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June Is National Annuity Awareness Month

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
6 min read

How To Recession-Proof Your Business with Ikigai

By Simon Reilly on 2/16/23 10:00 AM

In our fast-paced, ever-evolving world, it can be easy to lose sight of what really matters.

However, ikigai can help you bring more meaning and purpose into your life. The Japanese philosophy provides valuable guidance on achieving balance and living a meaningful life.

Ikigai is a powerful concept that has been gaining traction in recent years, providing people with an effective way to find meaning and purpose in their lives. It's no surprise that people are increasingly turning to ikigai to improve their overall well-being and happiness.

In this article, we explore the power of ikigai to recession-proof your business and provide readers with simple steps to apply it in their own lives.

Topics: Protect Your Business Small Business
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
16 min read

Do You Want to be Accessible, Relevant, and Visible in 2023?

By Simon Reilly on 11/14/22 10:00 AM

Did Covid make you feel inaccessible, irrelevant, and invisible in 2020-2022? 
Has the new world economic disorder compounded how you may be feeling about being inaccessible, irrelevant, or invisible in 2023?

If there was a way to become accessible, relevant, and visible in 2023, would you do it?

Being accessible, relevant, and visible is all about your purpose.

Purpose is not a noun, a possession, person, place, or position but a verb that is an ever-expanding expression of your values.

Topics: Grow Your Business Protect Your Business
7 min read

Marketing to Create Relationships with HNW Clients’ Adult Children

By Simon Reilly on 5/16/22 1:00 PM

The essence of this blog is a result of me interviewing NAIFA chapter presidents and program chairs coast to coast and asking the following questions:

Topics: Running Your Practice Financial Planning Grow Your Business Protect Your Business
4 min read

Creating Meaningful Relationships With HNW Clients’ Adult Children

By Simon Reilly on 4/26/22 10:00 AM

Many webinars and courses for financial advisors regularly talk about how to attract new clients. And while this is logical, it made me think: Instead of looking for new clients, why don't financial advisors create meaningful relationships with their HNW client's adult children? So, when their parents retire, they choose to keep them as advisors instead of finding someone new.

But you'll be surprised to know the statistics regarding advisors doing this. I've been polling advisors, and I hear 15-20% when I ask them how many of their HNW clients' adult children they have a meaningful relationship with.

Topics: Running Your Practice Grow Your Business Protect Your Business
8 min read

Exempt vs. Non-Exempt: A Guide to White Collar Workers

By Insperity on 9/6/21 1:00 PM

How confident are you in your employee classifications and the process you use to categorize them? Do you really understand the differences between exempt vs. non-exempt classifications when it comes to your white-collar employees?

Topics: Group & Employee Benefits Protect Your Business Business Performance Center Potential Partners for Advisors
3 min read

Why Advisors Should Attend the Congressional Conference

By NAIFA on 4/7/17 2:55 PM

Blake Finney is looking forward to attending the NAIFA Congressional Conference, which takes place May 23-24 in Washington, D.C. This will be the third time that the NAIFA YAT member, President of NAIFA-Middle Tennessee, and agent with Shelter Insurance will be attending this flagship event.

Topics: Protect Your Business
1 min read

NAIFA President: DOL Delay a 'Step in Right Direction'

By NAIFA on 4/5/17 8:55 AM

NAIFA President Paul Dougherty issued the following statement on the DOL delay:

Topics: Protect Your Business
1 min read

NAIFA's Congressional Conference Registration Is Open

By Mark Briscoe on 1/10/17 2:20 PM

Register Now

Registration for the May 23-24, 2017 NAIFA Congressional Conference is now open!

Topics: Grow Your Business Protect Your Business

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