The NAIFA 2021 Performance + Purpose conference was a three-day event jam packed with sessions designed to provide financial advisors and insurance agents with practical skills and new insights. Those sessions were broken into four tracks: Sales and Prospecting, Practice Management, Technology, and Advanced Planning.

We have taken the highest rated sessions from our 2021 Conference, and bundled them here for you as a "Best Of" offering. 

This bundle includes: 

Rick Demko: From the Kitchen Table to Top of the Table 
Lessons learned and best practices from the Top of the Table and how one producer went from taking $50 apps to having opportunities in the millions during a pandemic. This session will help producers identify new opportunities, how to modify prospecting behaviors and to create an environment that helps clients buy.

Delvin Joyce: Elevating your Impact: Transitioning your Practice to Fee-Based Financial Planning
Have you ever considered the move to fee-based planning? Perhaps you are actively considering this right now. Join Delvin Joyce as he shares his commission to fee-based journey and provides you with practical considerations to weigh in advance.

Yael Lazar: Basic Introduction to Cryptocurrency and Tax Implications
This presentation will focus on a basic introduction to cryptocurrency and blockchain technology. We will also discuss the tax implications and how to stay compliant with the IRS in reporting cryptocurrency transactions as well as some cryptocurrency investing options available for retirement accounts.

Julianne Hertel: Using Tech to Create a Frictionless Client Experience
Frictionless, an interesting term that is difficult to define. However, the concept is simple and if you want to increase the efficiency of your business operations to save time, resources, and headaches you will not want to miss Julianne Hertel’s “Using Tech to Create a Frictionless Client Experience”. You will be introduced to must-have apps that drive efficiency within your office including Slack, Trello, and Efile Cabinet. In addition, Julianne’s client-facing tech will help you drive efficiencies in client communication and marketing tech will put new clients in your virtual door.