Tag Archives: webinar

Steer Clients Clear of These Common Retirement Planning Mistakes

Webinar: Thursday, May 14, 2015 There is much more to retirement planning than funding your IRA. In this engaging and informative webinar Kristen MacKenzie, with the College for Financial Planning, will show you how to avoid the mistakes that can make the difference between financial independence and needing to return to work.

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How to Generate More Leads, More Clients and More Sales

One of the most common challenges NAIFA members share is their need for more leads, more clients, and more sales.  Here are some insights that will help you achieve this goal. #1: Check Your Beliefs. The most critical element of achieving a goal is a belief that we can do it. Take a minute to answer “yes” or “no” to ...

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