The following press release was just put out today announcing our new partnership with Brookstone Capital Management. Derek Gubala, VP of Business Development, and Randy Clark, Senior Director, Membership Development, were the key drivers in putting together this partnership. Having met at an Ed Slott event two years ago, Gubala exhibited at Apex 2022 and called it "the best industry event I've attended in a long time". This led Gubala to further invest in a sponsorship at Apex East held in October 2023 and will return to support NAIFA at our upcoming Congressional Conference.
For 2024, Brookstone and NAIFA have entered into a year-long partnership to promote one another. A key facet of the partnership is not just Brookstone's support of NAIFA's key signature events, but the agreement by the CEO to actively distribute and promote NAIFA membership to Brookstone's advisors. These are the types of partners we are looking for and highly value--the partner that agrees to not just support NAIFA financially, but actively supports the association in its efforts to grow its ranks in order to serve more Americans. Randy Clark will also travel to Brookstone's event in June and speak to their advisors directly about why membership in NAIFA is a must. This partnership is just one of the aspects of our plans to invite more registered reps into the NAIFA Family. Brookstone's agreement also includes four memberships that includes the CEO. This sends a definite signal top-down that Brookstone is committed to the work that NAIFA undertakes at the state, interstate, and federal levels.
Please make sure to connect with Derek Gubala and Dean Zayed, JD, LLM, CFP on LinkedIn, follow Brookstone Capital, and introduce yourself/thank Derek if you're coming to Congressional Conference this year!
Here is the press release:
The National Association of Insurance and Financial Advisors (NAIFA) is thrilled to announce a new strategic partnership with Brookstone Capital Management, a leading financial advisory firm based in Wheaton, IL. The partnership was formalized earlier this year and will be launched through Brookstone’s participation in NAIFA’s upcoming Congressional Conference to be held May 20-21, 2024 in Washington, D.C.
As part of the partnership agreement, Brookstone Capital Management will join NAIFA’s member benefits program and be recognized as a sponsor of NAIFA’s Center of Excellence. Derek Gubala, Director of Business Development, will join the Center’s Advisory Group and provide expert feedback for NAIFA’s Legislative Working Group. Additionally, the two organizations will mutually support events, publications, and thought leadership initiatives.
"We are excited to welcome Brookstone Capital Management as our newest strategic partner,” stated Kevin Mayeux, CAE, Chief Executive Officer of NAIFA. “This collaboration will strengthen both organizations, providing increased visibility and valuable resources for our members. The addition of Brookstone strengthens our position as the ‘big tent’ of advisors in the financial services industry and we look forward to working closely together to allow more Americans to receive the financial advice needed to achieve the financial security they deserve.”
Founder and CEO, Dean Zayed added, “This partnership aligns perfectly with our goal of empowering financial professionals and ensuring they have access to top-tier resources. With the rise of holistic planning and the opportunity that technology now affords advisors, we are confident that Brookstone Capital Management can be a valuable partner to many NAIFA members who want to simplify their business operations to spend more time on client relationship development. We look forward to working closely with NAIFA to create lasting value for both advisors and the clients they serve."
About Brookstone Capital Management
Founded in 2006, Brookstone Capital Management (BCM) is an SEC-registered investment advisory firm providing fee-based asset management services through its niche network of more than 800 financial advisors and firms. As an open-architecture turnkey asset management platform (TAMP), Brookstone offers advisors a wide array of investment strategies. Founder and CEO Dean Zayed established Brookstone with the singular goal of forging strategic relationships with independent retirement advisors to comprehensively support all aspects of their fee-based advisory business.