Business/Practice Management
Successfully managing your own business requires the assistance of companies and suppliers who know your business and are interested in your success. Take advantage of these NAIFA Preferred Providers to grow your practice.
Explore this section to learn about the many programs and value-added services that can help to manage your business.
• CopyTalk • Smarsh Financial Visions • Horsesmouth • ProDial
Mobile Dictation Service that Enhances Your Business, Increases Your Compliance
Designed specifically for the insurance and financial services industry, Copytalk's Mobile Scribe is a mobile dictation service that allows you to document client meetings faster and easier than ever before. After meeting with a client or prospect, simply pick up your phone, dial Copytalk and dictate the details of your meeting. Within a few hours, your transcribed text is delivered via email or secure download. For less than the cost of a daily cup of coffee, you can spend less time on paperwork and more time serving your clients and growing your business.
As a NAIFA Member, you pay $49.95 a month — a savings of $30.00 per month — for unlimited use with no long-term contracts. (Standard price is $79.95.) For additional information about Copytalk and Mobile Scribe, visit www.copytalk.com/NAIFA or call 1-866-267-9825. When calling, be certain to identify yourself as a NAIFA Member and ask how you can receive a free month of service.
Website Design that's Comprehensive, Customizable and Compliant
In today's world, you need a professional presence on the web in order to grow your business and serve your clients effectively and proficiently. Smarsh provides the most comprehensive, affordable website service available to the insurance and financial services industry. Select from more than 50 templates with articles, financial calculators, newsletters, reports and quotes — everything you need to present your professional services and qualifications 24 hours a day, 7 days a week.
As a NAIFA Member, you pay $39.95 a month — a savings of $5.00 per month — with an initial set-up fee of $99.00 — a savings of $50 off the regular set-up fee. Other fees may apply for domain name registration and email service, if requested.
For additional information about Smarsh Financial Vision Websites, visit www.naifawebsites.com or call 800-593-9228. When calling, be certain to identify yourself as a NAIFA Member.
How Advisors Succeed — Every Day
Horsesmouth is a daily, online service that helps financial advisors succeed by getting more clients and growing their businesses. Each day, you will receive action-oriented, how-to features from leading experts and successful advisors, showing you exactly what to do to have an immediate, positive impact on your business. You will also gain access to a growing database of more than 4,500 articles on sales, marketing, business development, practice management, financial planning and investing.
As a NAIFA member, you receive a 90-day free trial—plus a second 90-days free with your annual Horsesmouth Membership of $189 a year (15 months for the price of 12—a savings of $75). And your annual Horsesmouth membership includes your own copy of Horsesmouth's ground-breaking action research report, “Automatic Referrals: How to Instill Discipline in Your Referral Strategy and Guide Your Clients to Deliver Perfect Prospects Every Time.” You will also receive a free copy of the biweekly email newsletter, The NAIFA Advantage, which includes links to practice-oriented articles and resources from Horsesmouth, as well as links to other NAIFA resources.
Click here to sign-up for your 90-day free trial today. For additional information, call 888-33-MOUTH and tell Horsesmouth you're a NAIFA Member.
Regionally-Tailored Long Distance Services for You and Your Business
ProDial provides participants with long distance, toll-free numbers, conference calling, internet access, T-1 lines and calling cards.
As a NAIFA Member, you receive the lowest possible price per minute for each type of phone service – local toll calls, intrastate, interstate, off-shore and international. For additional information about the telecom services available through ProDial, visit the exclusive website for NAIFA Members at www.prodial.com/NAIFA or call 800-776-3425. When calling, be certain to identify yourself as a NAIFA Member.