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Twin Cities November Member Meeting
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11/14/2018
When: Wednesday, November 14, 2018
10:30 am – 1:00 pm
Where: Town & Country Club
300 Mississippi River North
St. Paul, MN  55104
United States
Contact: Member Services
(651) 366-6091


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Agenda

10:30 – 11:00 am  Networking & Registration
11:00 – 01:00 pm  Dan Finley Presentation
12:00 – 01:00 pm  Lunch

Mastermind Workshop: Understanding the 5 Most Important Facets of Your Financial Services Business

by Dan Finley, Advisor Solutions

Have you ever wondered why some advisors/agents continuously reach the next level of their business and some do not? It’s not a question of having more luck but simply one of having better systems. Advisors/Agents who want to get to the next level of their business must first understand why their current system(s) are not working. Then, they need to adjust or tweak their system(s). Finally, they need to implement those changes and solutions! In this dynamic workshop, in which advisors/agents interact in real time to discuss their specific challenges in five of the most important facets of the industry.

In this presentation or workshop advisors/agents learn how to:

  • Develop An Effective Time Management System
  • Discover Prospecting Methods that Work Best for You
  • Enhance Necessary Sales Skill Sets
  • Understand How To Implement Relationship Building Techniques
  • Refine Your Client Servicing System

Dan FinleyDaniel C. Finley is the President and Co-Founder of Advisor Solutions--the Premier Financial Advisors Business Consulting and Coaching Service helping Advisors Build a Better Business. His years in the brokerage business began in 1993, and includes 14 years as a successful financial advisor and over 15,000 hours of individual and group sessions coaching financial advisors since 2004. His financial advisory and coaching experience includes all three major channels of distribution: wire-house, bank and independent. He has personally experienced and coached successful strategies in all types of business environments, as he truly understands the financial advisory industry.


Fees

Members: $35
Non-Members: $50

+$10 if registering at the door/the day of

CE Credits

This program has been submitted for 2 MN insurance CE credits and 2 CFP credits – credits are currently pending.


PCI Compliance: Do not email forms with credit card information. To protect your data and to comply with PCI standards, the office will not accept emailed credit card information.

Cancellation Policy: With written cancellation notice, received one week prior to the event, you will receive a refund, less a $10 processing fee. Cancellations the week of the event are non-refundable. Notice of cancellation must be faxed to the NAIFA-MN office. No-shows will not receive a refund.

Audio/Video Policy: Registration and attendance at, or participation at association events, constitutes an agreement by the registrant to association’s use and distribution of the registrant or attendee’s image or voice in photographs, videotapes, electronic reproductions and audiotapes of such events and activities.

    National Association of Insurance and Financial Advisers of Minnesota

    1000 Westgate Drive, Suite 252, St. Paul, MN 55114
    Phone: (651) 366-6091 | Fax: (651) 290-2266
    Email: naifa@naifa-mn.org | Site Map

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