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Financial Planning Month-October

October is Financial Planning Month

2 min read

What You Can Do to Break The Ice With Prospects Who Are Numb to Offers?

By EveryIncome on 9/30/21 10:45 AM

Your prospects are just like you, they keep getting the same pitches to buy this and join that! That has made them numb to requests. Today you must provide immediate value if you want to be heard. That is where offering them on-demand education and premium money aggregation tool gives you the upper edge and goodwill. From there you can build trust and engagement.

Topics: Sales & Marketing Prospecting Potential Partners for Advisors
1 min read

Rick Demko featured in ReminderMedia Podcast

By Beth Helberg on 8/16/21 5:01 PM

Rick Demko, LUTCF, LACP, RICP, Director of Insurance at Centric Risk Strategies, loyal member since 2015 and 4 Under 40 Award Winner, is featured in the latest episode of ReminderMedia’s Stay Paid podcast series. 

Topics: Prospecting Grow Your Business Members 4under40 Business Performance Center Potential Partners for Advisors
1 min read

Rick Demko to Share Sales and Prospecting Best Practices at NAIFA's P+P

By NAIFA on 8/10/21 9:25 AM

You can learn a lot about growing a successful life insurance practice from NAIFA member and NAIFA-Houston Immediate Past President Rick Demko, LUTCF, LACP, RICP.

As Director of Insurance, Demko is a key part of the leadership team at Centric Wealth in Houston, a NAIFA 100% Agency. He is also a past winner of NAIFA’s Four Under 40 Award, and you can read about his rise to success in NAIFA’s Advisor Today magazine.

Topics: Prospecting Performance + Purpose Conference
1 min read

Register for NAIFA Live: Y[our] Work Matters

By NAIFA on 9/9/20 10:43 AM

Dave Resseguie, the founder and chief shepherd of The Resseguie Group, will be the featured presenter at the September NAIFA Live event, tomorrow, Sept. 10, at 2 PM Eastern. His presentation, “Y[our] Work Matters,” will inspire financial professionals to “connect with the fact that what they do is important and it’s valuable.” He will also give practical tips on how agents and advisors can emphasize the importance of their work to make real connections with prospects.

Topics: NAIFA Live Prospecting

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