Sign up Now for Performance + Purpose 2016!

August 15, 2016

I encourage all YATs to attend NAIFA’s Performance + Purpose 2016 Annual Conference next month in Las Vegas.  Your return on investment will be well worth the time and expense involved.  This year’s re-branding of the annual conference will bring fresh ideas on education, motivation and the first opportunity to volunteer during conference, at the Stop Hunger Now event. From my personal experience with past conferences, I’ve always come away with renewed energy and passion for the industry...

Becoming a Better Networker

August 15, 2016

By Robert A. Arzt, CLU, ChFC, LLIF One of the most effective ways to connect with prospects is to first develop a relationship with them.  The best way to do this is through networking and by getting favorable introductions. But many people are fearful about meeting and talking with people they don't know. By not overcoming this obstacle, they miss opportunities to connect with potential prospects and even centers of influence. So what are these fears, and how do you overcome them...

Americans Prefer "People Plus” Technology

August 15, 2016

By Ayo Mseka According to findings from Northwestern Mutual's 2016 Planning & Progress Study , the established value of human advice in financial planning is not easily replaced by technology alone. When asked how they would prefer to receive financial advice, the majority (54%) said the ideal solution combines a human relationship with technology, while a full third (33%) prioritized a human relationship above all else. Notably, the appetite for a fully automated (robo) solution...

Win a Trip to NAIFA’s Performance + Purpose 2016!

June 30, 2016

The conference, which takes place from September 17 to September 19 in Las Vegas, has been redesigned to focus more on education, motivation, and participation in the community of advisors. Join your colleagues and NAIFA in a community service opportunity, professional workshops and evening events designed just for YATs.   The conference is one of the premier events in the insurance and financial-services industries and we want to help get you there!  If you are a #YATinAction, enter and ...

Seven Rules For Getting To The Top In Sales

June 23, 2016

Many salespeople with great potential either drop out or have limited success. Most have good skills, possess the right attitude, and want to get ahead. But something holds them back. What are they missing? Simply put, they don’t know the rules for getting to the top. Here are seven that will help do the job: 1. Do it now. The world has changed and the message for everyone is fast forward. Wells Fargo’s FastFlexsm Small Business Loan program tells the story. Online and funded as quic...