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…
National Association of Insurance and Financial Advisors-Florida
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…
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 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 -…
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…
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…
Welcome to all of our New and Returning Members in the month of July! This list reflects those who joined or renewed 7/1/2020 – 7/31/2020 New Members Nilda De Boyrie…
We are halfway through the year and it’s time to see if we are bringing you the best programs, content and communication that you want in a style that fits…
Proposed New Fiduciary Rule Released by DOL by Dani Kehoe, Counsel to NAIFA In a typical week-before-recess rush of activity, there was quite a lot of newsworthy action…
NOTE: This event is for NAIFA members only, due to Political Committee fundraising restrictions. Join NAIFA-Florida leaders Bryon Holz, Craig Duncan and Tim Meenan in this one-hour virtual “Happy Hour”…
Welcome to all of our New and Returning Members in the month of June! This list reflects those who joined or renewed 6/1/2020 – 6/30/2020 New Members Alley Capatosto -…