We Asked the Experts: Why is NAIFA Live the secret sauce to elevating your professional performance?

ANSWER #1:

NAIFA members, by our nature, tend to be life-long learners. NAIFA Live is a great education resource available to help us hone our skills and increase our knowledge. There’s nothing more convenient than being able to attend a monthly national meeting with my fellow financial professionals from the comfort of my own home or office. And if I miss a session or simply want to review, it’s great knowing that the archive is available for on-demand viewing at my convenience. The video library has presentations that are evergreen, offering information, tips, advice and best practices any NAIFA member is sure to find valuable.

Mark Acre, LUTCF, President, OneSource Insurance Group, (Loyal member since 2009)

ANSWER #2:

The quality of the main-stage NAIFA Live speakers coming to us once a month is extraordinary and extremely valuable! As a program accessible across NAIFA Nation, NAIFA Live can offer a broad range of speakers we might not have access to if the program was solely offered by our state chapter, NAIFA-Minnesota. The presentations offer useful information from top experts who have succeeded in the industry to help insurance and financial professionals at any stage and any practice specialty elevate their business. Minnesota is plugging into NAIFA Live!

Drew DeWitt, LACP, Account Executive, Hallett Financial Group, (Loyal member since 2011)

ANSWER #3:

Whether it’s marketing yourself, connecting with clients or growing your practice, NAIFA Live provides NAIFA members top-notch presentations by many of the leading experts and thought leaders in the insurance and financial services industry. These online meetings are for NAIFA members only, so they really do offer a tangible advantage. Everyone has missed the ability to get together with our NAIFA colleagues during the pandemic, but NAIFA Live has helped to shrink the gap. The breakout sessions are a great opportunity to connect with other professionals and build on the lessons offered by the expert presenters. They also allow us to connect with friends we haven’t seen for a while. I would encourage every NAIFA member to take advantage of this benefit.

Stephen Good, LUTCF, CLTC, CFBS, Director of Business Development, MassMutual, (Loyal member since 2003)

ANSWER #4:

As a financial advisor, business owner and LILI graduate, I know that it is important to continue to learn and develop my expertise so I can grow the practice and, most importantly, better serve my clients. NAIFA Live gives me the ability to do this from the convenience of my home or office. I can also go back and re-watch those presenters that I was not able to view live. Additionally, I have enjoyed the small group breakout sessions after the presenters to meet other members from across the country. During the pandemic, I missed the fellowship of meeting in person. NAIFA Live gave me that outlet to connect with other advisors and have meaningful discussions with their points of view. I wish more members would join the discussions and gain from these top-notch presenters that are being brought to us.

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Kathleen E. Owings, LACP, Principal and Financial Advisor, Westbilt Financial Group, (Loyal member since

ANSWER #5:

Tuning in to NAIFA Live exposes me to content that is not otherwise available through traditional professional development resources. NAIFA Live presenters consistently provide a good mix of actionable ideas related to marketing, practice management, productivity and business building while also sprinkling in some practical life tips along the way.

While NAIFA Live was present pre-COVID-19, its relevance was enhanced when we all found ourselves looking for content from our living rooms and kitchen tables. As I look forward to life returning to some sense of normalcy, NAIFA Live has a permanent place in my development due to the ease of plugging into quality speakers. Additionally, the on-demand sessions allow me to re-watch programming that was of particular interest, or if I couldn’t tune into the Live session!

Robert T. Landgraf, CFP, Director, RSM Wealth Management, (Loyal member since 2009)

ANSWER #6:

For me, NAIFA Live is about connecting with my professional association and learning along with my NAIFA family. The information offered by the speakers is great for anyone looking to grow their business or build on their professional success. And who isn’t looking to grow their business and/or build on their success? The best insurance and financial professionals in the United States are NAIFA members, and NAIFA Live gives us the opportunity once a month to come together, enjoy each other’s company and learn to be even better professionals.

John D. Richardson, RICP, LACP, Partner, Boundbrook Advisors (Loyal member since 2003)