Leaders Blog

Our All Member Orientation is back again for Q2. In case you missed it, we held a great All Member Orientation in January to highlight key benefits for all NAIFA members. We had a lot of new faces join us for this live stream, but we also saw a number of leaders and long time members join us as well.

How can we ensure the success of younger advisors within NAIFA?

We recently held our first quarterly Young Advisor Team call of the year. We asked all YAT chairs to come together and talk about their individual efforts in their state chapters. From golf socials to happy hours, we know in-person events and activities are a common way to get membership involvement. But one of the main things we really focused on was understanding what younger advisors want out of their NAIFA membership. 

Consider for a moment the state of our industry. 80-90% of advisors fail out of the business. If you knew you could do something about that, would you? My challenge to everyone reading this is to formally, or informally, mentor a younger advisor in your state. Even if it's just one coffee meeting or phone call a month, find some time to sit down with them and just listen to what their experience has been like.

In February, we officially kicked off our relaunch of the Award-Winning YAT Advisor Ambassador Program. The YAT Advisor Ambassador Program is a class designed specifically for younger advisors (those under 40 and relatively new to the business).

A class of 35 young advisors came together and participated in group discussions on topics such as prospecting, networking, and brand amplification. These sessions focused on peer-to-peer learning and gave these advisors transferable ideas to start using in their careers immediately.

We have over 30 people registered for our relaunch of the YAT Advisor Ambassador Program! There's still time for more people to be added to the class so be sure to plug this to the young advisors in your state. All they have to do is enroll in the free four courses that are taking place in February and after completing the program, they will receive a certificate and will be featured in our Advisor Today blog (with over 80,000 subscribers). 

With all of the new and exciting things going on in NAIFA in 2024, we wanted to host an All Member Orientation and highlight key benefits for all NAIFA members. We had a lot of new faces join us for this live stream, but we also saw a number of leaders and long time members join us as well.

Are you a Costco Member? If so, John Hansbrough from NAIFA-California has a great idea for saving some money on NAIFA events. Costco often has gift cards to local restaurants with $100 values for $70-$80. If you decide to run a NAIFA event at a that restaurant space, you could potentially save hundreds by using the gift cards to pay for the event depending on the final cost. That $500 bill could quickly become $350 instead with some pre-planning. 

Affinity Partner Program Offers Members Discounts

Did you know that NAIFA partners with companies that can help members save money for their business and in their daily life?