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Unlock the Power of Referral Partnerships: How to Increase Sales with Good Business Referral Partners
Joe Jordan
September 12, 2024
10:00 am - 2:00 pm
Exclusively for Agents & Advisors Who Want to Grow their Business
NAIFA and American Senior Benefits invite agents and advisors to Unlock the Power of Referral Partnerships in northern California. We are NAIFAproud to support this event alongside fellow NAIFA members Tom Morgan CLF and Joe Jordan, with special guest speaker, Billy R. Williams, Ph.D. This lunch & learn is a great opportunity for financial professionals to learn innovative strategies and proven tactics to drive success.
You Will Learn:
- Discover the secrets to building and maintaining effective business referral partnerships. This is not just another lecture. This is a 45-minute hands-on, step-by-step workshop designed to equip you with everything you need to succeed.
- How to leverage partnerships and increase revenue streams while cutting the cost and time of client acquisition costs.
- How and what to promote to your clients on the importance of a “Purpose Driven” Retirement
Topics Include:
- Unlock the Power of Referral Partnerships
- How to Capture Life Insurance Sales by Cross-Selling in Different Markets
- Purpose-Driven Retirement Planning
Who Should Attend:
- Financial Advisors
- Life Insurance Agents
- Wealth Management Advisors
- Medicare Agents
- Property & Casualty Agents
There is no cost to attend this event and lunch will be provided. Participation at each location is limited to 50.
Marriott Walnut Creek
2355 N Main St
Walnut Creek, CA 94596
Our Commitment
NAIFA-Greater Bay Area is committed to supporting, promoting, and protecting the insurance and financial services industry, with a focus on agents and advisors as they serve and meet the needs of their clients and the community.
Why Join?
NAIFA and NAIFA-Greater Bay Area exist to help our members grow and maintain successful business practices in the financial services field. We do this by providing top-quality education and training, ongoing professional development, networking and mentoring, new sales and practices ideas, industry news and updates, and outstanding legislative and regulatory advocacy at the state and federal levels.
Join NAIFA TODAY!
Your membership in NAIFA and NAIFA-Greater Bay Area is an investment in your professional career that will help ensure your business has a strong bottom line as your association strives each day to ensure a business climate that is conducive to your success.