Thought Leadership and Business Practices Initiative

Growth Strategies and Planning for Mature BGAs and NextGen Leaders

The 2019 Thought Leadership and Business Practices Initiative is a redefining of NAILBA’s value for Brokerage General Agencies (BGA). It is a platform developed to help mature BGAs and NextGen leaders overcome historical sticking points and navigate potential opportunities and threats.

North American Life InsuranceScheduled for Friday, November 8, 2019, 11:20 AM to 12:15 PM at NAILBA 38, BGAs will gain deeper insights on operational, marketing and leadership practices. You will gain access to outside business consultants and strategies necessary for navigating today’s industry crossroads. Main stage presentations, broken into four (4) categories, will be delivered in a "TED Talk" style format. The program is being developed in collaboration with Tiffany Markarian of Advantus Marketing and is being sponsored by North American Life Insurance.

John W. Felton, IVThe session will be introduced by NAILBA Member and Past Chairman (2007), John W. Felton IV, President of Tennessee Brokerage Agency. John will open this session by addressing the importance of Business and Advisor Metrics.

The real benefit to any BGA principal or staff is gaining clarity on how to capture growth and executing your competitive advantages more distinctly.

Thought Leadership for BGAs

In addition to our main stage “TED Talk” style presentations, attendees will be able to take a deeper dive into the addressed growth opportunities by attending Friday afternoon (11/8/19) workshops.

  1. Tiffany MarkarianUnderstanding and Working with RIAs 
    Working with fee-based and fee-only advisors to help them complete their fiduciary planning in an objective, consultative manner. Presented by: Tiffany Markarian – Advantus Marketing

  2. Kelli McCauley – McCauley & CompanyLeadership Advantage: Winning in a World of Relentless Change
    Guiding experienced leaders to the next level, closing skills gaps and fostering better communication within your team. Presented by: Kelli McCauley – McCauley & Company

  3. Edward Easterly, Esq. – Hoffman Hlavac & Easterly, Attorneys at LawLabor and Employment Laws
    Navigating today’s HR, labor and employment laws; including: employee relations in a social media environment and protective harassment policies. 
                     Presented by: Edward Easterly, Esq. – Hoffman Hlavac & Easterly, Attorneys at Law

  4. Mark Hug, Global Diversity Marketing21st Century Marketing to Wildly Grow Your Business.
    Reaching the untapped millennial and female advisor markets.
    Presented by: Mark Hug, Global Diversity Marketing

Main Stage Presentations and Workshops will be recorded via Playback NAILBA.

BGA Business Practices Report

As a companion to the Thought Leadership sessions at NAILBA 38, a 2019 BGA Business Practices Report will be provided for members-only to share and execute with their teams. The Business Practices Report takes a deep dive on selected growth topics and strategies to help mature BGAs navigate and evolve.