Members Blog

NAIFA hosted a special mid-year membership check-in on July 31st. In case you missed the live session, take 40 minutes to watch the recording. Membership recruitment and retention is everyone's responsibility. Throughout the session, you'll hear from NAIFA President Tom Cothron, NAIFA President-Elect Doug Massey, NAIFA Membership Chair Dennis Cuccinelli and NAIFA Membership Vice Chair Carina Hatfield. You'll receive resources and talking points to use when talking to others about the benefits of belonging to NAIFA. The truth is, NAIFA has never had a better value proposition than we do now. All of us need to do what we can to move our association forward.

On the heels of a fascinating discussion of AI and Fintech (see NAIFA Live On-Demand), NAIFA is proud to feature Kacy Seitz, ChFC, CLTC, CHSNC as our August NAIFA Live speaker as she presents Financial Planning for the Special Needs Family. As a special needs parent, Kacy created Whole Story Planning, devoted to helping Special Needs families across the country. Kacy’s fascinating presentation will equip you to better understand the planning needs of any child or adult child with long-term dependency during each stage of life. 

At NAIFA, we’re all about strengthening the insurance and financial services industry by helping advisors grow their knowledge and be their best at serving clients. The Advisor Ambassador Accelerator Academy has been instrumental in that mission.

Are you or someone you know passionate about NAIFA, but not in a formal leadership role (or might be ready to dip their toe in the water, but needs to start small?) We want to hear from you! NAIFA Membership is actively seeking Brand Ambassadors to do light lifts to promote membership growth and engagement. Membership Chairs and all chapter leaders concerned with growth should also attend. Register for our Passion Powers People webinar on July 31st at 12 pm eastern. Even if you are unable to join us live, we will reach out to you and follow up on how you can contribute in meaningful ways that work for you!

Looking for new ways to grow your practice? Seeking innovative strategies? If you are in Southern California, the San Francisco Bay Area, or Omaha...you're in luck! NAIFA is supporting a small road show this month featuring our loyal members, Joe Jordan (2023 John Newton Russell Memorial Award Winner) and Tom Morgan with guest speaker, Billy R. Williams, Ph.D. American Senior Benefits is bringing a powerful lunch and learn event to 3 select markets in July.

One-third of financial advisors are predicted to retire in the next 10 years, creating an opportunity for advisors looking to grow or sell their practice. Join NAIFA member, David Wood, for the "M&A Summit: Opportunity of a Lifetime", offered in-person and virtually throughout the rest of 2024. Industry professionals come together for an in-depth exploration of mergers and acquisitions and learn how to harness the wave of retiring advisors to capitalize on this opportunity. 

We're proud to support David in this Member-to-Member program because we've long heard our members struggle to understand how to value their business, options for succession planning, and practical tips for how to actually sell their business. Advisors in the growth mode of their business are looking to rapidly expand and understand that buying a book of business would catapult them to the next level, but typically don't know where to go or how to go about buying a business (or, how to afford it!) NAIFA is bringing members together to solve both sides of this problem and enabling our membership society to be a safe space for us to learn and work together to achieve win-win results.

This event is designed specifically for financial advisors looking to buy, sell, or merge practices. With a focus on strategic growth, you’ll gain essential tactics and insights on how to become acquisition-ready, leverage the M&A wave, and ensure your practice thrives amidst the evolving landscape of retiring advisors.

David is a recognized thought leader and speaker in the space and will cover the latest trends and best practices in mergers and acquisitions, offering you actionable strategies to maximize the value of your deals and secure a competitive edge in the market.

Named one of the top 10 business speakers in North America in December 2023 by New York Tech, Marques Ogden provides NAIFA members an exclusive opportunity to connect with him each month. Join him for Wake Up Wednesdays on the first Wednesday of each month at 9 am eastern. Marques's sessions focus on being performance-driven, emotionally resilient, and leveraging discipline to accomplish more. He refers to this as the "pursuit of the unbreakable mindset." Through these sessions, Marques is committed to equipping participants with the knowledge they need to thrive.

In case you missed it, Dan Finley has held free coaching sessions for NAIFA members since the beginning of 2024. These sessions are designed to help you grow personally and professionally.  Dan's next session, Creating an Effective Client-Servicing System will be July 25th at 4 pm eastern. More than 300 members have already experienced these coaching sessions. Don't miss this opportunity for strategies, sales and marketing ideas, scripts, and tools to increase your bottom line! 

Artificial Intelligence and its potential impact has been compared to that of the printing press and electricity. What impact with AI truly have on your business and your future? Join us on July 18th at 12 pm eastern for NAIFA Live with Ken Leibow, Founder and Chief Executive Officer at InsurTech Express. Ken brings more than 36 years of insurance industry experience to the discussion, with an extensive background in insurance technology for distribution and back-office systems.