Members Blog

Last month, NAIFA welcomed Marques Ogden to Coaches Circle. He is a former NFL player turned inspirational speaker, author, and entrepreneur. Marques is the founder and CEO of Ogden Ventures LLC, a media and entertainment company that specializes in keynote speaking, business coaching, and consulting. Now he's sharing his passion for developing a winning mindset with NAIFA Nation.

We are just a few days away from Congressional Conference! We love seeing our members make the trip to Washington, D.C. each year. You can see who's coming broken down by state and noting who participates in a monthly IFAPAC contribution notated by their IFAPAC Monthly Defender badge. We are delighted to announce that we have over 100 first-time attendees coming to D.C. this year to experience meeting with their House and Senate leaders to discuss the following key topics: 

Some of NAIFA's most influential members share the main stage during the Heros of Zero Conference in Nashville on May 16-17, 2024. Attendees will hear from Tom Hegna, CLU, ChFC, CASL, LACP, loyal member since 1989, David McKnight, loyal member since 1998, Van Mueller, LUTCF, LACP, loyal member since 1979, and Ed Slott, CPA, loyal member since 1999. Plus NAIFA's 2018 Young Advisor Team Leader of the Year, John D. Richardson, RICP, LACP, loyal member since 2003 will hold a breakout session on Friday.

There are more than 400 NAIFA members who only need to receive their Financial Security Advocate badge to become part of NAIFA's newest member recognition program, the Triangle Team. One of the easiest ways to earn your FSA badge is to attend the group academy on April 24th at 2 pm eastern.

Don't miss our last NAIFA Live until June! On Thursday, April 18th at 12 pm eastern, Mike McGlothlin, CLU, CFP, ChFC, LUTCF will present "Building a Storybrand" so you may clarify your message to generate leads, create more referrals, and empower your team. This framework will help you understand what your clients are looking for so you can tell your story in a way people listen.

The National Membership Committee is spearheading an upcoming meeting that you can attend live or on-demand post event on opportunities that NAIFA offers that allows you to grow your business through growing your brand within NAIFA Nation. Maybe you've always wanted to publish a book (or have published one), maybe you are interested in getting started in podcasting, or wondering who are the lucky people that get a member profile and have it published out in front of 80,000 subscribers on Advisor Today? These are all benefits of NAIFA that you might not even realize exist! 

Webinar On-Demand Now Available

Two leaders from NAIFA-Iowa are working to grow Financial Security Advocates and Triangle Team Members. Ryan Bosch, loyal member since 2001 and Terra Heaton, loyal member since 2022, have reached out to ask for our assistance to help identify members to target who are close to completing the requirements for Triangle Team. They are organizing an event for members to come together and attend a watch party for the upcoming Financial Security Advocate Academy on April 24th. 

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