Practice Management
Whether a financial services professional works in one or several practice specialty areas, he/she must give attention to implementing sound business practices. Insurance and financial service professionals who focus on practice management set goals and objectives for their practice, implement financial and time management practices; are familiar with employment rules during the hiring process, protect their business with the proper insurance and make certain that they comply with the rules and regulations that govern their practice.
Career levels in the Practice Management Series:
 Early:Click to open track of early career |
 Established: Click to open track of established career |
 Accomplished: Click to open track of accomplished career |
Practice Management Resources:
- NAIFA Online Seminars
- Hoopis Advisor Network for NAIFA (coming soon)
- Sales, Prospecting and Marketing Tools
- Preferred Providers
- NAIFA Coach
- NAIFA Bookstore
- NAIFA Sales System
- NAIFA’s Advisor Today podcast series
NAIFA, 2901 Telestar Court, Falls Church, VA 22042-1205 | 877-TO-NAIFA |