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CHAPTER PLAYBOOK

Social Media


Social media is one of the fastest, most effective ways to communicate with your members, sponsors, and community. When used consistently, it boosts visibility, engagement, and connection—without requiring a full-time commitment.

Recommended Guidelines for Chapter Social Media


Be Consistent & Active

  • Post to every platform your Chapter maintains at least 3x per week.
  • Use a content calendar to plan your posts in advance—this saves time and ensures regular content flow.
  • Schedule posts using tools like Buffer, Hootsuite, HubSpot, or Sprout Social to stay consistent across platforms.

Measure Your Impact

  • Track engagement on your posts (likes, shares, clicks, comments).
  • Use analytics from your scheduling tool or platform dashboards to identify what’s working.
  • Adjust your strategy based on performance—keep what resonates, refine what doesn’t.

Expand your Reach with Volunteer Ambassadors

  • Recruit Chapter ambassadors to help create and regularly post content.
  • Assign 1–2 members to manage scheduling and analytics.
  • Encourage volunteers to engage with posts and tag others to amplify reach.
  • Boost NAIFA's message by educating your leaders on why social media matters.

Connect Social to your Digital Presence

  • Include links to all social media pages on your Chapter website and in every email or newsletter.
  • Add social icons to email signatures and event flyers.
  • Chapters also have the opportunity to connect their social media platforms with NAIFA's at no cost. What does that mean? Every time the NAIFA home office posts to Facebook, LinkedIn, X or Instagram, the post will automatically be published to your Chapter's platforms as well. This includes posts about holidays, webinars, programs, Advisor Today, etc. Please note that Chapters are still responsible for posting their Chapter specific information. If your Chapter is interested, please reach out to leadership@naifa.org. 

What to Post

  • Welcome New Members — Tag them so your post appears in their feed.
  • Celebrate Milestones — Membership anniversaries, awards, community service.
  • Promote events.
  • Share Industry Content — Tap into free resources like Life Happens.
  • Spotlight members and partners.
  • Repurpose content across platforms, with tweaks to fit format (shorter captions for Instagram, links for LinkedIn/Facebook).
  • Use official hashtags: #NAIFAproud and #MainStreetUSA.
  • Follow and regularly engage with NAIFA's social media accounts.

A thoughtful, consistent social media strategy helps grow your Chapter’s visibility and strengthens relationships with members, prospects, and your local community. With the right tools and volunteers, it’s entirely manageable in just a few hours each week. NAIFA's How to Leverage Social Media in 2 hours or Less a Week Webinar offers even more resources!

It's also important to note, that the NAIFA Board of Directors adheres to a Social Media Conduct policy which can be downloaded, adopted or revised by NAIFA Chapters.

 

Social Media Graphics Available for State Use

State Anniversary Graphics

1-3

Download the state specific anniversary graphics. Years available are 1, 2, 3, 5, 10, 15, 20, 25, 30, 35, 40, 45 and 50.

State Welcome New Member Graphics

AL-Membership Monday graphic-Facebook

Download the state specific welcome new member graphics. Formats available are Facebook, Instagram, LinkedIn and X.