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By Tara Laptew - June 28, 2019

Leading Like Warren and Charlie

In careers spanning nearly 30 years, Delynn Dolan Alexander and Reena Bland have built a reputation as one of the nation’s leading wealth management firms. Together they will present "Leading Like Warren and Charlie", one of the featured Big Ideas workshops at NAIFA Performance + Purpose. Their North Carolina-based practice, in partnership with other financial advisors throughout the country, serve over 2,000 clients across the globe, manage more than $200 million in assets and produce more than $3 million in annual revenues.

By Tara Laptew - June 28, 2019

How to Turn Your Successful Practice into a Balanced Personal Life

Imagine a situation where happiness isn't a choice, but a standard of living. Danny O'Connell will talk about this very notion in his Big Ideas presentation, "How to Turn Your Successful Practice into a Balanced Personal Life". Danny will discuss the goal-setting tools used in his practice and how he applies them to his entire life.

By Tara Laptew - June 28, 2019

Ladies and Gentlemen, What are Your Intentions?

Top New York Life agent Christie Mueller is another featured Big Ideas presenter at the upcoming NAIFA Performance + Purpose Conference! Christie's passion for making a difference in the lives of her clients has helped countless individuals achieve their financial goals and face the future with confidence.

By Tara Laptew - June 28, 2019

How to Build a Team One Advisor at a Time

Top of the Table producer, Pat Kelley, has been helping individuals, families and businesses optimize their wealth for more than 25 years. In his Big Ideas workshop, Pat will focus on the ten "to do's" on how to mentor and support a financial advisor in today's world. He compares his process to that of taking a client up in a helicopter: lifting them above the daily chaos, helping identify their desired horizon, and finding the sight-lines for how to best get there.

By Tara Laptew - June 21, 2019

What’s New for 2019 Performance + Purpose?

We are pleased to announce that the 2019 NAIFA Performance + Purpose Conference will have exciting new offerings! The conference kicks off on Wednesday, September 11 with our annual community service project. This year NAIFA has partnered with Hands on Orlando to give attendees the opportunity to participate in several activities such as decorating a piggy bank accompanied by a basic financial literacy guide for children, creating smart bracelets to help children spark and interest in STEM careers, or making a “puzzle with a purpose” designated to help children develop critical thinking and math skills. Conference attendees arriving on Wednesday won’t want to miss this special event!

By Tara Laptew - June 12, 2019

How to Build a Thriving Disability Practice

Don't miss Jamie Fleischner's Big Ideas workshop at this year's NAIFA Performance + Purpose Conference. Jamie will talk about creating a focus market and identifying good prospects. She will cover how to establish good sales habits, how to build systems to track new business, how to navigate disability insurance underwriting, how to maintain your book of business and, how to create sales from existing clients.

By Tara Laptew - June 12, 2019

Disney Magic

This year's NAIFA Performance + Purpose Conference will take place at Walt Disney World's Dolphin Resort. Located in the heart of the most magical place on earth, the Dolphin Resort provides an extraordinary backdrop for this important conference as well as a launching point for an exciting Disney visit. Beautiful tropical landscaping, tranquil waterways and classic art and architecture work together to create a stunning landmark in the midst of one of the most spectacular places on earth.

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