Leaders Blog

NAIFA is excited to present our new and improved NAIFA member newsletter!

This newsletter includes blog articles from NAIFA's Advisor Today, Advocacy in Action, and NAIFA's Centers of Excellence, including the Business Performance Center, Employee & Executive Benefits Center, Limited & Extended Care Planning Center, and Talent Development Center.

Currently, 525 NAIFA members have contributed responses to the 2023 Membership Survey. Our goal is to beat last year's response total of 793. 

NAIFA is surveying members to learn more about who they are, how they serve their clients, and how we can better serve them as an association. We ask all of our volunteer leaders to complete the survey and encourage other members you come in contact with to do the same.

Dennis Cuccinelli, LACP, an Independent Advisor associated with Certified Financial Services from Paramus, NJ, has received NAIFA's inaugural Annual Membership Hard Hat Award. He was presented the award by current NAIFA President Lawrence Holzberg, LUTCF, LACP, and incoming 2023 President Bryon Holz, CLU, ChFC, LUTCF, CASL, LACP, November 14 in Washington, D.C., at NAIFA’s Belong awards celebration that was part of the National Leadership Conference.

We're proud to announce Roger Sims, CLU, LUTCF, has received NAIFA's 2022 Q3 Membership Hard Hat Award.

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.