Leaders Blog

We’re thrilled to announce the launch of a new professional training program, SkillSet powered by Trustworthy Selling! The program is designed to empower attendees with actionable skills while supporting our mission —  Empowering financial professionals and consumers through world-class advocacy and education. This is a unique opportunity for your Chapter to offer high-impact learning and generate revenue through a for-profit model.

Look no further! To have a business card created for you, fill out the form below to receive a print-ready PDF in 3 to 5 business days. 

At NAIFA, we believe that growth isn’t just about where you are — it’s about where you're going. Whether you're just starting out in the financial services industry or are a seasoned professional looking to give back, NAIFA's Mentorloop program is your opportunity to connect, grow and thrive through mentorship.

If not, there's still time! Congratulations to the following Certified Chapter Leadership Boards.

In today’s fast-paced and ever-evolving professional landscape, strong leadership is more important than ever. Whether you're stepping into a leadership role for the first time or looking to refine your existing skills, having the right tools and insights is essential to driving success — both for yourself and your Chapter.

That’s where NAIFA’s Blueprint Leadership Training comes in. This immersive training program is designed to equip leaders with the strategies and skills they need to lead effectively and create lasting impact.

Why Leadership Matters More Than Ever

Effective leadership isn’t just about making big decisions or managing teams. It’s about fostering an environment where members feel valued, empowered and motivated to do their best work. As NAIFA evolves, leaders must adapt. They need to be agile, empathetic and strategic to maintain strong Chapters.

NAIFA’s Blueprint Leadership Training aims to build these very skills — helping you grow into a more confident and effective leader who can inspire, drive change and deliver results.

Join us on October 23 at 4 p.m. Eastern for "Leveraging LinkedIn for Your Chapter" with Social Media Manager, Julianne Battista!

Please note that the start time for the National Leadership Conference has changed! Breakfast will now begin at 8 a.m. on October 14 and our welcome message will begin at 9 a.m. We look forwarding to seeing you in just two weeks!

New to the Chapter Playbook this week, PAC compliance resources! The links and documents included on the new page are to be used to help your Chapter conduct an annual audit as part of IFAPAC guidelines and federal regulatory best practices.

Save the date for our next deep-dive quarterly leaders training - October 23 @ 4 p.m. Eastern. Have a topic suggestion? Let us know by emailing leadership@naifa.org. 

At NAIFA, we believe that growth isn’t just about where you are — it’s about where you're going. Whether you're just starting out in the financial services industry or are a seasoned professional looking to give back, NAIFA's Mentorloop program is your opportunity to connect, grow and thrive through mentorship.

What is Mentorloop?

Mentorloop is NAIFA’s dynamic mentorship platform that connects members across the country for meaningful, goal-driven mentorship relationships. Designed to be flexible, inclusive, and easy to use, Mentorloop empowers both mentors and mentees to take charge of their professional development while strengthening the NAIFA community.

Why Should You Join?

🚀 Accelerate Your Career Growth
Whether you’re navigating your first year in the industry or aiming to take your business to the next level, having a mentor can be a game-changer. Get insights from someone who's been there, done that — and is ready to help you avoid pitfalls and seize opportunities.

🤝 Give Back and Inspire the Next Generation
If you're a more experienced NAIFA member, becoming a mentor is one of the most impactful ways to give back. Your knowledge, stories and lessons learned can help shape the future of our profession and empower the next generation of leaders.

🌐 Expand Your Network Nationwide
Mentorloop connects you with professionals beyond your Chapter. This means broader perspectives, deeper connections and fresh ideas from members who share your commitment to ethics, excellence and the financial well-being of clients.

⏱️ Flexible, Personalized, and Easy to Use
We know you're busy. That’s why Mentorloop is designed with your schedule in mind. You choose the level of engagement that works for you — whether it’s regular video chats, phone calls or messages through the platform. Set your goals, track progress and keep communication seamless — all in one place.

📈 Support, Motivation & Accountability
Success doesn’t happen in isolation. A great mentor or mentee relationship provides encouragement, constructive feedback and the kind of accountability that drives real, lasting progress.

How to Get Started