Leaders Blog

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. 

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.