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Love & Recognition: National Membership Day Case Study

If you're using the Internet and researching better ways to develop leads, the likelihood is you've stumbled across companies such as HubSpot that tout the benefits of inbound marketing over cold calling. In fact, proponents of digital marketing will tell you that cold calling is not only an..

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What's in Store for P+P 2018

The excitement for NAIFA's Performance+Purpose Conference, or better known as "P plus P" is growing as the agenda is finalized and released. Hear from NAIFA's incoming President, Jill Judd, as to what to expect in this year's conference. P+P is not just for members and this year, we've put together..

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NAIFA Named as a Must Join Organization

According to Investopedia's article today, NAIFA is one of four organizations named as a must-have to advance your career. The article correctly cites NAIFA's ability to not only provide the education and skills needed to succeed in your financial advisor career, but also provides the..

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Book More Appointments with this Technique

Buyer behavior has changed and the too direct, too aggressive sale tactic not only typically falls on deaf ears, but may also turn the prospect totally off (especially depending on the age & sociocultural factors of the prospect). Has the ABCs of always be closing changed? Heck no! It's just the..

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Right People on the Bus

Jim Collins' book "Good to Great" talks about having the right people on the bus. The YATs are definitely the right people and this year have gotten their own bus to go to Congressional Conference, or as they affectionately term it "ConCon". 

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Leadership Opportunities Abound at NAIFA

There are theoretically a few rich do-gooders out there in the world that join their industry's association because they have nothing but time and money when starting out as an advisor, but that's not the norm. NAIFA focuses on people like you who are trying to figure out how to be as efficient..

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