NAIFA Membership at Work for You

The latest NAIFA benefit is a website that educates consumers about the good that you do as a financial advisor — and where to find you.

By Ayo Mseka

In its never-ending quest to help raise your profile as a financial professional in the community, NAIFA recently launched a new consumer-facing site that will feature — you!

The new website, financialsecurity.org, replaces the former www.advisorsyoucantrust.org and will be expanded to provide consumers with information on mitigating financial risks, setting and achieving financial goals, planning for retirement and leaving a legacy for future generations.

The site will be a treasure trove of information about what NAIFA is, what it does, who its members are, the strict Code of Ethics they adhere to, and the qualities and qualifications that consumers should look for as they choose a financial advisor.

How will we do that? By featuring you!

We need your participation to create numerous videos, informational articles and short webinars in two areas. First, we need information on topics that enable consumers to increase their financial literacy, and second, segments targeted at students and career-changers about why they should consider a career in financial services.

The site also shines a spotlight on several NAIFA members who are dedicating countless hours of service to their clients and communities, and the exemplary qualities they possess as financial advisors.

Financialsecurity.org also contains a portal to help consumers connect with qualified, licensed professionals who can serve all of their insurance and financial services needs and who have committed to abiding by NAIFA’s high ethical standards.

All active members of NAIFA are automatically listed and we plan to continue to build out this directory this year to feature those who are recipients of NAIFA’s awards, including those who are recipients of the Four Under Forty Award, the National Quality Award, and more.

Visit financialsecurity.org today and see how NAIFA is working to make sure that consumers know that as a NAIFA member, you are committed to helping your clients meet their financial challenges and prosper, you help them create and achieve their financial goals, you establish long-term relations with them, and you serve as a great financial-literacy resource.

More NAIFA benefits

And while you are on the NAIFA website, don’t forget to review the other benefits you get just for being a NAIFA member. With a few clicks of your mouse, you can gain access to a plethora of resources that describe NAIFA’s advocacy wins and victories.

For example, NAIFA has recently released the new “Advocacy in Action” blog and the revised Advocacy Action Center to keep you more informed of the association’s federal, interstate and state work.

And if you haven’t yet seen our new Big Ideas webinar thought-leadership series, you can see upcoming and on-demand videos at bigideas.naifa.org.

Another important NAIFA benefit is what you are reading right now, Advisor Today. Pay careful attention to the ideas and strategies shared by the successful producers featured in this issue. They have worked well for them as they made their way to the top, and they may do the same for you.

It’s time to renew!

If you have not renewed your NAIFA membership, now is also a good time to do so. Just visit www.naifa.org and renew your membership so that you can continue to reap all of the benefits you get for being a NAIFA member. Take full advantage of these benefits today and watch your practice grow!