Leaders Blog

The results are now for the first week of our Summer Membership Challenge! Take a look at how you stack up against other chapters. Congratulations to the 10 chapters that grew since June 1st: Arkansas, GWDC, Georgia, Hawaii, Kansas, Rhode Island, South Carolina, South Dakota, Tennessee, and Wisconsin.

Two NAIFA signature events, the National Leadership Conference (including the Belong awards gala) and Apex, are coming together this year as a three-day extravaganza at the world-class Arizona Biltmore. 

Don't miss out. Join us September 19-21!

The National Leadership Conference and Apex offer a great opportunity to get together with NAIFA leaders from across the country. Special sessions are specifically designed to benefit NAIFA leaders and allow you to share best practices.

Summer is no time for us to take our foot off the pedal when it comes to NAIFA advocacy efforts. Last year, NAIFA members held more than 135 meetings with members of Congress and their staff in their home districts during the annual summer Congressional recess. 

When you're talking to member or a prospective member, do you know all of the benefits that NAIFA has to offer them?

Back in April, our Membership Team put together some videos on how to make the most of your NAIFA membership. These are great resources to use for recruitment and retention efforts.

In case you missed it, we have all of the videos linked below here for you to access and use as you please.

Join the Chapter Services Team on July 25 @ 3 p.m. Eastern as they conduct a Succession Planning Training Webinar!

As we begin to plan for 2025, the webinar will provide Chapters with succession planning tips and tricks and answer any questions Chapters may have. After the webinar, resources will be posted in the Chapter Playbook for Chapters to reference!
Presidents, President-Elects, Immediate Past Presidents, Executive Directors and Chapter Staff are encouraged to attend, but ALL Chapter Leaders are invited!

Reminder that the next "Wake Up Wednesday" with Marques Ogden will happen next Wednesday, July 10th at 9 am eastern. Wake Up Wednesday is a motivational hour with Marques who is not just a member, but one of our keynote speakers at this upcoming Apex at the Arizona Biltmore September 19-21, 2024. Once a month the NAIFA early birds get together to talk about mindset with Marques leading us through key points to help us optimize our time, efforts, and self-talk so that we can do more and be more. This great new member-to-member program is guaranteed to get you going and ensure that you don't get comfortable with being comfortable! 

NAIFA has a new virtual Book Club that any member can join! We kicked off last Friday with "Building a Storybrand: Clarify Your Message So Customers Will Listen" led by John D. Richardson (JDR). Participants were given a guidebook ahead of the call to allow for structured discussion and first met in large group format with breakout rooms to follow with small group discussions to talk about how to actually apply the principles in the book to your practice. Great ideas were exchanged and people from across the country were able to meet each other for the first time and really get to know one another on a personal basis. 

Last week, NAIFA-Missouri's Membership Chair, Jennifer Hodges hosted NAIFA's first P&C Study Group. This Member-to-Member Program was designed primarily for members in the P&C space but is open to all members to participate and contribute. The study group will meet once a month to review case studies, hold discussions, and uncover ways to leverage NAIFA to build your business.

We have started to see some movement in the chapters with our Summer Membership Challenge! Our first results will officially be posted on Monday, but you can also catch up each week in the Leaders Blog! Help your State chapter win cash prizes to be put back into your programs and membership development.  We are a word-of-mouth society and your referrals are our future members, so let's get out the invites to those financial service professionals (attorneys, agents, advisors, loan officers, financial coaches, and accountants) that you know who are good candidates for NAIFA membership. Make sure they use your name and you will be rewarded! 

Big shout out to NAIFA-Illinois Executive Director, Sara Decatoire, CAE, IOM for leveraging an opportunity in her state this month! NAIFA Coach, Walter Bond will come to select cities this summer to offer his Shark Mindset Sales System to financial service professionals. When Sara heard that Walter was offering two workshops in the Chicago area, she decided to take it a step further and filed for CEs in Illinois, adding extra value to the attendees. Workshop sessions are open to members and nonmembers. There will be a table set up with information about joining NAIFA available. Sara, along with other NAIFA members will attend the events to answer any questions and sign up new members to NAIFA. We are #NAIFAproud that Sara took the initiative to make this into a real win-win!