Mt. Diablo & San Francisco/Peninsula NAIFA YAT Young Advisors Team In an effort to enhance and bring value to your membership with NAIFA, the Young Advisors Team has planned a full year of great events to build friendship and camaraderie amongst fellow Financial Advisors and Professionals in our chapter. Some events and promotions include professional sport event outings, wine tastings, Habitat for Humanity volunteer and fundraising, public newspaper recognition, nominations for NAIFA 4 Unde …
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San Francisco, Marin Referral Mixer is a community made up of local business owners and professionals in the San Francisco, Marin area that gather regularly (6-12x a year) for LARGE (100's of local business owners / professionals) Referral Mixers. Held at a private venue, the mixers bring hundreds of local business owners and professionals together in a fun, social collaborative environment designed to help members get to know one another and actively look to drive referral business to one anot …
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If you are a professional who provides business advice, services or products (financial, insurance, etc.) to sole-proprietors and businesses in Oakland, then this is the group for you. Our goal is to help each other significantly grow our businesses through quality LEADS. This LEADS/Networking group is geared towards accountants, advisers, bookkeepers, bankers, brokers, attorneys, consultants, coaches, insurers, and other professionals. Although there may be others in this group who provide simi …
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We help Bay Area professionals fine-tune and master their sales skills through our group, as well as help with business strategies to keep your sales growing through the years. Do you NOT have a sales process that generates results?Has your Income stayed the same for the last couple years?Do you hear "I want to think it over" alot?Do you have a low closing ratio?Come attend our monthly workshop to resolve these frustrations !MassMutual Financial Group is a global, diversified financial services …
If you are in California, you know about the growth of P2P Shareable Firms. Last week, the Mayor of San Francisco announced a strategy for collaborative sharing. Our experience is that these firms face insurance and risk management challenges early in their life cycle. If you are a collaborative sharing firm that needs assistance with insurance and risk management help, please join our group.
Professional networking for health providers and allied services. *Meet and become familiar with diverse health professionals and their practices. *Discuss & critique marketing and business development tools ranging from new media, to traditional media, to in-person opportunities. *Assist in developing public education opportunities for members. *Discuss practice management and networking in an integrative health setting *Explore developments in electronic medical records, HIPAA, and lega …
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