Relentless Execution

NAIFA Has a Great Roadmap and a Drive to Succeed

By NAIFA CEO Kevin Mayeux, CAE

A great plan is worthless without relentless execution. The plan simply points us where we want to go and draws a picture of what success looks like. It is necessary, like a good roadmap or GPS, if you want to travel to new places. But you won’t go far unless you get in the car and start driving.

NAIFA has a great plan. Our Board of Trustees took the work of our Strategic Planning Committee, along with input from members and volunteers nationwide, and adopted the NAIFA 2025 Strategic Plan. The plan charts our association’s course over the next five years with goals focused on Membership Growth, Brand Amplification, and Member Experience. With our plan in place, we’ve gassed up the car and opened the garage door. Now we’re hitting the accelerator.

NAIFA 2025’s goals are ambitious, so our tactics must be bold. We have developed a Business Implementation Plan (BIP) for 2021 that establishes NAIFA’s desired accomplishments and how we aim to achieve them.

We have complete buy-in from our staff at the home office and in

From the President-Elect

By Lawrence Holzberg

COVID-19 brought continuity to NAIFA. It spotlighted NAIFA’s vital work at state, interstate and federal levels. The bottom line: NAIFA showed up. Our collective focus turned to protecting our businesses, working to pass the CARES Act, and understanding the Paycheck Protection Program so we could best utilize it for our own businesses and clients. The experience unified NAIFA like none other, and it brought more new members into NAIFA than we have seen in 30 years. Why? Because the power of belonging to a professional association was clear when crisis hit. Members turned to an association working at all levels on their behalf. The pandemic has allowed the culture of the New NAIFA to be embraced by all. We are all in.

our chapters around the country, as well as the strong support of our Board of Trustees. We are working relentlessly to implement the BIP tactics that will grow our membership, amplify our brand among influencers inside our industry and out, and improve the NAIFA experience of every member.

Our relentless execution has a strong motivation. NAIFA members are the best financial professionals in the United States, driven by a calling to serve the best interests of their clients and help American families and businesses achieve financial security and prosperity. It is crucial to our families, communities and country that you succeed. NAIFA is driven to ensure that you do.