Leaders Blog

It's hard to believe that we are more than halfway through December. That means 2025 will be here before we know it. Before the clock strikes midnight, be sure that you have all of the resources and materials you need to get your chapter prepared for a smooth start to 2025. Here are 5 simple things you can do right now:

Set your chapter up for success and plan Membership Power Hours in 2025. NAIFA's Membership Power Hours are an opportunity to come together to help recruit and renew members. The idea was spurred by NAIFA-Pennsylvania's board which regularly hosts Power Hours and invited the NAIFA Membership staff to participate. We're taking this idea and pushing it out across NAIFA Nation. There are 2 ways you can choose to participate in Power Hour. The first is by raising your hand and volunteering an hour of your time on the second Thursday of the month to make calls. The second is to host your own chapter Power Hour and invite the NAIFA Membership staff to join you to assist in making calls. We've built a page of resources for everything you may need to host or participate in a Power Hour.

NAIFA's MentorLoop is designed to foster professional development, enhance skill-building and create a supportive network within our membership. Whether members are looking to mentor someone, or seek guidance themselves, this platform provides a structured framework to facilitate these valuable connections.

Here are a few key features of NAIFA’s MentorLoop:

NAIFA's Membership Power Hour is an opportunity to come together to help recruit and renew members. The idea was spurred by NAIFA-Pennsylvania's board which regularly hosts Power Hours and invited the NAIFA Membership staff to participate. Our first National Power Hour will be on Thursday, December 12th at 12 pm eastern. Let us know if you would like to participate by sending us an email at recruitment@naifa.org. We will provide each participant with a list and a basic script to use based on the audience that they will be calling. We all will be on Zoom (intentionally on mute) but we'll be available if you are talking to someone and a question comes up.

The Blueprint Chapter Leadership Training, a dynamic Chapter training program that covers a myriad of Chapter related topics, is an essential program for newer leaders and a great refresher for experienced leaders. 

NAIFA-Arkansas was recently spotted for their upcoming Affiliate Holiday Social. Join the Central Arkansas Affiliate on December 12th for bowling, video games, and more while networking with NAIFA friends and colleagues!

Chapter Staff and Chapter Leaders from across NAIFA Nation met on December 5th, for the Chapter Leaders Webinar! Attendees were able to hear the latest NAIFA updates and announcements! This month's Chapter Leaders Webinar featured:

Is your Chapter a certified Leadership Board? If not, sign-up to become one today! The NAIFA Certified Leadership Board designation is awarded to NAIFA Chapters upon completion of a live presentation of NAIFA’s 90-minute training program entitled “Empowering Chapter Leaders” by the President, President-Elect, and at least 80% of the Chapter’s Board.

Life Happens has unveiled a new set of assets for Insure Your Love Month (February 2025) specially curated as a benefit for NAIFA members. Please spread the word in your chapter that these resources are available so members can begin planning to use them in February.

Are you looking for industry insights, inspiring stories, and actionable advice to elevate your career in financial services? Look no further than NAIFA’s Advisor Today podcast series! Hosted by NAIFA 2026 President, Christopher Gandy, LACP and NAIFA VP of Membership, Suzanne Carawan, this engaging podcast brings you conversations with some of the brightest minds and most accomplished professionals in the financial services industry. Our latest episode features John Davidson, LUTCF, FSS, who shares insights on leadership, mentorship, and balancing personal and professional life.

John's remarkable 44-year career in the financial services industry is a testament to the power of perseverance, passion, and purpose. As a US Army veteran, past national president of NAIFA, and the 2023 recipient of NAIFA’s prestigious Terry Headley Lifetime Defender Award, John has left an indelible mark on the industry. His journey, deeply intertwined with personal values and a commitment to financial planning, serves as an inspiration to both seasoned professionals and those just starting their careers.