NAIFA and Chalice Network™ have completed an educational and affinity partnership agreement, under which Chalice Network will provide the Marketplace and Succession Link to NAIFA members. Additionally, Chalice Network and NAIFA will collaborate on blog posts, webinars, and other content within NAIFA’s Business Performance Center that focuses on agency and firm-level practice management.

“NAIFA is excited to partner with Chalice Network to provide our members and consumers with important resources to help them run their independent practices more efficiently and successfully,” said NAIFA Vice President of Marketing and Communications Suzanne Carawan. “NAIFA is always looking for new partners that can provide technology-based solutions to members to improve their ability to get more done in less time, as well as reward them for choosing to belong to their professional association.”

Chalice Network provides tools and a marketplace for 55,000 independent business owners, leveraging economies of scale to improve their operational efficiency through a single sign-on technology platform and ultimately provides users with enhanced enterprise value. In its partnership with NAIFA, it will bring NAIFA members more business tools and marketing resources, in addition to access to a succession planning marketplace to facilitate the buying, selling, and merging of practices.

NAIFA’s Business Performance Center provides practice management tools and resources to entrepreneurial financial advisors that own or manage firms. The Business Performance Center was introduced in 2021 and Chalice Network becomes the ninth partner to lend support to the Center.

“We are delighted to partner with NAIFA,” stated Keith Gregg, Founder and CEO of Chalice Network. “Being able to outfit NAIFA members with our marketplace and platform will allow advisors much-needed access to trusted products and services available in today’s market, without the advisor having to take the time to research and vet each company. This makes an immediate, positive impact on their business while capturing significant discounts, savings, and benefits.”