Leaders Blog

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.

NAIFA's got an all-new promotion to see which State Chapter will come out as the 2024 IFAPAC Madness Champion! Round One started on Tuesday, March 5th and will run through Sunday, March 24th. All 51 chapters will be competing to advance through the brackets. The winner will be announced on May 20, 2024, during Congressional Conference! The 2024 Champion Chapter will receive a trophy that can tour around the chapter all year.   

Much like the NCAA March Madness Brackets, IFAPAC has created its bracketology based on 2023 fundraising totals. Chapters will go head-to-head during each round to see who raises the most during the allotted time. The chapter with the highest total will move on to the next round.

The merger of NAIFA and the Society of Financial Service Professionals (FSP) presents our association new ways to serve our members more efficiently and – most importantly – more effectively. We are working diligently to integrate our memberships and ensure that all members continue to receive benefits that they value. Part of that process is determining how local chapters around the country help NAIFA best serve those members and achieve its strategic goals.

As we roll into March and toward the second quarter, we are still in need of some volunteers to help drive the membership train.  Membership chairs help sign up new members, renew those that have lapsed, and are key to welcoming new members into the chapter.  If you are a leader in one of the States below, please let us know if you need help finding a membership chair as we don’t have one on file: 

Then join us on March 28 @ 3 p.m. Eastern as the Chapter Services Team hosts a “Successful Chapter Sponsorship Programs” webinar!

As NAIFA leaders, you have the experience and influence to make a difference  when you encourage newer members' involvement with our association. No where is this more true than on the grassroot advocacy front. As a NAIFA veteran, you can increase the involvement of newer members by inviting them to participate in your state's legislative day and the national Congressional Conference, coming to Washington, D.C., May 20-21. 

Launched in October 2023, NAIFA's Mentor Loop is an exclusive new member benefit that matches mentors and mentees while providing a structure and supportive framework. In the initial roll-out phase, 25 pairs of mentors and mentees were matched, utilizing a carefully curated set of criteria to ensure their success. After a successful launch, we have now expanded the program and are seeking 25 new pairs!

I ❤️ NAIFA Month is nearly over, but we want to be sure that we shine the spotlight this incredible member benefit. Keep reading to catch February on-demand and register for March!

With an extra day this month, that means that you have an additional day to refer a new member to NAIFA...and an extra day to win a $10 Starbucks gift card! During February, you will receive a $10 Starbucks gift card for every member who joins and lists you as their referring member. Just our way of adding an extra "perk" during I ❤️ NAIFA month. Take advantage of the extra day on February 29th and help us expand our NAIFA family.

Join us on Tuesday, March 5, 2024, from 12:00 pm to 1:00 pm Eastern for a webinar on the evolving needs of aging clients in the financial industry. This session is vital for financial professionals who are navigating the complexities of managing assets for clients facing aging-related challenges. From unexpected caregiving roles to dementia and the necessity of leaving the workforce to care for loved ones, these issues significantly impact assets under management (AUM).