Leaders Blog

The second month of each month contains a set of three calls for Membership Chairs.  We've tried to make it as flexible as possible.  There are three dates/times per month.  Attend the one that fits your schedule best.  The calls are designed for the Membership Chairs, but they are open to any leader or Exec that would like to attend.

Our June Membership Chair calls have wrapped up and the momentum for 2022 continues to roll on!  We've signed up over 100 NEW members for six straight months and had the best May since 2017.  Thank you to all who took the time to attend.  We get together to problem solve, ideate, share, compare, and most importantly, get pumped about our profession and the good work we do every day!

Our May Membership Chairs calls have wrapped up and the momentum for 2022 continues to build.  Together, we've added over 100 NEW members for five straight months and had our best April in years!  Thank you to all who took the time to attend.  We get together to problem solve, ideate, share, compare and most importantly, get pumped about our profession and the good work we do every day!

As a reminder, the second week of each month contains a set of three calls for Membership Chairs.  We have adopted the IFAPAC model of breaking states into regions and then have created a true sales force so that we can move as one by hand-selecting two Membership Vice-Chairs per region.

Key Points Covered

• Q2 referral incentive updates
• Great success stories from States like PA, MA, WI and CO
• Our upcoming Congressional Conference
• Using NAIFA Connect

Great Ideas Shared

• Ideas for a successful event
• Friendly competitions to build membership
• Using NAIFA Connect as a member benefit

Who's Moving the Needle

The following chapters were net positive or neutral to April 2021

DE, HI, IA, IN, MA, MD, ME, MT, NC, NV, OH, RI, SC, CA-Foothills, CA San Fran Peninsula, Tampa, Greater Washington D.C., Central FL, E. Iowa, SC Upstate, Columbus, Cleveland, and Houston!

The second week of each month contains a set of three calls for Membership Chairs.  We've tried to make it as flexible as possible.  There are three dates/times per month.  Attend the one that fits your schedule best.  The calls are designed for Membership Chairs, but they are open to any leader or Exec that would like to attend!

NAIFA recognizes the Q1 2022 Membership Hard Hat recipient, Beth Valente, CLU, CFBS, CLTC, loyal member since 2013 and NAIFA-Massachusetts membership chair. Beth was selected as the recipient this quarter because she has been a powerhouse in referring individuals to NAIFA and getting the word out on why advisors should belong. In addition, she has been instrumental in introducing NAIFA to several agencies for presentations. 

Our April Membership chairs calls have wrapped up and the momentum for 2022 is building!  Thank you to all who took the time to attend.  We get together to problem solve, ideate, share, compare, and most importantly, get pumped about our profession and the good work we do every day!

The second week of each month contains a set of three calls for Membership Chairs. We've tried to make it as flexible as possible. There are three dates/times per month. Attend the one that fits your schedule best. The calls are designed for the Membership Chairs, but they are open to any leader or Exec that would like to attend. 

Our March Membership Chairs call has wrapped up and the excitement is off the charts! Thank you to all who took the time to attend. We get together to problem solve, ideate, share, compare, and most importantly, get pumped about our profession and the good work we do every day!

How do we get everyone to love NAIFA like our leaders that attended December's National Leadership Conference love NAIFA? We get together to problem solve, ideate, share, compare, and most importantly, get pumped about our profession and the good work we do every day! 

This is the flavor we're going for in 2022 in membership! As our President Larry Holzberg said, this is the year to expand the brand! Membership Chair calls are designed to get us connected and off and running in recruitment.

The second week of each month contains a set of three calls for Membership Chairs. We have adopted the IFAPAC model of breaking states into regions and then have created a true sales force so that we can move as one by hand-selecting two Membership Vice-Chairs per region. 

Role of the Vice-Chairs:
-Be a primary point of contact to state membership chairs
-Help state membership chairs work with local chairs
-Work on membership plans and ensure accountability
-Be the advocate for their region to identify who's doing it right to share & compare on Membership Chair Calls

Let's Grow Our NAIFA Nation Membership Team:
Here's where we are and thank you for serving to all the volunteers that stepped up to be part of the newly structured membership team committed to working as one: 

• National Membership Committee
• State Membership Chairs
• Local Membership Chairs

Look how impressive we are! If we are missing your headshot and/or we don't have the right person or you've added a chair, please report send it to your Exec so we can get it updated. 

How Will Membership Chair Calls Work: