NAIFA Rhode Island

“It’s Not How You Start, But How You Finish—Ending 2020 on a Positive Note”

  • Thursday, November 05, 2020
  • 10:00 AM - 11:00 AM
  • Virtual

FREE Webinar Hosted by NAIFA CT 

"It's Not How You Start, But How You Finish - Ending 2020 on a Positive Note" with
Brock Jolly, 
CFP®, CLU®, ChFC®, CLTC, CASL®, CFBS®, RICP®  on Thursday, November 5 at 10:00a

  • Niche marketing ideas that will have clients beating a path to your door (or phone or website)
  • Overcoming adversity and creating a vision for success
  • The ultimate mini annual planning session for your best year ever
  • Six Strategies for Creating Raving Fans
  • The Best Sales Ideas Ever Stolen
  • The Importance of NAIFA
  • The Importance of YOU!

About the Speaker

Brock Jolly is a Financial Advisor with Veritas Financial, LLC, and the founder of The College Funding Coach®. He started his career in 2000 on a mission to help as many families as possible with their financial success. Unfortunately, his career launch coincided with the dot-com bubble burst. Rest assured, it was not entirely his fault. Over the years, Brock’s practice has evolved, but he always remembers those lessons he learned early on in his career.

In 2002, Brock created The College Funding Coach®, which teaches parents strategies for saving and paying for college without jeopardizing their own retirement savings through a unique workshop entitled, “Little-Known Secrets of Paying for College.” What started as a small adult education class in the Washington, D.C. suburbs has spread to a national platform that teaches several hundred workshops each year to audiences of up to a few thousand parents, all of whom are desperate for this critically important and valuable information.

In 2014, Brock partnered with Gerald Radican to form Veritas Financial. “We merged two very different practices to help a broader set of clients with a deeper set of solutions,” Brock explains. He excitedly adds, “Veritas Financial allows us to build something that is much bigger than the sum of our practices and allows our clients to truly benefit from the synergies of partnership.”

Brock has been recognized as a top performer within the industry. He is a perennial qualifier for the Million Dollar Round Table’s “Top of the Table,” as well as MassMutual’s “Leaders Club,” “Blue Chip Council,” and “Top of the Council” honors. In 2011, he was named the national NAIFA Young Advisor Team Leader of the Year. From 2012 to 2014, he served as the chairman of NAIFA’s Investment Committee, where he worked closely with NAIFA leadership to manage the association’s reserve account. In 2014, he was elected by his peers to serve as a National Trustee for NAIFA—the youngest trustee ever elected. In 2015, Brock was awarded the Legacy Award by the Helping Hands Society in recognition for his longstanding service to the organization, the financial services industry, the highest standards of professional conduct, and unselfish community service. He currently serves as the National Treasurer for NAIFA.

Contact Us

National Association of Insurance and Financial Advisors of Rhode Island

2400 Post Road
Warwick, RI 02886

Phone: 401-739-2977


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