Leaders Blog

How do you respond if a NAIFA member is dropping their membership because they don’t have time to participate or attend meetings? It is one of the most common reasons people give for canceling or failing to renew, and it’s important for NAIFA leaders to have a ready response.

NAIFA's first 100% Agency, The Fortis Agency, was the host of the first Networking with NAIFA event last week in Holmdel, NJ. The historic Bell Works building, home to The Fortis Agency offices, was an optimal venue for an engaging social. Networking with NAIFA is meant to be a membership recruitment opportunity and is open to all financial services professionals looking to network and grow their business. Is your chapter planning to hold a recruitment event? Why not leverage the Networking with NAIFA framework and let NAIFA help market your event. Email marketing@naifa.org and let us work with you for a successful event.

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!

Do you know any NAIFA members who served in the U.S. military? Are you a veteran yourself? If so, we’d love to hear from them (or you). NAIFA is asking our members who served:

How did your military service contribute to your success as a financial professional?

NAIFA President-Elect, Larry Holzberg, kicked off September by hosting the Monthly Chapter Membership Chairs Meeting with a positive message to the Chapter Membership Chairs. Membership retention efforts/numbers are up, however, we need to focus on new member acquisition in Q4 and beyond.

NAIFA President-Elect, Larry Holzberg, kicked off the August Chapter Membership Chairs Meeting with a message to attendees that we need to use our July new membership numbers to help accelerate our membership efforts for the fourth quarter.

NAIFA President-Elect, Larry Holzberg, kicked off the July Chapter Membership Chairs Meeting with a message to attendees that NAIFA Nation has slipped below 20,000 members and NOW is the time to roll up our sleeves and get to work!

NAIFA President-Elect, Larry Holzberg, kicked off the June Chapter Membership Chairs Meeting with a message to attendees that it's time to roll up our sleeves and work together to increase membership! 

NAIFA President-Elect and National Membership Chair, Larry Holzberg, began this month's Membership Chairs meeting with a message of One NAIFA. Larry stated that we need to start to think about NAIFA as a franchise model, comparing NAIFA to McDonald's, so that no matter where you are at in the country, you can expect to have the same NAIFA experience. 

NAIFA President-Elect and National Membership Chair, Larry Holzberg, kicked off our April Membership Chairs Meeting with a welcome message to attendees, as well as an announcement that NAIFA has had two consecutive months of net membership growth!