Leaders Blog

Time is running out but it's not too late to register for Thursday's NAIFA Live, featuring a high-performing panel of advisors that you cannot see anywhere else. Howard Sharfman of NFP Solutions will moderate "Success in Abundance: Lessons from Today's Industry Phenoms," and introduce you to Eryka Morehead, Warren McGuire, and Robert Fenby.

Eryka, Warren, and Robert will share their lessons, business concepts, and the actionable solutions that helped them achieve success in the industry in such a short time. All NAIFA members should plan to attend NAIFA Live this Thursday, April 20 at 2 pm eastern and get the most out of this exclusive member benefit.

Join NAIFA's Business Performance Center for a webinar on Wednesday, April 26 at 12 pm eastern as partner AccuPoint Solutions will help ensure you maximize your ROI when using data to brand, market, recruit, analyze, or update your CRM.

Gary Weber, Founder and CEO of AccuPoint Solutions, will share his expertise from over 35 years in the industry, where he has been both a user and supplier of data to help you increase productivity, and learn how to leverage data to maximize your results.

Thanks to our members who helped us move the needle on new members in Q1! 139 recruiters brought in 166 brand-new NAIFA members! Be sure to take a look at the list and thank them for their support!

We would like to recognize the following membership chairs for their participation on calls during the first quarter of 2023! Be sure that your state attends our monthly chair calls to obtain the most current information to lead your chapter toward membership success. In order to accommodate schedules, chairs have the option to participate in one of three calls each month. Thanks to the chapters who were active participants in Q1. #NAIFAproud

Members should mark their calendars and plan to attend the next NAIFA Live on Thursday, April 20 at 2 pm eastern, sponsored by Penn Mutual. At "Success in Abundance: Lessons from Today's Industry Phenoms," get introduced to three insurance and financial services professionals to learn their stories, how to implement their unique business concepts, and what were their keys to succeeding in the industry in such a short time.

Moderated by Howard Sharfman of NFP Insurance Solutions, and featuring an all-star panel of Bobby Fenby of Penn Mutual, Eryka Morehead, CAP, CLTC, LACP of Collaborative Planning Group, Inc., and Warren McGuire, ChFC® of NFP, this NAIFA Live is one you do not want to miss.

We're excited to announce we are now accepting nominations for NAIFA's Advisor Today 4 Under 40 Awards.

Each year, Advisor Today magazine recognizes four financial advisors with Advisor Today’s 4 Under 40 Award, who achieve excellence in their profession by or before the age of 40. Past winners have a proven track record of continued success through industry leadership roles, speaking engagements, and increased peer recognition.

NAIFA is excited to present our new and improved NAIFA member newsletter!

This newsletter includes blog articles from NAIFA's Advisor Today, Advocacy in Action, and NAIFA's Centers of Excellence, including the Business Performance Center, Employee & Executive Benefits Center, Limited & Extended Care Planning Center, and Talent Development Center.

We've got some blank spaces and we'd like to write your name! We need representation from the following states: Hawaii, Louisiana, New Hampshire, South Dakota, and Wyoming. We are so close to being fully represented when we head to Capitol Hill for Congressional Conference on May 22-23. Be among those NAIFA members who represent your industry, your businesses, and the #MainStreetUSA clients you serve. Check out the who's coming list. Register now and we'll write your name too!

Currently, 525 NAIFA members have contributed responses to the 2023 Membership Survey. Our goal is to beat last year's response total of 793. 

April 4 | 12 pm eastern