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• DIVERSITY, EQUITY & INCLUSION PANEL DISCUSSION

  • When
    Thursday, September 23, 2021
  •  
    9:00 AM - 10:00 AM
  • Location
    VIRTUAL WEBINAR
  • Registered
    19 registrants

  Register

  
  

  Diversity, Equity & Inclusion Panel Discussion

  Thursday, September 23 @ 9:00 am via Zoom

  As part of the NAIFA Massachusetts Advisor Experience Month, we are pleased to offer a discussion recognizing diversity, equity & inclusion. This program will identify the importance of DEI in our industry and the success of working together.

  These individuals will share:

  • How they got started in the business
  • Obstacles they encountered
  • Importance of promoting diversity, equity & inclusion in the industry

  Meet our panelists:

  

  Rith Maldonado
  New York Life

  Rith Maldonado, agent with New York Life Insurance since 2014 working with the Boston General Office, top performing office. Coming from 15 years of banking experience and speaking 3 languages (Cambodian, English, and Spanish) has helped me in my career as an advisor. I love culture, volunteering, and the diversity of our agents at New York Life. I got elected for AAC (agent advisory council) in 2019 representing my other fellow agents in NYL and being an advocate. I hope to inspire future multicultural agents in this industry and if you ask me what's my favorite thing to sell, I'd say life insurance.

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  Belle Ives
  Northwestern Mutual

  Belle Ives has been an advisor with Northwestern Mutual for 3 years. As just the third female to join her agency, she became a champion for leading by example in the financial services world for other new female advisors as well as her clients- who are primarily women. Additionally, Belle is passionate about leading the agency in the LGBTQ+ community through her diversity and inclusion council role, as well as her role in the #2 college internship program in the country.

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  Jethro Kollie

  Beck Bode, LLC

  Jethro Kollie is currently a licensed Financial Advisor at Beck Bode, LLC. In his role he partners with his clients to ensure that they are doing the absolute best they could be doing financially. With 6 years of experience in the industry and over 100 clients, Jethro is well versed in guiding his clients to achieving their financial goals. He has been the recipient of numerous company and industry recognized awards. To name a few, he was awarded the “Most Impactful Person (MIP) award and earned a membership into the exclusive “Million Dollar Round Table” for his willingness and ability to help his coworkers and clients, respectively.

  When he is not creating financial strategies for his clients or working on the different business ventures he has formed; Jethro enjoys volunteering, traveling the world, staying fit, hanging with family and friends, participating in competitive sports such as men's basketball, flag football, etc. Jethro is also very involved in numerous mentorship organizations.

  
  

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• META SKILLS MULTIPLIER

  • When
    Thursday, September 30, 2021
  •  
    9:00 AM - 10:00 AM
  • Location
    WEBINAR
  • Registered
    8 registrants

  Register

  
  

  META SKILLS MULTIPLIER

  Thursday, September 30, 2021 9-10AM via Zoom

  NAIFA MA invites you to attend the third event in the Advisor Experience Month.  Learn more about Meta Skills and how it can have a profound impact in improved focus, distraction management, energy boosting/state setting, and productivity gains overall in life, work and personal.
  

  
  

  SPEAKER: JASON HENKEL

  

  Jason Henkel is a personal and organizational productivity expert known for his highly practical brain-based approach to multiplying meaningful output in the same number of hours worked both in work and personal life.  When asked what he does, his default answer is: "I deliver calm, deliberate and authentic productivity".   He has been called by US Navy SEALS Commander Mark McGinnis 'The Productivity Whisperer'.  Having trained executive leadership teams and organizations around the world, he's most interested in helping people thrive in their highest priorities while finding and permanently maintaining the feeling of balance throughout the journey.  For Jason, it's all about instigating better hours, not more hours at work.

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• A Quarter Century Experience

  • When
    Thursday, October 07, 2021
  •  
    9:00 AM - 10:00 AM

  
  

  Quarter Century of Experience

  A Panel Discussion

  Thursday,  October 7 @ 9:00 am via Zoom 

  NAIFA MA is pleased to introduce the first A Quarter Century Experience, a unique gathering of three insurance and financial advisors with over 25 years experience growing a successful practice.

  Unlike our 4 Under 40 event where insight is shared from successful up and coming young profesionals in our industry; this program allows experienced advisors to share successes and lessons learned while making a career in our industry.

  MORE DETAILS TO COME!

  
  

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• NAIFA-LIVE: DAWN OF THE NEW NORMAL

  • When
    Wednesday, October 13, 2021
  •  
    2:00 PM
  • Location
    WEBINAR

  
  

  DAWN OF THE NEW NORMAL

  Wednesday, October 13, 2021: 2 PM eastern

  The “New Normal” presentation takes a timely look at how to successfully navigate 2020 and 2021 during the “COVID19” era. Eszylfie Taylor will help you put these times into perspective with the right mindset and show you how to conduct MORE meetings by becoming efficient with technology and social media. He’ll share with you sales ideas he uses in his own practice that you can begin to implement immediately into your own and generate the biggest month of production in 2021.

  
  

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• NAIFA-LIVE: HOLIDAY CARDS AND COMMUNICATIONS WITH GRIEVING CLIENTS

  • When
    Wednesday, November 10, 2021
  •  
    2:00 PM
  • Location
    WEBINAR

  

  HOLIDAY CARDS AND COMMUNICATIONS WITH GRIEVING CLIENTS

  Wednesday, November 10, 2021: 2 PM eastern

  
  

  This session is for insurance and financial advisors who want to learn how to build strong, loyal relationships with clients and their families by supporting them through the difficult times of their lives in ways that make a difference.

  Financial professionals often send the same holiday card to all their clients, wishing them Happy Holidays. But what about those clients for whom the holidays are not so bright? What if they’ve had a death in the family in the past year, or someone they love is currently in the hospital or in hospice? You will alienate those clients if you fail to acknowledge the reality of their lives.

  Discover the unique aspects of holiday time that make it so difficult. Gain skills for communicating when clients are grieving a past or impending loss. Learn how to reach out on the phone, in person, and in your holiday cards in ways that offer true comfort and understanding. Be equipped to do the right thing to do for your clients and their families. They will never forget it.

  Key Takeaways:

  • Three reasons the holidays are uniquely difficult for grieving people
  • What advisors risk if they fail to mention the death or illness, or if they send the same holiday card to everyone, regardless of what they’ve been through during the year
  • Some language to avoid with grieving clients
  • Several text suggestions to write in holiday cards to grieving clients, or to use in conversation on the phone or in person

  
  

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• NAIFA-LIVE: THE GO-GIVER WAY TO ACCELERATING YOUR BUSINESS

  • When
    Wednesday, December 08, 2021
  •  
    2:00 PM
  • Location
    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.

   

  
  

  
  

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