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CHAPTER PLAYBOOK

Membership Development Program


Membership is as easy as 1…2…3!

Follow these three steps to ensure membership success:

  1. As a Chapter Membership Chair, form a Membership Committee.  One volunteer for every 100 members in the Chapter is recommended to help spread the workload and build your volunteer bench for the future.
  2. Always invite nonmembers to events and always ask them to join. This is even easier with our QR codes! Don’t let them leave without being asked to join.
  3. Scan your membership list for 100% Agencies and for Financial Security Champions! Look at current members and those in agency leadership/ownership. Also, look at your current leadership board and see who knows who. This is incredibly low hanging fruit!

If you would like to discuss in further detail, be sure to schedule a call with Carina Hatfield, National Membership Chair, or NAIFA's Senior Director of Membership Outreach and Engagement, Randy Clark! Every Chapter is different with various challenges and opportunities. Flushing them out with leadership will help maximize opportunities and minimize challenges!