“This was the best hour I have spent in a long, long time. The questions based selling method makes total sense. I look forward to working with you to further enhance my skills, thanks!”
Billy Gooch, Raleigh, NC - NAIFA Young Advisor / Member Since 2011
NAIFA offers a range of opportunities to enhance professional skills, increase your knowledge base and attain professional designations.
For a complete listing of professional development tools for YATs, download this flyer
Level 1: Free NAIFA “Solutions Sessions” - YAT Focused
Each month, NAIFA will feature a different practice management topic and invite the first 25 young advisors that register to participate in a one-hour, interactive group coaching session led by Advisor Solutions Coach Daniel C. Finley. Bring your challenge regarding the topic to be discussed in a peer group setting facilitated by an experienced coach. The session will be taped and the podcast will then be archived on the NAIFA website for other interested young advisors to access. Both the coaching session and access to the archived session will be free to NAIFA members. These free teleseminar sessions will take place on the 4th Thursday of each month at 4 pm - 5 pm ET.
Level 2: Coach’s Clinics: The Next Level
If you’re ready for the next level, the Coach’s Clinics offer a more intensive and comprehensive instruction about the topics discussed in the Solutions Sessions. The Coach’s Clinics have been structured to offer advisors detailed valuable and industry-specific systems and processes; strategies, scripts, tools, and techniques that are customizable; ancillary learning, motivation, and support and awareness, action and accountability. The Clinics consist of three sessions, one session per week, and are created to help advisors increase their awareness, action and accountability about specific business building topics. The Coach’s Clinics are exclusively priced for NAIFA Members at $147.
Upcoming Coaches Clinics:
MAY – “Mastering Questions-Based Selling: Are You Asking the “Right Questions?” -- Offered on May 14, 21, and 28, 2013
click here to registerAUGUST – “Crafting Your Story: The Art of Telling and Selling” -- Offered on August 6, 13, and 20, 2013
click here to register
NOVEMBER – “Speaking Your Client’s Language – Understanding Personality-Based Selling” – Offered on November 5,12, and 19, 2013
click here to register
The May ClientCast® POWER SESSION LIVE™ - Protect Your Client’s Future with Disability Insurance
Adding Disability Insurance to a financial plan is a crucial step you can make in protecting the financial future of your clients. In this month’s Power Session LIVE™, Corey Anderson shares his knowledge and expertise of the disability insurance marketplace. Learn how you can protect your client’s financial future while increasing your own sales and production. Register Now.
Leadership in Life Institute (LILI)
The NAIFA Leadership in Life Institute (LILI) develops leaders by fostering personal growth, enhancing business practices and developing skills necessary for effective leadership. The program is a six-month leadership development course offered exclusively to NAIFA members. The curriculum includes creating a business plan, exploring tools to improve your practice and techniques to enhance interpersonal relationships – all for a fraction of the cost of other certificate programs.
Click here to learn more about LILI.
Career QuickStart – New from NAIFA in collaboration with The American College and Insurance Coach U President, Bob Arzt
One powerhouse training package combining prospecting and sales skills with business planning tools and professional coaching: this limited-time offer is available at a special introductory price for NAIFA members only! You can’t find a more comprehensive, cost-effective success program anywhere!
Click here to learn more and to register for this exciting new program!
NAIFA’s Virtual Library
The NAIFA Virtual Library is your key to a myriad of resources and sales support tools that will help you grow and succeed in your business. Through a recent partnership with NAIFA and Financial Services Online, NAIFA Members now have free, unlimited access to articles, tips, tools and resources.
NAIFA Virtual Library now provides NAIFA Members with free, unlimited 24/7 access to the online library that includes fact finders, concept pages, business tips and tools, client presentations, tax information and specimen documents.
Visit http://www.naifa.org/benefits/vsa/index.cfm to learn more.
The NAIFA Professional Development System
The NAIFA Professional Development System offers NAIFA members rich resources along five tracks – Professional Programs, Professional Practice Tools and Tips, Preferred Providers, Networks, and a Speaker Center. Each track offers comprehensive, industry-leading resources to enhance your knowledge, improve your skills, and raise your professional standing.
Click here to learn more about the NAIFA Professional Development System
Financial Designations
Through a longstanding partnership with The American College, NAIFA offers classroom training for the LUTC Fellow (LUTCF) designation and the Financial Services Specialist (FSS) designation. In addition, the Horizons program allows you to complete the CFP® Certification Curriculum, while earning six courses toward the ChFC® and CLU® designations.Invest in your future by earning a professional designation through NAIFA and The American College.
Click here to learn more about financial designations through The American College
Tap Into a New Structure of Learning with the New NAIFA Online Seminar Series
The new NAIFA Online Seminar Series features training and information programs on various topics important to running your business and enhancing your success, including practice management, sales, marketing, and prospecting, each with specific content for every career stage.
| “Succession Planning” | NAIFA Member Price: $30 FREE! |
- Geared towards the established or accomplished agent and advisor
- Provides a comprehensive overview of the core components of a succession plan and keys to developing a successful strategy
- Attributes to consider when choosing a successor and various ways to value your business along with an array of related resources to assist you in this process.
| “Survive and Thrive in Your First Three Years” | NAIFA Member Price: $30 FREE! |
- Targeted to those new to the business
- Provides useful insights along with sales, marketing and prospecting tips to incorporate into your practice
- Seminar based on the personal experiences of one of NAIFA’s own young advisors
| “Hiring the Ideal Assistant” | NAIFA Member Price: $30 FREE! |
- Designed for established producers who are ready to take their practice to the next level
- Includes practical information on the various elements to consider when seeking to recruit, train and retain a qualified assistant who can effectively partner with you and help build your business.
Learn more. Visit the NAIFA Online Seminar Series accessible via the NAIFA website and login as a member at www.naifa.org/benefits/prof_programs/online.cfm. Questions? Contact the NAIFA Professional Development and Education department at 877-866-2493.
NAIFA, 2901 Telestar Court, Falls Church, VA 22042-1205 | 877-866-2432 |