Leaders Blog

You may know Mickey Straub, a loyal member since 2002, for his incredible product, the Sales Activity Management planner or SAM. SAM helps Agents/Advisors stay focused, organized, and disciplined as well as develop the right habits to achieve their goals. With SAM, managers can better coach, develop talent, lead, and build a positive, high-performance culture.

SAM has always focused on tracking your activity. Now Mickey has joined forces with Joe Templin, loyal member since 1998 to introduce the SAM Everyday Excellence, or SAMEE. SAMEE is an email subscription to help you have higher quantity and quality activity to track. Every business day you will receive an email to help guide and grow your business so that you can become the financial professional you have the potential to be and climb that mountain of success.

Achieving the three pillars to become a member of the Triangle Team has its advantages. One of the exclusive benefits is access to the Peak Performance Workshops with Frank Maselli, Ph.D. and sponsored by White Glove. 

As part of NAIFA’s Coaches Circle, NAIFA members have the opportunity to connect with Dan Finley up to twice a month through his complimentary coaching sessions. The topic of the first session on January 25th at 4 pm eastern will be "The Advisor Solutions Master Mind Session." Attendees will focus on specific challenges that advisors and agents have as well as the tools, techniques, strategies, and solutions that have worked for hundreds of Advisor Solutions’ clients for the past 20 years.

These sessions are designed to be member-to-member opportunities to grow personally and professionally. Sessions are limited to 80 people each session. Register and select the sessions you'd like to attend.

Did you catch NAIFA Live last week? Check out the list below of the members who were spotted tuning into last week's NAIFA Live! We had representation from 42 states this month! Let's see if we can hit all 50 for February!

If you are a current member of NAIFA's Triangle Team, you received an email earlier today about all of the fantastic opportunities lined up for 2024. Qualifying for Triangle Team means that you are a good NAIFA citizen and fully participate in three key areas that keep NAIFA strong in your statehouse and on Capitol Hill: Membership, Grassroots, and IFAPAC. We are thrilled to have White Glove as our program sponsor this year. Here's what we have in store for '24:

Last week, more than 400 insurance agents, financial advisors, and industry professionals gathered at the Arizona Biltmore for Apex 2022. Thank you to our attendees, speakers, exhibitors, and sponsors. Your participation during Apex was instrumental to the overall success of this event.

Last week, OCi Services and loyal member since 2002, Charles Olsen II, LUCTF hosted NAIFA's first Meetings on Main Street in Omaha. This power-packed afternoon featured some of NAIFA's top talent. This is the first in a series that will be coming to communities across NAIFA Nation. The purpose of the series is to give back to the insurance and financial services industry by providing an inspirational, insightful, and invigorating experience to industry professionals.

NAIFA's first 100% Agency, The Fortis Agency, was the host of the first Networking with NAIFA event last week in Holmdel, NJ. The historic Bell Works building, home to The Fortis Agency offices, was an optimal venue for an engaging social. Networking with NAIFA is meant to be a membership recruitment opportunity and is open to all financial services professionals looking to network and grow their business. Is your chapter planning to hold a recruitment event? Why not leverage the Networking with NAIFA framework and let NAIFA help market your event. Email marketing@naifa.org and let us work with you for a successful event.

Don't miss this opportunity to differentiate yourself or one of your fellow members by completing an application for one of NAIFA's prestigious awards. The deadline for all awards is July 31st. That day will be here before you know it! Submit your application before you head into the summer!

NAIFA's 7th Annual Symposium includes 3 hours of expert-led programming covering a wide variety of topics in the DEI space. There is no cost to attend this impactful event taking place on the morning of Congressional Conference. Join us as we come together for frank discussions about how we can do more to diversify the industry and work to get more Americans on the path to financial security.