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Customer Relationship Resources
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Helping Your Clients Stay on Track
Remind them about the policies they bought from you many years ago because memory plays tricks on people, especially on clients.

The Details Often Make the Difference
To maintain your clients' trust, share all issues relating to their policies. 

What's Ahead for Financial Advising?
In 2025, personal interactions will not vanish, even with an increase in the number of robo-type services. Planning approach and client relationships will differ the most in the next 10 years. 

Who's Saving the Most and Why?
A study identifies the best savers in each generation and shows how segmentation can help advisors serve them better. 

Investment Strategies for Today's Consumers
While producers and clients alike wish for clear skies, the reality is that markets are volatile. Here's how top advisors weather the storm. 

Crossing the Two Client Relationship Bridges
Taking the steps outlined in this article will result in more revenue for your practice and more referrals.

Great Customer Service Leads the Way
Customers comfortable in sharing their goals with a knowledgeable advisor are more likely to reach their financial retirement goals.

Turning Clients Into Effective Advocates
Enhance the value of your client experience, show them how to introduce you to others, and cross-educate them frequently.

Guiding Investors through the Financial-Planning Process
Once you understand your client's situation and goals, the appropriate fund selections will be clearer.

The Importance of Having Financial Options
Options are good because not all clients want the same thing and they should all be allowed to have what they want. 

Protecting Your Senior Clients from Financial Fraud and Exploitation
Demographic trends show a quickly growing senior population. This segment of the population, including many of your clients, is often a target for financial fraud and exploitation. In this webinar, you will learn what new state anti-fraud laws mean for your business, how the federal regulatory agencies are looking to protect seniors from financial fraud and abuse, and NAIFA's policy and our advocacy on this issue.

Year End Client Strategies
In this webinar by Keith M. Gillies, you will follow through how to use annual review planning to minimize taxes, review existing plans, solidify client relationships and prepare for 2014.

Planning for the Modern Family
According to the U.S. Census only 1/5 of American families today are considered traditional families – two married, opposite sex parents with one or more children under the age of 21. As non-traditional families are frequently less financially secure and are less likely to feel knowledgeable about how to reach their goals, they present a tremendous opportunity to the insurance and financial advisor. Join Kristen MacKenzie and Kirsten Waldrip as they provide you with a detailed overview of retirement planning and estate planning considerations for the broad variety of non-traditional families.

The Family Meeting
The Family Meeting is a powerful tool for serving your clients and building your business. Jim Silbernagel demonstrates how including the entire family in the planning process enables you to strengthen relationships with your clients, create additional referrals, and open new opportunities with the next generation. The Family Meeting increases the value of your business by allowing you to build a deeper relationship with your clients and transferring wealth within the family.

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