Advisor Today Blog

You Can Fascinate!

During a General Session at the 2012 NAIFA Career Conference and Annual Meeting on Sunday, September 9, NAIFA members learned how to fascinate their customers and co-workers by using their personality’s hardwired advantages from Sally Hogshead, motivational speaker and author of Fascinate. When you fascinate your prospects and clients, she said, you become most worthy of their attention and they ...

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Howard Fineman on Politics: From the Top and the Inside

Howard Fineman, editorial director of The Huffington Post Media Group, shared with NAIFA members his insights on the upcoming presidential election and the state of politics. Speaking during the NAIFA general session on Sunday, Sept. 9, Fineman opinionated that he was surprised either presidential candidate, President Barack Obama or Mitt Romney, would win the election, considering how negative and accusatory ...

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With an Assist From Dickens, Robert Miller Offers His View of NAIFA’s Present and Future

NAIFA President Robert Miller evoked the enduring words of Charles Dickens in his President’s Report Sunday at the 2012 NAIFA Career Conference in Las Vegas. “It was the best of times, it was the worst of times,” Mr. Miller said, relating Dickens’ masterful opening to the classic novel A Tale of Two Cities to his own experience over the past ...

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NAIFA Town Hall Meeting Kicks Off 2012 Conference

The NAIFA Executive Committee covered topics from membership numbers to the partnership resolution between state committees and the national group during the 2012 NAIFA Town Hall Meeting, which took place Saturday, Sept. 8, at Caesars Palace, Las Vegas. President Robert A. Miller, MS, MA, opened the meeting by reminding members of the importance on serving members. He spoke of the ...

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Sharon Heierman honored with C. Carney Smith Award

Association Executive Sharon Heierman was honored with the C. Carney Smith Award during a dinner Friday at the NAIFA AEC Conference in Las Vegas. In presenting the award, NAIFA President Robert Miller said that Sharon is a “proven leader in both outreach and education.” For example, when the state of Florida enacted legislation creating a new senior suitability ethics requirement, Sharon made ...

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D. Scott Brennan Is New MDRT President

D. Scott Brennan has been appointed President of the Million Dollar Round Table. Brennan, of South Bend, Ind., will lead the association of nearly 38,000 international members for a one-year term, effective Sept. 1, 2012. Brian D. Heckert, CLU, ChFC, was appointed Secretary.

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Gen Z – The Next Generation of Investors

They are patient, collaborative and, contrary to popular belief, do not necessarily prefer electronic communication to personal connections. This is according to a new “Gen Z” survey conducted by TD Ameritrade Holding Corporation.

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NAIFA Member Mike Hefferon Receives Award from Lincoln Financial

Lincoln Financial Distributors (LFD), the wholesale distribution subsidiary of Lincoln Financial Group, recently announced that the CEO of BRAMCO Financial Resources, Mike Hefferon, has received the prestigious “American Award.”

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