused on improving their health and wellness than their finances in 2020, with only 14% of people including financial planning as a resolution in 2020. This is down from 18% last year. In addition, when asked about their top focus areas for the New Year, more than half (51%) of Americans said health and wellness, while only 27% chose financial stability.

Topics: Grow Your Business
1 min read

NAIFA Member Ike Trotter Going the Extra Mile

By Ayo on Dec 23, 2019 12:40:34 PM

NAIFA member Ike Trotter, CLU, CASL, ChFC, is president of the Ike Trotter Agency, LLC, in Greenville, MS. He helps his clients gain financial security by providing them with a wide range of financial services, including financial, retirement and estate planning.

Topics: Grow Your Business

January NAIFA Live: What Do Your Clients Actually Value?

By Ayo on Dec 23, 2019 12:29:54 PM

Kick off the new year and NAIFA's 130th anniversary at NAIFA Live's presentation on January 9, starting at 2 p.m. Eastern Standard Time.

Topics: Grow Your Business

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AT Asks!

How has your practice changed since COVID-19?
Using more video conferences with clients
Relying more on social media to attract and retain clients
Turning client events into webinars
Investigating new technologies to help manage my practice
 
 
 
 
 
 

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