NAIFA Massachusetts

Upcoming events

    • Wednesday, December 08, 2021
    • 2:00 PM
    • WEBINAR


    THE GO-GIVER WAY TO ACCELERATING YOUR BUSINESS

    Wednesday, December 8, 2021: 2 PM eastern

    As a Financial Professional, you know the benefit of doing business mainly through referrals. Among other things, it allows you to serve a lot more people while making your business a lot less stressful, much more predictable, and a lot more profitable.

    During this powerful program, you will also learn the philosophy and principles at the heart of his sales classic, The Go-Giver (more than 1,000,000 copies sold), embraced by so many of today’s top producers.

    You’ll learn how to:

    • Understand human nature and recognize the one (and only!) reason people will ultimately choose to do business with you
    • Instantly connect through what Bob calls, “Feel-Good Questions®”
    • Separate yourself from your competition via Bob’s “One-Key Question”
    • Utilize the “Referral Bridge Phrase” that will create customer buy-in for referrals
    • Ask for referrals effectively so that you never again hear, “I can’t think of anyone right now but, when I do…”

    As Bob says, “all things being equal, people will do business with, and refer business to, those Financial Professionals they know, like, and trust.”

    This session will help you build and leverage exactly those types of relationships.

     



    • Thursday, December 16, 2021
    • 3:00 PM - 4:00 PM
    • WEBINAR
    Register

    Thursday, December 16 from 3-4 PM 

    Join us as we review committee and association activity for 2021. Hear from committee chairs, officers,  and our contract lobbyist.

    This will provide insight to NAIFA MA's accomplishments, achievements & strategic goals for 2022!

    Please RSVP if you plan on attending.


    • Friday, January 07, 2022
    • 8:30 AM - 9:30 AM
    • VIRTUAL WEBINAR


    MARK YOUR CALENDARS

    Check back for more details coming soon!


    • Thursday, January 20, 2022
    • 3:00 PM
    • WEBINAR


    THE EVOLUTION OF CLIENT ACQUISITION: WEB SEARCH SECRETS TO IDENTIFY PROSPECT OPPORTUNITIES, ENSURE RELEVANCY, AND WIN MORE BUSINESS

    Thursday, January 20, 2022: 3 PM eastern


    Client acquisition must never stop. The challenge is, in today’s world, the last person a prospect wants to hear from right now is a “cold call” advisor with an irrelevant message. Thankfully there is a solution – the Evolution of Client Acquisition. In this dynamic program, you will discover...

    • How to identify opportunities via money-in-motion events, so you're calling on the prospects who most likely need your solution, right now or in the very near future.
    • How to use search engines, social media, and the Invisible Web as powerful "intelligence agents," ensuring real-time-relevancy in every communication.
    • How to leverage information to gain permission to ask challenging questions, ensure powerful introduction, and provide ongoing value to both prospects and clients.
    • BONUS: All attendees will receive access to the Intel Engine for Advisors, making it fast and easy to implement what is learned.

    This jaw-dropping program is extremely high energy, with incredibly high-quality content. Most important, through the knowledge gained and resources provided, you will be able to immediately implement what you will learn to grow your business.

    What You'll Learn:

    1. The importance of real-time relevant value for building relationships and client acquisition.
    2. Ways to identify opportunities via money-in-motion events so you're calling on the prospects who most likely need your solution, right now or in the very near future.
    3. How to use search engines as powerful "intelligence agents," ensuring you know exactly what to say that is of high interest to your prospect.
    4. How to leverage information to make a great impression, ensure relevancy, ask for introductions, gain permission to ask challenging questions, and provide ongoing value.


    • Thursday, February 17, 2022
    • 3:00 PM
    • WEBINAR

    THE CHAMPION’S CODE: BUILDING RELATIONSHIPS THROUGH LIFE LESSONS OF INTEGRITY AND ACCOUNTABILITY FROM THE SPORTS WORLD TO THE BUSINESS WORLD
    Thursday, February 17, 2022: 3 PM eastern


    The best-selling author of nearly 50 sports books, Ross Bernstein is an award-winning peak performance hall of fame business speaker who's keynoted conferences for Fortune 500 companies on all seven continents and has been featured on CNN, ESPN, Fox News, and “CBS This Morning,” as well as in the Wall Street Journal, New York Times and USA Today.

    Ross' program is all about the DNA of what makes champions in sports so unique and how that relates to business. It’s based on a series of books he wrote in which he was able to interview more than 1,000 professional athletes and coaches that all had one thing in common — they were all members of championship teams. In his research, he concluded that the same metrics and characteristics that were common among champions in sports were also common among peak performers in the business. There are reasons certain teams win consistently, whereas others don't... and Ross explains why. It's based largely on the "Good to Great" concept of how the best companies are able to separate themselves from the rest of the pack through servant leadership, by creating a culture of excellence, by developing deeper relationships, and by giving extraordinary customer service. Ross weaves sports stories, about the DNA of champions, along with stories of companies with whom he has worked around the world — and shares best practice ideas on ways to overcome disruption, while ultimately building stronger relationships. At the core of his message is the simple fact that we like to do business with people whom we trust, whom we like, and who just “get it” —CHAMPIONS.


