Advisor Today Blog

Staying in Touch with Zoom

Nowadays, with the need to practice social distancing, in-person meetings with clients, prospects and co-workers may no longer be an option. As a result, many financial professionals are searching for alternative methods of communication.     One such method is Zoom, which allows users to videoconference with their clients and prospects. With Zoom, anyone who has an account can hold remote ...

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NAIFA Offers Helpful Resources for Dealing with COVID-19

NAIFA Offers Helpful Resources for Dealing with the Impact of COVID-19 To help agents and financial advisors serve their clients and operate their businesses during the coronavirus crisis, NAIFA is offering a wide range of critical resources, which are located on the NAIFA website at www.naifa.org. On the site, viewers can gain access to numerous tools, resources and information about ...

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Going High-Tech to Serve Clients

Even before COVID-19 struck, forward-thinking agents and advisors were always exploring and using a wide range of technologies to attract, retain, and better serve their clients. As NAIFA member Jeffery Hill, MBA, shared with us , he has always used all forms of digital tools to reach out and service his clients.       Hill is with Hill Financial Group Inc., ...

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Building Resilience in Life and at Work

Head: Building Resilience in Life and Work Byline: By Toni Harris Taylor Text: The word “resilient” means to spring back or rebound, to return to the original form or position after being bent, compressed or stretched. This is truly a fitting definition for many of us who have a lot of life going on. Whether it is a personal or ...

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Now Available: March/April Issue of Advisor Today

The March/April issue of Advisor Today is now available at http://www.digital.advisortoday.com/advisortoday/0220_march_april_2020/ This issue is all about explaining the strategies, techniques and resources you need to enhance the financial performance of your practice. From how to ramp up your DI sales as you get ready for Disability Insurance Awareness Month to engaging multicultural clients–this issue is required reading for the advisor ...

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Coronovirus Brings Uncertainty, but Financial Professionals Keep Clients Focused on the Long-Term

Uncertainty surrounding the international coronavirus outbreak has created stock market volatility and obvious public health concerns that have many American feeling anxious. At times like this, having a sound financial plan and working with a qualified insurance and financial professional can reassure consumers and provide them with a solid financial footing. Anyone who has worked with a professional to create ...

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Four Under 40 Nominations Are Open!

Someone you know is a leader. He or she is successful, of course, but also committed to their community, family and team. They’re already a great example for their peers. Nominate them for Four Under Forty Awards. It’s the recognition they deserve and the next step in their amazing career.

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Past President Jill Judd Represents NAIFA in Insurance Industry Diversity Panel Discussion

Jill Judd, immediate past president of the National Association of Insurance and Financial Advisors (NAIFA), participated in a main-stage roundtable discussion at the “All Women & Diversity: Expanding Opportunity in Insurance” conference in New York today. The discussion, entitled “When Women Bring Home the Bacon: How the Financial Landscape Is Changing and Why Diversity in Our Industry Is Critical,” explored ...

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