Upcoming events

    • Wednesday, June 10, 2020
    • 9:00 AM - 9:30 AM (EDT)
    Register


    Join Mark Altman, founder of MindSetGo, will present a 30-minute call to help you improve your practice. This month's topic is: 

    Follow-Up and Re-Engagement

    Having expectations are encouraged if they are stated and agreed upon. Develop and communicate rules of engagement that create trust and comfort. Be viewed as an expert by establishing a mutually agreed upon process that addresses pain centers, goals, communication preferences, a follow-up plan and informational needs. 

    Challenges: 

    • Motivate prospects to review your proposal/materials
    • Address shifting priorities 
    • Deal more effectively with delays and missed appointments
    • Establish priorities related to want vs need
    • Create urgency in the sales process 

    CALL LIMITED TO FIRST 100 PEOPLE -
    DETAILS FOR LOGIN WILL BE EMAILED BEFORE THE CALL

    This 30-minute call is designed for the NAIFA member who is constantly on the move and has a tight and busy schedule. This FREE call is offered collectively by the states to members and delivered by Mark Altman who has a reputation for elevating success and growth in your practice.

    Program offered by:
    NAIFA CONNECTICUT, MASSACHUSETTS, & RHODE ISLAND


    • Wednesday, June 17, 2020
    • 9:30 AM - 10:30 AM (EDT)
    • Webinar

    Webinar Coming Soon: COVID-19 - Compliance Guidance for the Financial Professional


    Presented by Ray Schnell, CFP, CLU, ChFC, CIA, CCSA
    Fiduciary Compliance LLC

    • Wednesday, June 24, 2020
    • 9:00 AM - 9:30 AM (EDT)
    Register

    CALL LIMITED TO FIRST 100 PEOPLE - 
    DETAILS FOR THE CALL IN WILL BE EMAILED PRIOR TO CALL

    Join Mark Altman, founder of MindSetGo, will present a 30-minute call to help you improve your practice. This month's topic is: 

    Growing Your Sphere Of Influence

    The benefits of channel partnerships are boundless; partnerships can provide additional opportunities to generate leads, network, and share mutually beneficial business strategies. You will learn how to make investments, both physical and emotional, in your partnerships before making these commitments. Finally, you will gain the ability to craft and create an action plan with existing and future partnerships.

    Challenges:

    • Advocate for reciprocity after doing favors for people in your network
    • Leverage referral partners to see you as the best and only solution
    • Qualify who will be a passenger and who will be an advocate
    • Know how partners can help even if they can’t provide instant gratification

    This 30-minute call is designed for the NAIFA member who is constantly on the move and has a tight and busy schedule. This FREE call is offered collectively by the states to members and delivered by Mark Altman who has a reputation for elevating success and growth in your practice.

    Program offered by:
    NAIFA CONNECTICUT, MASSACHUSETTS, & RHODE ISLAND


    • Thursday, July 23, 2020
    • 9:30 AM - 11:00 AM (EDT)
    • Virtual Panel

    Quarter Century of Experience Panel Discussion

    More details to follow! 

    • Thursday, August 13, 2020
    • (EDT)
    • Virtual Panel

    MARK YOUR CALENDARS

    Check back for more details coming soon!

    • Thursday, October 01, 2020
    • (EDT)
    • Sunday, October 04, 2020
    • (EDT)
    • Boston, Massachusetts



Contact Us

National Association of Insurance and Financial Advisors of Connecticut

2400 Post Road
Warwick, RI 02886

Phone: (860) 453-0004

© 2020 NAIFA Connecticut,  All Rights Reserved.


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