The Latest from Washington
The Latest from Washington by Dani Kehoe, Counsel to NAIFA By now, we’re all used to legislative roller coaster rides here in DC, but this one is unique.…
Sales Idea-October
5 Ways for Financial Advisors to Step Up Their Game on Social Media by Marie Beerens, investors.com If not letting your business get stale is your goal, then using…
Welcome September New & Returning Members!
Welcome to all of our New and Returning Members in the month of September! This list reflects those who joined or renewed 9/1/2020 – 9/30/2020 New Members Jessica Barnhill -…
NAIFA Partners with AARP
NAIFA has teamed up with AARP to share the award-winning interactive training platform that empowers #FinancialAdvisors to protect investors and save your #FinancialServices firm money. Learn more: www.aarp.org/banksafe
The Latest from Washington
Coronavirus Bill, SS / Medicare Payroll Taxes, and the Newly-proposed Fiduciary Rule Take Center Stage by Dani Kehoe, Counsel to NAIFA Last week was relatively quiet on our…
Sales Idea-September
10 Basic Rules for Great Conversations by Ashley Neal, AssociationSuccess.org I had the pleasure of participating in my favorite hobby last night: mindlessly scrolling through social media. However, instead…
Top 4 Advisors Under 40 Application Deadline is Friday, October 2, 2020
Call for Entries! Top 4 Advisors Under 40 Award! RECOGNIZING NAIFA – FLORIDA’S TOP 4 ADVISORS UNDER 40 Application Deadline is Friday, October 2, 2020! Click (HERE) for complete…
Welcome August New & Returning Members!
Welcome to all of our New and Returning Members in the month of August! This list reflects those who joined or renewed 8/1/2020 – 8/31/2020 New Members Guzman Castro -…
The Latest from Washington
Analysis: Critical Negotiations on New Coronavirus Response Bill by Dani Kehoe, Counsel to NAIFA Negotiations on the next coronavirus crisis response bill are at a critical stage—currently, things are at…
Sales Idea of the Month-August
4 Financial Adviser Prospecting Tips for Attracting Wealthy Clients by John Williams at calllogic.com Anyone in the financial services industry will tell you that prospecting is their number…