Members Only: NAIFA Live
ZOOMCalling all NAIFA members! Each month we gather together and hear from a great speaker in our industry as one nation, one NAIFA. Check out our NAIFA Live page and mark your calendars for the next meeting.
National Association of Insurance and Financial Advisors-Florida
Calling all NAIFA members! Each month we gather together and hear from a great speaker in our industry as one nation, one NAIFA. Check out our NAIFA Live page and mark your calendars for the next meeting.
Amy Florian Coregenius, Inc. CEO Wednesday, November 10th 2 pm eastern Financial professionals often send the same holiday card to all their clients, wishing them Happy Holidays. But what about those clients for whom the holidays are not so bright? What if they’ve had a death in the family in the past year, or someone…
Bob Burg Inspirational Speaker & Author The Go-Giver Way to Accelerating Your Business Wednesday, December 8, 2021 2 pm eastern As a Financial Professional, you know the benefit of doing business mainly through referrals. Among other things, it allows you to serve a lot more people while making your business a lot less…
Members Only: The Evolution of Client Acquisition: Web Search Secrets to Identify Prospect Opportunities, Ensure Business Relevancy, and Win More Business Sam Richter Hall of Fame Speaker & Best Selling Author Thursday, January 20th 2 pm eastern Client acquisition must never stop. The challenge is, in today’s world, the last person a prospect wants to…
The Champion’s Code: Building Relationships Through Life Lessons of Integrity and Accountability from the Sports World to the Business World Ross Bernstein Inspirational Business Keynote Speaker & Best-Selling Author Thursday, February 17th, 2022 2 pm eastern Ross' program is all about the DNA of what makes champions in sports so unique and how that relates…
Digital Marketing – Tactics and Tips for Results You Never Thought Possible Sheryl Hickerson Females & Finance CEO Wednesday, March 16th 2 pm eastern Join Sheryl Hickerson, CEO of Females and Finance as she helps you discover new digital marketing opportunities for results you never thought possible. Sheryl understands the unique challenges of marketing in…
April NAIFA Live: Eleanor I. Johnson, CPA, CLU, CGMA The Conversation BEFORE the Conversation: How to create a common dialogue that uncovers client priorities and motivates them to move forward with the implementation of planning strategies. April 14th | 2 pm eastern Have you ever made a planning recommendation to a client that you worked…
Premium Financing-Revealing the Secrets of This Powerful Wealth Protection Tool Anthony S. Martinelli, CLU, CBEC Wealth Advisor Co-Founder Bob Bagonis Trivitum Private Wealth Strategies, LLC Founding Partner Thursday, June 16th 2 pm eastern Your high net-worth clients and business owners rely on you. Have you considered incorporating premium financing into your estate planning services?…
From US Army Airborne to Managing Director – How NAIFA Drove My Journey to the Top Steve Saladino Managing Director Principal Financial Group Thursday, July 21st 2 pm eastern Former NAIFA Trustee and managing director with Principal Financial Group, Steve Saladino, is a prime example of doing the hard things well, the things that will…
From the Kitchen Table to the Top of the Table Richard Demko Director of Insurance and Head of Agency Centric Thursday, September 15 2 pm eastern He has been bit by two dogs in one year. He has slept in his truck. Before his appointments, he stocked shelves at Lowes. From these hard and dangerous…