CALL LIMITED TO FIRST 100 PEOPLE -
DETAILS FOR THE CALL IN WILL BE EMAILED PRIOR TO CALL
Discovery and Inquiry
July 15, 2020, 9:00 AM – 9:30 AM
You and your team will learn incredibly empowering ways to really understand your clients and team members’ needs and then work with them to reach the solution required and own the outcome! Ask the right primary and secondary questions, listen to identify the right follow-up questions, and enable prospects and clients to come to conclusions about change, problem-solving and buying decisions.
Program offered by:NAIFA CONNECTICUT, MASSACHUSETTS, & RHODE ISLAND
Quarter Century of Experience
A Panel Discussion
*** Thursday, July 23 @ 9:00 am via Zoom ***
NAIFA CT is pleased to organize the first A Quarter Century Experience, a unique gathering of three insurance and financial advisors with over 25 years experience growing a successful practice.
We traditionally hold a 4 Under 40 event each year (another will be held this Fall) to share insight on successful up and coming young stars of our industry in Connecticut. This program approaches it from the top down and will enlighten participants on successes and lessons learned making a career in the industry.
Our panelists will include:
Big John Sayour
MBA, CFP, CHFC, CLTC, CASL, REBC, RHU, LUTCF, CLU
New York Life
Deliso Financial and Insurance Services
Kevin E. Baldwin
CLU, ChFC, CAP
B&L Financial Architects
Don't miss out on a perspective that money can't buy! This will be a panel you will walk away with a greater understanding of seasoned advisors.
FREE to NAIFA CT members!
Perception & Self-Awareness
Do you know how prospects, customers and peers perceive you and your team? Do you all know your strengths, weaknesses? Gain the ability and tools to accurately assess strengths and limitations, with a new perception of how confidence, optimism, and a growth mindset can positively impact relationships. Perception is reality and this workshop shows you how to overcome, embrace and adapt using your newfound self-awareness.
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.
Prospecting for Opportunities
Identifying decision-makers, dealing with rejection, and finding new ways to generate leads can be daunting. By qualifying the lead and becoming better on the phone and via email, learn to implement a prospecting sequence to consistently generate meetings.
MARK YOUR CALENDARS
Check back for more details coming soon!
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.