Leaders Blog

The summer issue of NAIFA's Advisor Today magazine is available online. The print edition of the issue is in distribution to NAIFA members and should be arriving at homes and offices across the United States.

From now until Labor Day, all Friday Chapter Services meetings/webinars will be moved to Thursdays from 3:30-4:30 p.m. Eastern. Note that the Chapter Programs Chair Meeting will remain on the second Thursday at 3 p.m. Eastern. A complete schedule of all meetings/webinars is listed below.

Chapter Leaders Webinar
Thursday, June 3
Thursday, July 1
Thursday, August 5
Thursday, September 2

Chapter Membership Chairs Meeting
Thursday, June 10
Thursday, July 8
Thursday, August 12

Chapter Programs Chair Meeting
Thursday, June 10 @ 3 p.m. Eastern
Thursday, July 8 @ 3 p.m. Eastern
Thursday, August 12 @ 3 p.m. Eastern

Chapter Staff Meeting
Thursday, June 24
Thursday, July 22
Thursday, August 26

Chapter President’s Circle
Thursday, July 15

Forthcoming will be an updated Calendar of Events, which will be released in the blogs, as well as updates to the calendar in Zoom.

We hope that with this change, Chapter Staff and Chapter Leaders, are able to enjoy the Summer months! If you have any questions or concerns, please do not hesitate to reach to leadership@naifa.org.

Help to move the membership needle! Become an Advisor Ambassador and share your best practices, lessons learned, and savvy sales ideas with prospective members. This membership prospecting program, spearheaded by the YATs, is a fantastic opportunity not only to entice new advisors to NAIFA but also to allow us to showcase you on the national stage.

Big shout out to NAIFA-Florida's State President Craig Duncan of Craig Duncan Insurance Inc for submitting his video inviting all financial services professionals to join us next week at Congressional Conference! Do you want to submit a video to be featured on NAIFA's social media platforms? We are still accepting videos until the end of the day Friday, May 21st. Check out this previous blog post for instructions to record and submit your video.

Amplify the Young Advisor's Voice on Capitol Hill and continue the YAT networking tradition with a Virtual Happy Hour. We need representation from our YATs at Congressional Conference. With so many new legislators who don't know our industry or our business, we need everyone involved in building relationships.

New materials are now available in the Congressional Conference Promo Kit. Tell NAIFA Nation and your networks that you are going to represent your state during Congressional Conference with "I'm Going" graphics and a Facebook profile frame.

The quarterly State of NAIFA webinar will be Tuesday, May 11, at 2 pm eastern. All NAIFA leaders and members are encouraged to attend. 

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: 

The longer you've been in leadership the easier it becomes, right? Not exactly. The best leaders frequently review their strengths and weaknesses. They create a plan on how they can improve their leadership skills. 

We are introducing a new type of content in our Leaders' blog called Shining Stars whereby we highlight the great work that we're doing across NAIFA Nation. Here's what we've spotted recently in terms of great work in the area of Membership Acquisition.

Membership Sell Sheet Join the Band-Wagon

Earlier this year, we announced a new benefit for all chapters, a customized membership sell sheet to feature what is going on in your chapters.  We want to recognize our early adopters: Pennsylvania, Houston, Washington, Western Michigan, New Mexico, Minnesota, New Jersey, Mississippi, Illinois and Oregon.