Welcome to the September 2016 edition of the Balance * Plan * Reward Newsletter
Dear Reader,
The 2016 NAIFA Performance + Purpose Conference in Las Vegas was an incredible success for Laura and I with the opportunity to add value to our NAIFA family and friends through connections, conversations, exhibiting and speaking.
Congratulations to our friend Michele Clarke on her appointment as Vice President of Member and Association Services.
The Membership Workshop was similar to what I delivered to NAIFA Ohio in February 2016 and NAIFA New Mexico in June 2016.
The Membership Workshop that I co-facilitated with Michele was a hit!
Here’s the feedback from Greg and Steve, NAIFA Iowa Board Members:
Greg Johnson
Johnson Insurance
“Simon’s fact finder is transferable to NAIFA enrollment and client discovery. It’s a great way to discover what is important to others! I gained a deeper awareness of my values, beliefs and feelings.”
Steve Dewer
Financial Decisions Group
As a result, the Membership Workshop material that I created for NAIFA Ohio, New Mexico & Iowa is going to be used by NAIFA National in a new NAIFA Membership Sales System.
May this bring future opportunities to service NAIFA National and create the opportunity to deliver the Live Membership Workshop to NAIFA Boards on a State and Local Level. I envision delivering the Membership Workshop the day before speaking at State and Local Conferences / Sales Congresses delivering The Inspirational Tipping Point / The One Page Business Plan speaking presentations.
This newsletter is short as I’m investing the energy and inspiration garnered off of NAIFA P+P along with the content from the Membership Workshops into a series of articles called Membership Workshop Minutes to help inspire NAIFA State and Local Boards to increase NAIFA Membership.
Creating and delivering the Membership Workshop is going to be a tremendous win/win for NAIFA and the clients that we serve, as the Membership Process is akin to both Recruitment and Sales.
Just now I am at the Las Vegas airport. Laura has already left for Victoria, BC via Seattle. I’m flying from the NAIFA P+P to speak at the Sacramento NAHU event on September 21st, returning home the same day from a 12 day speaking road trip that included speaking at NAIFA Memphis on September 13th.
Thank you for the opportunity to be of service,
Simon Reilly
International Values and Behavioral Analyst, Business Coach, Speaker and Author
Executive Coaching Tips for Financial Advisors
Speaking at a City Near You