NAIFA-TENNESSEE 2025 CONFERENCE

This is a discussion of what business owners face in deciding whether to continue or sell the business and the ramifications involved in the decision. It discusses the psychological aspects the owner has to deal with and strategies to assist in whatever decision is made.

This program is for anyone who either deals with business owners or desires to do so.

Approved for 1 Insurance CE

Key Takeaways

The Blueprint for Sustainable Growth is built on five pillars: Building a High Performing Team, Maximizing Sales Results, Deepening Client Relationships, Optimizing Operations and Leading with Purpose.

Approved for 1 Insurance CE

We’ll explore the "Five Laws of Stratospheric Success" from the best-selling book "The Go-Giver," sharing ways to add value to your business at minimal cost and distinguish yourself in the competitive wealth management and income planning industry.

Mike's presentation encourages a mindset shift towards authentic self-representation and a Go-Giver approach, enhancing long-term success and building trust that withstands competition.

What you'll learn:

• Ideas to position your practice that create value

• An understanding of how to compete on value, not price

• Ideas to drive your compensation in the future

• The important characteristics of successful sales professionals

• The skills you need to create selling opportunities that you deserve

Approved for 1 CFP, CPE & 1 Insurance CE

If you’ve heard of “The PhoneTeacher,” you know Gail Goodman.

For three decades Gail has trained over 90,000 financial professionals. Her career has been devoted to helping advisors to schedule that critical, initial face-to-face appointment.  Her recent books Modern Appointment Setting and Setting Appointments in the Smartphone World  address the most up to date ideas on creating new clients through setting initial appointments.

Gail has continually updated her training and materials to reflect our ever-changing environment. Even though smartphones are integral to our everyday life, nothing replaces the sound of the human voice. It is important to synthesize technology, phone calls and face-to-face opportunities in your marketing.