Staff

Monthly Chapter Staff Webinar: August 2020 Marketing Update

Written by Justi Folladori | 8/26/20 12:41 PM

VP of Marketing and Communications, Suzanne Carawan, provided an update from the Marketing and Communications Team during the August 21 Monthly Chapter Staff Webinar. Suzanne reported that NAIFA reached it's 1000th member in 2020, a number NAIFA did not reach until September in 2019. Welcome to NAIFA Ian Carbone from Atlanta, Georgia. We are #NAIFAproud to have you! 

Key takeaways from Suzanne's report include:

  • The award winning Advisor Ambassador Program is currently looking for more ambassadors to present. 
  • New presentations for chapters to use include the State of NAIFA, Federal Overview: Effects of COVID-19 and a new and improved Membership Promise Presentation.
  • NAIFA branding guidelines are now available! 
  • Members only items should NOT be put on social media. Examples include NAIFA Live, IFAPAC and Affinity Programs.
  • NAIFA continues to create demand and leads for programs even during COVID-19. There is now a three step process in place to convert leads to members.
  • Social media graphics to congratulate members on achieving designations (LACP, CLTC, LUTCF) are now being produced.
  • The print edition of Advisor Today will drop in September. Check your mailboxes!
  • The Performance + Purpose promotional kit will be available this week!

Click here to view the recording!