Leaders Blog

How well is your state represented at P+P? Registration is in full swing and we are looking for another year of strong participation from each chapter. New assets have been added to the P+P promo kit to help chapters increase participation from their membership. The new interactive features of this year's event truly allows attendees to choose their own adventure.

NAIFA's Diversity, Equity & Inclusion Council is proud to welcome Miriam Harris Lewis, Chief Inclusion Officer at Principal Financial Group on July 22nd at 1 pm eastern as part of their 2021 webinar series.

How well is your state represented at P+P? Registration is in full swing and we are looking for another year of strong participation from each chapter. New assets have been added to the P+P promo kit to help chapters increase participation from their membership.

We've launched an updated NAIFA brand book for Leaders complete with marketing tools and chapter resources in a clean, easy to use format.

NAIFA's Professional Development Conference, Performance + Purpose will encourage participants to "redefine the lines" in 2021.

Help to move the membership needle! Become an Advisor Ambassador and share your best practices, lessons learned, and savvy sales ideas with prospective members. This membership prospecting program, spearheaded by the YATs, is a fantastic opportunity not only to entice new advisors to NAIFA but also to allow us to showcase you on the national stage.

Are you a good NAIFA citizen or do you know of someone who should be recognized for their impact on the industry? It's award season at NAIFA and we want to recognize our outstanding members and all the work they do for their clients and the industry. Nomination and application deadlines are just around the corner. Help us differentiate our members from the crowd through our awards program. Receipients will be recognized in December during the National Leadership Conference in Washington, D.C.

We are #NAIFAproud of the work that NAIFA-Washington President, Chris Bor, LUTCF, CLU, ChFC has done to move the membership needle in 2021. In addition to his work in making Washington the top state in membership growth, he has also brought a few 100% Agencies to NAIFA. Chris has set goals for his team and they have worked their tails off to met them. He states, "We just put membership first, it's the first thing on the agenda at every meeting. Membership comes first, everything else is secondary."  This commitment to membership growth has earned him the 2021 Q1 Membership Hard Hat Award.

The "Dog Days of Summer" are rapidly approaching. In fact, that is the theme of our Summer Advisor Today print edition and we want to feature your pooch. Send us your high resolution photo of your dog(s) and they may be featured. Get creative! You can be included in the photo or it could just be Rover. Submit your photos by Wednesday, May 26th to marketing@naifa.org to be considered.

Amplify the Young Advisor's Voice on Capitol Hill and continue the YAT networking tradition with a Virtual Happy Hour. We need representation from our YATs at Congressional Conference. With so many new legislators who don't know our industry or our business, we need everyone involved in building relationships.