Leading Advisor Financial Advisor Coaching

NAIFA Membership Workshop Video Overview

NAIFA Membership Workshop Video Overview

This is a communication that I recently sent to NAIFA Board Members. Here is an 18-Minute Overview of the Live NAIFA Membership Workshop that I delivered for NAIFA Ohio, New Mexico and Iowa.

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Looking For Donna

Looking For Donna

We’re looking for an Executive Assistant for a client. Part of the service that we provide our clients is assisting in hiring staff members.

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Rogue Behaviour Elimination and DOL Compliance

Rogue Behaviour Elimination and DOL Compliance

Rogue Behaviour Elimination? My reply is have the Advisor complete a Values and Behaviours Assessment. This will ensure the elimination of rogue behaviour.

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Post-Election Rest

Post-Election Rest

It’s post election 2016. Will Mom (Secretary Hilary Clinton) and Dad (President Elect Donald Trump) stop fighting?

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What Your Client Said (While You Weren’t Listening) by Robert Gignac

What Your Client Said (While You Weren't Listening) by Robert Gignac

Here’s a great article from my friend, author and speaker Robert Gignac that provides some DOL Perspective From Canada. Bob’s article is written from the perspective of what is going on in Canada in relationship to the disclosure of commission/fees.

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Apathy Or Membership? What Is Your NAIFA State Board’s Biggest Problem?

Apathy Or Membership? What Is Your NAIFA State Board's Biggest Problem?

Membership apathy is the main roadblock that NAIFA State Board Leaders want to eliminate in their associations.

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Membership Is Not A Product; Membership Is A Personalized Service

Membership Is Not A Product; Membership Is A Personalized Service

Membership is not a product; NAIFA Membership is a personalized service. Discover what the potential NAIFA member wants to improve upon in their business.

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