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NAIFA INSIGHTS

The Little Things That Lead To Business Success

Everything a client sees tells a story about your business.

June 2019 |  Read Article

How To Be Your Client’s Financial Fitness Coach

Help clients identify what they need to address, what steps it will take to get there, and how to gain the discipline they need to achieve those goals.

May 2019 |  Read Article

Why TV Commercials Are No Competition For Advisors

Even though clients can get product information from multiple sources, they still need advisors.

April 2019 |  Read Article

‘Only So Many Hours In A Day:’ Time Management Secrets

Time-blocking and effective use of technology allow this advisor to make the most of his time.

March 2019 |  Read Article

Advisors Make Great Political Advocates

The skills that make you good at building relationships with clients are the same skills that can help you build relationships with elected officials.

February 2019 |  Read Article

The Industry Must Attract, Not Recruit, Female Advisors

The financial services industry can attract female advisors by harnessing causes women are passionate about and employing previous career experiences.

January 2019 |  Read Article

Five Great Ideas For Retaining Customers For Life

Holding on to clients for life is not as difficult as it seems. Just follow these steps.

December 2018 |  Read Article

Who Leads The Sales Dance?

Like it or not, we are not always the lead; sometimes we have to follow.

November 2018 |  Read Article

Manage Rejection And Keep Moving Forward

This advisor’s advice for handling rejection will come in handy as you deal with the many “no’s” you will likely receive from prospects.

October 2018 |  Read Article

How To Gain Traction In The Growing Hispanic Market

Understanding the nuances of this important group can lead to strong relationships that are critical for success.

September 2018 |  Read Article

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