NAIFA and Sales Activity Management, Inc. (SAM) have completed an educational and affinity partnership agreement, under which the popular SAM Planner can be obtained by NAIFA members at a preferred rate. Additionally, Sales Activity Management, Inc. will become a sponsor of NAIFA’s Talent Development Center of Excellence to collaborate on blog posts, webinars, and other tools focused on enhancing individual advisor/agent performance.
Recent posts by NAIFA
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NAIFA and Sales Activity Management, Inc. Announce Partnership to Further Increase Member Value
Topics: Press Release NAIFA Partner
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NAIFA Members Save When They Attend WIFS Annual Conference
Join our Advocacy Partner, Women in Insurance & Financial Services (WIFS) in San Diego in October for their annual conference. Thanks to WIFS for providing NAIFA members with a discount code to save on their registration fees. We are pleased to have our own Executive Director of NAIFA's Speciality Centers, Carroll Golden, CLU, ChFC, FLMI, CASL, LACP, LTCP, CLTC, hosting a breakout session, The Shadow Caregiving Economy.
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NAIFA Partner White Glove Presents Their 2023 Virtual Summit
Join NAIFA’s partner White Glove at their 2023 Virtual Summit, an exciting event that sets the stage for financial professionals eager to expand their businesses. The summit will take place on Wednesday, June 7th, 2023, from 1 pm - 6 pm eastern, offering a range of insightful discussions and learning opportunities.
Topics: Potential Partners for Advisors NAIFA Partner
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Learn to Open More Doors & Close More Sales from Steve Saladino
Steven Saladino, RICP®, LACP, LUTCF® will join Advisorist's Virtual Advisor Power Hour this coming Wednesday, May 31 at 12 pm eastern. At this Power Hour, Steve will share why he joined NAIFA and how his involvement and engagement with the community have helped take his practice to an all-time high.
This will be a Power Hour you do not want to miss as it marks the closing chapter of a series that featured NAIFA-National President Bryon Holz and members Ken Leibow, Danny O'Connell, John D. Richardson, RICP® LACP®, and Kathleen Owings.
Topics: Sales Members Webinar NAIFA Partner Producer Sales & Marketing
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Kathleen Owings Shares How to Put Your Money to Work
Kathleen Owings makes her appearance on the Advisorist Virtual Advisor Power Hour this coming Wednesday, May 24 at 12 pm eastern. Kathleen will discuss critical lessons from her book, Put Your Money to Work: A Woman’s Guide to Financial Confidence, in order to help more women with their finances with advice that was never taught in school.
Kathleen will also share the story of her non-traditional route into the financial services industry and how it has helped during times of high market volatility or challenging life events that her clients have experienced.
Topics: Financial Planning Members Webinar NAIFA Partner Producer Sales & Marketing
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Create Your Legacy of Success with the 2023 NAIFA Quality Award
Recognizing the best in the insurance and financial services industry, the NAIFA Quality Award is now accepting applications through August 31, 2023.
The NAIFA Quality Award recognizes the best of the best in our industry. It celebrates outstanding advisors and agents who provide quality care, adhere to ethical standards, and is not solely based on annual production numbers. The NQA is open to all agents and advisors to apply, however, only active NAIFA members are eligible to be recognized.
Topics: Grow Your Business Talent Development Center Members Awards Leaders NLC
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Advisorist Power Hour Welcomes NAIFA Member John D. Richardson
See John D. Richardson, RICP® LACP®, loyal member since 2003, in action on NAIFA Talent Development Center partner Advisorist's Virtual Advisor Power Hour (VAPH) this Wednesday, April 26 at 12 pm eastern.
John will discuss why more advisors should be comfortable with being uncomfortable, and how this shift in attitude and mindset can lead to greater success in their professional careers.
Topics: Members Webinar Leaders NAIFA Partner Producer Sales & Marketing
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Nominations Open for NAIFA's Advisor Today 4 Under 40 Awards
We're excited to announce we are now accepting nominations for NAIFA's Advisor Today 4 Under 40 Awards.
Each year, Advisor Today magazine recognizes four financial advisors with Advisor Today’s 4 Under 40 Award, who achieve excellence in their profession by or before the age of 40. Past winners have a proven track record of continued success through industry leadership roles, speaking engagements, and increased peer recognition.
Topics: Awards Advisor Today
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NAIFA President Bryon Holz Takes Over the Virtual Advisor Power Hour
Tune in to see your NAIFA President, Bryon Holz, CLU, ChFC, LUTCF, LACP, on NAIFA Talent Development Center partner Advisorist's Virtual Advisor Power Hour (VAPH) this coming Wednesday, April 5 at 12 pm eastern.
Taking place every Wednesday, the VAPH is a free weekly masterclass dedicated to helping industry-leading insurance and financial advisors grow their practices with modern sales and marketing tips, systems, and processes.
Topics: Members Webinar Leaders NAIFA Partner Producer Sales & Marketing
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Generate More Leads, More Clients, and More Sales at the Advisorist Summit
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.
