Leading Advisor Financial Advisor Coaching

Category: NAIFA

Excited to be presenting at a joint March 2019 New Jersey Event for #NAIFA #SocietyofFSP #WIFS

Excited to be presenting at a joint March 2019 New Jersey Event for #NAIFA #SocietyofFSP #WIFS

Excited to be presenting at a joint March 2019 New Jersey Event for #NAIFA (National Association of Insurance and Financial Advisors), #SocietyofFSP (Society Of Financial Service Professionals) and #WIFS (Women In Insurance and Financial Services)

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#NAIFA Performance + Purpose San Antonio Conference Review

#NAIFA Performance + Purpose San Antonio Conference Review

“So, was the conference good for you? Did the conference meet your expectations? Are you going to be able to make money out of this thing?”

These are questions that we are asked over the course of the September 13-16 2018 #NAIFA Performance + Purpose San Antonio Conference.

Right now it’s 8pm ET on Sunday, September 16th and I’m on a flight to Ottawa from San Antonio via Toronto. My beloved Laura is on a flight to Vancouver and then Nanaimo from Toronto. We will reconnect on Friday, September 21st in Victoria to celebrate Laura’s Mother, Helen’s Birthday.

Back to business.

Of course we have the following calculated projections and without too much detail;

  • Number of interested/qualified conversations we expect at a conference
  • Number of scheduled telephone conversations after the conference
  • Number of clients

The irony is that even though we work with financial services professionals to meet

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#NAIFA Performance + Purpose San Antonio – 3 Proven Strategies To Crack The Income Code

#NAIFA Performance + Purpose San Antonio - 3 Proven Strategies To Crack The Income Code

#NAIFA Performance + Purpose San Antonio will the 7th consecutive NAIFA National Conference for Laura and me and we are really looking forward to visiting with all of our NAIFA friends. Stop by and see us at booth #408 and attend my 3 Proven Strategies To Crack The Income Code presentation; Friday, September 14 – 12:45 – 1:10pm.

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Appreciating #NAIFA Board, Executive & Staff For Their Extra Work To Keep Members Safe Cancelling NAIFA 2017 Orlando P+P / Hurricane Irma

Appreciating #NAIFA Board, Executive & Staff For Their Extra Work To Keep Members Safe Cancelling NAIFA 2017 Orlando P+P / Hurricane Irma

Appreciating #NAIFA Board, Executive & Staff For Their Extra Work To Keep Members Safe Cancelling NAIFA 2017 Orlando P+P / Hurricane Irma. Please visit the NAIFA website for more information.

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NAIFA Missouri “Show Me State” Membership Workshop Testimonials July 24/25, 2017

NAIFA Missouri

During the NAIFA Missouri Membership Workshop I addressed all of it; what is going on in the news, pending association charter changes relating to the Quality Membership Experience, the Department of Labor and dwindling membership, which are all influencing and overwhelming their state of mind.

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2017 Membership Workshop Comments From NAIFA Florida, Illinois and Indiana

2017 Membership Workshop Comments From NAIFA Florida, Illinois and Indiana

Thank you to NAIFA Colorado, Florida, Illinois, Indiana and Missouri for the opportunity to deliver membership workshops and to present The Inspirational Tipping Point at NAIFA State Conferences June/July 2017.

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Are Individual NAIFA Members Committed To Membership Growth?

Are Individual NAIFA Members Committed To Membership Growth?

There are a large amount of NAIFA non-member well-known associates, friends and peers that can be approached on a one-on-one basis by NAIFA State and Local Board Members about becoming a NAIFA member using the New NAIFA Membership Sales System.

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