NAIFA Rolls Out New Skill Builders Workshops

NAIFA has introduced two new workshops in the Skill Builders Series, Professional Prospecting and Time Management for Financial Professionals. Like the NAIFA DOL Workshop, these two new workshops are four hours long and are hosted by NAIFA’s state and local associations.

Professional Prospecting is aimed at agents or advisors in the first five years of practice, as well as at veteran advisors who desire to hone their prospecting skills.

This workshop will teach advisors how to:

• Improve their attitude toward prospecting

• Embrace the 3 Ps of Success to change within

• Set and achieve G.R.O.W.T.H. goals

• Maximize results using a Daily Score Card

• Discover their prospecting niche — cold calling, networking, seminars or referrals

• Determine what works and what doesn’t when prospecting

• Model what successful advisors do to grow their business

• Succeed by using tips and techniques that will help them to professionally prospect

• Create an action plan to jump-start their prospecting programs and move forward immediately

Time management workshop

Time Management for Financial Professional is ideal for advisors who struggle with time- management and organizational issues. It will help them discover what their time wasters are and teach them how to uncover hours of productive time each week.

During this workshop, advisors will learn how to master the steps to achieve change, identify the six categories associated with poor time and organization management, assess their greatest time wasters, employ a six-step process to get back on track, develop an ideal work week schedule that can be implemented immediately, identify the highest and best uses of time and engage in breakthrough thinking that is designed to take their practice to the next level.

Serving your clients with fiduciary compliance

The first workshop in NAIFA’s Skill Builders Series, Serving your Clients with Fiduciary Compliance, continues to be offered by NAIFA’s state and local associations.

Judi Carsrud, NAIFA’s Director of Government Relations, issued the following statement regarding the Trump Administration and how it will affect the DOL Fiduciary Rule, “While the Administration has expressed concern and possible action with the DOL Fiduciary Rule, the paths to delay/modify or pass legislation still include many obstacles. Litigation is pending, but because that process is lengthy, it remains important for NAIFA members to be fully informed as to the rule as written and to begin preparing for implementation. The workshop also includes excellent ‘best practices’ that will be relevant in any possible future changes; so members should be encouraged to participate.”

Visit www.naifa.org for the schedule of upcoming NAIFA Skill Builders Workshops. For information about a workshop in your area, contact your NAIFA State or Local Association. The program cost per student is $195 for NAIFA members and $295 for non-members, to be collected by the host association.

Tara Laptew is Marketing & Program Manager, Professional Development & Education, NAIFA. Contact her at tlaptew@naifa.org.