Mary Greene is a Black woman who became a financial advisor with Prudential after working for several Fortune 500 firms in other industries. Prudential offered four things she says are necessary for young advisors to make it: Name recognition among prospective clients, a strong training program, solid support from her manager and managing director, and a feeling of confidence that she “could flourish and really bring some great things to the clients because of the needs of the African American community.”

John Merrick and Alonzo Herndon were successful turn-of-the-twentieth-century entrepreneurs who recognized that Black families had a growing need for life insurance. They also saw that need was not being met in the Jim Crow South. Both men were born into slavery, Merrick in North Carolina and Herndon in Georgia. Both, coincidentally, made their first entrances into the business world as barbers who prospered and opened multiple shops.

NAIFA is now accepting nominations and applications for its 2021 awards, recognizing outstanding leadership, performance, and achievement that differentiates NAIFA members from their colleagues in the insurance and financial services industry. NAIFA bestows these annual awards as programs of the Talent Development Center, which recognizes exemplary NAIFA members, promotes professional growth, and encourages a new generation of agents and advisors to join the business.

The Young Advisor Team of the National Association of Insurance and Financial Advisors (NAIFA) is proud to announce the launch of a new Future Leaders program for students interested in careers in the financial services industry. The new program is under the oversight of NAIFA National’s Young Advisor Team Committee, chaired by Blake Gillies, DIA, Brokerage Director, Acacia Financial Group.

The new Future Leaders program expands the offerings of NAIFA’s Talent Development Center of Excellence, launched in Q2 2020. The Talent Development Center is a new initiative of NAIFA to create a content and event hub focused on topics of personal and professional performance during every stage of the advisor business lifecycle. In addition to the Young Advisor Team, which focuses on programs for advisors under the age of 40 or with less than 5 years in the business, The Talent Development Center also houses NAIFA’s Diversity, Equity & Inclusion work and award programs.

Featuring Brian Haney, CLTC, CFS, CIS, CFBS, LACP, CAE, Vice President of The Haney Company, and Kelly Haney, author of www.crazyhealthlady.com. The webinar is available on-demand.

View the Webinar On-Demand Now.

Why Is Work-Life Balance Important?