National Association of Insurance and Financial Advisors

Managing and Retaining Diverse Agents

NAIFA Webinar
April 2017

In Managing and Retaining Diverse Agents, NAIFA Diversity Task Force member Ali Agha will help you improve your practice working with agents from diverse backgrounds. Ali shows you…

•    Why being an “outsider” in a cultural market isn’t always a disadvantage
•    How diversity (or lack thereof) in your practice affects your bottom line
•    How to recruit, train, and retain diverse agents
•    Best practices for managing diverse agents



About the presenter:

After 5 years in the Management Consulting world, Ali Agha, CFP®, ChFC®, CLU® established his Financial Services practice with New York Life in June 2009.  As a Financial Services Professional, Ali combined his financial and strategic planning knowledge with his passion for teaching to help his clients with their long-term financial planning.

In December of 2011, Ali was offered the opportunity to become the Development Manager of the Southern Connecticut General Office.  In March of 2015, he was promoted to a Senior Development Manager in the River View General Office in Brooklyn, NY.  Over the years, Ali has coached many agents of numerous cultures and backgrounds to MDRT and beyond with a holistic approach that develops them as both people and as professionals.  As a proud trainer and Certified Financial Planner™, Ali’s mission is to help develop the next generation of knowledgeable and ethical financial professionals.

Ali is a graduate of LILI and has served in a number of leadership roles in NAIFA, including: Past member of NAIFA Connecticut’s Board, and an active member of NAIFA National’s Diversity Task Force. He is passionately committed to diversity, not just in his office, but also in NAIFA. Ali has been published twice in Advisor Today Magazine on the subject of diversity, focusing on how agents can embrace diverse markets to expand their practice and grow their sales.