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June Is National Annuity Awareness Month

2 min read

Generate More Leads, More Clients, and More Sales at the Advisorist Summit

By NAIFA on 3/28/23 1:07 PM

Join Talent Development Center partner, Advisorist, for their Virtual Standout Summit this Thursday, March 30, from 9 am to 5 pm eastern. This all-day, live event will feature some of the industry's top names—including several from NAIFA Nation—to help you learn industry tips, secrets, and techniques to help you get more clients, more leads, and more income.

Topics: Lead Generation Marketing Talent Development Center Members Webinar Leaders NAIFA Partner Producer Sales & Marketing
3 min read

NAIFA and Advisorist Announce Partnership

By NAIFA on 3/7/23 4:55 PM

NAIFA is proud to announce that Advisorist has joined NAIFA in supporting the Talent Development Center to raise awareness of their respective brands and promote membership and participation in their respective organizations.

Led by CEO Jeremiah Desmarais, Advisorist is a group dedicated to helping insurance and financial advisors generate qualified leads and appointments to help their businesses grow. Under the partnership, Advisorist will feature six NAIFA members in their live weekly Virtual Advisor Power Hour (VAPH) workshops in 2023. NAIFA will promote the VAPH and Advisorist through social media and marketing efforts. 

Taking place every Wednesday at 12 pm eastern, the Virtual Advisor Power Hour is a free weekly masterclass dedicated to helping industry-leading insurance and financial advisors grow their practices with modern sales and marketing tips, systems, and processes. Advisors can register for the VAPH on the Advisorist website.

Topics: Marketing Talent Development Center Webinar Press Release NAIFA Partner
1 min read

Promote Your Book with the IE Bookshelf from InsurTech Express

By NAIFA on 3/1/23 4:46 PM

NAIFA marketing partner InsurTech Express recently launched their new IE Bookshelf to help promote and highlight books written by insurance and financial services professionals.

Current books by NAIFA members in the IE Bookshelf library include How Not to Tear Your Family Apart by NAIFA's Executive Director of the Centers of Excellence, Carroll Golden, The K-Method of Roulette by Ken Leibow, and Diversity Means Dollars by Vince Vitiello.

Topics: Marketing Sales & Marketing Books NAIFA Partner Producer Sales & Marketing
4 min read

The 6 Digital Marketing Commandments

By Brian Haney, CLTC, CFS, CIS, CFSB, LACP, CAE on 2/14/23 3:00 PM

Why religiously following these commandments will catapult your practice to the next level!

What will it take to make 2023 your best year ever? Ever think about finding religion? No, I’m not talking about going to church or joining a cult. I’m talking about following the digital commandments, not handed down by Moses or even Meta, but embodied by some of the best practitioners in the digital marketplace. If you are wanting to up your game and take your marketing to another level, then pay close attention to these foundational keys to success:

Topics: Marketing Grow Your Business Protect Your Business
1 min read

Upcoming Webinar: Becoming an Introduction Machine

By NAIFA on 1/17/23 11:42 AM

Join NAIFA's Business Performance Center for a webinar on Tuesday, January 24 at 1 pm eastern. Hear from NAIFA Coaches Circle leader Joe Templin to learn how you can reliably get your foot in the door and get your name out there.

Topics: Marketing Prospecting Grow Your Business Business Performance Center Insurance
2 min read

Digital Marketing & AI Technology to Drive Life Insurance & Annuity Sales in 2023

By Ken Leibow on 1/4/23 10:00 AM

Digital Marketing had the biggest growth for generating insurance sales since 2021. In a recent global study conducted by Accenture, most insurance buyers now search for information on digital channels. 48% of insurance customers who responded to an Accenture survey stated that social media would factor into their insurance-buying decision. Introducing agents and training to effectively utilize email, social media, web-based advertising, text messages, and personalized videos which helps maximize their value delivery.

Data Analytics and Artificial Intelligence (AI) is the technology driving the industry to new insurance sales as it does with other industries in e-commerce. Winning agencies will become more data-driven and introduce agents to tools that utilize data analytics and AI to grow their businesses. Whether finding patterns based on past data to predict future events or leveraging AI to make assumptions and predictions beyond human capabilities, successful agents and agencies will take advantage of these new technology tools.

Topics: Life Insurance & Annuities Marketing Sales & Marketing Social Media Marketing FinTech Insurance
4 min read

Maximize Your Leads: Why Operating a Dynamic Ping Tree Is Essential for Underwriting More Insurance Policies

By Ken Leibow on 8/31/22 10:00 AM

In the past, I have written about lead generation solutions as well as tracking clients on customer relationship management tools (CRMs) and marketing programs, but there hasn’t been a focus on lead conversions. At an industry conference this year, I learned about Phonexa, the company working to bridge the gap to generate more sales from leads. It’s important that advisors, especially those who run agencies and invest heavily in lead generation through marketing, learn about maximizing those leads.  

Topics: Marketing Technology Tools Sales & Marketing Technology FinTech CRM
4 min read

7 Growth Hacks to Grow Your Practice in Two Years

By Brad Swineheart on 1/14/22 8:30 AM

If you are a financial advisor trying to grow your practice, Dean Thurman, Senior Partner of InvestWise Financial and Co-Founder of White Glove, has a few growth hacks for you.

While many advisors were down in revenue during 2020, Dean’s office showed a 5% increase.  So far in 2021, Dean’s office is showing 53% revenue growth.

Dean attributes much of his success to these 7 growth hacks that his office has put into place over the last few years.

Topics: Marketing Grow Your Business Potential Partners for Advisors
3 min read

5 Easy Ways to Stay Top of Mind

By Brad Swineheart on 12/31/21 11:30 AM

Are you leaving money on the table?

If you aren’t nurturing and engaging with your leads and clients, the answer is yes. According to Invesp, “Companies that excel at lead nurturing generate 50% more sales-ready leads at a 33% lower cost.”

Lead generation is only the first step in a well-rounded, efficient marketing plan. To maximize your lead generating efforts, you need to interact with those leads and connect with your clients. If you don’t keep in touch with them, they’re likely to forget about you, and that leaves the door wide open for your competition to creep in. 

Topics: Marketing Grow Your Business Potential Partners for Advisors
4 min read

5 Commonly Forgotten Holiday Marketing Ideas

By Luke Acree, President of ReminderMedia on 11/22/21 2:00 PM

Poor Thanksgiving is the middle child of the holidays. From Halloween on, all the focus is on the winter holidays.

That’s a shame. Not just because so many people love Thanksgiving, but also because it’s a great opportunity to connect with your clients and sphere of influence.

Topics: Marketing Social Media Marketing

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