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2 min read

6 Tips for New Agents and Advisors

By NAIFA on 9/22/22 10:00 AM

The insurance and financial services industry can be intimidating for newcomers. However, with the right knowledge and resources, it is possible to find success in the field.

Here are a few tips to help you get started:

Topics: Prospecting Grow Your Business Protect Your Business

10 Tips for Writing a Standout LinkedIn Bio—And Why It Matters

By NAIFA on 8/25/22 10:00 AM

Whether prospecting, recruiting, or networking, your LinkedIn bio and summary are your opportunity to let your audience know who you are and what you do. That's why it's essential to make a good—and lasting—impression. 

Topics: Running Your Practice Prospecting Grow Your Business Protect Your Business

Tips for Building and Maintaining a Successful Business

By NAIFA on 8/18/22 10:00 AM

Starting and running a new business can be daunting. There are myriad factors to consider: How do you write a business plan? How do you choose the right marketing strategy? What are your legal requirements?

Learn the answers to these questions and more from HubSpot. HubSpot has resources for running any business—from inbound marketing to sales to customer service. Whether you're just starting out or are looking for ways to improve your practice, this guide will help set your business up for success.

Topics: Running Your Practice Marketing Sales & Marketing Social Media Marketing Grow Your Business Protect Your Business Small Business
1 min read

Create a Powerful Message with Caleb Guilliams at NAIFA'S Apex Learning Lab

By NAIFA on 8/5/22 10:54 AM

Join "the new face of finance" for the Learning Lab, "How to Create a Powerful Message by Winning Stages," exclusively at NAIFA's Apex Sales Summit.

Caleb Guilliams will bring the engaging conversation and perspective of his BetterWealth Podcast live to you. This interactive coaching session will introduce concepts that are largely unknown and barely utilized among advisors. However, once learned and leveraged, Caleb’s insights can change everything.

Topics: Running Your Practice Networking Grow Your Business Apex
1 min read

NAIFA's Apex Learning Lab Presents Business Principles from Cody Askins

By NAIFA on 8/4/22 2:41 PM

Join us for a special Learning Lab, "8 Core Business Principles for Transformative Growth," happening at NAIFA's Apex Sales Summit on Thursday, August 18 at 1 pm and 2 pm.

Founder of The 8% Nation Conference, and starting in the insurance industry at just 20 years old, Cody Askins will share his life-changing insights in this interactive coaching session. In his keynote presentation, you can learn more about Cody's innovative system that created eight companies, totaling more than $30 million in annual revenue.

In this intimate Learning Lab, you can meet Cody and ask him questions one-on-one as he leads you through a discussion of culture, talent, day-to-priorities, and getting into the right mindset to help you succeed.

Topics: Running Your Practice Networking Grow Your Business Apex
3 min read

7 Tips for Success in Insurance and Financial Services

By NAIFA on 7/25/22 11:50 AM

In the past decade, the insurance and financial services industry has undergone massive changes. As a result, fewer people are applying to be agents and advisors, and even fewer are staying in the industry after their first 3-5 years in the game. 

With new regulations, it's more difficult than ever to stand out, but you can build a successful career with the right knowledge, motivation, and guidance. 

Read on for tips to help you on your journey toward building a long-lasting career in insurance and financial services.

Topics: Running Your Practice Networking Professional Development Grow Your Business Practice Management Careers in Financial Services
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
6 min read

10 Steps to Help Grow Your Practice

By Kathryn Blum on 3/12/21 11:34 AM

 

Topics: Grow Your Business Talent Development Center

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