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• Quick Bytes: Follow-Up and Re-Engagement

  • When
    Wednesday, June 10, 2020
  •  
    9:00 AM (EDT)
  • Location
    Virtual

  Register

  
  

  CALL LIMITED TO FIRST 100 PEOPLE

  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 

  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

  
  

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• Managing Your Stress in these Difficult Times

  • When
    Thursday, June 11, 2020
  •  
    2:00 PM (EDT)
  • Location
    Virtual
  • Registered
    23 registrants

  Register

  Join us for a free webinar "Managing Your Stress in these Difficult Times" with Dr. Jerry Teplitz on Thursday, June 11 at 2:00PM.

  
  

  This presentation that addresses the specific situation of the stresses we experience as a result of both expected and unexpected change in our lives.

  Participants will learn techniques that will enable them to cope with the stress of change more productively and effectively.

  Dr. Teplitz has given this seminar to numerous other financial institutions including the FDIC, Peoples State Bank, Massachusetts Banker's Association, Financial Management Institute, Diversified Investment Advisors, Association of Investment Management Sales Executives.

  ---

  “My stress level reduced immediately after using the techniques taught at the session.”
  - Brad Havran, FDIC

  “Jerry shares information everyone needs to know and use to be a high performer."
  - Bob Younglove, Performance Coach,
  Path Associates, Towson, MD

  “Finding out your body’s energy is unbelievable and will be used when I return to work to improve my efficiency and lower my stress level.”
  - Dee Gresham, Bank of Upson, Thomaston, GA Vice President

  ---

  

  ABOUT THE SPEAKER
  
  Dr. Jerry V. Teplitz is a pioneer in the field of stress management. He’s been teaching and writing about how to handle stress since 1974. He’s been publishing a monthly blog called Healthy Alternatives for 18 years and is now doing a weekly email.

  He wrote How to Relax and Enjoy…, which was one of the first books in the field before stress management was even considered a field!  His latest iteration of this book is Managing Your Stress in Difficult Times: Succeeding in Times of Change. In August, Dr. Teplitz will be inducted as a Legend of the Speaking Profession by the Veteran Speakers Network.

  
  

  
  

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• Quick Bytes: Growing Your Sphere Of Influence

  • When
    Wednesday, June 24, 2020
  •  
    9:00 AM (EDT)
  • Location
    Virtual
  • Registered
    22 registrants

  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

  
  

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• Performance & Purpose

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

  
  

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