Leaders Blog

We are so thankful to have so many members who believe in the mission and vision of NAIFA who invite their fellow industry peers to join them at our incredible association. We want to recognize our members who are recruiting members this year. Check out our Top Recruiter page to see who is leading the pack so far this year. We have also broken down who is recruiting members from each state, so that you may recognize those individuals within your chapter. Don't forget, we will be issuing a $100 Visa gift card every month in 2024 for the top recruiter!

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!

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.

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 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.