The NAIFA Governance Committee is accepting nominations for members who wish to be considered as candidates for the 2022 NAIFA Board of Trustees and Secretary.
1 min read
NAIFA Governance Committee Considering Candidates for the 2022 Board of Trustees
Topics: Leaders
1 min read
NAIFA Member Sheryl Hickerson Announces New Website for Females and Finance
NAIFA member and CEO of Females and Finance Sheryl Hickerson announced the launch of a new website for the organization.
Topics: Diversity Finance
2 min read
Rub-a-dub-dub, three folks in a tub, and who do you think they be?
The agent, the banker, the financial advisor working for the client, you see.
Okay, that may not be the way you remember the nursery rhyme, but whether you go with the 1950s sanitized version or the 14th Century English version that may have referenced a bawdy show, there is an implication in the rhyme that three seemingly different professionals in close collaboration with one another are probably up to no good.
Let’s agree that nothing could be more untrue. That’s our story and we’re sticking to it!
The modern world of insurance, investing, and banking are complex and interwoven. That’s why Customers Bank chose to partner with NAIFA.
Topics: Business Performance Center Potential Partners for Advisors
1 min read
NAIFA Partners with Real Wealth® Marketing to Offer Marketing Solutions to Members
NAIFA and Real Wealth® Marketing have entered a marketing partnership to promote professional cooperation between the two organizations. Under the partnership, Real Wealth® Marketing will offer NAIFA members free and discounted memberships that include access to educational webinars on technology, relationship building, and marketing solutions.
Topics: Marketing Press Release
1 min read
NAIFA Partner E4IS Hosts Weekly BREW: The 4 Marketing Strategies all Financial Advisors Should be Doing Right Now
There are a plethora of marketing tactics and tools available for financial advisors and professionals. However, when you try to execute them all, things can get haphazard. Tiffany will be highlighting the four marketing strategies that should be part of every core marketing or business development plan.
Topics: Marketing
1 min read
Prudential Financial Is a 2021 Civic 50 Honoree
Congratulations to Prudential Financial, a NAIFA Corporate Partner, on being named a 2021 Civic 50 honoree by Points of Light, the world’s largest organization dedicated to volunteer service, which mobilizes millions of people to take action that is changing the world. The Civic 50 honorees are "public and private companies with U.S. operations and revenues of at least $1 billion selected based on the investment, integration, institutionalization, and impact of their U.S. community engagement program."
2 min read
Primary Financial in Edison, NJ, Is a NAIFA 100% Agency
NAIFA is pleased to announce that Primary Financial in Edison, NJ, has become a NAIFA 100% Agency. Under the membership program, Primary Financial has enrolled all of its advisors as NAIFA members and enrolled them in NAIFA’s grassroots advocacy programs.
Topics: Press Release
1 min read
NAIFA's Delvin Joyce Featured on TV Special Exploring Race and Money
Eyewitness News 9 from WSOC-TV, a station in Charlotte, NC, recently broadcast a special report, “Talking About Race and Money.” The Personal Finances segment of the broadcast (beginning at the 13:10 mark) features Delvin Joyce, CLU, ChFC, Managing Director with Prudential Financial and Chair of NAIFA’s Diversity, Equity, and Inclusion (DEI) Council (loyal member since 2010).
Topics: Talent Development Center Diversity
3 min read
A Question of Ethics: Expanding Our Services as Progress Against COVID-19 Continues
At this mid-year point, we are finally experiencing what we hoped in the fight of our country to reduce the incidents of COVID-19. We're seeing the lowest level of new cases and deaths in almost a year due to progress with vaccines. With this encouraging trend, what are some of the services we should focus upon to provide, following the directives of our NAIFA Code of Ethics?
Topics: Practice Management COVID-19 Ethics
2 min read
NAIFA’s Performance + Purpose Conference Is Set to Redefine the Lines
Registration is open for NAIFA’s Performance + Purpose (P+P) conference, NAIFA’s signature professional development event, August 17-19. This year’s P+P will remain in an all-virtual format with the expectation of returning to an in-person conference in 2022 in Phoenix.
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