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NAIFA Leadership Newsletter August 2018
August 2018 | Inaugural Issue of Monthly NAIFA Leaders

We’re pleased to launch the inaugural issue of NAIFA Leaders, a monthly e-newsletter designed exclusively for NAIFA chapter leaders and field staff.

We recognize you receive a number of emails from NAIFA each month, and our goal is to minimize that number with a monthly digest of NAIFA news that you can use to be the best leader you can be. 

NAIFA 2020 Implementation
You Need to Know:
The NAIFA 20/20 Implementation Handbook & Plan

The NAIFA 20/20 Implementation Handbook was posted in mid-July. Please check regularly for updates, and note the following deadlines:

September 24: Local Chapter Agreement Application Due

October 30: Merger and dissolution paperwork is due for locals that are to become affiliates

If you haven't already done so, please begin working on dissolutions of future local affiliates. More information and guidance on mergers and dissolutions can be found here

Empowering Local Affiliates in the Modern NAIFA Structure: Webinar, Aug. 28

Local affiliates have inquired how to prepare and operate in the new chapter structure, and how to ensure continuity and growth in their communities.

Please join us for a webinar at 2 p.m. EDT, Tuesday, Aug. 28, to discuss next steps and hear practical suggestions from other associations. The webinar will focus on empowering affiliates to grow and prosper while working cooperatively with their state association. State leaders are welcome and encouraged to attend. 

Register for August 28's "Empowering Local Affiliates" Webinar

NAIFA Performance+Purpose Conference 2018
Special Events for Leaders

Join your colleagues at the National Leadership Meeting at P+P

State and Large Local Presidents, National Committeepersons and Executives are invited to attend the NAIFA Performance + Purpose National Leadership Meeting from 2-5 p.m., on Thursday, Sept. 13.

Please join NAIFA President-Elect Jill Judd for this content-rich, action-packed session presenting insights and strategies for a satisfying leadership experience and successful year. This interactive session will cover the following:

  • NAIFA 20/20 Implementation
  • Planning and engaging members throughout your state
  • Bringing NAIFA to underserved markets
  • Concepts of contemporary volunteering
  • Processes for team accountability
  • Methods for expanding your skills and deepening your networks

We look forward to having your input at this memorable event. As Andrew Carnegie once said, “No man will make a great leader who wants to do it all himself, or to get all the credit for doing it.”

Register for the 2018 National Leadership Meeting

State Caucus/Meeting Rooms

Is your state looking to host a caucus at Performance + Purpose? We now have three rooms and three room setups for your meeting needs! To sign up, review the list of dates, times and meeting room set ups and select the slots you need. 

Your Opinion Needed on this Survey
Your Opinion:
Livestreaming Education

We need your feedback as we consider new ways to design modern member experiences.

With the modernization that comes with NAIFA 20/20, we will leverage the opportunities that livestreaming technology affords. We are investigating new ways to deliver real-time and on-demand education that knows no geographical boundaries to NAIFA members.

This month's survey focuses on the exciting potential to livestream educational sessions so members have access to NAIFA’s education offerings regardless of their location and the type of device they are using.

Take the "Livestreaming Education" survey now and help us serve members better.

NAIFA's Limited & Extended Care Planning Center
Launching Soon:
Limited & Extended Care Planning Center

NAIFA will soon roll out the Limited and Extended Care Planning Center (LEC Planning Center), designed to be the first clearinghouse of information about all aspects of long-term care. NAIFA, along with the Center's founding partners, is bringing together all the information, tools and resources a financial advisor would need to know about this important topic.

Once the Center is launched, NAIFA members will be able to access it as part of a beta test group through December 2018. NAIFA leaders will be the first to have access to the Center, following a "Welcome to the Limited and Extended Care Planning Center" product tour to be held at the end of September.

Interested in being part of the beta group? Sign up now and we'll pre-register you for the product tour and automatically put you in the beta group

Membership Initiatives

Each month, we will highlight initiatives to undertake together to help attract new members and recognize the outstanding work of all our members. 

Additionally, we recognize that we can't put everything we want to communicate in email. In addition to this newsletter, we are establishing monthly Leadership webinars where we will share what's new at NAIFA so you can hear it first.

What: NAIFA Leadership Monthly Debrief
When: Wednesday, September 5
Time: 12:30-1 p.m. EDT

NAIFA Membership Corner
Membership Corner

Save the Date
The next National Membership Day is on Thursday, October 4! 

Membership Plans
We are excited to grow membership this year! Most states have had calls with our Membership Team to build out their plans. Congratulations to these states for submitting their 2018-2019 Membership Plan!

Goodbye MemberNet, Hello HubSpot!
MemberNet is being replaced by Hubspot! Join a HubSpot training session. Who's already been trained? View the states that have completed the training.

The State on Top
Congratulations NAIFA-New Jersey for recruiting NINE new members in July! 

The Member Recruiter Ribbon is premiering at P+P this year!
This berry-colored ribbon will show off your commitment to NAIFA membership growth when you sponsor one member between July 1 and September 10! BONUS, if you recruit more than one, we are adding a little neon green to your ribbon line up as well. Get excited and keep recruiting!

NAIFA's Advisor Ambassador Program
Launching Soon:
Advisor Ambassador Program

Mark your calendars for a new recruitment program focused on attracting and activating early-career advisors.

Launching in October, the program will feature members of the Young Advisors Team who will conduct 30-minute, real-time, virtual roundtable interviews with prospective members during a four-week period.

The first set of dynamite speakers and topics features our following YATs:

October 3: Learn Exceptional Prospecting Practices featuring Jordan Millette
October 10: Build Your Professional Network of Mentors & Industry Colleagues featuring Blake Gilles
October 17: Be a Playmaker in the Financial Services Industry featuring Brenton Harrison
October 24: Optimize Your Time & Cash Flow featuring John D. Richardson

To learn more about this exciting program, register to attend our first Leadership Monthly Debrief webinar on September 5 at 12:30 p.m. EDT to hear more about it! (Yes, it will be recorded so register to receive an automatic notification when it's available on-demand.)


NAIFA Member Recognition Program
Member of the Week

Who in your state has recruitment written all over their face? You know there is that one person you always can count on as the NAIFA Cheerleader bringing in the newbies. Well, it’s time to nominate that person to be recognized as part of our “Member of the Week” on the NAIFA Solutions Center.

Recognize excellence and nominate a NAIFA member

NAIFA   2901 Telestar Court    Falls Church  VA   22042   USA
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