Don't Miss Next Week's Solution Session with Coach Dan Finley!
Unclogging the Pipeline: Advisor Solutions Nine Step Client Acquisition Process
Date: August 15 @ 4pm EDT
Presenter: Coach Dan Finley
How do you take a complete stranger and turn them into a loyal client? The best way to build a client base is to have a proven process, a step-by-step guide to help you move a prospect down the “Stranger to Client Path". Using Advisor Solutions Nine Step Client Acquisition Process you will watch prospects go into and flow through your pipeline and become active and engaged clients.
Updated NAIFA Code of Ethics
NAIFA's Code of Ethics have been revised and are now on our website as well as our NAIFA Store. The Code of Ethics reminds all agents and advisors how to best represent themselves and their clients in the industry.
For the revised Code of Ethics visit our website or the NAIFA Store.
Alliance for Lifetime Income Special Offer for NAIFA Members:
Our partners at the Alliance for Lifetime Income have a special offer for NAIFA Members. If you are planning on seeing the Rolling Stones this summer, let us know! ALI is the exclusive sponsor of the tour and are promoting the power of annuities in their "Retire Your Risk" campaign. If you are going to a show, ALI will not only greet you, but will interview you and provide you with a swag bag as a way to promote NAIFA members. Email us and let us know if you've got tickets & we'll get you the VIP treatment you deserve!
Do You Work With Annuities?
The Alliance for Lifetime Income is looking to do press interviews in select markets for NAIFA Members that work with annuities. If you are attending a Rolling Stones concert in any of the select areas and want to support the power and positivity of annuities, use this press release and submit to your local media and add to your website.
August 10: Denver, CO
August 14: Seattle, WA
August 18: Santa Clara, CA
August 22: Pasadena, CA
August 26: Glendale, AZ
August 31: Miami, FL
Guy Baker to Receive the 2019 John Newton Russell Memorial Award
The National Association of Insurance and Financial Advisors (NAIFA) is proud to announce Guy E. Baker, Ph.D., MSFS, MBA, CLU, ChFC, CFP, RHU, managing director of BTA Advisory Group in Irvine, Calif., is the recipient of the 78th annual John Newton Russell Memorial Award. The award is the highest honor accorded by the insurance industry to a living individual who has rendered outstanding services to the institution of life insurance.
Baker will receive the award Sept. 14, 2019, at NAIFA’s Performance + Purpose conference in Orlando.
Help NAIFA Grow! Become an Ambassador
Our Advisor Ambassador Program is looking for new speakers. Educate the future members of NAIFA on best prospecting practices or how to differentiate yourself in the industry. To sign up to become a speaker, visit:
Special Session at P+P: Power Session LIVE
Jim Silbernagel is hosting a Power Session LIVE at the upcoming Performance + Purpose Conference! "Fast and Furious Sales Ideas with Living Legends" will feature our own Board of Trustee John Wheeler, Van Mueller, Marv Feldman, and Scotty Brennan. If you're attending P+P, don't miss this session on Friday, September. 13 at 2:45 pm!
20/20 Member Experience On-Demand Archive
Month #8 features a deep dive into our LUTCF designation as well as the LACP certification. If you'd like to learn more about these, as well as other informative topics within NAIFA, visit our archive: