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1 min read

NAIFA and Stonewood Financial Announce Partnership to Expand Awareness of Legislative Risk in Client Portfolios to Better Protect More Americans

By NAIFA on 2/2/24 3:47 PM

NAIFA and Stonewood Financial have completed a partnership agreement whereby Stonewood Financial will become part of NAIFA’s Business Performance Center that provides education and legislative debriefs to members on issues concerning practice management. Additionally, the two organizations will have a presence at organizational meetings and conferences, including NAIFA’s May Congressional Conference in Washington, D.C., and its September Apex educational event in Phoenix, Arizona, and Stonewood’s spring and fall Innovate Conferences in Louisville, Ky.

Topics: Lead Generation Press Release Business Performance Center NAIFA Partner
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

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