Coastal Wealth, a leading financial services firm in the southeast, has announced the addition of Lawrence “Larry” Holzberg, LUTCF, LACP as a new Brokerage Director. He will be responsible for leading financial professionals to offer case consultation and design and positioning strategies and presentations.
1 min read
NAIFA President Lawrence Holzberg Joins Coastal Wealth as Brokerage Director
Topics: Leadership
4 min read
Meet Loyal NAIFA Member Johnny Craven
Johnny Craven, LUTCF, is a stalwart of the NAIFA community and a veteran of the insurance and financial services industry.
Craven joined the insurance and financial services industry over 20 years ago, but that’s not where he started out. He spent 13 years in the grocery industry, but when one of his coworkers became an insurance agent and suggested he give it a try, he decided it was worth exploring. His coworker called Craven on a Saturday night and they planned to meet the next morning. Not realizing it was a formal interview, Craven showed up in shorts and a t-shirt and met the man who would become his boss. Fortunately, he saw potential in Craven and decided to give him a shot.
Topics: Leadership Member Spotlight Leaders Loyal Member Loyal Member Profile
2 min read
Success Is Learned
When looking at a company you admire, you may question how a top executive attained their position within the organization. Typically, there is a track record of hard work and dedication to supporting the executive’s career trajectory within the industry and their company.
Topics: Professional Development Leadership Careers in Financial Services
2 min read
Kevin Mayeux: Strategies to Position for Growth
In 2020, NAIFA association, founded over 130 years ago, repositioned their brand and mission to respond to market shifts and position their organization for growth.
Topics: Grow Your Business Leadership
3 min read
Capt. Reginald Freeman Delivers the Traits of Servant Leadership
Reginald Freeman is the 37th Fire Chief and Emergency Management Director for the City of Hartford, Conn. He spoke to attendees at NAIFA Nation Impact Week’s Leadership Day on “Building Sustainable Success Through Servant Leadership.”
Topics: Leadership
2 min read
Deirdre Van Nest Communicates The Importance of Emotional Connections
Dierdra Van Nest is a communications expert who specializes in helping financial professionals boost their business and better serve consumers by making emotional connections with clients. She shared some of her insights with NAIFA Nation Impact Week’s Leadership Day participants.
Topics: Leadership
4 min read
'Mr. Wonderful' Offers Insights on Leadership and the Markets for NAIFA Nation Impact Week
Kevin O’Leary, a.k.a., Mr. Wonderful from TV’s “Shark Tank” program, and his business partner Connor O’Brien addressed NAIFA’s Leadership Day and spoke about the ways COVID-19 is changing business and investment strategies, and how company leadership is crucial during a crisis and at normal times.
Topics: Investing Leadership
1 min read
Lawrence Holzberg, LUTCF, LACP Moves to Fortis Lux
Congratulations to our NAIFA National Secretary, Larry Holzberg, who has been appointed to Director of Insurance and Advance Sales for Fortis Lux. Fortis Lux is a comprehensive financial planning firm that offers wealth management, protection, risk management, trust and estate planning advice and solutions.
Topics: Members Industry News Leadership Press Release
2 min read
Learning to "Celebritize Yourself" in Business
The digital age has brought with it limitless sources of information and the chance to become noticed through the loudspeaker that is the Internet. But in an ever-increasing crowd, it's essential to know how to stand out.
That's what Marsha Friedman's book, "Celebritize Yourself: The Three Step Method to Increase Your Visibility and Explode Your Business," is about—creating a strong brand that transforms you into an industry celebrity.
"The term celebrity isn't just reserved for the stars we read about in the tabloids, but rather, it also refers to experts who are known for being at the top of their chosen fields, many times removed from movie and TV stars," Friedman says. "Whether you're a doctor, financial advisor, real estate broker or even a waiter, you can celebritize yourself."
Friedman focuses on three steps to accomplish this mission:
- Write. Many celebrity experts, including Zig Ziglar and Suze Orman, started out as authors. Even if you do not consider yourself as a writer, Friedman suggests turning your ideas into a book to define yourself as an expert. There are many professionals that can assist you in the process, including ghostwriters, co-authors and copywriters. These services aren't always cheap, but they can propel your credibility to the next level.
- Speak. It's also vital to spread the word about your industry knowledge, Friedman says. Use Internet platforms as well as real-life opportunities, such as speaking engagements, radio and TV interviews, to get your message out to anyone that will listen.
- Sell. Achieving "celebrity status" makes selling your brand—and thusyourself—an easier task. But not all media pitches are the same. It's key to consistently evaluate and improve your pitch so that it stands a chance of being noticed, Friedman says. Ask yourself if your pitch would perk your owninterest.
When you have become your brand and people trust what you say, people will become anxious for the opportunity to talk about your message.
"Celebrity is a powerful commodity; doors that were once closed can suddenly open," Friedman says. "People listen to what they ignored before. New business and money flows to you—not away from you. Most of all, people thank you for sharing your wisdom."
For more information and tips on this subject, visit www.celebritizeyourself.com.
Topics: Sales Referrals Grow Your Business Leadership
3 min read
What I’ve Learned about Selling for a Living
After 26-plus years as a successful salesperson, here is what I know to be true about sales.
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