Leaders Blog

We are thrilled to announce that the Young Advisor Team (YAT) program is being expanded in 2024! The first change is to note that the "A" in YAT can now stand for agent, advisor, accountant, or attorney! With our expanded FSP membership, we are looking to welcome in and provide the needed support to our young members so that they can be super successful. 

How do we get everyone to love NAIFA like our leaders that attended December's National Leadership Conference love NAIFA? We get together to problem solve, ideate, share, compare, and most importantly, get pumped about our profession and the good work we do every day! 

This is the flavor we're going for in 2022 in membership! As our President Larry Holzberg said, this is the year to expand the brand! Membership Chair calls are designed to get us connected and off and running in recruitment.

The second week of each month contains a set of three calls for Membership Chairs. We have adopted the IFAPAC model of breaking states into regions and then have created a true sales force so that we can move as one by hand-selecting two Membership Vice-Chairs per region. 

Role of the Vice-Chairs:
-Be a primary point of contact to state membership chairs
-Help state membership chairs work with local chairs
-Work on membership plans and ensure accountability
-Be the advocate for their region to identify who's doing it right to share & compare on Membership Chair Calls

Let's Grow Our NAIFA Nation Membership Team:
Here's where we are and thank you for serving to all the volunteers that stepped up to be part of the newly structured membership team committed to working as one: 

• National Membership Committee
• State Membership Chairs
• Local Membership Chairs

Look how impressive we are! If we are missing your headshot and/or we don't have the right person or you've added a chair, please report send it to your Exec so we can get it updated. 

How Will Membership Chair Calls Work:

Looking for a nice new piece of collateral to show prospective members and event sponsors what NAIFA has accomplished in 2021? 

The 2022 Business Implementation Plan(or "BIP" as we call it) for NAIFA was unanimously approved during the December 2021 Board of Trustees' meeting. The new plan is phase two of the 2025 Strategic Plan that outlines the work of NAIFA Nation. Each quarter, dashboards showing progress towards implementation of that year's BIP is sent to our Leaders as a way to report on progress towards goals in as transparent a manner as possible. To ensure that everyone on the same page, we also hold quarterly State of NAIFA webinars led by our President, CEO, and head of Government Relations. 

The Brand Ambassador Team (BAT) was started in 2020 under the leadership of (now) Immediate Past President Cammie Scott. Bryon Holz, Secretary, was then the inaugural Chair of the committee that focused on finding new ways to amplify NAIFA's brand and get-the-word out on our new programs and products introduced after the vote to restructure NAIFA as part of the Quality Member Experience (QME) movement.

St. Patrick's Day is around the corner, but we don't need to wear green to give us luck when we have the power of NAIFA. The monthly Membership Chairs call is this Friday and we just completed our Committee call today to talk strategy. Here's what we'll cover on Friday: 

We've compiled this list of wins from our states for 2020 and we need you to weigh in. What have we missed? Do you like the format and interested in a version for your own state? 

We are delighted to deliver to our Leaders the 2025 Strategic Plan that was unanimously adopted by the 2021 National Board of Trustees. The press release will go out tomorrow. View the new plan and a replay of the Q1 State of Nation that was held yesterday.

As we've been discussing during Q4 2020, we are building a new application that will work on both a web browser and as a mobile app. The new app is called NAIFAConnect and will launch this month to Leaders with a public launch during our February "We Love NAIFA" week which kicks off Sunday, February 14th (of course!). 

Last month we announced a new partnership with EveryIncome. Our new partner is founded by Ted Mekonnen who has had a long career in financial services prior to founding his own software company to offer consumers easy-to-use planning tools and content to increase their financial literacy. The mission of EveryIncome is to increase financial literacy in Main Street USA and is the #1 reason that we've partnered with them as both an educational partner and as a new member of the Financial Security Alliance.