    What You'll Learn...

    In an engaging, provocative, and visually entertaining style, Ross will use inspirational stories and poignant life lessons from the world of sports to show attendees how to:

    • Create a “culture of excellence” by giving extraordinary customer service...
    • Generate momentum by utilizing the "currency of karma"...
    • Follow their moral compasses to win "the right way," with respect, ethics, and integrity...
    • Be better leaders and create more "buy-in" by embracing change and failure...
    • Evolve from "order takers" to "trusted partners" by enhancing the quality of their relationships.


Past events

Wednesday, November 17, 2021 Networking Night
Wednesday, November 10, 2021 NAIFA-LIVE: HOLIDAY CARDS AND COMMUNICATIONS WITH GRIEVING CLIENTS
Thursday, November 04, 2021 THE CINDERELLA OF RETIREMENT PLANNING
Wednesday, October 13, 2021 NAIFA-LIVE: DAWN OF THE NEW NORMAL
Thursday, October 07, 2021 A Quarter Century Experience
Thursday, September 30, 2021 META SKILLS MULTIPLIER
Thursday, September 23, 2021 DIVERSITY, EQUITY & INCLUSION PANEL DISCUSSION
Tuesday, September 14, 2021 4 Under 40 Awards
Thursday, September 09, 2021 NAIFA-LIVE: Overcome It
Wednesday, July 14, 2021 NAIFA LIVE - Board of Trustees Panel
Thursday, June 24, 2021 Ethics & the Insurance Professional
Tuesday, May 25, 2021 NAIFA Virtual Congressional Conference
Thursday, May 13, 2021 Discussion with Massachusetts Insurance Commissioner
Tuesday, April 06, 2021 Attracting and Retaining Latinos To Your Practice
Tuesday, April 06, 2021 NAIFA Diversity, Equity & Inclusion Impact Week
Thursday, March 25, 2021 The Biggest Threat to a Client’s Retirement Portfolio – and 4 Ways to Protect against this Threat
Wednesday, March 10, 2021 THE POWER OF SYNERGY: CREATING A PROPERTY & CASUALTY STRATEGIC ALLIANCE
Tuesday, February 23, 2021 Being a Minority in the Insurance Community
Wednesday, February 10, 2021 HOW TO DOUBLE YOUR PRACTICE IN 24 MONTHS
Thursday, January 28, 2021 2020 NAIFA MA Annual Meeting
Thursday, January 21, 2021 Freshman Legislator Breakfast
Friday, January 08, 2021 Western MA Legislative Breakfast
Thursday, January 07, 2021 New RMD Rules and IRA Trusts CE
Thursday, December 10, 2020 ETHICS 2020: Protecting Your Clients; Protecting Your Practice
Wednesday, December 09, 2020 Correcting Conventional Wisdom on Retirement Income Planning What You Make vs. What You Keep: Annuities and the Power of Asset Location
Tuesday, December 08, 2020 Thriving in a New Reality
Thursday, November 19, 2020 Long Term Care in America Study
Thursday, November 12, 2020 November NAIFA LIVE: Sticktoitiveness
Thursday, November 05, 2020 It's Not How You Start, But How You Finish - Ending 2020 on a Positive Note
Tuesday, October 06, 2020 Performance & Purpose
Wednesday, September 30, 2020 Quick Bytes: Decision Making
Wednesday, September 16, 2020 Quick Bytes: Using Reciprocity to Generate Revenue
Thursday, September 10, 2020 September NAIFA LIVE: Y[our] Work Matters
Thursday, August 27, 2020 4 Under 40
Thursday, August 13, 2020 August NAIFA LIVE Featuring Dawn Wolfgram, CLF
Wednesday, August 12, 2020 Quick Bytes: Prospecting for Opportunities
Thursday, July 30, 2020 Quick Bytes: Perception & Self-Awareness
Wednesday, June 24, 2020 Quick Bytes: Growing Your Sphere Of Influence
Thursday, June 11, 2020 Managing Your Stress in these Difficult Times
Wednesday, June 10, 2020 Quick Bytes: Follow-Up and Re-Engagement
Monday, June 01, 2020 Open Forum
Wednesday, May 20, 2020 Quick Bytes: I Object: How to Minimize and Overcome Objections
Tuesday, May 19, 2020 NAIFA Nation Impact Week
Monday, May 11, 2020 Q2 2020 Guide to the Markets
Wednesday, May 06, 2020 Quick Bytes: It’s Not Just What You Say, It’s How You Write It
Monday, May 04, 2020 Open Forum
Wednesday, April 22, 2020 Quick Bytes: It’s You they Buy – How to Differentiate Yourself
Monday, April 20, 2020 Open Forum
Wednesday, April 08, 2020 Quick Bytes: Out of Sight/Out of Mind
