Advisor Today - July/August 2016 - (Page 8)

from the editor By Ayo Mseka How Winners Win I n my search for content for this great magazine, I often ask top agents the reasons for their phenomenal success. Their initial response is to mention tried-and-true "secrets" like hard work, perseverance and having the right attitude. But when they are probed for more, most of them hone in on these attributes, habits and processes: * T hey are on a mission to help make a positive difference in their clients' lives-and they remind themselves of this mission each and every day. * T hey are either mentors or were mentored by other agents. * T hey have learned to make the most of their most valuable asset-time. * T hey are long-time NAIFA members who make sure that year after year, they fully participate in the association's activities. For them, embracing NAIFA and all that it offers is the surest way to building a thriving practice and nurturing lifelong relationships. Even with all of these winning attributes, they make sure they have in place: * A sustainable prospecting system. This helps them to attract high-quality prospects. They focus on referrals, but also regularly turn to their centers of influence, seminars, email messages, and even the U.S. mail. * A sustainable customer-retention system. This involves putting in place a system that allows them to consistently offer impeccable service to their clients because they know that if they give unerring service, their clients will stay with them and encourage their friends and family to join them. Unbelievable service usually produces unbelievable production. * A high-tech system that supports their business-building activities. They know that automated systems help make them more efficient, gain new business, and stay in touch with clients 24/7. * A high-touch system that personalizes their service. They may be high-tech, but they are still high-touch. They know that reaching out and touching their clients personally is the great differentiator in a business that is built on relationships. High-tech, it turns out, goes only so far if it is not accompanied by high-touch. More tips for winning Oh, and one more thing that is good to know about winning agents-they don't wait for the economy to get better or for the market to become less volatile. They plough through thick and thin, knowing that "lucky breaks" often happen when there does not seem to be much luck floating around. Seeing opportunities where others see challenges, they do whatever it takes to support their vision and forge ahead. These attributes, systems, and procedures are at the core of all the strategies you will read about in this issue of Advisor Today-from our interviews on Page 22 with industry heavyweights, to the article on Page 41 on how to create brand magic. Winners win because they know what works and what doesn't. Now that you know what works, why not start doing them today so you too can make it to the top of your game? ADVISOR TODAY Editor-in-Chief Ayo Mseka; amseka@naifa.org 703-770-8204 Publication and Circulation Coordinator Tara Laptew; tlaptew@naifa.org 703-770-8207 NAIFA Kevin Mayeux, Esq., CAE, CEO kmayeux@naifa.org; 703-770-8101 Diane Boyle, SVP, Government Relations dboyle@naifa.org; 703-770-8252 John Boyle, AVP, Professional Development & Education jboyle@naifa.org; 703-770-8267 Seth Ewing, AVP, Business Development and Strategic Partnerships sewing@naifa.org; 703-770-8217 Magenta Ishak, VP, Political Affairs mishak@naifa.org; 703-770-8152 Jennifer Cassidy, VP, Finance jcassidy@naifa.org; 703-770-8125 Michael Gerber, General Counsel & VP, Human Resources mgerber@naifa.org; 703-770-8190 Sheila Owens, VP, Communications and Marketing sowens@naifa.org; 703-770-8112 Diane Powers, VP, Professional Development and Education dpowers@naifa.org; 703-770-8226 Mark Rogers, VP, Information Services mrogers@naifa.org; 703-770-8130 Brian Steiner, VP, Business Development & Strategic Partnerships bsteiner@naifa.org; 703-770-8220 Gary Sanders, Counsel and VP Government Relations gsanders@naifa.org; 703-770-8192 Yasemin Washington-Brown, VP, Membership Marketing and Association Services ywashingtonbrown@naifa.org; 703-770-8219 PUBLISHED BY 5950 Northwest First Place Gainesville, FL 32607 Phone: 800-369-6220 Fax: 352-331-3525 Web: www.naylor.com Publisher: Heidi Boe Editor: Christine Cusatis Project Manager: Douglas Swindler Publication Director: Janet Frank Marketing: Kaydee Currie Advertising Sales: Paul Walley, Matt Wooten Layout and Design: Deb Churchill Basso | Print 2.0h! Published June 2016/NAI-S0416/3541 © 2016 Naylor, LLC. All rights reserved. NAIFA's Advisor Today (ISSN 1529-823X) is published bi-monthly by the National Association of Insurance and Financial Advisors Service Corporation, 2901 Telestar Court, Falls Church, VA 22042-1205. Telephone: 703-770-8100. Periodicals postage paid at Falls Church, VA, and at additional mailing offices. POSTMASTER: Please send all change-of-address forms to: Advisor Today Data Processing Department, Membership Administration, 2901 Telestar Court, Falls Church, VA 22042-1205. © 2016 National Association of Insurance and Financial Advisors Service Corporation. All rights reserved. Subscriptions: The annual subscription rate for individual non-NAIFA members is $50; institutions, $60. The international subscription rate for non-NAIFA members is $100 per year. Single copies and back issues: Single copies and back issues are $8. Both can be ordered by calling 703-770-8207. Reprints: Reprints of articles are available through Naylor, LLC. Please visit www.naylor.com/index. php/client-support/ and click on "Article Reprints" under "Advertisers" in the left-hand navigation bar. NAIFA's Advisor Today articles do not constitute insurance, financial, investment, tax, legal, accounting or other professional services by the publisher, NAIFA, or the articles' authors. The facts and opinions in NAIFA's Advisor Today articles represent their authors' views and are not necessarily endorsed by the publisher or NAIFA, unless indicated. While NAIFA's Advisor Today tries to provide accurate reporting, the accuracy of the information in NAIFA's Advisor Today is not guaranteed. NAIFA's Advisor Today reminds readers to ensure that the manner in which they sell insurance and other financial products, and the advertising and sales materials they use, comply with state, federal, and FINRA/SEC requirements, and the compliance rules of the insurance and other financial services companies they represent. If in doubt about compliance issues, check with your company. The publisher and NAIFA disclaim all liability for claims or damages that may result from errors in the magazine. NAIFA's Advisor Today will attempt to correct material errors brought to its attention through appropriate errata. The publisher and NAIFA do not endorse the advertisers in NAIFA's Advisor Today, or the advertised products and services, unless indicated. The publisher and NAIFA have not assessed the accuracy of any advertisement or the quality of any advertised product or service. The publisher and NAIFA disclaim all liability for claims or damages that may result from transactions with NAIFA's Advisor Today's advertisers or from the purchase or use of advertised products or services. 8 ADVISOR TODAY | July/August 2016 http://www.naylor.com http://www.naylor.com/index

