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February Is I Love NAIFA Month

2 min read

This Year, Forget About Making New Year’s Resolutions!

By Robert Arzt, CLU, ChFC, LLIF on 1/5/21 5:59 PM

It has been my experience that most people who make New Year's resolutions don't achieve the vast majority of them. Is that true for you as well?

Topics: Running Your Practice
1 min read

Get Ready for 2021

By NAIFA on 12/14/20 4:52 PM

These two articles in the November/December issue of the Advisor Today Digital Magazine will come in handy as you make plans for a bright and prosperous 2021!

Becoming Your Best Self

Danny O’Connell, MBA, emphasizes the significance of asking those most important to you what they need from you and making their answers your greatest priority.

How to Have Clients Call You

Focusing on quality- of-life planning, Shane Westhoelter, AEP, CLU, LUTCF, helps you discover your "why" and how to articulate it effectively.

Topics: Running Your Practice Financial Planning #NAIFAProud Advisor Today
3 min read

A Conversation Framework Can Guide Client Discussions

By NAIFA on 5/29/20 12:43 PM

Airlines provide safety warnings and emergency procedures before the flight begins, Bryan Dunham regional wholesale senior manager at Capital Group told NAIFA’s Town Hall participants. They don’t wait for a crisis situation to give passengers vital information.

Topics: Running Your Practice


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