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.
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:
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.
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.
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.
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.
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.
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.
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.
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National Association of Insurance and Financial Advisors
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Arlington, VA 22209
Phone: 877-866-2432
info@naifa.org
