<img height="1" width="1" style="display:none;" alt="" src="https://dc.ads.linkedin.com/collect/?pid=319290&amp;fmt=gif">
yellowbg5
2 min read

The Top Best Kept Secrets of Successful Financial Professionals

By Branislav Dovedan, COO of EveryIncome on 2/22/22 10:00 AM

Are you looking around wondering why other financial professionals are doing better than you? Maybe you’re looking for the right niche or just want to up your game. Either way, you must know the best kept secrets successful financial advisors use to up level their business.

1. Get to know your clients

Don’t just get to know how much money your client has or what assets they own, but instead, get to know all areas of their lives. What makes them tick? What are they passionate about? These answers may not affect their financial goals, but when you’re marketing your business, you’ll know what your clients love.

Topics: Prospecting Grow Your Business Potential Partners for Advisors
4 min read

OneAmerica Individual Life and Financial Services Bolsters Leadership

By OneAmerica on 12/15/21 12:00 PM

On December 6, 2021, OneAmerica announced strategic leadership changes in its Individual Life and Financial Services (ILFS) line of business aimed at strengthening distribution, recruiting, and business development operations. New ILFS appointments include:

Topics: Press Release Potential Partners for Advisors
1 min read

Deadline to Register for the January 2022 LACP Exam: December 15

By NAIFA on 12/14/21 4:00 PM

Apply today to take the LACP exam during January! The final deadline is December 15, 2021. NAIFA members receive a $200 discount on the application. There is a $50 late sign-up fee, but NAIFA members can use the code Late50 for a $50 discount when applying.

Topics: Certifications & Designations LACP
2 min read

OneAmerica's 'Leading Tomorrow' Speaker Series: Final Session of 2021

By NAIFA on 12/3/21 9:00 AM

Join OneAmerica for “One for All: Delivering the Experience That Matters to You” on Thursday, December 9, 2021, at 2 pm eastern. This will be the final session of this season's Leading Tomorrow speaker series.  

The session will provide a recap of 2021 at OneAmerica and a preview of what’s in store for 2022. The speakers will discuss OneAmerica’s commitment to growth, diversity and inclusivity, and financial strength and stability.

Topics: webinar
1 min read

NAIFA Salutes the First National Online LILI Class

By NAIFA on 12/2/21 4:00 PM

Over six months ago their journey began, six students in NAIFA’s Leadership in Life Institute (LILI) embarked on a path of study, introspection, and personal growth. On Tuesday November 19th, these students were joined by NAIFA President Tom Michel and 40 LILI alumni for an online commencement celebration.

Themes of self-improvement, perseverance through tragedy, and life-long friendships formed in the LILI class were in evidence as each graduate took time to share their LILI story.

Topics: LILI
2 min read

Joanna Dellosa Leads by Example with LACP and More

By NAIFA on 11/29/21 1:30 PM

A past president of NAIFA Los Angeles, incoming president of the Los Angeles chapter of Women in Financial Services (WIFS), and graduate of NAIFA’s Leadership in Life Institute (LILI), Joanna Dellosa is a proven leader. So, it is no surprise she was one of the first advisors to earn the Life and Annuity Certified Professional (LACP) certification when it was launched in 2017.

Topics: LACP Talent Development Center
2 min read

NAIFA Members Earn the LACP Certification

By NAIFA on 11/17/21 1:00 PM

NAIFA congratulates the members who earned the Life and Annuity Certified Professional (LACP) certification during the July testing window:

Topics: Annuities Life Insurance LACP
1 min read

3 in 5 Black Women Have Trouble Finding an Advisor They Can Trust

By Doug Bailey, InsuranceNewsNet on 11/16/21 11:28 AM

The financial services industry is overlooking or underserving a potentially huge and growing market according to a new study from the Center for Economic Empowerment and Equality, part of The American College of Financial Services.

1 min read

Christopher Gandy and Brian Haney Win ThinkAdvisor LUMINARIES Award

By Ronan Friend on 11/12/21 3:42 PM

Join us in congratulating Christopher L. Gandy and Brian Haney, winners of this year’s ThinkAdvisor LUMINARIES Award in Diversity and Inclusion.

Topics: Diversity & Inclusivity Award Winners
3 min read

NAIFA and the LACP Help Swapan Munshi Be of Service

By NAIFA on 11/11/21 2:56 PM

Swapan Munshi, LACP, is a principal with Council Financial & Insurance Services in San Francisco and a member of NAIFA California. Born in the United States to parents who immigrated from India, Munshi grew up watching his father develop and maintain a successful financial services practice by building great relationships with his clients. But Munshi’s father never tried to bring him into the business. Instead, he encouraged him to chart his own path. Munshi found his purpose and initial career helping people through difficult times as a mental health care professional working with individuals in Veterans Administration hospitals and the state prison system.

Topics: LACP Member Spotlight Loyal Member

Featured

Sprite 300x300px-BlogAds