Help Shape the Future of NAIFA-Fort Worth Leadership

NAIFA-Fort Worth is starting the important process of selecting our future leaders.  Each year, our nominating committee meets to review the pool of nominees that applied or were nominated for open director and/or officer positions.  After that review, the committee will present its recommendations to the board at the regular board meeting.  The nominees selected by the committee shall be published in the newsletter and distributed to all active members at least (1) month prior to the annual meeting, which is held in late April. 

If you would like to apply or nominate someone, please complete the nomination form found at the below link and return it to the NAIFA-Fort Worth office no later than Friday, March 3, 2017.

NAIFA-Fort Worth welcomes and encourages your participation in this process.

 

Dear Members,

The speakers and the distinguished guests honored during our monthly luncheons are at the heart of what NAIFA-Ft. Worth stands for. These events made me think about why some people get more out of professional associations and networking groups than others. I've seen time and again that it's simply not enough to pay your membership fee and hope for the best. Even going to one or two events a year won't get you very far in most cases. Sure, you may meet some terrific people, but unless your profession is uniquely non-competitive, or you make an overwhelmingly positive first impression, it's unlikely that much will come of it.You make an investment of both time and money when you join a group.

So here are five things you can do to make the most of your investment:

• (1) Limit your memberships to two or three groups.
  Don't spread yourself too thin. Maximize your experience by going for depth of involvement.
• (2) Attend meetings and events regularly. Build a base of support with regular members and position yourself with new members as someone in the know.
• (3) Join a committee. Take a leadership role in the group and interact with members at a more meaningful level. Show them what you can contribute.
• (4) Raise your visibility. Offer to organize an event, round up a speaker or greet people at meetings. We always notice the host at a party more than the guests.
• (5) Invite friends and associates. Share the learning and experience. It can be a win-win for you, your friend and the group. In addition, NAIFA distinguishes itself by providing the following as well.

NAIFA's Legislative Advocacy, Practice Resources and Professional Development
Legislative Advocacy

• Taking a Stand on issues such as the DOL fiduciary ruling that affects advisors working with retirement savers; Tax reform, Heath Reform and Agent Licensing.
  
• Influencing Political Opinion through NAIFA's Political Action and Involvement Committees.
  
• Mobilizing and Informing members on topics of interest through numerous communication tools.
  

Practice Resources

• NAIFA's Virtual Library of professional practice tools and tips, including sample marketing materials, newsletters and sales presentations, fact finders, concept pages and specimen documents.
  
• NAIFA's Preferred Providers offers, including discounts on industry management and sales tools, errors and omission (E&O) insurance, office supplies and shipping services.
  

Professional Development

• Networking Opportunities, including NAIFA's Annual Convention & Career Conference and the Young Advisors Team (YAT).
  
• Recognition for Your Professional Achievement through participation in NAIFA's Industry Awards
  

Program

• Discounts on Certification Training through NAIFA's affiliations with LUTC and The College for Financial Planning. Earn professional designations, including CLU, ChFC, LUTCF, CFP and FSS.
  
• NAIFA Prospecting, Marketing & Sales System program, available on the NAIFA website!

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MEMBER BENEFITS!

  

The NAIFA Member Value Calculator can be found:  http://www.naifa.org/membership/calculate-your-member-savings   This is a great benefit piece to share with not only current members, but those that are prospects or lapsed.  NAIFA protects their business & grows their business and this calculator is a reminder of the true value of NAIFA!

2017 P&P Conference:  An updated draft schedule will be sent out within the next few weeks, but please note that you will want to communicate that your members should arrive on Thursday, September 7, 2017 and depart in the afternoon of Sunday, September 10, 2017.  The conference will remain with a strong focus on professional development to include Advanced Advisor Workshops, Skill Builder Series, Women Leaders in Insurance Panel, “Brain Dates” and many other exciting offerings.  The Friday evening event will be open to all attendees at the Disney Springs House of Blues.   The conference landing page is:  http://www.naifa.org/events/performance-purpose-2017-annual-conference