#NAIFAproud

 by Matt Wilson on Oct 4, 2018 5:34:54 PM #NAIFAproud Story | Matt Wilson I have been in the Financial Services industry since June of 2007. I waited a few years to join the National Association of Insurance and Financial Advisors through NAIFA-Birmingham but it was the best thing I have ever done in my professional career. I attended the meetings and … Read More

4 Ways to Make Videos without Appearing on Camera

4 Ways to Make Videos without Appearing on Camera  August 1, 2018 from Pinney Insurance Would you do more video marketing if you could make videos without appearing on camera? You can – and we’ll show you how. HubSpot Research tells us that 54% of consumers want to see more videos from brands. In fact, they want videos more than they … Read More

Call Reluctance: What It Is and How to Overcome It

Call Reluctance: What It Is and How to Overcome It Posted by Pinney Insurance in NAIFA Solutions Center Call reluctance: the struggle is real. On one hand, your career depends on prospecting. On the other hand, you have serious doubts about your readiness or what your prospect will think of you. That doubt is often enough to keep new and unexperienced … Read More

Selling to Seniors

 by Stephen Mathieu, CLU, ChFC, RHU, Jean Mathieu, CLU, and Philip Harriman, CLU, ChFC on Jul 18, 2018 9:00:00 AM    Selling to Seniors Selling to senior clients takes time, empathy, and listening to the advice of these top producers.   Selling to Seniors By Stephen Mathieu, CLU, ChFC, RHU, Jean Mathieu, CLU, and Philip Harriman, CLU, ChFC   From Stephen Mathieu, CLU, ChFC, … Read More

Retention is A Problem That Won’t Go Away

 by John Boe on Jul 13, 2018 9:00:00 AM    Retention is A Problem That Won’t Go Away Learn how to recruit the right type of people and keep them. Analyze the critical factors and adjust your approach to create and engage a successful team that will contribute to your growth to the top.   Retention is a Problem That Won’t Go Away … Read More

The Four Professional Associations Financial Advisors Should Join

By Mark P. Cussen, CFP®, CMFC, AFC | Updated April 27, 2018 — 10:00 AM EDT   Financial advisors who are looking for professional support outside their own businesses can join one or more of several key organizations dedicated to furthering financial planning in various capacities, such as fee-based planning, general financial services, and insurance sales. Although it is not necessary to join them … Read More

HOW TO ACQUIRE PROSPECTS WHEN YOU DON’T LIKE TO PROSPECT

  HOW TO ACQUIRE PROSPECTS WHEN YOU DON’T LIKE TO PROSPECT The majority of advisors prefer to serve current clients rather than finding new ones. If prospecting is not a natural behavior for you, you can still achieve exponential growth in your business by trying some of these suggestions.   How to Acquire Prospects When You Don’t Like to Prospect By … Read More

Why Perspective Matters

Why Perspective Matters   Have you ever had a bad day? I mean, a really bad day? We all have! Now, I want you to think back on that situation, and reflect. Was it a bad day, or was it a bad situation that you let ruin your day? Did you let that bad day turn into a bad few … Read More

How to make BIG Change

I know what it’s like to beat down. Literally, figuratively. Physically, emotionally, financially. You name it. I have experienced it. I wasn’t the biggest kid in school. Picked on, called names, not able to defend myself. It fueled me. I got bigger, stronger, smarter, quicker. I overcame. When people say hurtful things: You’re not good enough, you’re not smart enough, … Read More