Table of Contents for the Digital Edition of Advisor Today - July/August 2016

From the Editor
Viewpoint
A Question of Ethics: Reflections on the Dol Fiduciary Rule
Getting the Wealthy Investor to Hire You
Positioning Whole Life for Success
Rewarding Clients for Engaging in Healthy Activities
Feel the Heat: Sizzling Strategies for Boosting Worksite Sales
The Challenges of Writing Business Insurance
A Lifetime of Success
Safeguarding Your Business Interests
NAIFA Presents Nominees for Election
NAIFA News
What’s Behind Brand Magic?
Making an Effective Call Back
A Story for All Your Clients
Ideas to Expand Your Practice
Advertiser Index
Back Page

Advisor Today - July/August 2016

https://www.nxtbook.com/naylor/NAIS/NAIS0616
https://www.nxtbook.com/naylor/NAIS/NAIS0516
https://www.nxtbook.com/naylor/NAIS/NAIS0416
https://www.nxtbook.com/naylor/NAIS/NAIS0316
https://www.nxtbook.com/naylor/NAIS/NAIS0216
https://www.nxtbook.com/naylor/NAIS/NAIS0116
https://www.nxtbook.com/naylor/NAIS/NAIS0615
https://www.nxtbook.com/naylor/NAIS/NAIS0515
https://www.nxtbook.com/naylor/NAIS/NAIS0415
https://www.nxtbook.com/naylor/NAIS/NAIS0315
https://www.nxtbook.com/naylor/NAIS/NAIS0215
https://www.nxtbook.com/naylor/NAIS/NAIS0115
https://www.nxtbookmedia.com