Monday, April 06, 2020 Bring Your Questions - Talk to Your State Board Via Zoom
Thursday, January 30, 2020 Fiduciary Regulation Update - Conference Call
Friday, January 10, 2020 Western MA Legislative Breakfast
Tuesday, January 07, 2020 Secretary Galvin's Hearing on Proposed Fiduciary Regulation
Thursday, November 21, 2019 NAIFA Live: Understanding the Broadening Options for Extended and Long Term Care Planning
Wednesday, November 06, 2019 Super CE Day
Thursday, October 10, 2019 NAIFA Live: The Power of Zero
Friday, September 13, 2019 NAIFA LIVE: How to Turn Your Successful Practice Into a Balanced Personal Life
Thursday, August 15, 2019 4 Under 40 Event
Thursday, June 20, 2019 Outplay, Outthink, Outperform the Competition: The Winner's Circle with Mark Altman
Thursday, June 13, 2019 NAIFA MA Board & Annual Meeting
Thursday, May 16, 2019 NAIFA MA Board Meeting
Thursday, May 16, 2019 Influence, Motivate and Inspire: The Winner's Circle with Mark Altman
Tuesday, May 14, 2019 Save the Date! NAIFA Congressional Conference
Tuesday, April 09, 2019 NAIFA MA Board Conference Call
Tuesday, March 12, 2019 NAIFA MA Board Meeting
Tuesday, February 12, 2019 NAIFA MA Board Conference Call
Wednesday, January 16, 2019 Freshman Legislators Breakfast
Friday, January 11, 2019 Western MA Legislative Breakfast
Monday, December 17, 2018 Volunteer with NAIFA MA at Rosie's Place
Thursday, October 04, 2018 Special Member Presentation: Greg Raines
Thursday, September 13, 2018 Performance + Purpose 2018 Annual Conference
Thursday, August 16, 2018 4 Under 40
Thursday, June 07, 2018 NAIFA MA Annual Meeting & Special Presentation with Devon Harris, Member of the First Jamaican Bobsled Team
Friday, March 23, 2018 Special Presentation: Climbing to the Peak of Performance
Friday, January 12, 2018 Western Massachusetts Legislative Breakfast
Tuesday, December 19, 2017 Holiday Gathering
Thursday, November 16, 2017 Super CE Event
Thursday, November 09, 2017 NAIFA MA Board Conference Call
Thursday, October 12, 2017 NAIFA MA Board Meeting
Thursday, August 10, 2017 4 Under 40 Event
Thursday, June 15, 2017 NAIFA MA Annual Meeting & Special Presentation with Col. Mark Tillman, Air Force One Pilot
Tuesday, May 23, 2017 NAIFA Congressional Conference
Wednesday, March 29, 2017 Day-on-the-Hill & Freshmen Legislator Breakfast
Thursday, March 09, 2017 Ethics Program
Friday, January 13, 2017 Western Massachusetts Legislative Breakfast
Thursday, December 08, 2016 NAIFA MA Holiday Get-together
Thursday, November 10, 2016 Post-Election 2016: The Impact on Insurance & Financial Services
Thursday, November 10, 2016 NAIFA MA Board Meeting
Thursday, November 03, 2016 Government Relations Committee Meeting
Friday, October 14, 2016 FP Transitions: "Job - Practice - Business - Firm"
Wednesday, September 07, 2016 FSP Boston - Member Exchange: The Current State of Life Insurance Premium Finance
Thursday, August 25, 2016 2016 NAIFA Massachusetts 4 Under 40
Thursday, June 23, 2016 2016 ANNUAL MEETING
Tuesday, May 24, 2016 NAIFA Congressional Conference
Wednesday, May 11, 2016 2016 NAIFA MA Day-on-the-Hill
Wednesday, March 23, 2016 REGISTRATION CLOSED: 20 Credit Super CE Day
Friday, January 08, 2016 Western Massachusetts Legislative Breakfast
Tuesday, January 05, 2016 Follow-up DOL Fiduciary Rule Advisor update webinar
Tuesday, December 15, 2015 Webinar on DOL Fiduciary Rule
Wednesday, October 28, 2015 2015 Fall Kickoff Event
Saturday, October 03, 2015 NAIFA 2015 Annual Conference
Thursday, August 13, 2015 2015 NAIFA Massachusetts Four Under Forty
Thursday, June 11, 2015 2015 NAIFA MA Annual Meeting
Tuesday, May 19, 2015 Congressional Conference 2015

CONTACT US

National Association of Insurance and
Financial Advisors of Massachusetts

2400 Post Road, Warwick, RI 02886

Phone: 617-402-5001Email: hello@naifama.org

© 2021 NAIFA Massachusetts, All Rights Reserved.


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