Leaders Blog

NAIFA recognizes the Q1 2022 Membership Hard Hat recipient, Beth Valente, CLU, CFBS, CLTC, loyal member since 2013 and NAIFA-Massachusetts membership chair. Beth was selected as the recipient this quarter because she has been a powerhouse in referring individuals to NAIFA and getting the word out on why advisors should belong. In addition, she has been instrumental in introducing NAIFA to several agencies for presentations. 

How are you preparing for your 2022 State Legislative Day? Don't go at it alone. Did you know that NAIFA offers a kit to help you plan for a successful Legislative Day? Review the resources available to help you market and execute this important event for your state and amplify the Power of You, the Power of Us.

Last week, NAIFA Nation came together to celebrate our members, swear in our new Board of Trustees, and hear inspirational messages from our leaders. The recordings of the Annual Meeting and the Belong Awards Celebration are now available on-demand.

NAIFA developed an eBook that summarizes three webinars produced by NAIFA's Young Advisor Team (YAT) members, Joanna Dellosa, Brenton Harrison, and Ryan Jewell. These young financial professionals have found early success in the industry. Each of them has found a winning combination of tips that have worked for them.  

The Q3 All YAT Chairs call was held on September 21st. Our call provided an update from the membership committee, the newly formed consumer committee and a discussion around NAIFA's new membership campaign, Taxation Needs Representation. The chapter spotlight this quarter was Paul Bacchioni from NAIFA-New Jersey. Was your chapter represented on the call?

ThinkAdvisor has a new award for 2021 called LUMINARIES. This recognition evolved from their previous Broker-Dealers of the Year awards. Recognition was given in 4 categories: Diversity & Inclusion, Thought Leadership, Executive Leadership, and Dealmaking/Growth. We are #NAIFAproud to have had 4 of our members recognized for the inaugural award. Please join us in congratulating Christopher Gandy, Diversity & Inclusion for Individuals: Asset Management/Portfolio Firms; Brian Haney, Diversity & Inclusion for Individuals: Other; Jeffery Rotman, Thought Leadership & Education, Individuals: Other; and Edward Deutschlander, Executive Leadership: Individual: RIAs.

NAIFA kicks off our 2021 Fall Future Leaders Session later this month. This 4 session program is designed for college students pursuing a career in the insurance and financial services industry. If you have a connection with a higher education institution, let us know. We want as many schools represented as possible in this program.

Adam Sachs, CFP, CLU, ChFC, CLTC, AIF was recently named the Q2 Membership Hard Hat recipient. Adam has been in the industry for 28 years and a NAIFA member for 27 and half years, a loyal member since 1994 and is currently serving as Massachusetts Membership Chair. Working side by side with his membership team they have recommended several agencies as NAIFA 100% Agencies.

Performance + Purpose is NAIFA’s signature professional development event featuring thought leaders and experts sharing their insights, knowledge, and experience. Breakout sessions will help you drive your businesses success. We've got a great new interactive conference platform to make the most of your virtual experience, sponsored by New York Life.

What are you doing August 17-18? If you are like many of your peers, you are planning to participate in the 2021 Performance + Purpose Conference, the industry's premier professional development conference. Through live book signings with speakers, gamification with our emcee, and on-demand quick video sessions, P+P offers attendees a "choose your own adventure" experience and delivers top-notch training that will help you expand your book of business.